ROUYN-NORANDA, Feb. 3, 2026, 13:18 (EST)
Glencore announced Tuesday it’s putting on hold nearly $1 billion in planned investments at the Horne Smelter, the biggest copper producer in Canada, after Quebec failed to provide what the company calls regulatory certainty on emissions limits. COO Marc Bédard said they had “worked in good faith” but the necessary conditions to move forward just weren’t there. (Reuters)
Glencore Canada announced it is freezing all investments linked to emissions cuts and facility upgrades, while rolling out a demobilization plan that will see crews and contractors stood down starting Feb. 3. The company also revealed plans to trim spending at its Canadian Copper Refinery in Montreal, signaling the impact will extend beyond Rouyn-Noranda. (Newswire)
Quebec’s arsenic crackdown has been brewing for years. Back in 2022, Environment Minister Benoit Charette announced plans to set an ambient-air arsenic limit at 15 ng/m³—as a stepping stone toward a tighter provincial standard of 3 ng/m³. He also warned the smelter might face closure if it didn’t meet the new rules. (Ministère de l’Environnement du Québec)
The company had already flagged the critical deadline before its latest move. On Jan. 30, it said talks with the Government of Quebec were ongoing ahead of a self-imposed Jan. 31 cutoff, but key issues remained unresolved and breaking the deadlock was “critical.” It stressed that the next generation of environmental projects would need stability and predictability throughout the next ministerial authorization — the province’s operating permit. (Newswire)
Glencore insists the issue goes beyond a single plant. Back in December, it highlighted that the Horne smelter and refinery make up Canada’s only fully integrated copper-smelting and refining operation, supporting over 3,200 direct and indirect jobs and adding nearly $850 million in value. Vincent Plante emphasized the company’s “real and serious” intent to invest, but stressed it hinges on having a “stable” long-term framework. (Newswire)
Closure has been looming. A Reuters report in November cited two sources familiar with the situation, saying Glencore plans to shut the Horne smelter due to environmental concerns and expensive upgrades. A company spokesperson pushed back, saying it is “not currently considering” closing either the smelter or the refinery. The report also mentioned a class-action lawsuit in Quebec linked to arsenic emissions. (Reuters)
The stakes here are real. The World Health Organization warns that inorganic arsenic is highly toxic and linked to cancer after prolonged exposure. Industrial sources also contribute to the risk. (World Health Organization)
The bigger risk, though, is timing — what if neither side gives ground? Mining Weekly reported on Feb. 3 that Glencore still hasn’t reached a deal with Quebec on a long-term regulatory framework, missing its Jan. 31 deadline. The next steps depend on quickly hammering out workable terms. If talks drag on, the upgrade work stays on hold, raising the chance that political wrangling, permit delays, and an aging industrial site will clash once more. (Miningweekly)
