金属与矿业_亚洲大宗商品企业日_新环境下的供应约束与资源价值-Metals & Mining_ Asia Commodity Corporate Day_ Supply constraints and value of resources in a new context

6 February 2026 | 9:00PM HKT Equity Research METALS & MINING Asia Commodity Corporate Day: Supply constraints and value of resources in a new context We hosted our GS Asia commodity corporate day over Feb 2-4, comprising 13 corporates with commodity exposures including copper, aluminum, lithium, tungsten, nickel, cobalt, rare earths, gold, silver, graphite, potash, coal, selected other minor metals, and battery materials. Feedback in general suggests a positive view of miners and producers on most commoditi ...