Agenda

Kaitlin is an experienced project manager and strategy consultant with a strong knowledge base in sustainability and expertise in recycled material and carbon policy. Kaitlin has been with CRU since 2021 and is based in the London office. Kaitlin primarily advises on client projects related to strategy development and has led over 20 studies supporting a global client base answering critical questions around negotiation, portfolio diversification, decarbonization strategy, commercial trading strategy and market entry. Most recently, Kaitlin has been at the forefront of CRU’s assessments navigating decarbonization policy, such as CBAM, and has helped clients develop emissions assessment tools across the varied metals value chain. Kaitlin is a guest lecturer at UCL's Institute for Sustainable Resources on Master’s modules including ESG Risk Management in Natural Resource Projects and Business & Sustainability. Kaitlin holds an MSc in Sustainable Resources: Economics, Policies & Transitions, a BSc in French & Business Management and CFA certification in ESG Investing.

Paul Williams is the Head of Aluminium, and Research Manager responsible for the research programme of the team. Mr Williams joined CRU in 1986 and for many years ran the Aluminium Semis and Downstream areas specialising in flat rolled product markets and demand analysis. A regular speaker at major aluminium events, he also contributes to aluminium association publications including those of the Aluminum Association. Mr Williams has a MSc in Economics, London School of Economics. BA in Economics, University of Swansea.

Renato Bacchi is Executive Vice President and Chief Commercial Officer of Alcoa Corp, where he leads the Company’s sales and trading, marketing, supply chain, commercial operations, procurement, and transformation and oversees the Company’s global energy assets and breakthrough technology programs. Renato is a member of the Alcoa Executive Team, which sets strategic direction for the Company. Renato joined Alcoa Inc. in 1997 in São Paulo, Brazil, in the energy group and worked in various roles from purchasing raw materials to primary metal sales, ultimately becoming assistant Treasurer. After the company split in 2016, he has served in several Alcoa Corp. executive roles including Chief Strategy and Innovation Officer, and Treasurer. Renato has a degree in electrical engineering from São Paulo University, and an MBA from IbMec University (Brazil).

Khalid A. Latif is a highly accomplished executive with more than 35 years of experience in the aluminum industry. In April 2024, he was appointed Group Chief Executive Officer of Midal Cables B.S.C (C), bringing to the role extensive expertise in both operations and marketing, as well as a proven record of strategic leadership.
Mr. Latif began his career at Aluminium Bahrain (Alba) in 1989 as an apprentice and advanced steadily through the organization. In 2012, he was named Marketing & Operations Manager, a dual role that gave him responsibility for both commercial development and operational performance. His success in this position led to his promotion as Chief Marketing Officer in 2015, where he further built his reputation as an industry leader.
He holds an MBA from the French Arabian Business School / ESSEC (Bahrain) and is recognized for his ability to integrate business insight with operational expertise. His leadership style emphasizes collaboration, efficiency, and long-term value creation.
Today, as Group CEO of Midal Cables, Mr. Latif oversees the company’s international footprint, including plants in Bahrain, Mozambique, and Saudi Arabia, and offices in Canada and the United Kingdom, guiding its global operations with a focus on innovation, sustainability, and continuous growth.

For over 25 years, Jonathan Grant has led work on corporate strategy and climate action, operating at the Executive Committee and Board level within the energy, mining/metals, and consulting sectors. His career has been dedicated to helping global organisations navigate the complexities of the low-carbon transition, from high-level strategy development to on-the-ground implementation and reporting.

Paul Voss is Director General at European Aluminium, the industry voice of the aluminium value chain in Europe. Mr. Voss is a long-term public affairs and governmental relations expert with 20 years of experience in the Brussels and energy sector. Prior to joining the aluminium industry, Mr. Voss served as Managing Director at Euroheat & Power, the association for the European district energy sector, and as Head of Public and Industrial Affairs at energy solutions provider Danfoss District Energy.
A British-Belgian national, Paul Voss is married with three children and holds degrees in Political Science and European Public Administration from Universities in Canada, France and Belgium.

