2023 Commodity Outlook with Analyst Alex Christopher of CRU Group

Analyst Alex Christopher of the CRU Group discusses CRU’s 2023 commodity outlook. Alex Christopher is a Multi-Commodity Analyst working at CRU Group, an independent mining, metals and fertiliser analysis and consulting company based in London. Alex sits in the analysis division where he conducts cross-commodity analysis and holds day-to-day responsibility for content delivery to credit ratings agency Fitch Ratings.

Previously, Alex worked as Exploration Geologist for a private equity group with global interests. In this role he gained field and research experience in seven countries including Norway, the US, Montenegro and the Republic of Ireland, focusing on base, precious and battery metal exploration.

If you’d like to reach out to Alex you can reach him via email at [email protected] or LinkedIn: https://www.linkedin.com/in/alexchristophergeo/

0:00 Introduction

0:45 CRU Group & Alex Christopher background

3:15 Does CRU Group agree with Goldman Sach’s commodity outlook?

7:43 Elon Musk: “No change in copper production is required for the transition to sustainable energy”

9:10 CRU Group’s 2022 most-accurate and inaccurate commodity calls

12:07 CRU Group’s hottest commodity for 2023?

15:56 CRU Group’s coldest commodity for 2023?

17:54 European vs North American NatGas markets

19:39 Further thoughts on CRU Group’s broad commodity outlook

22:45 Key global trends to watch as mining investors

26:13 How to contact Alex