Webinar
Event

Toronto Metals and Mining Briefing 2025

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

 Panel:  
 Georgina Marchorst 
 Tony Knutson   
 Charles Cooper 

 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

WoodMac symbol on white background.

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

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