Possible scenario
Orderly Centinela Restart
45% Chance
The most likely outcome is that Antofagasta brings Centinela back toward normal production with limited further labor disruption. The agreement removes an immediate supply risk but does not fully reverse the weak copper-demand narrative that weighed on the shares earlier in the week.
Portfolio impact
S&P 5000.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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