Speakers

Raw Material Manager, Jaguar Land Rover Finance. Focusing on financial & physical strategy and risk associated with key commodities as well as a leadership role in raw material sustainability.

Amelia Xiao Fu is the Head of Commodity Markets Strategy at Bank of China International (BOCI). Amelia's team covers all commodity sectors ranging from energy, base metals, precious metals and agriculture. Her focus is to combine top-down global macro/financial drivers with fundamental analysis to provide investment advice.

In 2019, BOCI won ‘Commodities Research House of the Year’ award by Energy Risk. She speaks regularly at global conferences and is frequently quoted by media including Bloomberg, Reuters, the FT and the Wall Street Journal. Before joining BOCI, Amelia worked as an economist and a commodity strategist at Deutsche Bank in London. She studied Economics at the London School of Economics and Harvard University.

傅晓女士, 中银国际环球商品市场策略主管，常驻英国伦敦。多年来，从事环球商品市场动态跟踪与研究，包括基本金属, 贵金属和能源等。尤其是，专注于将全球宏观经济趋势和商品供需基本面相结合，为客户提供市场策略建议。2019年，中银国际获得Energy Risk“最佳全球商品市场研究投行”殊荣。 傅晓是许多重要的国际经济及行业会议与论坛，彭博、路透、华尔街时报、央视、新华社、凤凰卫视等多家媒体的主要嘉宾。傅晓，还曾任职于德意志银行伦敦总部，负责资本市场和大宗商品的策略分析；先后于伦敦政治经济学院、哈佛大学，就读经济学.

Andrea Hotter is the New York-based Special Correspondent at Fastmarkets.

Previously, she was the Assistant Managing Editor at Dow Jones Newswires on its energy and commodities desk in London, where she was responsible for markets and equities coverage of metals, softs, grains and energy for EMEA. Prior to this, Andrea was on the metals desk for Mitsui Bussan Commodities in London, and has been a Senior Correspondent for Bridge News.

Clyde Russell is Asia Commodities and Energy Columnist at Reuters. He has been a journalist and editor for 33 years covering everything from wars in Africa to the resources boom and its current struggles. Born in Glasgow, he has lived in Johannesburg, Sydney, Singapore and now splits his time between Tasmania and Asia. He writes about trends in commodity and energy markets, with a particular focus on China.

Before becoming a financial journalist in 1996, Clyde covered civil wars in Angola, Mozambique and other African hotspots for Agence-France Presse.

Colin Hamilton is a Managing Director and Commodities Analyst for BMO Capital Markets.

Based in London, he leads BMO’s market intelligence and price forecasting efforts across base metals, bulk commodities, precious metals and battery raw materials.  With a background as a metallurgist, strong focus on China and global trade flows, and deep subject knowledge, Colin’s regular publications offer value-added insight on industry developments.

Colin joined Argus Media in July 2018, shortly after which he launched coverage of the US and European steel markets.

He has been instrumental in Argus’ success in the steel sector since, helping it gain traction in both the physical and futures markets. Previously, Colin headed up European steel and scrap coverage for S&P Global Platts, where he oversaw a number of IOSCO benchmarks. He has been covering the steel sector since joining Steel Business Briefing in 2008.

Mr. Meir has been in the commodities business for more than 35 years in a variety of roles. Most recently, Mr. Meir's firm (Commodity Research Group) has been retained by Marex as its senior base metals research consultant.

Mr. Meir provided similar services to EDF Man Capital, StoneX and MF Global prior to that. He was named as the most accurate price forecaster among his peers for all the LME base metals in five of the last ten years as ranked by Fastmarkets APEX and also obtained a top-five ranking in precious metals in five of the past seven years.

Prior to becoming involved in research full-time, Mr. Meir engaged in nonferrous trading both as an independent agent and also as a trader with UK-based Trans-World Metals. Mr. Meir obtained his BA in Economics from Montreal's McGill University and his MBA from New York University.

