About the Event
We are delighted to invite you to our in-person Chile Briefing this April at CESCO Week.
Join us at the Ritz-Carlton, Santiago for a deep dive into the forces reshaping the copper market — from supply risks and concentrates dynamics to the structural shifts in demand driven by electrification, AI, and the reconfiguration of global supply chains.
With the copper market entering a period of heightened uncertainty, understanding the interplay between tightening supply, evolving smelter economics, and growing geopolitical pressures has never been more critical. This briefing will cut through the noise and provide clarity on the key trends that will define the market in 2026 and beyond.
Our expert team will share the latest outlook on copper fundamentals, investment flows, and the emerging pressures across Latin American supply jurisdictions — along with a broader look at how the molecules-versus-electrons debate is shaping long-term metals demand.
Our Speakers
Julian Kettle
Vice Chairman of Metals and Mining
Charles Cooper
Research Director, Head of Copper Research
Charles Cooper
Research Director, Head of Copper Research
Charles is a mining economist specialising in commodity markets and sustainability analytics.
View Charles Cooper's full profile
Ruben Arratia
Director, Base and Precious Metals
Ruben Arratia
Director, Base and Precious Metals
Ruben has more than 40 years of experience in the mining industry.
View Ruben Arratia's full profile
Emily Brugge
Principal Analyst, Copper Supply
Emily Brugge
Principal Analyst, Copper Supply
Emily contributes to the Copper Markets and Copper Concentrates services.
View Emily Brugge's full profile
Johann Schmid
Head of Americas Consulting, Metals & Mining
Johann Schmid
Head of Americas Consulting, Metals & Mining
Johann excels at guiding our consulting team through even the most challenging engagements.
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Nassam Estibill Zalaquett
Director, Metals & Mining, Americas
Nassam Estibill Zalaquett
Director, Metals & Mining, Americas
Nassam has extensive experience across the natural resources value chain.
View Nassam Estibill Zalaquett's full profileAgenda Highlights
This briefing forms part of our global series examining the transformation of the energy system and the growing tension – and interconnected nature – between traditional molecular energy sources (gas, hydrogen) and electrified systems (renewables, grids, storage).
08:30 – 09:00 Welcome and registration
09:00 – 10:30 Presentations and Q&A
10:30 – 11:00 Networking coffee-break
11:00 – 12:30 Presentations and Q&A
12:30 – 14:00 Lunch provided at the event venue
We’ll explore the implications for metals markets, investment flows, and long‑term supply security.
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The Investment Battle: Molecules vs Electrons Electrification continues to attract the bulk of new capital, yet molecules remain essential for stability and long-duration energy security.
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Global Dynamics How geopolitics, AI-driven power demand, and rapid technology shifts are reshaping future energy and commodity markets.
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Ex-China Supply Chains How the reconfiguration of global supply chains outside China is creating new risks, bottlenecks, and opportunities across the metals and mining value chain.
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Copper Concentrates Market What's next for TCRCs, and how smelter expansions, disruptions, and ore quality trends will influence the balance.
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Latin American Supply Risks Understanding the rising geopolitical pressures, water constraints, and regulatory developments across key copper jurisdictions.
Why Attend?
Hear directly from our experts as they unpack the latest market sentiment, what producers are prioritising, and the emerging risks and opportunities shaping the metals and mining sector in 2026 and beyond.
Topics for Discussion
- Geopolical resources at the centre of the molecules-electrons transition
- Copper supply, concentrates, and evolving smelter dynamics
- Copper: moving from surplus to structural shortage
Registration
Registration is subject to approval. Submitting the registration form does not guarantee attendance, your place will be confirmed once you receive an email confirmation from our team.