Commodities Outlook Keynote

Can India replace China as the driver of global commodities demand?

  • India’s commodity demand has grown significantly post-Covid, but current investment plans indicate this growth may be unsustainable
  • Which commodities stand to benefit most, especially against a backdrop of continued deterioration of growth drivers from China?


Tuesday 10 June 09:45 - 10:15

Add to calendar 06/10/2025 09:45 06/10/2025 10:15 Commodities Outlook Keynote

Can India replace China as the driver of global commodities demand?

  • India’s commodity demand has grown significantly post-Covid, but current investment plans indicate this growth may be unsustainable
  • Which commodities stand to benefit most, especially against a backdrop of continued deterioration of growth drivers from China?
Asia/Shanghai
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Speakers

Ian Roper

Commodity Strategist, Astris Advisory Japan