James Cressy is Interim LME Clear CEO and a member of the Executive Committee for LME Clear. He was previously COO of the LME Group and before that Head of Operations. James attended the University of Exeter obtaining a BSc in Managerial Statistics. As Head of Operations and a member of the senior management team, tasked with building and launching the new Clearing house, he was focused on ensuring a smooth transition and successful ongoing running of the Operations function. Before joining LME Clear James worked for over 5 years at the European Central Counterparty Ltd as Head of Operations, starting at the inception of the Clearing house. He was responsible for Clearing & Settlement and Relationship Management of Trading Platforms, Industry Associations and Market Infrastructures. James joined EuroCCP from Merrill Lynch where he worked for 11 years, extensively in equities and equity derivatives, managing a range of functions including client services & middle office. Throughout this time he was actively involved in projects and initiatives focused on direct exchange membership across Europe.

James Willoughby joined the International Tin Association in 2018 and is responsible for coordinating the organisation’s statistics and market studies relating to the global tin industry. The objective of this work is to provide more reliable and transparent statistical information for all stakeholders in tin production, consumption, and trade.

James has an MSci (Hons) degree in Geology from the University of Bristol.

Jim has 42 years of experience in researching the international metals and mining industries.

Jim Lennon worked at Macquarie from 1994 to 2013. He left Macquarie in June 2013 and set up his own consulting company, Red Door Research Ltd. The consulting company specialises in the economic analysis of commodity markets. Jim remains a part-time consultant to Macquarie.

Until June 2013, he was Chairman of Commodities at Macquarie. Jim joined Macquarie in May 1994 and worked full-time for Macquarie for 19 years. He founded and headed up a 10 person research team in London, Singapore and Shanghai which serviced the equity, LME trading and corporate advisory divisions of the bank with steel, coal, metals and minerals research and market intelligence.
Jim and his team at Macquarie were regularly ranked number one in various surveys of commodities research among equity investors for over a decade.

Prior to Macquarie, Jim worked for 10 years at CRU International, where he headed up a team specialising in special steels (including stainless steel) and steelmaking alloys (mainly manganese, silicon, chrome, nickel and molybdenum). While at CRU, Jim also undertook major studies on metallurgical coal and iron ore.

Jim's current major specialisations are the main base metals and steel industries and their raw materials including nickel, chrome, molybdenum, iron ore and coking coal.

Before joining CRU, Jim worked as a marketing analyst at New Zealand Steel. He has also worked as an Associate Director of Metals and Mining Research at Shearson Lehman Hutton Securities.

Jim has a Masters degree in Economics from the University of Auckland, New Zealand. He has a strong interest in development economics.

Managing Director, Chief China Economist, China Markets Strategy, Global Markets, ICBC Standard

Jinny joined ICBC Standard Bank in early 2016 as Chief China Economist, and leads the China markets strategy and research team. Her focus is to deliver China macroeconomic and market insights to internal and external stakeholders. Her team launched the Belt and Road Economic Indices, which offers unique insight into China’s increasing connectivity with emerging economies. She also helps stakeholders to understand more about China’s Interbank Bond Market (CIBM), as it opens further to foreign investor access.

Prior to joining ICBCS, Jinny was a London-based Senior Economist at Standard Chartered Bank. She covered key China-Europe macro topics with a focus on Renminbi internationalisation. Her previous economist roles include covering China based in Shanghai, Europe, and supporting the Chief Economist.

Heading up the European RMB Solutions team, Jinny chaired the Education and Marketing stream of the City of London’s Renminbi initiative. Widely recognised as a China and Renminbi expert in London, she makes frequent appearances in media and at high-level conferences.

Jinny studied Economics (BA Hons) at the University of Durham. Later in her career, she gained her Masters of Development Studies (MSc.) from the London School of Economics.

Jorge Vazquez started in 1995 as an aluminium industry analyst. In 2007, founded "HARBOR Aluminum" and became Managing Director of Market Intelligence and Industry Consulting.

