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Benchmark Summit Toronto 2026
Time and Location
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Monday 2nd March, 2026
Registration & Networking Lunch
Words of Welcome
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
Copper Market Outlook Panel Discussion
Industry Keynote: Building Copper Security for a Changing World
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.
Networking Break
Panel Discussion: The Future of Battery Technology: LFP and the Next Phase of Scale
Insights Presentation: Lithium Market Outlook
Lithium Industry Panel
Networking Break
Fireside Chat: Overall Market Outlook for Lithium-ion Batteries and the shift to LFP
Insights Presentation: Rare Earths Market Outlook
Investment Leader’s Panel Discussion: 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?
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