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Agenda

09:05 - 10:45
Panel discussion: Exploring the landscape for copper exploration

  • How are the lessons from the last super cycle being implemented differently by junior and major mining companies? 
  • Will increased recycling rates, substitution and technologies for processing of low-grade ores derail exploration?
  • What role with above ground risks such as poltical and societal pressures affect exploration in an ever more connected world? 
  • Analysing the impact of technical risks such as underground mining on the exploration sector.

 


Ignacio Del Río, Partner, Director, General Manager, Mineria Activa
Luis Albano Tondo, President, CEO & Director, Coro Mining
Angus McFarlane, Program Director, CSIRO Mineral Resources
John Black, CEO, Regulus Resources

10:45 - 11:30
Examining the factors determining the long-term outlook for copper and copper co-products - What are the opportunities and threats for copper price?

  • Will deficits in the copper market ever materialize? 
  • What is the demand & price outlook for molybdenum, copper and gold? 
  • How will the growth in vehicle electrification affect copper demand and prices? 
  • What are the opportunities and threats for copper price?

Robert Edwards, Managing Consultant, CRU
Hamish Sampson, Consultant, CRU

11:30 - 12:30
Panel discussion: What should Chile do to boost exploration in the country?

  • Comparing and contrasting taxation, incentive systems and other measures to boost exploration in Chile, Canada, Australia and other Latin American countries

Jerónimo Carcelén P, Partner, Carcelén, Desmadryl, Guzmán & Tapia
Rony Zimerman, Partner, Bofill Mir & Alvarez Jana
Rohan Cobcroft, Chief Geologist, Geological Survey of South Australia

14:00 - 17:00
ICA Workshop - Demand

  • Energy Storage
  • Renewables
  • Substitution.
  • Smart Homes.

Dexter Gauntlett, Principal Research Analyst, Navigant Research
Luis Albano Tondo, President, CEO & Director, Coro Mining
Na Jiao, Technology Analyst, IDTechEx
Francisco Carranza, Managing Director, Nissan Energy
Coming soon...

09:30 - 11:00
CEO Panel - Creating value

  • The relevance of shareholder value in guiding mining companies’ investment decisions today
  • Are the lowest operating cost solutions associated with the best returns on capex?
  • How good is the industry’s track record in creating shareholder value?


Nelson Pizarro, Chief Executive Officer, Codelco
Arnaud Soirat, Chief Executive, Copper & Diamonds,, Rio Tinto
Don Lindsay, Chief Executive Officer, Teck Resources
Ivan Arriagada, Group CEO, Antofagasta
Ruben Fernandes, Chief Executive Officer, Base Metals, Anglo American
Vanessa Davidson, Director of Copper Research and Strategy, CRU

11:30 - 12:15
Keynote presentation:



Robert Friedland, Founder, Executive Co-Chairman, Ivanhoe Mines

12:15 - 13:15
Panel discussion - technical innovation, project risk management and costs



Paige Wilson, (SVP), President, Bechtel Mining & Metals, Bechtel
Nick Bell, Vice President, Sales, Mining, Minerals and Technology, Jacobs
Brandon Spencer, Managing Director, ABB Process Industries, Industrial Automation Division, ABB

14:45 - 15:45
Exploring key opportunities and threats to copper demand:

 

  • Energy Storage
  • Renewables
  • Substitution
  • Smart Homes

14:45 - 16:45
Outlook and opportunities in the mining equipment and services sector:

  • What are the technological changes in the industry that suppliers need to respond to?
  • How are the needs of the modern mine changing?
  • How do local suppliers grow their market share at home and abroad and what can governments do to support this?

Ben Jones, Managing Consultant, CRU
Pascual Veiga, President, APRIMIN
Charles O’Donnell, Group Head of Supply Chain and Business Planning, Anglo American
Julian Sparks, Strategy and Development Services Manager, Wood
Coming soon...

