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Agenda

**The timing displayed is in Chile Time Zone

9:30 - 11:00
Keynote panel discussion - Framing the outlook

  • What to expect for the Copper market in China for the rest of 2023
    Assessing the impact of the operating environment such as social unrest, strikes, falling ore grades and water availability on the mine supply outlook - How will the supply gap be closed over coming years?
  • How will the industry continue to raise the bar for ESG?
  • How do you think the war in Ukraine and the energy crunch will affect the commodity markets and the green transition?   
  • What are investor expectations around how copper is mined and how will the large greenfield projects necessary to meet demand from the global energy transition get financed?
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16:00 - 17:00
Panel discussion - Gold, molybdenum and sulphuric acid

  • Analyzing the global sulphuric acid supply/gap balance
  • What is the outlook for the molybdenum and global gold and silver market?
  • What is the effect of Copper belt cobalt mining on copper production

 


9:30 - 10:30
Panel discussion - Approaching net-zero what does it mean for copper?

  • What does the EV revolution mean for copper demand to 2050
  • Appraising the demand related to solar and wind installations and other renewable energy projects

11:20 - 11:40
Chinese market outlook

  • Reviewing 2023 Chinese economic data publications
  • Current Macroeconomic Situation in China and long term growth prospects
  • Impact of short terms global pressures on the Chinese economy
  • Understanding copper consumption in key demand areas
  • Chinese refined copper imports

12:00 - 13:30
Market outlook panel discussion

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  • Outlook for Russian metal deliveries to Europe
  • Review and outlook for exchange inventories, Chinese S/D, imports and supply
  • Outlook for key regional premiums
  • How much of an impact will the slowing construction sector in the US and Europe have on Copper?
  • Examining the outlook for standard, complex concentrates and TC/RCs
  • Scrap, substitution and thrifting – the threats to refined copper consumption beyond 2030

**The timing displayed is in Chile Time Zone