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Wood Mackenzie at CESCO Week — Chile Briefing

Where Capital Meets Copper: Markets, Geopolitics & the Energy Shift

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, El Alcalde 15, Las Condes, 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

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Charles Cooper

Research Director, Head of Copper Research

Charles is a mining economist specialising in commodity markets and sustainability analytics.

Latest articles by Charles

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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 contributes to the Copper Markets and Copper Concentrates services.

Latest articles by Emily

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Johann Schmid

VP, Metals and Mining Consulting

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 has extensive experience across the natural resources value chain.

Latest articles by Nassam

View Nassam Estibill Zalaquett's full profile

Agenda 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 – 09:40 Opening Session & Metals and Mining: Geopolitical Resources at the Centre of the Molecule-Electron Transition

Julian Kettle, Vice Chairman of Metals and Mining

 

09:40 – 10:05 Copper Market Outlook

Charles Cooper, Research Director, Head of Copper Research

 

10:05 – 10:30 Copper Supply and Concentrate Market

Emily Brugge, Principal Analyst, Copper Supply

 

10:30 – 11:00 Networking Coffee-Break

 

11:00 – 11:25 Latin America's Copper Supply in a New Geopolitical Order

Ruben Arratia, Director, Base and Precious Metals

 

11:25 – 11:50 Investing in Copper: Three Compounding Dimensions Investors Must Navigate

Nassam Estibill Zalaquett, Director, Metals & Mining, Americas

 

11:50 – 12:20 Fireside chat: Copper's Next Decade: A Capital Markets Perspective

Johann Schmidd, Head of Americas Consulting, Metals & Mining

Rainer Bucher, Executive Director of Corporate Finance, Structured, & Project Finance (BCI)

Álvaro Belevan, Senior Director, Metals, Mining & Industries (SocGen)

 

12:20 – 12:30 Closing Session

Julian Kettle, Vice Chairman of Metals and Mining

 

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.

  • 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.
  • Global Dynamics How geopolitics, AI-driven power demand, and rapid technology shifts are reshaping future energy and commodity markets.
  • 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.
  • Copper Concentrates Market What's next for TCRCs, and how smelter expansions, disruptions, and ore quality trends will influence the balance.
  • 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

  • Geopolitical 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 for this event is now closed.

For further information or to express interest in participating, please complete the 'Contact Us' form at the side of the page and a member of our team will be in touch.