09:05 - 09:45
CFO Panel Discussion: Finance, costs & projects

  • How could the way that projects are financed in the future change - Exploring alternatives to traditional project CAPEX and finance models

Alvaro Ossio, VP Senior Commercial, Finance and Business Support, MMG Limited

09:45 - 10:05
To be announced



Ian Linnell, President, Fitch Ratings

11:05 - 11:50
Sustainable copper: What is the market potential and how could it impact prices and premiums:



Charlie Murrah, Executive Vice President, Metals, Southwire Company
Mark Loveitt, President, International Wrought Copper Council

11:50 - 13:00
Beyond the base case – Copper price under different market scenarios:

 

  • Chinese stimulus measures: Most analysts, including CRU, have been expecting China’s economic transition to result in a marked deceleration in growth of Chinese copper consumption.  But despite strong evidence that the Chinese economy is slowing, might government stimulus measures once again support copper demand growth? 
  • Technical challenges impact mine output: The four largest projects forecast to commission over the next 5 years (Grasberg Block Cave, Chuquicamata Underground, Oyu Tolgoi Phase 2, and El Teniente New Mining Level), will use block cave mining methods.  This technique has a reputation for being technically challenging and could affect ramp-up and production, resulting in slower growth in mine output. 
  • US Inflation is one of the world’s most important variables will the FED secure inflation expectations with a prompt and credible policy or will the restoration of price stability lead to a recession. How will these inflationary pressure and US monetary policy risk impact the global economy and commodity markets?
  • Trade war escalates: Despite the apparent truce agreed at the G-20 meeting in Argentina, it is possible that trade war tensions could escalate again denting GDP growth.
  • Full Chinese scrap import ban from end-2020: The Chinese category 7 scrap ban has had less of an impact on the Chinese market in 2018 than initially expected.  However, a full scrap ban could be another matter, reducing Chinese imports of copper-in-scrap by over 1.5Mt from 2017 levels.  How would China react?  Are there enough processing plants outside China to convert the scrap into other forms of copper for the Chinese market? Or would the ban encourage the development of a modern, automated, large-scale scrap generation and processing industry in China?


Jumana Saleheen, Chief Economist, CRU
Duncan Hobbs, Research Manager, Concord Resources Ltd
Charlie Durant, Principal Consultant, CRU

08:00 - 17:00
Site visit - El Teniente:

05:30

  • Depart Conferene Hotel

08:00

  • ARRIVAL TO CODELCO EL TENIENTE, MILLÁN 1020, RANCAGUA

-     Welcome at Integrated Operations Center. Coffee

08:30

  • INTEGRATED OPERATIONS CENTER VISIT

09:00

  • Departure to Maitenes

09:30

  • ARRIVAL TO MAITENES

-     Corporative and safety videos exhibition

-     Equipment with personal protection equipment

10:00

  • Departure to the mine

11:00

  • ARRIVAL AND DACITA MINE VISIT

-     Mine safety induction

-     Visit Dacita crusher cavern

12:50

  • Departure to Colón Alto

13:40

  • LUNCH AT COMPANY RESTAURANT

14:40

  • Departure to Maitenes

15:10

  • Arrival to Maitenes. Return of the safety equipment. Departure to Rancagua

15:40

  • Arrival, To Codelco El Teniente, Millán 1020, Rancagua. End of the visit
 
GROUP 2

08:30

  • ARRIVAL TO CODELCO EL TENIENTE (MAITENES)

-     Welcome at visitors reception room. Coffee

-     Corporative and safety videos exhibition

-     Equipment with personal protection equipment

09:00

  • Departure to the mine

10:20

  • ARRIVAL AND DACITA MINE VISIT

-     Mine safety induction

-     Visit Dacita crusher cavern

11:50

  • Departure to Colón Alto

12:40

  • LUNCH AT COMPANY RESTAURANT

13:40

  • Departure to Maitenes

14:10

  • Arrival to Maitenes. Return of the safety equipment. Departure to Rancagua

14:40

  • INTEGRATED OPERATIONS CENTER VISIT

15:10

  • End of the visit