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?
-
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
-
- 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