What's the outlook for metals? Join our Head of Research, Daria Efanova, Research Analyst Viktoria Kuszak, and Robert Montefusco from our Industrial Commodities team for a complimentary webinar.
They will present findings from our forthcoming Q3 2025 Quarterly Metals Report, with analysis and forecasts for base metals, precious metals, iron ore and steel.
Key themes
- Tariff Impact: What do new trade frameworks look like? Will this put some economies at a disadvantage while others benefit from easier trade relationships?
- US Fiscal Position: Trump’s tariff agenda is widening deficits, weighing on market sentiment, and raising concerns about long-term debt sustainability. Is this a growing risk that markets should be watching in Q3 2025?
- FX Divergence: Are current dollar lows sustainable? Could we be approaching a reversal in the dollar index?
- Copper Tariffs: Will we see copper tariffs by the end of the year? What could this mean for copper prices and global supply chains?
- Base Metals Drivers: Are fundamentals being overlooked as momentum and speculative trading overshadow price dynamics?
