Bbabsal Research https://bbabsalmines.com/research.html Independent, evidence led analysis of critical minerals, refining capacity, method, markets and policy. en What the new copper smelt and cast requirement records, and what it leaves out https://bbabsalmines.com/insight-smelt-and-cast.html https://bbabsalmines.com/insight-smelt-and-cast.html Sun, 13 Sep 2026 09:00:00 GMT From 14 September 2026, an American entry summary for certain copper articles will be rejected if it does not name where the copper was smelted. The rule is enforceable and the tariff schedule prices the answer. It covers four tariff lines, and permits the answer unknown. What America's 45 per cent copper import reliance actually measures https://bbabsalmines.com/insight-45-per-cent.html https://bbabsalmines.com/insight-45-per-cent.html Wed, 02 Sep 2026 09:00:00 GMT The most quoted figure in American copper is a fraction with three terms in it, every one of them refined metal. Rebuilt from the components the survey publishes, it says something narrower than the way it is normally used. The 2026 copper forecasts agreed on the direction. The price went the other way. https://bbabsalmines.com/study-copper-forecasts-2026.html https://bbabsalmines.com/study-copper-forecasts-2026.html Sun, 23 Aug 2026 09:00:00 GMT Two independent forecasters called a small 2026 copper surplus. The price traded well above the range that surplus was expected to enforce. What that says about reading balance forecasts, and the concentrate constraint underneath. The United States mines more copper than it refines https://bbabsalmines.com/study-us-refining.html https://bbabsalmines.com/study-us-refining.html Fri, 07 Aug 2026 09:00:00 GMT Ten years of United States Geological Survey data on American copper refinery output, net import reliance, and where the world's refining capacity sits.