Expert Analysis of Base Metals, Battery Metals and Fertilizer Sectors with Paul Robinson


Paul Robinson has over 25 years’ experience in commodity industries working across the metals, mining and power sectors. Paul is an analyst and director with the CRU Group which offers business intelligence on the global metals, mining and fertilizer industries through market analysis, price assessments, consultancy and events. In this interview, Paul shares his outlook on the base metals, battery metals and fertilizer sectors as a result of the COVID-19 crisis.

0:15 Introduction
1:27 Paul Robinson’s professional background and what CRU Group does
3:55 How COVID-19 impacts base metals sector in H2 2020 & 2021?
6:31 Is this the hardest time to forecast accurately?
7:47 Aluminum outlook
9:54 Current crisis compared and contrasted with 2008 GFC
13:32 Feedback from CRU team on the ground in China?
16:17 Commodity with biggest supply/demand gap in H2 2020?
18:06 Tin outlook
19:10 Commodity most negatively affected by COVID-19 crisis
20:25 Battery metals outlook
23:11 Fertilizer market outlook
25:00 Who the CRU Group serves and how to contact Paul

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