The Case for Copper: Building Exposure to Rising Prices
Join us for a live discussion on the investment case for copper and practical strategies for gaining exposure to rising commodity prices. Bring your macro questions—we'll tackle them in real time.
Thu, January 15, 2026 at 11:00 AMendedReplay
Investor webinar replay
Meeting Overview The meeting focused on the current and future state of the copper market, discussing price forecasts, supply and demand dynamics, and the implications for exploration and investment in the copper sector. Key insights were shared by industry leaders regarding the factors driving copper prices and the potential for structural deficits in the coming years. Key Discussion Points - Overview of varying copper price forecasts for 2026, with estimates ranging from $10,000 to $12,500 per metric ton. - Discussion of supply disruptions in South America and tariff uncertainties affecting copper prices. - Insights on the importance of floor prices for copper and their implications for exploration and development companies. - The role of exploration spending in the copper industry and its decline over the past two decades. - Structural demand factors influencing copper prices, including electric vehicle adoption, AI data centers, and grid modernization. Decisions Made - No explic...
Mr. O’Shea has over 20 years of finance experience across diverse industries and countries. Mr. O’Shea was CFO of Fiore Gold Ltd. from May 2018 until its recent acquisition by Calibre Mining Corp. Prior to that, he spent eight years with New Gold Inc., initially as Vice President of Finance where he oversaw financial reporting, financial planning, internal audit, and tax and then as Vice President, Business Development, responsible for corporate development, investor relations, and strategic capital allocation. Mr. O'Shea is a Chartered Professional Accountant and has an Honours Business Administration degree from the Ivey Business School.
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 production and exploration. In 1996 he was appointed VPEx for Orezone Resources Inc. focusing on West Africa and was subsequently named VP Technical Services in 2005.
Mr. Ackert was a co-founder of C3 Metals, a successful explorer for copper in Peru and Jamaica where several significant porphyries and skarns have been discovered.
Mr. Ackert holds a BSc. In Geology from the University of Toronto.
Mr. Bosse is an investor with three decades of experience in commodities, as well as both private and public equity. Brian has served as a business turnaround specialist for several Canadian investment firms. He spent a decade restructuring equity sales and trading departments, as well as proprietary investment divisions. Brian began his career as a Toronto Stock Exchange floor trader in 1995 following an Honours Bachelor of Arts in Economics from Wilfrid Laurier University’s School of Business and Economics. He became a CFA charter holder in 2001. From 2012 until 2016 Brian ran the Goodman Bluespring mutual fund. From 2018 until 2024 Mr. Bosse was integral to the very successful restructuring of Zenyatta Ventures into both Zentek Ltd. (Nasdaq: ZTEK) plus Albany Graphite Corporation. He is the largest shareholder of CUPANI Metals Corp.
Replay transcript excerpt
Speaker 1: Quickly I'll say good morning, good afternoon or good evening, depending on where in the world you're watching this from today. I see quite a few time zones represented, so I really appreciate everybody's time. Very excited for today's conversation. I've got with me today Barry O'Shea, CEO of Highland Copper, Brian Boss, CEO of Coupani Metals, and Jeff Ackert, CEO of Cascade Copper, to discuss the topic du jour, the case for copper. So I think to some degree, the price of the metal makes its own case. We still have a lot to talk about today. Keep in mind, as we go through this conversation, none of what's discussed constitutes personal financial advice. But I will say Barry, Brian, Jeff, how are you today? Speaker 1: Doing well, thank you. Doing great, thanks Ramil. Awesome, so some boring housekeeping before I get into the good stuff. I got a couple questions for these luminaries of mine to get the conversation started. But this is an interactive event, so please use the chat button on the bottom right of your screen to ask questions throughout. Speaker 1: If they are on topic or fit into the conversation, I'll weave them into the best of my ability or sneak them in at the end. I'm probably not going to get to questions about individual securities today. That being said, please feel free to ask them. I'm going to go ahead and send those questions to the relevant speakers and their teams afterwards so they can get back to you at their leisure. Just probably won't be able to get to them in the conversation today. But like I said, feel free Speaker 1: to ask them. Last piece of housekeeping. This is being recorded and will be available for replay probably in about an hour and 15 minutes. We're pretty fast on replays lately, Speaker 1: but they'll be able to ...
