Julian Kettle

Vice Chairman of Metals and Mining at Wood Mackenzie.
A cross commodity strategist with 30 years experience of engaging with industy stakeholders at all levels

[Julian Kettle @JulianKettle]

@CaptSpringbok Turn it on its head you moron and you and everyone else would rightly be bleating like a lamb about racisim !!

[Julian Kettle @JulianKettle]

@GabbyLogan 72 😇

[Julian Kettle @JulianKettle]

@CopperBullish Lower growth reduces demand, costs up due to inflation, net result = lower profits. No conspiracy, no central bank shorting no traders manipulating ....? The real question is what is fair value for copper and what price incentivises supply...anywhere between $3.50 and $4.50/lb

[Julian Kettle @JulianKettle]

Some US$400bn of additional investment in critical minerals supply is required this decade to meet Paris climate goals. Could miners co-invest or combine with oil and gas Majors to help kickstart a faster #energytransition? https://t.co/lujvHVQ405

[Julian Kettle @JulianKettle]

@fergusonfr44 @Bristolrfc7 @AndyGoode10 Yawn !

[Julian Kettle @JulianKettle]

There is concern that the #metals industry cannot deliver the supply required to achieve the Paris accord decarbonisation targets. Could an economic slowdown provide the breathing space that the industry needs? https://t.co/0OzRwg1LmC

[Julian Kettle @JulianKettle]

@NickyAACampbell climate crisis is real but we cannot ramp up green energy supply (renewables) and consumption (EVs) without a massive expansion of mining to supply the metals which take 10 years to develop yet mining is a pariah. We need hydrocarbons to build the green economy

[Julian Kettle @JulianKettle]

The conflict in Ukraine has re-energised political focus on accelerating the #energytransition. Yet the pace remains dependent upon the availability of #metals. To unlock investment capital should metals get credit(s) as key enablers of the transition? https://t.co/k9oyXwLLje

[Julian Kettle @JulianKettle]

Sanctions on #Russia are becoming more onerous. Ramping up alternative hydrocarbon supply and #renewables capacity will require vast quantities of #metals – but how quickly can the supply chain respond? https://t.co/yVCxWnlQq5

[Julian Kettle @JulianKettle]

@IsabelOakeshott I don’t feel nervous at all just an in-built sense of self preservation .. relax it’s just a mask ... contradiction you want to be respected for not wearing a mask and that’s fine so it cuts both ways

[Julian Kettle @JulianKettle]

@bopinion @davidfickling @Moss_Eco @rpollard Higher prices

[Julian Kettle @JulianKettle]

Despite our reservations about the fundamental outlook for #metals, demand is surging ahead. Metal exchange stock levels are under scrutiny, but is that the best indicator of market strength or should the focus be elsewhere? https://t.co/wtxZxCNDQh

[Julian Kettle @JulianKettle]

@KwasiKwarteng Why are we beholden upon a short-term/spot price driven market (rhetorical). We should have locked in to long term hedge mechanisms. On Nuclear, Govt needs to stop messing around, commit and fund rather than rely on foreign govts to build and operate !

[Julian Kettle @JulianKettle]

@shepherdndl_eng @BorisJohnson Lets listen to Russia ... are you actually serious ?

[Julian Kettle @JulianKettle]

@IanArmitage @BorisJohnson Remember, Czechoslovakia, Poland, Hungary.... history repeats itself... where next after Ukraine ?

[Julian Kettle @JulianKettle]

@BorisJohnson Boris... now do the right thing and ensure there is an open route for our Ukrainian friends to seek refuge in the UK.

[Julian Kettle @JulianKettle]

Slower demand growth, an increase in supply and rising inflation set the scene for a margin squeeze for many mined commodities. Will this hinder investment in #energytransition #metals and remove any remaining doubt about a #supercycle? https://t.co/N3nvVzHRXP

[Julian Kettle @JulianKettle]

Battery raw materials price inflation could put up a roadblock for #electricvehicles. Does lithium iron phosphate (LFP) battery chemistry provide an alternative route? https://t.co/cFDURT8lS0

[Julian Kettle @JulianKettle]

If 2021 was the year of the rebound for metals and mined commodities, then 2022 could be shaping up to be the year of rebalance. Our #metals and #mining experts share predictions for the coming year. https://t.co/x6ZwvBpf7R

[Julian Kettle @JulianKettle]

@blinkist I’ll choose my own books thanks 😇