Global Critical Minerals Outlook 2026
16 July 2026
Scenario-based global outlook; not a near-term market balance or a price forecast.
Open official sourceHome / Sources
SOURCES
The evidence
behind the discussion.
Primary sources, with dates and the limits that affect their interpretation.
All sources checked 8 November 2026. A publication date is shown where available; “current page” means the access date, not an invented publication date. The ledger is a reference list, not an affiliation list.
2026 outlook: copper supply and demand
16 July 2026
2035 base-case project supply versus primary supply requirements in STEPS; around 25% gap.
Open official sourceCopper Market Forecast 2026–2027
14 October 2026
Forecast refined surplus: 104,000 t in 2026 and 368,000 t in 2027. Apparent demand excludes unreported Chinese stock changes.
Open official sourceMineral Commodity Summaries 2026: Copper
2026 edition
Production, uses and recycling definitions. U.S. and global statistics must keep their stated bases.
Open official sourceCopper contract specifications
Current page; checked 8 November 2026
Grade A cathode specifications and contract units; no live prices are reproduced.
Open official sourceAssurance process
Current page; checked 8 November 2026
Independent site-level assessment; this website does not conduct assurance.
Open official sourceThe Copper Mark evolves into Veramark
15 October 2026
Current organisation name; historical Copper Mark references retain their original dates.
Open official sourceBagdad expansion and modernisation approval
4 November 2026
Board-approved project; US$4.5bn announced investment and mid-2030 initial-production target remain forward-looking.
Open official sourceQ3 2026 Form 10-Q
Q3 2026 filing
Leach run-rate and updated 2027 target; El Abra remains conditional. Prefer latest filing over older guidance.
Open official sourceU.S. operations and copper products
Current page; checked 8 November 2026
Integrated mine, smelter, refinery and rod-manufacturing context.
Open official sourceFY2026 results presentation
18 August 2026
Staged project dates are conditional; copper-equivalent, consolidated and attributable measures differ.
Open official sourceInnovation with Microsoft for copper growth
3 June 2026
Molecular screening and laboratory research, not a universal recovery uplift.
Open official sourceCopper growth
Current page; checked 8 November 2026
Copper portfolio and growth context. Aspirations are not guaranteed output.
Open official sourceCopper products and applications
Current page; checked 8 November 2026
Industrial uses, products and operations. Directory inclusion is not affiliation.
Open official sourceNuton copper and AWS collaboration
15 January 2026
Specific announced collaboration; no connection to World Copper Center is implied.
Open official sourceSTART product information
Current page; checked 8 November 2026
Product-level sustainability and traceability data; scope and methodology matter.
Open official sourceResolution Copper development investment
5 November 2026
Development investment, not operating production. Rio 55% / BHP 45% joint venture.
Open official sourceQ3 2026 production results
14 October 2026
Output and guidance retain reporting period and consolidation basis.
Open official sourceOyu Tolgoi seismic-event update
30 October 2026
Dated safety and progressive restart update; not a live operating-status feed.
Open official sourceWorld Copper Factbook 2026
15 October 2026
Copper-sector reference and terminology; follow source definitions.
Open official source