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.
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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.
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.
