GLGi: Base Metals: Putting the Super Cycle Theory to the Test

Time & Location

Originally Presented: November 29, 2006 12:30 PM, New York

Presenter(s):

Neil Buxton

Managing Director
GFMS Metals Consulting

          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Agenda:

  • Key underlying drivers of the market
  • Supply, demand and price outlook with particular focus on the impact of China, India
  • Conditions in the key downstream markets that drive demand
  • Lack of investment in mining capacity and new potential sources of supply

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