Jorge is adviser to the world's largest aluminium upstream and downstream companies on topics related to aluminium market intelligence, trade, prices, procurement/marketing strategy, and industry competitiveness. He has become the world’s most sought-after aluminium expert for legal disputes, arbitration cases, and government hearings.

Jorge has been adviser to the US Senate (Carl Levin and John McCain), US Department of Justice, US Department of Commerce, US Department of Defence, US International Trade Commission and the Canadian Trade Tribunal on matters related to the aluminium industry. Mr. Vazquez is the only aluminium market expert that has ever been invited to testify on matters related to the aluminium market before the US Senate.

Julian brings 35 years of experience in the analysis of the metals and mining industry to his current role as Vice Chairman, Metals & Mining, where he is responsible for senior stakeholder engagement and relationships. His in-depth understanding of the key factors influencing the metals and mining industry and issues that stakeholders face is of critical importance in his work providing strategic advice to clients.

Since joining Wood Mackenzie, he has carried out the role of Global Head of Metals Market Services, Global Head of Metals Research, and Global Head of Metals and Mining Research.

Julian travels extensively and regularly, presents to senior industry and financial community stakeholders on: the metals and mining value chain, decarbonization and the energy transition, covering battery raw materials, aluminium, copper, lead, nickel, zinc, iron ore, steel and coal. He also supports consulting assignments and specialises in market environment assessment, expert witness, raw materials sourcing, contract pricing, portfolio optimisation and strategic advisory relating to brownfield and greenfield investments in the metals and mining space.

Prior to joining Wood Mackenzie, Julian worked in British Aerospace Commercial Aircraft Division where he was a development engineer responsible for the development and evaluation of advanced materials and processes for aerospace applications. Education BSc (Hons) in Metallurgy and Microstructural Engineering, Sheffield Hallam University.

Kwasi Ampofo is the Head of Metals and Mining at BloombergNEF based in London. His team's research covers industrial metals, rare-earth metals, battery metals and the pathways for miners to reach net-zero. Prior to BloombergNEF, he was a mining engineer at Anglo American and a management consultant at Nous Group in Australia.

He completed his PhD in Mineral Economics at the University of Queensland, Australia. He currently serve on the board of Amira Global as a non-executive director.

Max (Maximilian J.R.) Layton is a Managing Director at Citi Research. His focus is on cross commodity and cross asset strategies involving commodities and he has oversight over global commodities research in industrial and precious metals and bulk commodities. Prior to joining Citi Max was a Managing Director and Head of European Commodities Research at Goldman Sachs. He has also held positions as Deputy Head of Commodities Research at Macquarie Bank and as a commodities Economist at the Reserve Bank of Australia.

Max received his bachelor’s degree in finance at Macquarie University followed by a first class honors degree in economics.

Michael Haigh is Managing Director and Global Head of Commodities Research for Société Générale and is based in London. In 2022 and 2021, the Société Générale Commodities Research Team was voted by the industry as the best Cross-Commodity Research Team in Energy Risk, a highly respected publication dedicated to risk management, trading and regulation for the global commodity markets. Immediately prior to running the global commodities research team, Michael was Global Head of Commodities Research at Standard Chartered Bank, based in Singapore. Prior to joining Standard Chartered Bank, Michael held the positions of managing director at K2 Advisors LLC, a global hedge fund of funds where he focused on commodity research/investing, and also managing director and US head of commodities research and strategy at Société Générale in NYC.

Michael also spent several years as the associate chief economist at the US Commodity Futures Trading Commission (CFTC). Michael began his career in academia and held a position as a tenured Associate Professor of Economics at the University of Maryland. Michael has taught graduate (MBA) and undergraduate derivative courses at several universities including NYU Stern School of Business, Johns Hopkins University and George Washington University and supervised numerous Ph.D dissertations on the commodity and financial markets. He has published numerous scholarly research papers on the commodity and derivative markets in several leading journals, including the Journal of Finance, Journal of Business, Journal of Futures Markets and the Journal of Applied Econometrics. Michael holds a Ph.D in Economics with a minor in statistics from North Carolina State University.

