24 25 26
May 2018
23 May
Arena

THE COMMODITY DEMAND CYCLE: STRATEGIES TO ADJUST TO A NEW NORMAL?

09:45-11:00 Pavilion 4, Conference Hall 4.1


With many of the major economies in a period of slower growth, some of the heat has come out of global commodities. Is the recent slowdown due to a relief in structural constraints and speculative pressures, or can we expect a sharp recovery in commodity demand? What steps should firms take as global growth picks up over the coming twelve to eighteen months?


In cooperation with RUSAL
Moderator:
Charles Robertson, Global Chief Economist, Renaissance Capital
Panellists:
H.E. Suhail Mohamed Faraj Al Mazrouei, Minister of Energy, UAE
Oleg Deripaska, Chief Executive Officer, Chairman of the Management Board, UC RUSAL
Dr. Fan Gang, Director, National Economic Research Institute (NERI); Chairman, China Reform Foundation
Daniel Jaeggi, President, Co-Founder and Head of Global Trading, Mercuria

Highlights

“We are in a good trend [in the energy resources field]. And the market will work only if it is fairly transparent and has correct and effective pricing mechanisms”.

Oleg Deripaska
Chief Executive Officer, Chairman of the Management Board, UC RUSAL

“We have not seen a more stable oil situation in the modern world, which is changing so quickly (i.e., the Arab Spring). The middle class is growing, requiring additional resources, and it is not only in China and India, but Africa as well”.

H.E. Suhail Mohamed Faraj Al Mazrouei
Minister of Energy, UAE

“We should not expect China’s demand for energy resources to continue to grow; it will slow down but it will still be there at a normal pace, which is 7% of GDP”.

Dr. Fan Gang
Director, National Economic Research Institute (NERI); Chairman, China Reform Foundation

“One of the things that I see going on over the space of a decade is this convergence of markets. Things that are happening in one part of the commodity market are having a knock-on effect on other markets”.

Daniel Jaeggi
President, Co-Founder and Head of Global Trading, Mercuria

“We need global synchronized growth to see the next commodity price boom”.

Charles Robertson
Global Chief Economist, Renaissance Capital

“Any government needs to think, plan and take action on how to deal with subsidies. The logical thing to do is first of all to free the energy subsidies”.

H.E. Suhail Mohamed Faraj Al Mazrouei
Minister of Energy, UAE

“I do not think that the US is going to export a significant amount of gas in the nearest future”.

Daniel Jaeggi
President, Co-Founder and Head of Global Trading, Mercuria

At this time

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09:45-11:00 Pavilion 4, Conference Hall 4.3
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THE SHIFTING FORTUNES OF THE MEGA CITY GROWTH ENGINES

09:45-11:00 Pavilion 8, Conference Hall 8.2 Innovation Hall
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THE CIS: MODERN REALITY AND THE CHALLENGES OF SUSTAINED DEVELOPMENT

09:45-11:00 Pavilion 3, Amphitheatre
Managing Disruptions and Embracing Change Panel Session

THE CHANGING MAP FOR GLOBAL GAS

09:45-11:00 Mercedes Bar
Realizing Russia's Competitive Edge Briefing

FOSTERING ECONOMIC DEVELOPMENT OF THE RUSSIAN FAR EAST

09:45-11:00 PepsiCo Café
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THE NATIONAL RATING OF RUSSIAN REGIONS: INITIAL RESULTS

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EXPANDING INDUSTRIALIZATION: A TOOL FOR BROAD-BASED REGIONAL GROWTH

In cooperation with Russian Railways

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