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Behind the AI Boom: How Data Centre Demand is Reshaping BESS, Lithium, LFP and Copper Markets

Thursday 30th April, 2026
Online
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Benchmark Summit Toronto 2026
Benchmark Summit Toronto 2026

Time and Location

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

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Monday 2nd March, 2026

12:00 - 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 - 14:00

Copper Market Outlook Panel Discussion

14:00 - 14:20

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.

14:20 - 14:40

Networking Break

14:40 - 15:15

Panel Discussion: The Future of Battery Technology: LFP and the Next Phase of Scale

15:15 - 15:25

Insights Presentation: Lithium Market Outlook​

15:25 - 16:05

Lithium Industry Panel

16:05 - 16:20

Networking Break

16:20 - 16:40

Fireside Chat: Overall Market Outlook for Lithium-ion Batteries and the shift to LFP

16:40 - 16:50

Insights Presentation: Rare Earths Market Outlook​

16:50 - 17:30

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? 

17:30 - 18:30

Networking Reception​