Michèle Brülhart serves as the Executive Director of the Copper Mark since the establishment of the organization in December 2019.

With over 10 years of experience working on the design, implementation and independent assessment of sustainability standards, Michèle has evaluated and assisted companies at every level of the supply chain, from raw material to end product, and across multiple materials. She was previously the Director of Innovations at the Responsible Minerals Initiative (RMI) and served as the Head of Auditing at RCS Global for several years.

Prior to her work at RCS Global, she held roles focused on responsible sourcing at Underwriters Laboratories, the German Development Cooperation (GIZ) and STR Responsible Sourcing.

Natalie Scott-Gray is a Senior Metals Analyst in the Market Intelligence department of StoneX Financial Ltd.

Based in the London office, she complements the existing StoneX commodity research presence by specialising in the LME and battery material metals markets, and has built up a regular following across clients, the press and in the wider market space.

Prior to StoneX, Natalie was a Senior Metals Markets Analyst in the GFMS team at Refinitv. She specialised in precious metals activity among central banks and international financial institutions, in addition to following demand for bullion both in the paper and physical investment markets. Natalie covered precious metal fundamentals across Europe, including analysis on the automotive markets, along with the chemical and petrochemical sectors.

She was also the key analyst covering materials used in rechargeable batteries, predominately utilised in both the automotive and power grid sectors. Prior to GFMS, Natalie was an oil and gas upstream analyst. She holds a Masters Degree in Chemistry from the University of Edinburgh.

 

Nicolas Aguzin joined HKEX as Chief Executive Officer on 24 May 2021 from J.P. Morgan, where he was most recently Chief Executive Officer of J.P. Morgan’s International Private Bank. Mr Aguzin has been based in Hong Kong since 2012.

From 2013 to 2020, Mr Aguzin was CEO, J.P. Morgan, Asia Pacific where he was responsible for all the firm’s business across 17 markets. Mr Aguzin presided over some of the firm’s major expansion efforts during the period, including establishing itself in China as one of the few international financial institutions with a full range of services and capabilities; including a fully-owned locally incorporated commercial bank, a majority-owned securities company, an asset management company and a futures and options company. Concurrent with his Asia CEO role, Mr Aguzin also ran J.P. Morgan’s Investment Banking division in Asia. During his tenure the bank rose to become one of the leading investment banks in the Asia Pacific region.

Mr Aguzin joined J.P. Morgan in 1990 in Buenos Aires as a financial analyst. Between 1990 and 2005, he held a variety of roles in New York and Buenos Aires, and in 2005 he was appointed as CEO, Latin America. In 2008 and 2009, in addition to his responsibilities as CEO, Latin America and Head of Latin America Investment Banking, he served as Senior Country Officer for Brazil.

Mr Aguzin holds a bachelor degree in Economics from the Wharton School of the University of Pennsylvania in the US and is fluent in Spanish, Portuguese and English.

Robin Martin, Head of Market Development, joined the LME in March 2018 and manages the company’s business development activities across product development, market data, market structure, sales and marketing. He is a member of the LME and LME Clear Executive Committees.

Prior to joining the company, Robin worked at the World Gold Council for five years leading the organisation’s market infrastructure initiatives aimed at improving the transparency and efficiency of the global gold market. He was also responsible for the European Investment sector activities of the World Gold Council, leading projects to broaden investor access to gold. Prior to that, he spent more than 10 years at Accenture as a senior management consultant focusing on business strategy and operating model development in the financial services sector.

Robin holds a Master’s degree in International Securities, Investment & Banking from ICMA Centre and an undergraduate first class degree in Management Science & IT from Alliance Manchester Business School.

Scott Maloney is Vice President, Environment with Teck Resources based in Vancouver. He is responsible for overseeing environment strategy and performance across Teck’s projects, operations and legacy properties. Prior to Teck he worked in mining in South America, Africa and Australia and worked as an environmental regulator. He is a member of British Columbia’s Climate Solutions Council, and chairs ICMM’s climate change working group.

