South32 CEO Kerr Says Company Had Strong Production Year

The video discusses the recent rally in commodity prices, particularly driven by strong demand from China. It explores the sustainability of these gains and the impact on cash flow. The discussion shifts to the coking coal market, highlighting demand fluctuations and production challenges. Mergers and acquisitions are examined as a strategy to increase exposure to desirable commodities. The growing demand for battery metals is analyzed, along with trends in aluminum and precious metals markets. Finally, the video covers corporate strategies for capital allocation and the effects of currency fluctuations on business operations.

What is the outlook for base metal demand in relation to battery technology?

How are currency fluctuations affecting the business operations?

What strategies are being considered to enhance shareholder returns?