commodity outlook

Part of the PDAC 2026 technical program will examine supply security challenges across critical minerals, uranium, and potash, highlighting their strategic importance to energy, food production, and national security. Sessions will address by-product recovery from existing operations, uranium’s evolving role in the energy transition, and potash’s exposure to trade and geopolitical risks. Industry leaders, analysts, and technical specialists will discuss processing innovations, market fundamentals, and policy considerations shaping future supply. The program reflects how governments and companies are responding to resource constraints, geopolitical pressures, and shifting demand across these strategically significant commodity markets. [more]

BHP CEO Mike Henry outlined a bold vision at PDAC 2025, emphasizing the rising global demand for critical minerals and the investment opportunities ahead. With the world’s population expected to reach 10 billion by 2050, demand for copper alone is projected to increase by 70%, requiring significant exploration and innovation. He stressed the importance of policy reforms to maintain global competitiveness and highlighted BHP’s commitment to sustainability and local partnerships. He positioned BHP as a leader in shaping the future, ensuring that the mining industry remains essential to global infrastructure and economic development in the decades to come. [more]