Macro Investment & Commodity Outlook for 2026: Where Capital Will (and Won’t) Flow
Mining investors are navigating a market of sharp contrasts: tightening copper supply, volatile battery metals, and resilient gold prices. This panel provides a forward-looking view of global and African commodity markets, examining how macroeconomic forces, supply-demand shifts, and geopolitics are reshaping capital allocation. Analysts, fund managers, and mining executives share where they see the strongest opportunities— and which commodities and jurisdictions are likely to be left behind in 2026.
Tuesday 10 February 09:00 - 09:45 The Welgemeend
Mining investors are navigating a market of sharp contrasts: tightening copper supply, volatile battery metals, and resilient gold prices. This panel provides a forward-looking view of global and African commodity markets, examining how macroeconomic forces, supply-demand shifts, and geopolitics are reshaping capital allocation. Analysts, fund managers, and mining executives share where they see the strongest opportunities— and which commodities and jurisdictions are likely to be left behind in 2026.
The Welgemeend Africa/Johannesburg
