

Benchmark Summit Toronto 2026
Time and Location
Monday 2nd March, 2026
12:30 - 13:00
Registration & Networking Lunch
13:00 - 13:10
Words of Welcome
13:10 - 13:30
Understanding the Current Copper Market
- 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
13:30 - 13:50
Vale Base Metals: Keynote Presentation
13:50 - 14:20
Copper Market Outlook Panel Discussion
14:40 - 15:20
Overall Market Outlook for Lithium-ion Batteries
- Demand dynamics and shifting chemistries: from EVs to BESS
- A look across dynamics of Lithium, Cobalt, Nickel and Manganese markets in 2026
15:20 - 15:35
Lithium Market Outlook
15:35 - 15:50
Lithium Industry Presentation
15:50 - 18:05
Coffee & Networking Break
16:05 - 16:20
Rare Earths Market Outlook
16:20 - 16:30
Rare Earths Industry Presentation
16:30 - 17:00
Investment leader’s panel: Critical Minerals in a new era of Energy Security
- 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?
17:00 - 18:00
Networking Reception
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