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Metals Market Outlook
Join us as we explore where metals markets are headed. Will gold maintain its momentum? Is copper poised for a breakout? Can lithium stage the recovery everyone's waiting for? Hear from executives as they analyze supply dynamics and demand drivers shaping these critical commodities.
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Featured presenters
Romeo Maione
VP Business Solutions at 6ix
Jeff Ackert
President, CEO, & Director at Cascade Copper
Mr. Ackert began his career as a regional geologist with St. Joe Minerals, Bond Gold Canada and LAC Minerals in the 1980s. In 1990 he became mine geologist at LAC Minerals’ Golden Patricia Mine (Barrick Gold Corp after 1994) where he specialized in producti...
Stephen Rentschler
CEO & Director at Nevada Lithium
Steve has over 25 years of institutional investing & shareholder communications experience. He was formerly the senior investment analyst and a founding member of the Chilton Global Natural Resources Fund in New York City, with peak assets of over US$4 bill...
Lee Barker
President, CEO & Director at Sparton Resources Inc
Lee Barker, a Professional Engineer, Professional Geologist and mineral industry consultant has nearly 60 years of experience at both junior and senior mineral industry companies. Barker holds a BA Sc. in Applied Geology from the University of Toronto and a...
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Investor webinar replay
Meeting Overview The meeting focused on the current outlook for the commodity markets, specifically copper and lithium, in light of recent supply disruptions and rising demand. Industry leaders discussed the implications for their respective companies and the broader market trends. Key Discussion Points - Recent supply disruptions in Chilean copper mines and their impact on global copper prices. - The relationship between supply and demand in the copper market and its effect on exploration strategies. - Projected rise in lithium demand due to electric vehicle (EV) sales and stationary storage. - Macroeconomic factors positioning Nevada as a leading lithium hub. - The role of U.S. government support in accelerating lithium projects and the potential for a price floor for lithium. - The evolving dynamics between U.S. and Chinese governments regarding the automotive and lithium industries. Decisions Made - No explicit decisions recorded. Action Items & Next Steps - [Unassigned] : Monit...
Replay transcript excerpt
[Speaker identities could not be resolved; generic labels used] [00:04] Speaker 1: Hello everyone and thank you for joining us today. We're excited to have you here for this live discussion on the commodity market outlook. I'm pleased to be joined by Jeff Ackert, President and CEO of Cascade Copper, [00:14] Speaker 1: Stephen Renschler, CEO of Nevada Lithium, and Lee Barker, President and CEO of Sparkton Resources. [00:20] Speaker 1: Before we dive in, a quick note, this event is being recorded and will be available for your viewing shortly after we conclude. [00:26] Speaker 1: So we'll get started here with perhaps I'll start with you, Jeff. I'd like to begin with you because recent disruptions at major Chilean Copper mines like El [00:35] Speaker 1: Teniente [00:37] Speaker 1: have tightened supply forecasts for 2025. How do you see this impact on global [00:41] Speaker 1: Copper markets and what does it mean for Cascade Copper's exploration strategy [00:45] Speaker 1: for its 5 Canadian projects? [00:49] Speaker 2: Yeah, for sure. [00:50] Speaker 2: There's recently there's been some news out of Chile, [00:54] Speaker 2: but also out of Indonesia with Freeport McMorrin's Grasberg deposit, [00:59] Speaker 2: which is a huge deposit. And any kind of disruptions [01:02] Speaker 2: in these major [01:04] Speaker 2: producers [01:05] Speaker 2: creates [01:07] Speaker 2: immediate [01:08] Speaker 2: sort of concern [01:10] Speaker 2: in the market. [01:11] Speaker 2: And I think [01:12] Speaker 2: what happens is, and I've seen this over the last [01:16] Speaker 2: 68 months, [01:18] Speaker 2: is the warehouse stocks at LME and in Shanghai have been sort of lower than normal. So when you see any kind of disruption like this, [01:28] Speaker 2: it sends a note to the m...