Perspectives

JUNE 2026

FROM GEOGRAPHIC PROXIMITY TO STRATEGIC VALUE

In this second edition of Perspectiva, GEM Mining Consulting analyzes one of the most relevant challenges for the future of the mining industry: how to transform proximity between operations into a real source of competitiveness, efficiency and sustainable value.

In a scenario marked by more mature assets, greater environmental constraints, pressure on critical infrastructure and growing demand for strategic minerals, the traditional mine-by-mine approach is becoming increasingly insufficient. Today, the ability to generate value depends not only on the potential of each individual asset, but also on its integration with other projects, its territorial context and the conditions that enable synergies to be captured at district scale.

This document proposes moving beyond a purely geographic definition of a mining district toward a strategic interpretation: it is not enough for operations to be located near one another. True potential emerges when economic scale, enabling infrastructure, corporate coordination, operational continuity, and social and environmental conditions converge to support long-term development.

March 2026

HOW REALISTIC IS CHILE’S 2026 COPPER PLAN?

 

In this new edition of Perspectiva, we take a strategic look at one of the most relevant topics for Chile’s mining industry: the real feasibility of the copper production targets projected for 2026. In a context shaped by operational challenges, aging deposits, stricter environmental requirements, and growing pressure to accelerate the global energy transition, we assess how achievable the committed production levels truly are.

Based on a technical and market analysis, we examine the key variables that will shape the sector’s performance: the evolution of ore grades, projects currently under development, investment constraints, and the risks associated with expanding production capacity. More than a simple projection, this report aims to provide a critical perspective on the gap between announced targets and the operational realities facing the industry.

Our findings suggest that, while there are significant initiatives in the project pipeline, meeting these objectives will depend on key factors such as the execution of structural projects, regulatory stability, and the sector’s ability to respond to an increasingly demanding global demand.

november, 2025

COPPER SUBSTITUTES IN THE ENERGY TRANSITION ERA

 

In this edition of our Perspectiva Report, we take a critical look at a debate that has regained momentum amid the energy transition: the real possibility that advanced materials and traditional alternatives could replace copper in its key applications. From progress in graphene and carbon nanotubes to the persistent role of aluminum, we examine where these materials could offer functional advantages and the limits they face when compared with copper’s unique combination of properties. Based on our estimates, we show why the aggregate impact of substitution is likely to remain limited over the next decade, and how the industry’s main challenge lies not in a technological threat, but in the ability to expand supply in response to accelerating demand driven by power grids, electromobility, and renewable energy.

September, 2025

PORT LOGISTICS COMPLEXITY OF COPPER: OPERATIONAL AND STRATEGIC RISKS

 

Welcome to our Perspectiva report, where we analyze the latest trends and challenges in the mining logistics chain.
In this edition, we focus on the port logistics complexity of copper, a key component for the competitiveness of the industry in highly dynamic global markets.

Throughout this analysis, we explore the operational and strategic risks faced by the port logistics chain: from congestion and critical infrastructure to security, traceability, and international regulations.
In addition, we examine how technological integration, collaborative planning, and operational resilience are redefining the way mining companies manage their logistics flows.

Our goal is to provide a comprehensive perspective that helps anticipate vulnerabilities, optimize processes, and strengthen the strategic position of the mining industry in an increasingly demanding environment.

June, 2025

Driving Sustainable Change: Rethinking Slag Management in the Mining Industry

 

Welcome to our Perspectives report, where we explore the latest trends and strategies shaping the mining industry. In this edition, we focus on the critical role of mining slag and its emerging value in the transition toward a more sustainable sector.

We examine innovative technologies, circular economy practices, and real-world applications that are transforming slag from a waste product into a valuable resource. Through this analysis, we aim to inspire actionable solutions that reduce environmental impact and unlock new opportunities for value creation.

March, 2025

Driving Sustainable Change: Tackling Scope 3 Emissions in the Mining Industry

 

Welcome to our Perspectives report, where we dive into the latest trends and strategies in the mining industry. In this edition, we focus on the growing importance of addressing Scope 3 emissions and their role in advancing sustainability within the sector. We explore innovative approaches and share insights on how the industry is adapting to create a more sustainable and responsible future.