David Leah leads the outlook for automotive demand, production and electrification at CRU. He is a narrator of the unprecedented change in the automotive industry and its significance for commodity markets. David has a wealth of experience working at leading automotive forecasting and analysis firms. He holds a MSc in International Business Economics from Oxford Brookes University.

Mark White is the Technical Director of Alumobility, an NGO that works with OEMs to demonstrate the advantages of lightweight through the application of aluminium in automotive, to maintain the performance of the reference vehicle whilst reducing weight, emissions & vehicle complexity for a more sustainable & cost effective future transport solution. Mark has worked with many of the Global OEMs, Tier 1s & Material suppliers since he retired from JLR after working there for 30 years in a leadership role most of his technical career.

Michael Hahne serves as Vice President Commercial of Novelis Europe, overseeing all commercial activities and revenue growth in the region since June 2025. His team delivers advanced, low-carbon aluminium solutions to clients across diverse sectors, including packaging, automotive, aerospace, and construction.

Before this, Michael headed Novelis Europe’s Automotive division as its Vice President and General Manager since April 2016. In this capacity, he was responsible for the development and implementation of Novelis’ European automotive strategy, innovation, regional sales and marketing activities, and the European automotive production facilities. Creating closed-loop-recycling partnerships with our automotive customers, providing sustainable, low-carbon products and advancing circular aluminium solutions in the automotive industry has been a priority for his division.

From September 2014 to April 2016, Michael served as Vice President and General Manager, Can, Novelis Europe leading the Can business in Europe, from recycling models to producing rolled aluminium products for the Beverage and Food Can as well as extruded containers for industrial markets. He served as well as the Global Account Director for Rexam.

Prior to this, Michael was Director, Automotive Sales and Marketing in Europe, and Global Account Director for Daimler, overseeing the development and implementation of Novelis’ global automotive strategy, as well as the European automotive production facilities.

Michael started his career with Novelis in January 2008 when he joined the company as Key Account Manager. Since then, he has held roles of increasing responsibility, mostly on the automotive side of the business. Prior to Novelis, he worked for other automotive tier one system suppliers including Lear Corp., Motherson Group, LISI Automotive and AXON Cable.
Michael holds a master’s degree in mechanical engineering from University of Applied Sciences Konstanz in Germany.

David Leah leads the outlook for automotive demand, production and electrification at CRU. He is a narrator of the unprecedented change in the automotive industry and its significance for commodity markets. David has 10+ years' experience working at leading automotive forecasting and analysis firms. He holds a MSc in International Business Economics from Oxford Brookes University.

Ron joined China Hongqiao Group in January 2020, following 11 years as Secretary General of the International Aluminium Institute (London). Previous roles include Executive Director of the Australian Aluminium Council (2002 to 2008).

Mister Iuga is one of the most experienced business consultants in Romania, with over 27 years of extensive experience in the implementation of International Accounting Standards, financial audit, evaluation and business restructuring, corporate governance, in takeovers, mergers, business acquisitions, privatisations and strategic consultancy, in energy, finance, industry and capital markets, in Romania and Eastern Europe. Before, he worked for 12 years in the aeronautical industry, as testing engineer. He is a graduate of The Faculty of Aerospace Engineering of Politehnica University of Bucharest. He also attended executive trainings with Harvard Business School, INSEAD Paris and IMD Lausanne. He began his consulting career in PwC Romania in 1991, where a long period of time (2004-2016) was Country Managing Partner for Romania, being the first local partner appointed Managing Partner in Central and Eastern Europe in PwC. He acted in PwC until 2016, last position held being member in the Management Board of PwC for Central and Eastern Europe. Mister Iuga is a member of a number of professional bodies: Association of Chartered Certified Accountants from UK, The Chamber of Financial Auditors of Romania (CAFR), The Body of Licensed Accountants and Expert Accountants in Romania (CECCAR), The National Association of Authorized Romanian Valuers (ANEVAR). He served as a member of the Audit Committee of the European Investment Bank for 9 years, and he is an independent member of the Board of Directors of Patria Bank and a member of the Board of Directors of the Aspen Institute. In 2012, in acknowledgement of his contribution to the development of entrepreneurship in Romania and the important role in development of the professional services in Romania, Mister Vasile Iuga was awarded the title of Professor Honoris Causa from Babes-Bolyai University in Cluj-Napoca, Romania.

