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Time and Location

Monday 2nd March, 2026
One King West
1 King Street West
Toronto, Canada
In Person Event
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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