Alice Yu

Alice Yu Email and Phone Number

Principal Analyst (Lithium & Cobalt) S&P Global Commodity Insights @
Alice Yu's Location
Dongcheng District, Beijing, China, China
Alice Yu's Contact Details

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About Alice Yu

Experienced multi-commodity consultant and analyst. With a special focus on battery metals - lithium and cobalt - and the key drivers: plug-in electric vehicle, battery chemistry choice and the lithium-ion battery value chain.

Alice Yu's Current Company Details
S&P Global Commodity Insights

S&P Global Commodity Insights

Principal Analyst (Lithium & Cobalt) S&P Global Commodity Insights
Alice Yu Work Experience Details
  • S&P Global Commodity Insights
    Principal Analyst, Future Energy Metals
    S&P Global Commodity Insights Apr 2024 - Present
    Bangkok, Bangkok City, Thailand
  • S&P Global Market Intelligence
    Senior Analyst, Future Energy Metals
    S&P Global Market Intelligence Sep 2019 - Apr 2024
    Beijing City, China
    Launched and authors the monthly lithium and cobalt Commodity Briefing Service report.The CBS report includes modelled forecasts on global plug-in electric vehicle sales, lithium-ion battery chemistry mix, lithium-ion battery capacity, lithium and cobalt market balance and 5 year price outlooks.
  • Cru
    Senior Consultant, Cru Consulting
    Cru Jun 2018 - Aug 2019
    Beijing City, China
    Dual focus on battery metals, energy and steel downstream strategies. I managed a number of projects for leading players to support their financing and strategy needs, including the Industry Overview in Ganfeng’s listing prospectus. I built CRU’s lithium supply analysis and presented CRU’s lithium, cobalt and nickel research to industry players in the China, Japan, Singapore and Australia. My experience also expands across energy, including a bi-annual update of civil uranium demand, and Indonesian coal market analysis.In steel I built a China provincial steel demand model , identified regional steel plant acquisition targets, and built a non-grain oriented steel demand model.
  • Cru
    Senior Consultant, Cru Consulting
    Cru Jun 2016 - Jun 2018
    Hong Kong
    Consultant in CRU Hong Kong engaged in global project, supporting leads and proposals, attending regional conferences and meeting with local clients.Core team member for lithium market analysis, battery metals and EV market outlook.Co-lead a cobalt market entry strategy for a miner into the Asian battery markets.Built Indian steel demand by end use sector.
  • Cru
    Consultant, Cru Consulting
    Cru Jun 2013 - Jun 2016
    London, United Kingdom
    As a Consultant, I am part of project teams delivering market focused consulting services across the mining and metals sector, including investment due diligence for mining projects, marketability surveys identifying off-takers and advising on raw material procurement strategy. I have also played an important role in a number of valuation projects which entailed assessing the fair value price of transactions and conducting DCF analysis. I have engaged in many model building assignments. I was part of a team modelling and forecasting agricultural and fertilizer demand by country to 2050, I have also constructed 25 year bottom up iron ore supply forecast for the Pilabara and built an Indian steel end use demand model.Detailed project engagement:Managed project work stream mapping out Chinese cobalt value chain from mine to end users, as part of advisory for the client's production and marketing strategy.Performed asset valuation of smelters and downstream facilities by modelling cash flow and calculating the NPV.Constructed a 25 year bottom up iron ore supply forecast for the most important iron ore producing region in the world on a mine-by-mine basis. Performed sensitivity analysis and presented the Base and High Case scenarios. Applied gap analysis methodology.Developed the fair value pricing model for metal concentrates (copper and zinc) for transfer pricing purposes which was presented to tax authorities to determine tax liabilities.Conducted extensive research and presented on the impact of Chinese environmental regulations on the metals and mining industry, with a particular focus on iron and steel making.Researched into iron ore pricing and contractual terms in China.Drew up raw material procurement strategy for client's silicon smelter.Nutrition and food demand forecast per capita.
  • Management Solutions
    Management Consultant
    Management Solutions Sep 2012 - May 2013
    London, United Kingdom
    Management Solutions is an international consulting firm focused on the provision of business, financial, risk, organizational, technology and process-related advisory services. Supported the CEO Office of Santander. Drafted responses to commitments to the Bank's two year strategic plan, extensively analysed the responsiveness and engagement of different business lines and geographical regions.Engineered changes to process/FTE to increase operational efficiency for client´s credit risk procedure. Designed the relevant implementation plan to achieve the target operating model.Research into Conduct Risk regulations of the Financial Conduct Authority, analysed the regulatory impact on lifecycle stages of retail banking productsMonitored the post-merger integration of two major retail banks as part of the Project Management Office. Performed critical diagnosis on the progress of merger preparation of business lines
  • Hm Treasury
    Summer Intern
    Hm Treasury Aug 2010 - Oct 2010
    London, United Kingdom
    Created a report on the economic impact of stamp duty (SDLT) on non-residential property. Analysed property data including property prices, stock volume, transaction number and rental valueGained deep insight into the UK´s commercial and housing property marketParticipated in consultations sessions with Big Four tax specialists regarding new policiesDrafted replies to correspondence on SDLT issues from MPs and voters
  • Deutsche Bank
    Summer Analyst, Global Transaction Banking
    Deutsche Bank Jun 2010 - Aug 2010
    London
    Formulated a whitepaper on the future of asset servicing in Asia. Identified as-is and trends in the Asian capital market including equities and bonds. Worked within the Direct Securities Team within GTB.Acquired in-depth knowledge into custody services, clearing and settlement, and trade finance

Alice Yu Skills

Economics Management Consulting Business Analysis Research Financial Services Investment Banking Retail Banking Financial Regulation

Alice Yu Education Details

Frequently Asked Questions about Alice Yu

What company does Alice Yu work for?

Alice Yu works for S&p Global Commodity Insights

What is Alice Yu's role at the current company?

Alice Yu's current role is Principal Analyst (Lithium & Cobalt) S&P Global Commodity Insights.

What is Alice Yu's email address?

Alice Yu's email address is sw****@****ail.com

What schools did Alice Yu attend?

Alice Yu attended London School Of Economics And Political Science, London School Of Economics And Political Science, Parkstone Grammar.

What skills is Alice Yu known for?

Alice Yu has skills like Economics, Management Consulting, Business Analysis, Research, Financial Services, Investment Banking, Retail Banking, Financial Regulation.

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