The Future of Copper Mining in the Americas

Investor webinar replay

Meeting Overview The panel discussion focused on the future of copper mining in the Americas, addressing the current high demand for copper contrasted with low prices, the impact of geopolitical factors, and the unique challenges and opportunities presented by different jurisdictions in copper production. Key Discussion Points - Current high demand for copper versus low market prices. - The cyclical nature of the copper market and its historical price swings. - Economic downturns and their impact on copper prices and investor sentiment. - The projected supply-demand imbalance for copper, especially in the context of green energy and electrification. - The geopolitical implications of copper mining, particularly regarding U.S. resource independence and China's import activities. - The unique challenges and opportunities presented by various jurisdictions, including Arizona, Michigan, Peru, and Argentina. Decisions Made - No explicit decisions recorded. Action Items & Next Steps - [Un...

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[Speaker identities could not be resolved; generic labels used] [00:08] Speaker 1: Hello, everyone, and welcome to today's panel as hosted by 6, the future of copper mining in the Americas. I'm joined today by 3 speakers representing companies, each of which has a stake in that future and who are hopefully going to share their insights and thoughts on what it could look like with us today. As a reminder, today's panel is being recorded and is going to be available on demand on six.com in the coming days. And if you'd like to participate today, please ask questions in the Q&A chat found on the right-hand side of your screen at any time. And as I mentioned, I'm pleased to be joined today by George Ogilvie, President and CEO of Arizona Sonoran Copper Company, Barry O'Shea, CFO of Highland Copper Company, And John Black, CEO and director of both Aldebaran Resources and Regulus Resources. [00:49] Speaker 1: We want to start off today with the obvious, though, gentlemen. Copper demand remains and is projected to remain high. [00:55] Speaker 1: Supply comes nowhere near meeting it. Copper prices, however, are in a slump. So I'd love to hear from all of you on why you think that this is happening and what your outlook for copper prices into 2023 are and how that's going to affect junior miners. [01:08] Speaker 1: Maybe John, I'll pass things off to you to get us started. [01:12] Speaker 2: Okay, well, thanks, Cam. And thanks for setting up this forum. I look forward to the conversation today and it's nice to do something that's a little bit less direct to our projects only and more about what's going on in the industry and where we're at. So I think this could be an interesting conversation for all of us. [01:28] Speaker 2: We're in a business that's notoriously [01:31] Spea...