China copper transition — resilience, security & global synergy
The global copper market is at an inflection point, with tightening concentrate supply, expanding smelter capacity, and shifting geopolitical priorities reshaping dynamics across the value chain. Join Wood Mackenzie analysts and industry experts as they examine the key forces driving change in China's copper sector and the broader global market, exploring the outlook for copper demand and mine supply, the growing importance of concentrate market dynamics, and China's evolving role in securing raw materials, expanding processing capacity, and influencing global trade flows as the energy transition accelerates.
Following the briefing, connect with industry peers and Wood Mackenzie experts at a networking reception designed to extend the conversation beyond the stage.
Meet our speakers
Emily Brugge
Principal Analyst, Copper Supply
Emily Brugge
Principal Analyst, Copper Supply
Emily contributes to the Copper Markets and Copper Concentrates services.
Head of Asian Metals and Minerals Research, Mercuria
Cao Yang
Chief Analyst of Non Ferrous Metals, Orient Futures
Xiaoyi Liu
Deputy Director Board Office – Strategy & Information, Zijin Mining
Topics we will cover
Near term macroeconomic outlook: The challenges facing China amid sluggish domestic demand, excess capacity, and the priorities emerging from its 15th Five-Year Plan.
Geopolitics & supply security: How resource nationalism, critical minerals policies, and intensifying geopolitical competition are increasingly influencing trade flows, investment decisions, and the long-term security of mineral supply and processing capacity.
Copper concentrates & smelter dynamics: What's next for spot and benchmark TCRCs? The impact of constrained concentrate supply, rapid smelter capacity growth, and changing processing economics on the copper value chain.
Event programme
4:00 PM – 4:30 PM: Registration
4:30 PM – 4:40 PM: Welcome remarks
4:40 PM – 5:10 PM: Keynote presentations
5:10 PM – 6:00 PM: Panel discussion
6:00 PM – 8:30 PM: Networking cocktail reception
The briefing will conclude with a networking cocktail reception, where you can connect with industry peers and continue the conversation with Wood Mackenzie analysts.
