The global metals and mining landscape is shifting fast. What was once a straightforward story of extraction and trade is now defined by geopolitics, national strategy, and energy security. From copper’s central role in electrification to the changing dynamics of iron ore, steel, and lithium, markets are entering a period of structural change. Quality, sustainability, and supply security are driving new price differentials and reshaping value chains, while gold continues to rally on the back of economic and geopolitical uncertainty.
Join our experts, fresh from LME Week in London as they share the latest market sentiment, what’s top of mind for producers, and emerging risks shaping the metals and mining sector in 2026.
Topics for discussion:
Macro Outlook & Market Sentiment: Trade, technology, and capital trends — can the industry deliver the mines the world needs?
Copper: From surplus to shortage
Gold: Hidden supply risks from ore grades to ESG constraints
Iron Ore & Steel: Green Iron Australia and the impact of Simandou