Speaker
Nicholas Trickett
Head of Short-term Analytics, Critical Minerals S&P Global Commodity Insights
Ask Speaker a QuestionBiography
Nick Trickett is S&P Global Energy’s Head of Short-Term Analytics for Critical Minerals. He’s been working in energy and commodity market research for a decade, covering the intersection of financial markets, geopolitics, and the international political economy of commodity exporters, with a particular focus on Russia and Eurasia. He has presented to a wide range of commercial clients, ranging from miners to banks and asset managers, taken part as a markets expert in crisis simulations organized by private sector partners, and briefed policymakers on relevant market and political dynamics, including multiple presentations organized by the US State Department’s Bureau of Intelligence and Research (INR) in conjunction with the National Intelligence Council.
Sessions
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Speaker
THEME 5: KAZAKHSTAN – A CHANGING OF THE GUARD, TIGHTENING OF THE REINS AND THE GROWING INFLUENCE OF CHINA
Kazakhstan: Achieving sustainable mining sector expansions
Kazakhstan and Uzbekistan combine some of the world's lowest-cost copper, gold, zinc and uranium supply with an exploration pipeline smaller than their geology warrants. Both governments are courting a wider investor base, opening licensing, listing state assets and inviting Western, Gulf and Asian partners to balance a growing reliance on Chinese capital, though landlocked logistics dependent on Russian and Chinese corridors still weigh on project economics. The push for critical minerals has also increased focus on ensuring domestic processing and retaining more value-added production. Low costs aren't enough to secure long-term investment on increasingly volatile markets. Policy stability, continued infrastructure investment, and policy support of various kinds will play key roles in getting projects built.
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Speaker
THEME 6: UZBEKISTAN – PRAGMATISM AND REFORM
Uzbekistan: Achieving sustainable mining sector expansions