LatAm Metals & Mining and Pulp & Paper

This report provides a coverage summary, commodity and FX forecasts, and valuation sensitivity analysis for Latin American metals, mining, and pulp & paper companies as of June 2026.

Key Takeaways

• 1.The report provides updated coverage, forecasts, and spot pricing scenarios for Latin American metals, mining, and pulp & paper equities as of June 2026.

Table of Contents

• Coverage Summary
• Relative Performance
• Commodity & FX forecasts
• GSe vs spot prices & FX
• Spot +/-10% change in commodity prices
• EBITDA sensitivity
• FCF Yield vs Production growth
• Price/NAV vs EV/EBITDA
• GS vs Consensus
• Historical Trading 1-yr Fwd EV/EBITDA
• Disclosure Appendix

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