• House keeping brief
• Ferroalloys market overview
• Findings of CRU Market Sentiment Survey

• Chinese economic trends and steel production outlook
• Overview of Chinese ferroalloys production
• Forecasting Chinese ferroalloys exports in light of US tariffs and domestic policies

• Impact of US tariffs on the global economy, the US, China and Europe
• Where does it leave the automotive sector outlook?
• Upside and downside risks ahead, including European fiscal policy, Chinese stimulus measures and the US demand

• Manganese ore market fundamentals
• Manganese alloy market fundamentals
• The coming impact of CBAM

• Dry Bulk market outlook
• How deglobalisation policies impact transportation routes and rates
• Comments on scope 3 emissions and low emissions vessels

• Company overview
• CO2 emission legislation in Europe – ETS and CBAM
• Different routes, local solutions to reduce direct CO2 emissions

Wide-ranging discussion on bulk alloys markets, worldwide

• The impact of protectionism and changing trade dynamics on the stainless steel outlook
• European competitiveness and the role of CBAM
• Tariffs and their implications for stainless steel and raw materials
• Nickel and molybdenum: market fundamentals and outlook

• Analysis of the domestic Ferrochrome production
• 2025 FeCr exports projection
• India-Europe ferrochrome tradeflows 

• Vanadium market fundamentals
• Planned and forecast supply
• Demand drivers analysis

Wide-ranging discussion on how energy transitions impacts the noble alloys markets