offtake · non-aligned supply brief

Copper (Cu)

base · criticality 7/10 · substitutability: limited

MOS Rank

#29

score 18 · conf 71%

Published 2026-04-17 · Mineral Opportunity Score ranks all 58 tracked minerals by broker profitability.

Why this week

  • —Positive price momentum
  • —Liquid exchange — low broker spread

Supply concentration

12% of global production is in China + Russia

HHI 900

China 8% · Russia 4%Non-aligned 88%

Top producers

  • Chile24%
  • Peru10%
  • DRC10%
  • China8%
  • USA6%

Price momentum (90-day, equity-proxy index)

+40.6%

vs 90 days ago. Synthesized from a pure-play equity basket (methodology: z-score-normalized basket index, 0–100 scale).

Non-aligned producers (1 tracked)

AssetOperatorCountryCapacity tpaStatus
EscondidaBHPCL1,200,000operating

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