Please note: This session is part of a paid add-on - The Strategic Materials Summit - and are not included in the standard delegate pass.

Supply concentration and geopolitical risk: China's dominance in mining and refining and the impact of export controls on global markets. Price dynamics and market tightness. Global supply outlook: where new production and processing capacity could emerge outside China. Trade flows and market access. Demand from strategic industries: defence systems aerospace components semiconductors and advanced manufacturing. Processing and midstream capacity: refining bottlenecks and tungsten powder and carbide production. Recycling and secondary supply: the growing role of scrap and circular supply.