Alex Tuckett is Head of Economics at CRU. He has over 15 years experience in economic analysis. Alex joined CRU in 2020 from PwC, where he was a Senior Manager in their economics advisory practice, leading analytical projects for a range of clients as well as contributing to their macroeconomic commentary. He began his career in the UK Treasury, later moving to the Bank of England, and has provided macroeconomic modelling and analysis to policymakers in fiscal, monetary and financial policy. He has published his analysis through a number of working papers, journal articles and blog posts on topics including productivity, exchange rates and modelling credit flows. Alex has an MSc in Economics from University College London, and a BSc in Economics and Economic History from the London School of Economics.

Pol Lezcano leads energy strategy and market intelligence at CBRE Energy, where he advises multinational industrial corporations on power procurement, distributed generation, and energy infrastructure solutions across Europe and the United States. His work focuses on helping energy-intensive manufacturers optimize their electricity costs and decarbonization strategies in complex, evolving power markets.

At CBRE, Pol leverages a platform with over 20GW of power transaction experience and relationships with 400+ developers to structure tailored energy solutions for industrial clients. His market analysis informs procurement decisions for companies managing hundreds of megawatts of load across multiple jurisdictions. Prior to CBRE, Pol led U.S. clean power research at Bloomberg, where he oversaw the firm’s long-term clean power outlook and research. He holds a Master of Science from Columbia University and a Bachelor of Science in Economics from the Wirtschaftsuniversität Wien.

Tom has been working as a metals and mining analyst for around 14 years, the last four and a half of which have been at CRU. He has previously worked at Wood Mackenzie, Argus Media and S&P Global Market Intelligence, with extensive exposure to the zinc, copper, nickel, iron ore, lead and aluminium markets. Tom has significant experience covering both fundamentals and price determination. He is now the Head of Non-Ferrous Metals in CRU’s Market Intelligence and Pricing function.

Helen Amos joined BMO in 2025 as Managing Director and Commodities Analyst, as part of the Metals and Mining Commodities team in Equity Research, based in London. Prior to BMO, Helen served as a Commodities Strategist at Morgan Stanley and before that, Helen was Macro and Commodity Research Lead at Anglo American. She began her career at CRU as an Analyst specialising in Steelmaking Raw Materials.

Ross Strachan is Head of Aluminium Raw Materials, Analysis & Forecasts at
CRU Group. Ross re-joined CRU in August 2020 as a senior analyst in the Aluminium Primary and Products team. Between 2004 and 2009 he worked for CRU, initially joining as a research analyst for the aluminium team and latterly becoming principal price risk advisor for the price risk management team. Subsequently, he worked for Capital Economics, Thomson Reuters and GFMS in analytical roles covering a variety of metals markets as well as presenting to industry gatherings. Ross holds a Masters in Economics from Heriot-Watt University.

Anthony Everiss is a Senior Analyst in the Aluminium Raw Materials Team and is editor of the Bauxite and Alumina Market Outlook, Monitor and Long Term Market Outlook. His main areas of specialism include market fundamental analysis, price forecasting and the creation of CRU’s Alumina Price Index and CRU’s Bauxite Price Index. Mr Everiss holds a BSc in Economics from the University of Warwick.

Srivatsan Govindarajan is a Senior Analyst in CRU's Aluminium Assets team, focusing on asset costs & emissions data across mines, refineries, smelters, rolling mills. Before joining CRU in 2025, he spent 8 years as a Lead Analyst at Beroe Inc., where he developed market intelligence reports and cost models for a wide array of metal markets. A certified Project Management Professional (PMP), he has led multiple end-to-end market research projects and holds a master’s degree in Aerospace Engineering from TU Delft.

Alex joined CRU in June 2021 and is a Senior Analyst in the Aluminium Team, based in London. He leads CRU's Aluminium Long Term Service and is the in-house specialist for primary aluminium supply and CBAM.

