EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      

A New Commodity Supercycle Underway?

Astris Advisory Commodities

Wed 01 Apr 2026 - 10:00 EDT / 15:00 BST / 16:00 CEST

Topics

• As China enters a new five year planning cycle, will they be able to maintain their green energy buildout and consequent support for metals consumption?

• Indian metals consumption has stepped up in the years since covid and looks to be entering a supercycle.  Discover which metals stand to benefit the most.

• With energy prices clearly at risk amid the Iranian situation, will coal markets make a comeback? And what other metals are at risk of disruption or cost changes?