【Flash | Centinela Moly Supply Risk Hinges on Renewed Talks as Strike Enters Day Seven】
Antofagasta Minerals’ Centinela mine and the Minera Esperanza and Distrito Centinela unions are due to resume voluntary mediation at 10:00 a.m. local time on Oct. 13. The strike involves 709 workers, or about 22% of the mine’s direct workforce. The company says operations have continued and its full-year production outlook remains unchanged. Centinela’s 2026 molybdenum guidance is 3,000–3,500 tonnes of contained metal, with about 1,400 tonnes produced in H1. No molybdenum output loss or recovery-circuit impact has been disclosed; SMM is not revising its forecast pending the talks.