You will join the global analyst team, with the responsibility of developing a platform for the analysis of the global copper demand in the context of the rapidly evolving energy transition, geopolitical and macroeconomic landscape.
With the guidance of the senior analyst and management teams, you will be tasked with establishing an innovative approach to the analysis of the global copper market, with a strong focus on the emerging energy transition end-use segments.
You will work as part of the newly formed Energy Transition Commodities Team; thus, you will be given a blank canvas to formulate your research approach on and will not be constrained by any legacy analytical framework.
You will work closely with the specialist China Market Analyst, who will be responsible for forming the demand view for the country.
You will also be closely involved in reconciling the global market balance and forecasting copper prices.
Your core tasks will include:
• Developing an innovative global end-use copper demand methodology, with a strong focus on energy transition segments;
• Building up a world-class expertise (and building upon pre-existing work) in emerging end-use markets for copper, such as electric vehicles, charging infrastructure, solar and wind energy generation, next-generation electricity grids, BESS, heat pumps etc;
• Developing a methodology for modelling copper scrap generation, collection, trade, processing and direct use consumption;
• Utilising more traditional methodologies, like first-use/semis consumption and apparent consumption to corroborate your view of demand by end-use segment;
• Understanding and forming a robust view on macroeconomic trends;
• Developing a framework for the collection and analysis of high frequency demand indicators (premiums, utilisation rates, macro data) to inform a detailed view of the current demand conditions;
• Providing timely coverage and analysis of the impact of pertinent energy transition, policy, macroeconomic and geopolitical developments;
• Consolidating demand-side inputs for copper market balance updates;
• Helping to formulate forecast of copper prices;
• Developing a network of contacts on the demand side of the copper industry to support your understanding of ongoing market trends.
While, initially, your role will focus on the copper market, there will be future scope to establish yourself in a leadership position, overseeing an expanding team of demand analysts as the company moves into new energy transition metal markets like aluminium.
Further to this, you will also be expected to support the Sales Team and to help lead business development on behalf of the Energy Transition Commodities Team through identifying potential business opportunities, engaging potential clients and maintaining relationships with valued market participants.
Going forward, you will also have the opportunity to support consultancy assignments, working on bespoke advisory projects for a cross section of industry stakeholders, including leading mining companies, OEMs, financial and government organisations.
It is key that you are a motivated individual with an eagerness to understand the global energy transition and are driven to learn more and extend the company knowledge and product base.
As part of your role, you will be given the opportunity to travel, become a recognised global authority on the topics you cover, interact with senior management from leading companies in the industry, and regularly speak to and be quoted by various media organisations.
The company is a fast-growing organisation so there will also be opportunities for progression and job development.
In your role you will directly report to Project Manager – Energy Transition Commodities.
Key responsibilities
• Management of assigned forecast models
• Timely coverage of key market developments
• Engaging with the team to share insight and conduct data analysis
• Supporting the consulting team with bespoke projects
• Speak to media and at industry events and forums
Requirements
• 4+ years of experience in commodity demand modelling (preferably copper) and/or battery/EV/renewable energy markets
• Analytical mindset, drive for deeper understanding and growth of personal and company knowledge base of industry
• Strong understanding of macroeconomics
• Advanced in Microsoft Excel/PowerPoint
• Naturally organised and self-motivated individual
• Good communication skills: able to interact with the internal team and external clients
• To work within the start-up culture and mentality of the company, which can require continuing to operate and undertake day to day duties across various time zones and outside normal business hours when travelling abroad
