Liberation Day is shaking up global markets and the commodity space is no different.
The situation is very dynamic and there is a lot of uncertainty. We will set the stage for the conversation by exploring three potential scenarios and what these mean for the economy and base and battery commodity markets.
We will ask and discuss the following:
(1) What potential scenarios could we anticipate develop regarding global trade?
(2) What are the implications of these scenarios for the commodity markets?
(3) What are some of the key considerations industry needs to start thinking about?