Stacy has more than 14 years’ experience working as an International Development Specialist and Strategic Advisor on areas surrounding gender, natural resources, renewable energy, social impact investment, disaster risks and climate resilience, and large national and international infrastructure development projects across the commercial, public and multilateral sectors. She is currently consulting and advising various United Nations agencies, and sits on the advisory boards of the UTU Social Impact Investment Fund and Actions for the Development of Africa where she focusses on the interface between large-scale mining investments and gender transformative community development aligned to the UN SDGs and ESG standards. Stacy is also chair of the Fair Cobalt Alliance. She is advisor on a geothermal energy project in Turkey, and is the former ESG Director at Africa-focussed strategic advisory firm, Africa Matters Limited..

Senior Partner, McKinsey & Company

Sven is a senior partner at McKinsey & Company, and chairman of the McKinsey Global Institute (MGI), McKinsey's business and economics research arm. He is a member of McKinsey’s Shareholders Council as well as McKinsey’s executive committee, known as the Acceleration Team, overseeing insights and ecosystems.

Relevant experience

Sven works with leading companies to develop strategies for growth, serving all industries. Analyzing the success factors required for business growth, examining the way megatrends influence it, and defining the lessons of diversified growth, he builds on the ideas in Strategy Beyond the Hockey Stick (2018) and The Granularity of Growth (2008), two books he co-authored.

As co-chair of MGI he leads research and authors MGI reports on global economic trends and topics such as productivity and growth, urbanization, innovation and technology, labor markets and the future of work, emerging markets, and Europe's economic outlook.

He helps McKinsey to develop the firm’s point of view on core issues such as economic volatility, inflation, and uncertainty, and defines ways to help clients navigate the problems.

Background

Previous roles Sven has held within McKinsey include leading the Firm’s Western Europe region and the global Strategy & Corporate Finance Practice.

Sven holds a degree in Mechanical Engineering from Delft University of Technology & an MBA from INSEAD. Prior to joining McKinsey in 1992, Sven worked at Philips Research Laboratories (Measurement and Control) as an engineer/researcher. He contributes to society through NL2025, an initiative committed to a better future for the Netherlands.

Wouter de Groot is Head of Sustainability at FLSmidth - a global leader in providing sustainability solutions to the mining and mineral industries.

He leads the company’s ‘MissionZero’ programme, which aims to enable zero emission mining processes by 2030. Recently, the company introduced the MissionZero Mine - which presents the technology vision for the future flowsheet in copper, lithium and gold processing. Prior to joining FLSmidth, Mr de Groot held leadership positions in the brewing and beverage industry. He previously led the environmental work on a mineral sands titanium mine.

Mr de Groot has a Master's in Economics and a minor in Hydrology and Industrial Water Resource Management.

 

Yang Liu is the Head of China Sales at the London Metal Exchange, responsible for developing LME’s footprint in China and emerging markets.

Her background is in brokerage and investment banks in the commodity sector for over 20 years, with a focus on industrial background clients in the Asia Pacific region.

Yang has well-rounded knowledge and expertise to help her clients to maximise potential in financing, hedging and trading.

Prior to joining the LME, Yang worked as a Director at Standard Chartered Bank and Senior Account Executive for Category 1 LME member such as Natixis and Sucden Financials.

She has a Masters degree in Management & Finance from the University of Bath.

刘阳是伦敦金属交易所高级副总裁，专注进一步开发并服务中国及亚太新兴市场。

刘阳在商品行业的经纪公司和投资银行工作了20年以上，与亚太地区的金属企业客户紧密合作，拥有丰富的专业知识，帮助客户最大程度地发挥融资，对冲和交易的潜力。

加入LME之前，刘阳曾担任渣打银行金融市场部董事，法国外贸银行和苏克敦 等LME一级交易商的高级客户经理。

她拥有巴斯大学的管理与金融硕士学位。