Benchmark Summit Toronto 2026

- Charting the impact of mine disruption and supply concentration 

- Supply recovery concerns in 2026; lack of greenfield projects; Chinese-owned assets 

- Update on price divergence trends; future supply gaps; concentrates outlook; project pipelines 

Copper has become one of the most strategically important minerals of our changing times. Drawing on insights from S&P Global’s Copper in the Age of AI, demand for copper is rising from the growth of artificial intelligence, electricity grid enhancements, and advanced manufacturing, while the global supply is becoming tighter. At the same time, Vale Base Metals is transforming into a lean, agile, cost‑competitive business built to meet the world’s challenge of copper security. CEO Shaun Usmar will outline how the company has changed, how its performance has consistently delivered, and what is ahead — spotlighting VBM’s copper growth story and the global strength of its Canadian polymetallic assets.

- Demand dynamics and shifting chemistries: from EVs to BESS
- A look across dynamics of Lithium, Cobalt, Nickel and Manganese markets in
2026

A focus on projects in development in Latin America and internationally and exploration of new techniques and technologies that are opening new frontiers in lithium and copper.

- How do capital allocators determine investable projects amid price floors and state led capital injections 

- How are capital allocators seeing opportunities in upstream critical minerals projects? 

- Where is risk capital coming from and what is attractive now across the critical minerals spectrum?