Early start to copper labor negotiations will mitigate supply risk – Antofagasta’s Arriagada

Early starts to the slew of labor negotiations due at Chilean copper mines this year could mitigate the risks to supply, Antofagasta chief executive officer Iván Arriagada said today.

Arriagada added that he was positive of the company’s own negotiations with miners at its Los Pelambres project.

“What we’ve seen, which is positive, is that many companies have advanced negotiations, which has given more time to close negotiations [with no strikes],” Arriagada said.

“I think we will continue to see that pattern going forward and I think that will mitigate production issues in Chile,” he added.

The London Metal Exchange three-month copper prices gained over $7,200 per tonne in December on expectations of supply disruptions this year. 2.5 million tonnes or 43% of copper output from the world’s top producer – Chile – is at risk this year.

But miners have tried to limit output losses by starting negotiations early; Antofagasta, which has never experienced a strike before, has already agreed early labor contract settlements with the plant union at Los Pelambres as well as workers at its Centinela and Zaldívar mines. Arriagada was positive the company will keep its 100% record on no strikes this time around.

“We have a good track record of labor negations; we are expecting to forge some agreement with them,” Arriagada said in a call with reporters.

Mine workers at Los Pelambres rejected Antofagasta’s new contract offer on Friday last week, triggering a mediation process with the Chilean government, which is currently underway and should last between one and two weeks.

Arriagada, who oversaw a 59.1% profit increase at Antofagasta last year in line with higher copper prices was hopeful of an early settlement, but is keeping an eye on cash costs, which rose 4.2% in 2017.

“Our aim is to have a fair outcome so we are able to provide a satisfactory contract to the workers but at the same time focus on the sustainability of our business in the long term,” Arriagada said.

“We need to keep competitive and have some cost pressures, so we need to balance with cost competitiveness, which is key to our company going forward,” he added.

Los Pelambres, which is Antofagasta’s largest copper mine, produced 368,000 tonnes of copper in 2016.

The Metal Bulletin’s copper concentrate treatment and refining charge index dropped to a multi-year low of $68.80 per tonne / 6.88 cents per lb in February while traders aggressively bid for tonnes, expecting a mined copper deficit later this year.

What to read next
Fastmarkets proposes to amend the frequency of the publication of several US base metal price assessments to a monthly basis, including MB-PB-0006 lead 99.97% ingot premium, ddp Midwest US; MB-SN-0036 tin 99.85% premium, in-whs Baltimore; MB-SN-0011 tin 99.85% premium, ddp Midwest US; MB-NI-0240 nickel 4x4 cathode premium, delivered Midwest US and MB-NI-0241 nickel briquette premium, delivered Midwest US.
The news that President-elect Donald Trump is considering additional tariffs on goods from China as well as on all products from US trading partners Canada and Mexico has spurred alarm in the US aluminium market at a time that is usually known to be calm.
Unlike most other commodities, cobalt is primarily a by-product – with 60% derived from copper and 38% from nickel – so how will changes in those markets change the picture for cobalt in the coming months following a year of price weakness and oversupply in 2024?
Copper recycling will become increasingly critical as the world transitions to cleaner energy systems, the International Energy Agency (IEA) said in a special report published early this week.
Fastmarkets proposes to lower the frequency of its assessments for MB-AL-0389 aluminium low-carbon differential P1020A, US Midwest and MB-AL-0390 aluminium low-carbon differential value-added product US Midwest. Fastmarkets also proposes to extend the timing window of these same assessments to include any transaction data concluded within up to 18 months.
Fastmarkets invited feedback from the industry on its non-ferrous and industrial minerals methodologies, via an open consultation process between October 8 and November 6, 2024. This consultation was done as part of our published annual methodology review process.