AIS aeris resources limited

Collahausi mine - Chile JV Glencore and Anglo American Jul’25 -...

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    Collahausi mine - Chile JV Glencore and Anglo American
    Jul’25 - production issues
    Production cut == 40,000 tonnes FY’25 ; FY’26 TBD

    Quebrada Blanca - Teck Resources
    Jul’25 - tailings dam issue
    Production cut == 40,000 tonnes FY’25 ; FY’26 TBD

    Kamoa Kakula - Ivanhoe Mines
    Jun’25 - major seismic activity
    Production cut == 150,000 tonnes FY’25 ; FY’26 TBD

    These tonnages are hard to replace in the short term and point to the tightness in long term copper supply.
 
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