We are delighted to invite you to our in-person briefing on Thursday 20 November 2025 in Toronto.
Toronto Metals & Mining Briefing 2025
Date: Thursday, 20 November 2025
Time: 8:00am - 11:00am EDT
Venue: Toronto, Canada
Register now to secure your spot.
Agenda
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 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.
Time |
Topic |
Speaker(s) |
|
8:00am |
Breakfast/Networking |
|
|
8:30am |
Introduction - observations from Perumin, London LME week and IMARC Sydney |
Julian Kettle |
|
8:40am |
Zinc and Lead Markets |
Georgina Marchorst |
|
8:55am |
Coal and Steel Markets |
Tony Knutson |
|
9:10am |
Copper Markets |
Charles Cooper |
|
9:25am |
Copper and Gold Equities |
Duncan Kluwak |
|
9:40am |
BREAK |
|
|
10:00am |
Fireside chat |
Host: Duncan Kluwak |
|
10:30am |
Closing remarks |
|
|
10:40am |
Networking |
|
Topics for discussion:
1. Zinc and Lead Markets
• Treatment charge developments and mining sector economics
• Market balance dynamics and inventory trends
• Cost competitiveness and operational efficiency drivers
• Market fundamentals and pricing outlook
2. Coal and Steel Markets
• Current market dynamics and evolving trade flow patterns
• Policy developments and their impact on demand fundamentals
• Supply chain resilience and geopolitical considerations
• Transition pressures and market adaptation strategies
3. Copper Markets
• Energy transition momentum and demand growth trajectories
• Supply development challenges and investment requirements
• Market fundamentals and pricing outlook
• Strategic positioning in a transforming global economy
4. Copper and Gold Equities
• Strategic interplay between copper and gold in production portfolios
• Portfolio diversification benefits and risk considerations
5. Fireside chat
As US trade policies reshape global energy markets, we're facing critical questions: Can supply chains adapt to new tariff realities? Will project financing keep pace with surging demand? And what opportunities—or obstacles—does this create for Canada's energy future?
Our speakers
Julian Kettle
Vice Chairman of Metals and Mining
Latest articles by Julian
-
Opinion
Answering seven burning client questions on copper supply and demand
-
Opinion
Metals investment: the darkest hour is just before the dawn
-
Opinion
Ebook | How can the Super Region enable the energy transition?
-
The Edge
Can battery innovation accelerate the energy transition?
-
Featured
Have miners missed the boat to invest and get ahead of the energy transition?
-
Featured
Why the energy transition will be powered by metals
Georgina Marchorst
Principal Analyst, Lead and Zinc Mine Costs
Georgina has 25 years of experience in metals and mining, primarily in the base metals and aluminium industries.
View Georgina Marchorst's full profile
Anthony Knutson
Global Head, Thermal Coal Markets
Anthony is the global head of our thermal coal markets research for the Metals and Mining group.
Latest articles by Anthony
-
Opinion
Harris v Trump: A fork in the road for US energy
-
Opinion
How do Western sanctions on Russia impact the global metals, mining and coal markets?
-
Opinion
Decarbonising metals and mining: three key strategies to win the emissions battle
-
The Edge
Resource nationalism and energy transition metals
-
Opinion
Golden opportunities to drive down mining and metals carbon emissions
-
Opinion
Battery raw materials: tracking key market dynamics
Charles Cooper
Research Director, Head of Copper Research
Charles is a mining economist specialising in commodity markets and sustainability analytics.
Latest articles by Charles
View Charles Cooper's full profile
Duncan Kluwak
Director, Metals & Mining Consulting