Copper supply: responding to a global pandemic and lower prices
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- Executive summary
-
Supply disruptions, directly relating to coronavirus
- What has happened so far ?
- What does this mean for global supply?
- Mine supply beyond 2020: Project delays put future supply growth at risk
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Supply-side response to price
- Fuel prices and exchange rates have reduced costs, and the price floor
Tables and charts
This report includes 6 images and tables including:
- Previous supply-side responses to lower prices
- Historic copper price and copper mine cost centiles, C1 plus sustaining capex (2020 $)
- Historic global mine disruptions and theoretical impact of Chile & Peru stoppages
- Base case mine supply growth, 2020-2023 (before disruptions)
- Highly probable & probable project deferrals: Q3 2008 project pipeline versus Q3 2009 project pipeline
- Copper mine supply cost curve, C1 plus sustaining capex: 2019 and 2020 (Mark-to-market)
What's included
This report contains:
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