This session provides an outlook on the current copper bull market. CRU provide a short presentation to set the scene supply and demand fundamentals expected up to 2030, before we engage in broader discussion among the panellists.
We hear about the changes in the copper cycle and the impact this is having on business strategies of both majors and juniors. Topics of focus include M&A outlook, how to address the supply gap, geological advantages of Chile and across Southern America, and copper moving closer with lithium and hydrogen as the green movement accelerates.
Importantly, early stage project financing for copper juniors is addressed – will we see finance coming into the sector with a new price environment – and the increasingly vital role private equity plays in providing capital for development and exploration stage.
Moderator:
Francisco Acuña, Senior Consultant, Base & Battery Metals, CRU
Panellists:
Marcelo Awad, Executive Director, Wealth Minerals
Francesco Bressi, Investment Manager, Resource Capital Funds
Luis Albano Tondo, CEO, Marimaca Copper Corp.