He has previous experience in the CRU Multi Commodity Team and as an Exploration Geologist working for a private equity group with global interests. During his time in the Multi Commodity Team, he was responsible for the day-to-day delivery of content, the delivery of cross-commodity insights and analysis to Fitch Ratings as well as a regular support for projects across the business. As a mineral exploration geologist Alex worked on projects in multiple mining jurisdictions including Sweden, Norway, Ireland, Montenegro and Arizona. During this time, he was exposed to several different mineral deposits and commodities, including gold, zinc, lead, silver, nickel, copper and cobalt.

Alex holds an MSc in Mining Geology from the Camborne School of Mines (University of Exeter) and an MSci in Geoscience with A Year of International Study from Royal Holloway, University of London. His International Year was spent at the University of Toronto. Alex is also Chair of Young Mining Professionals (YMP) London, a regional chapter of a growing international association of young mining professionals.

Sustainability leader with 20+ years of experience advancing decarbonization, circularity, and ESG leadership across the aluminum, manufacturing, and consumer products industries. Currently leading sustainability at Novelis, where she steers global strategy, external advocacy, and internal integration of carbon accounting methodologies, recycled content, water, and waste KPIs.

Sustainability leader with 20+ years of experience advancing decarbonization, circularity, and ESG leadership across the aluminum, manufacturing, and consumer products industries. Currently leading sustainability at Novelis, where she steers global strategy, external advocacy, and internal integration of carbon accounting methodologies, recycled content, water, and waste KPIs.

Sabine Sigle is the Global Head of Sustainability at Nemak, where she leads the company’s global ESG strategy and net-zero transformation. With extensive experience in the automotive sector, she focuses on decarbonization, sustainable supply chains, and navigating the rapidly evolving regulatory landscape shaping the future of mobility.

2022-today
Head of Technology and Sustainability Aluminium Division, Constantia Flexibles

2014-2022
Head of Technologie, Neuman Aluminium

2017
Patent engineer and IP Manager, Forum Institute Heidelberg

2012-2014
M.B.A., Generic Management, Montanuniversitaet Leoben

2011-2014
PhD, Max-Planck-Institut Duesseldorf, Montanuniversitaet Leoben, Austrian Academy of Sciences, Infineon

2014
Environmental manager ISO 14001/EMAS, Montanuniversitaet Leoben

2013
Quality manager ISO 9001/TQM/EFQM, Montanuniversitaet Leoben

2011-2012
Diploma, Global Advancement Programme, Hofburg(Vienna)/Brussels

2006-2011
Diploma, Montanuniversitaet Leoben, Material Sciences

Fion Cheung Diaz is Head of ESG at SNTO, a Hunan-based aluminium manufacturer supplying global packaging and industrial customers. She leads ESG strategy across low-carbon and recycled aluminium sourcing, supply chain traceability and net-zero transition. She oversees ESG certification and serves on ASI’s Circularity Working Group. Prior to SNTO, she worked at IHS Markit (now S&P Global) across energy and commodities in Asia-Pacific. She holds a BBA in Accounting and Finance from the University of Hong Kong and is a member of the Cambridge Institute for Sustainability Leadership (CISL) network.

Ms. Marlen Bertram, Director for Scenarios & Forecasts, joined the International Aluminium Institute (IAI) in 2008. Marlen is managing the Alucycle Material Flow Analysis tool and develops industry scenarios and greenhouse gas models for the sector. She also oversees work related to aluminium recycling and the benefits of aluminium compared to competing materials. Since 2023, Marlen manages the secretariat for the Global Beverage Can Circularity Alliance. Before joining the IAI, Ms. Bertram worked for the Organisation of European Aluminium Refiners and Remelters, as Manager Recycling since 2004. She holds a degree as Dipl.-Ing. in Environmental Science and Process Engineering.

