South America's Mining Sector Faces Execution Challenges Amid Rising Global Demand
South America is emerging as a crucial region for the global supply of copper and lithium, essential for electrification and energy storage. Countries like Chile, Peru, and Argentina are central to this supply, with significant investments in copper projects. However, the region faces challenges not in resource availability but in execution, including infrastructure constraints, water management, and political uncertainties. The mining sector is entering a phase where operational execution is as critical as resource availability, with projections indicating a peak in copper supply by 2036. 
