Julian Kettle

Julian Kettle

Vice Chairman of Metals and Mining, Wood Mackenzie

Julian Kettle is Senior Vice President, Vice Chair Metals and Mining at Wood Mackenzie. Julian brings 30 years of experience in the analysis of metals and mining where he is responsible for senior stakeholder engagement and relationships. He is a recognised authority on the aluminium industry across the value chain from bauxite mining through to end-use analysis. His in-depth understanding of the key factors influencing the industry and issues that stakeholders face is of critical importance in his work providing strategic advice to clients.

Julian regularly presents to senior industry and financial community stakeholders Wood Mackenzie analysis across the value chain of the metals and mining space, covering aluminium, copper, lead, nickel, zinc, iron ore, steel and coal. He specialises in market environment assessment, expert witness, raw materials sourcing, contract pricing, portfolio optimisation and strategic advisory relating to brownfield and Greenfield investments in the metals and mining space.

Prior to joining Wood Mackenzie, Julian worked in British Aerospace Commercial Aircraft Division, where he was a development engineer responsible for the development and evaluation of advanced materials and processes for aerospace applications. Julian holds a BSc (Hons) in Metallurgy and Microstructural Engineering from Sheffield Hallam University.

Moderator: SESSION: Investment
Is it Survival of the Bravest? How can we increase prospects of investments in the world of green and low carbon aluminium?

Panelist: SESSION: China
Whither the Giant? Where is China with the climate goals? Can China break through to truly low carbon aluminium?

All Sessions by Julian Kettle

7:20 am - 8:00 am

In 2020, China's President Xi Jinping said his country would aim for its emissions to reach their highest point before 2030 and for carbon neutrality before 2060.

  • Where is China with the climate goals?
  • How about the development of solar and wind capacity? What about Nuclear? How does China energy mix look like at the moment?
  • Is China's aluminium industry committed to using alternative energy for its operations?
  • Does it seem like these goals will be met as per the timeline set? What to expect from China during the COP27 Summit?
  • Will China aluminium industry keep growing? What of the 45MT capacity cap?
  • Is China under a threat from lower cost countries? Is it under pressure to meet the international market demand for higher standards?
  • At the top end, big companies and large conglomerates are setting their standards according to the aluminium they consume, but what about the thousands of downstream factories in China? What standards and how much involvement there is at the grass root level?
  • What about the average Chinese citizen, how do they feel about climate change? Is there any awareness about the aluminium industry and its fight against climate change? What is the general attitude with regards to aluminium recycling across the country? What is the average household doing with regards to recycling in general? Are there any facilities available for aluminium recycling? How uniform or accessible is it in the rural versus urban China?
  • What are the merits and disadvantages of China aluminium production?
  • China's new aluminium capacity is based on hydroelectricity, making that metal suitable as a low carbon source. What role does China see for itself in the global green aluminium market?

1:20 pm - 2:00 pm

  • Let's look at the world map - what is the status quo? Where are the big investments in aluminium smelters happening around the world? Are there any new smelters being commissioned?
  • What are Investors' priorities in terms of return of investment? What are the elements that need to be considered for investing in new smelters or pursuing expansions? Is the current risk vs. reward balance against investment?
  • What about inert anode? Hydroelectricity? Green Aluminium? Carbon capture and storage? What are the key prospects to opening new capacity or upgrading existing plants?
  • Are there limitations from governments about energy consumption limits that affect the aluminium business investment decisions?
  • Can existing smelters survive if they do not invest in green aluminium?
  • Do investors see more value in investing in primary smelting? upstream? downstream?
  • How can we better manage investors risks?