Gabriel is the Circularity Research Manager at ASI, driving the aluminium sector toward a more resource-efficient and circular value chain. He specialises in life cycle sustainability assessment, material flow analysis, and circularity metrics. With 15 years of experience, Gabriel has worked on EU projects covering nanomaterials, additive manufacturing, and Industry 4.0, as well as in the steel industry and with Latin American firms in the extractives, infrastructure, and transport sectors. He holds a PhD in Sustainable Energy Systems (University of Lisbon) and a master’s in Industrial Ecology and Energy Efficiency (University of Zaragoza).

Laura is Deputy Head of DNV’s ESG Supply Chain Sustainability practice in London, and has over ten years of experience in advising clients on material sustainability risks and opportunities with a focus on ESG due diligence in the supply chain and independent assurance over ESG data & claims.

Laura worked extensively in the metals and mining sectors, leading on-the-ground site assessments. She is an approved Aluminium Stewardship Initiative (ASI) Lead Auditor and Auditor for the Responsible Steel Standard. She led independent assurance engagements for a number of DNV’s clients over supply chain due diligence, including assessments against ASI, OECD, LME, CSDDD, CSRD/ESRS, IRMA, ICMM, ISAE3000, GRI, ISO 14064.

James leads the Control Risks Business & Human Rights team. He has over 20 years of advanced international experience as a lawyer and responsible business practitioner.
His work spans the full extent of the global BHR practice but he has a particular specialism in labour rights and worker welfare issues.
As a co-founder of the UN award winning fair labour company FSI Worldwide, James is a recognised international expert on migration for work. This was also the subject of his PhD from King’s College London.
James regularly advises senior executives on business and human rights issues and is recognised for bringing clarity to complex situations and developing innovative and practical solutions for companies and rightsholders.
In addition to his PhD, James holds degrees in Law, International Relations, Politics, Philosophy and Economics. He is a regular writer, speaker and commentator on business and human rights issues.

Mingyou Yang heads up the London Metal Exchange’s responsible sourcing programme, leading the development and implementation of due diligence and assurance frameworks across the metals supply chain. He also oversees the work on sustainability disclosures, supporting greater transparency and alignment with evolving regulatory and market expectations. In addition, Mingyou contributes to a range of LME physical market strategies and initiatives, helping to strengthen the sustainability and integrity of the global metals market. Mingyou holds an MSc in Environmental Technology from Imperial College London and previously worked in global health, with a focus on HIV.

Gabriel is the Circularity Research Manager at ASI, driving the aluminium sector toward a more resource-efficient and circular value chain. He specialises in life cycle sustainability assessment, material flow analysis, and circularity metrics. With 15 years of experience, Gabriel has worked on EU projects covering nanomaterials, additive manufacturing, and Industry 4.0, as well as in the steel industry and with Latin American firms in the extractives, infrastructure, and transport sectors. He holds a PhD in Sustainable Energy Systems (University of Lisbon) and a master’s in Industrial Ecology and Energy Efficiency (University of Zaragoza).

Graham Lee is the Head of the Battery Passport Programme at the Global Battery Alliance. He has over 15 years' experience of sustainability and responsible sourcing in mineral supply chains, working with a range of global majors, coordinating multistakeholder consensus-building processes and contributing to cutting-edge innovation in both the real world and the digital world. Graham is motivated by the challenge of scaling up critical mineral production and battery manufacturing to drive forward the clean energy transition, without creating disproportionate harm to people and planet.

Ms. Marlen Bertram, Director for Scenarios & Forecasts, joined the International Aluminium Institute (IAI) in 2008. Marlen is managing the Alucycle Material Flow Analysis tool and develops industry scenarios and greenhouse gas models for the sector. She also oversees work related to aluminium recycling and the benefits of aluminium compared to competing materials. Since 2023, Marlen manages the secretariat for the Global Beverage Can Circularity Alliance. Before joining the IAI, Ms. Bertram worked for the Organisation of European Aluminium Refiners and Remelters, as Manager Recycling since 2004. She holds a degree as Dipl.-Ing. in Environmental Science and Process Engineering.

