Commodities Markets: the New Reality
Thursday, April 18th, 15:15-16:30
Has the commodities supercycle come to an end and what is the new paradigm of the commodities market?
Will the individual commodities’ performance diverge and what are the key risks and opportunities for different commodities in the coming years?
Is vertical integration of producers and traders the new cure or will it expose both sides to increased volatility?
What are the implications of the changing market conditions for Russian producers?
What are the main factors limiting interest of global strategic players in Russian assets? What steps need to be undertaken for increase in investment appeal?
Will producers re-evaluate greenfield opportunities or is M&A now the best strategy for growth for Russian and international producers?