Ramon Arratia is the Chief Sustainability Officer and Vice President of Global Public Affairs at Ball Corporation, where he leads the company’s efforts to accelerate circularity, electrification, and the decarbonization of aluminium packaging. His work is central to Ball’s ambition to achieve 85% recycled content and 55% Scope 1, 2 and 3 emissions reductions by 2030. Ramon champions the view that near 100% circularity is within reach when product design, government policy and recycling infrastructure are aligned and mutually reinforcing. He also advocates for the electrification of industry and transport, viewing it as a resilient economic strategy for nations and value chains.

With 25 years of experience in sustainability leadership, Ramon has held roles across several multinational companies, including Interface, Vodafone, Ericsson, and now Ball Corporation. His background blends technical, strategic and operational sustainability expertise, supported by an academic foundation that includes an MBA from Warwick Business School, an MSc in Quality and Environment, and a degree in Organic Chemistry.

David Kennedy is a leader in sustainability and net-zero with a career spanning over three decades working in over thirty countries around the world.
Prior to joining the SBTi as CEO, he was a partner at EY, where he led work on net-zero strategy and planning with over twenty major companies across food, infrastructure, manufacturing and banking.
As Director General of Food, Biosecurity and Trade at the UK Government’s Department for Environment, Food and Rural Affairs (Defra), David led on food strategy (including net-zero and nature), food security through Brexit and the Covid-19 pandemic, farming reforms for net-zero and nature, and food in trade deals with Australia and New Zealand. He also led on departmental transformation programmes, including strategy, governance, data and systems, and internal ways of working. He was chair of the Defra People Committee and Social Mobility Champion.
As Director General at the Department for International Development (DfID), he led design and implementation of a new approach to economic development in sub-Saharan Africa based on clean infrastructure, FDI and agriculture commercialisation. He was responsible for the UK’s interests in the World Bank and regional IFIs. He also developed the departmental vision and was Diversity Champion.
Prior to this he was the founding Chief Executive of the UK’s Committee on Climate Change (CCC). Under David’s leadership, the CCC designed sector pathways, carbon budgets, targets, metrics, milestones, and key policies (e.g. Electricity Market Reform, EV and renewable heat support).
Earlier David led on fundamental reform of the EU ETS and the economic assessment for nuclear new-build. He also played key roles at the World Bank and EBRD, leading on infrastructure strategy, policy reform and major investments. He has a PhD in economics from LSE.
He was awarded a CBE for services to climate change and a CB for public service during Covid

Kaitlin is an experienced project manager and strategy consultant with a strong knowledge base in sustainability and expertise in recycled material and carbon policy. Kaitlin has been with CRU since 2021 and is based in the London office. Kaitlin primarily advises on client projects related to strategy development and has led over 20 studies supporting a global client base answering critical questions around negotiation, portfolio diversification, decarbonization strategy, commercial trading strategy and market entry. Most recently, Kaitlin has been at the forefront of CRU’s assessments navigating decarbonization policy, such as CBAM, and has helped clients develop emissions assessment tools across the varied metals value chain. Kaitlin is a guest lecturer at UCL's Institute for Sustainable Resources on Master’s modules including ESG Risk Management in Natural Resource Projects and Business & Sustainability. Kaitlin holds an MSc in Sustainable Resources: Economics, Policies & Transitions, a BSc in French & Business Management and CFA certification in ESG Investing.

Jamie Mcleod leads Crowe UK’s Customs and International Trade consultancy team. He is an experienced specialist in customs and trade compliance, advising businesses on complex cross border trade requirements. Jamie has deep expertise in the EU and UK Carbon Border Adjustment Mechanisms (CBAM), particularly in the metals sector. He also advises major UK industry bodies on customs and trade policy matters, alongside his work on supply chain optimisation and customs duty mitigation strategies.

Rob McLeod leads Hartree’s Global Risk Solutions group, delivering commodities hedging and risk management tools to clients across all industry sectors. With 20 years’ experience, Rob has built a leading risk management franchise within the energy, environmental & broader commodity markets, structuring solutions tailored to client needs - whether vanilla hedging instruments or more bespoke - alongside providing extensive advice and market insight. Rob sits on the Energy Risk Advisory Board and is a regular speaker at various industry events. Prior to joining Hartree, Rob worked in energy at UBS. He holds a BSC in Economics from the University of Bristol.