Copper Industry Dashboard Pack
Copper operating-model dashboard pack rendered from standardized local sidecars. Coverage-gap sections remain explicit for parity review.
Master Regime Map
Back to topCommodity price history with compact regime z-score map below it.
Master Regime Panels
Back to topAbsolute values and z-scores for the main regime signals.
Demand-Supply Balance Expectations
Back to topDemand growth, supply growth, tightness, momentum, and demand-vs-supply quadrant context.
Supply Expectations
Back to topConsensus supply, capacity, production, capex, replacement, and coverage signals.
Demand Expectations
Back to topConsensus or proxy demand indicators by end-market or demand bucket.
Margin Cycle
Back to topSegment-matched margin-cycle indicators with profit bases kept separate.
Unit Netback
Back to topUnit economics, cost curve, or netback indicators with definitions and units kept separate.
Commodity Staleness Time Series
Back to topMarket or strip price versus consensus/deck estimates through time with sign convention and coverage shown.
Commodity Staleness by Company
Back to topLatest company-level commodity deck or estimate staleness view using short company names.
Aggregate Strip Revenue / EV Sensitivity
Back to topAggregate strip-linked revenue proxy versus enterprise value.
Company Production and Strip Revenue Proxy
Back to topCompany-level production estimates and matching strip-linked revenue proxy.
Company Strip Revenue / EV Sensitivity
Back to topCompany-level strip-linked revenue proxy normalized by enterprise value.
Company Universe Appendix
Back to topCopper supply companies and promoted downstream demand proxy companies used by the local dashboard build.
Supply Universe
| ticker | short_name | group |
|---|---|---|
| FCX US Equity | Freeport | pure_play |
| SCCO US Equity | Southern Copper | pure_play |
| ANTO LN Equity | Antofagasta | pure_play |
| FM CN Equity | First Quantum | pure_play |
| LUN CN Equity | Lundin | pure_play |
| IVN CN Equity | Ivanhoe | pure_play |
| HBM CN Equity | Hudbay | pure_play |
| ERO CN Equity | Ero Copper | pure_play |
| BHP AU Equity | BHP | diversified |
| RIO LN Equity | Rio Tinto | diversified |
| GLEN LN Equity | Glencore | diversified |
| AAL LN Equity | Anglo American | diversified |
| TECK/B CN Equity | Teck | diversified |
Demand Segment Coverage
| bucket |
|---|
| appliances_electronics |
| appliances_electronics |
| autos_ev |
| autos_ev |
| autos_ev |
| grid_electrical |
| grid_electrical |
| grid_electrical |
| grid_electrical |
| smelter_refiner |
| smelter_refiner |
| smelter_refiner |
| wire_cable |
| wire_cable |
| wire_cable |
| wire_cable |
Demand Proxy Universe
| promotion_role | bucket | signal_type | company | primary_ticker | field | line_item_path | latest_date | history_months_min |
|---|---|---|---|---|---|---|---|---|
| single_company_diagnostic | appliances_electronics | appliance_segment | Panasonic | 6752 JT Equity | is_rev_including_interseg_rev | Connect > Revenue Incl. Intersegment Revenue | 2026-05-28 | 84 |
| single_company_diagnostic | appliances_electronics | appliance_segment | Panasonic | 6752 JT Equity | is_rev_including_interseg_rev | Connect > Revenue Incl. Intersegment Revenue > Avionics | 2026-05-28 | 48 |
| single_company_diagnostic | appliances_electronics | appliance_segment | Panasonic | 6752 JT Equity | is_rev_including_interseg_rev | Connect > Revenue Incl. Intersegment Revenue > Mobile Solutions | 2026-05-28 | 48 |
| single_company_diagnostic | appliances_electronics | appliance_segment | Panasonic | 6752 JT Equity | is_rev_including_interseg_rev | Connect > Revenue Incl. Intersegment Revenue > Gemba Solutions | 2026-05-28 | 48 |
| single_company_diagnostic | appliances_electronics | appliance_segment | Panasonic | 6752 JT Equity | is_rev_including_interseg_rev | Connect > Revenue Incl. Intersegment Revenue > Blue Yonder | 2026-05-28 | 48 |
| diagnostic_only | appliances_electronics | inventory_cycle | Panasonic | 6752 JT Equity | bs_inventories | Assets > Current Assets > Inventories | 2026-05-28 | 72 |
| diagnostic_only | appliances_electronics | inventory_cycle | Panasonic | 6752 JT Equity | annualized_days_inv_outstdg | Special Company Reference Items > Days Inventory Outstanding | 2026-05-28 | 71 |
| not_promoted | autos_ev | auto_volume | Toyota | 7203 JT Equity | cb_vehicles_sold_retail_basis | Retail Sales by Powertrain > Total Retail Unit Sales | 2026-05-28 | 121 |
| not_promoted | autos_ev | auto_volume | Toyota | 7203 JT Equity | cb_vehicles_sold_retail_basis | Retail Sales by Powertrain > Total Retail Unit Sales > Toyota & Lexus Vehicle | 2026-05-28 | 121 |
| not_promoted | autos_ev | auto_volume | Toyota | 7203 JT Equity | cb_vehicles_sold_retail_basis | Retail Sales by Powertrain > Total Retail Unit Sales > Toyota & Lexus Vehicle > Electrified Vehicle | 2026-05-28 | 121 |
| not_promoted | autos_ev | auto_volume | Toyota | 7203 JT Equity | cb_vehicles_sold_retail_basis | Retail Sales by Powertrain > Total Retail Unit Sales > Toyota & Lexus Vehicle > Electrified Vehicle > BEV | 2026-05-28 | 121 |
| not_promoted | autos_ev | auto_volume | Toyota | 7203 JT Equity | cb_vehicles_sold_retail_basis | Retail Sales by Powertrain > Total Retail Unit Sales > Toyota & Lexus Vehicle > Electrified Vehicle > FCV | 2026-05-28 | 121 |
| diagnostic_only | autos_ev | inventory_cycle | Toyota | 7203 JT Equity | bs_inventories | Assets > Current Assets > Inventories | 2026-05-28 | 94 |
| diagnostic_only | autos_ev | inventory_cycle | Toyota | 7203 JT Equity | annualized_days_inv_outstdg | Special Company Reference Items > Days Inventory Outstanding | 2026-05-28 | 62 |
| diagnostic_only | autos_ev | inventory_cycle | Toyota | 7203 JT Equity | invent_days | Special Company Reference Items > Inventory Days | 2026-05-28 | 62 |
| not_promoted | autos_ev | revenue_activity | Toyota | 7203 JT Equity | sales_rev_turn | Automotive > Revenue | 2026-05-28 | 17 |
| not_promoted | autos_ev | revenue_activity | Toyota | 7203 JT Equity | sales_rev_turn | Europe > Revenue | 2026-05-28 | 64 |
| not_promoted | autos_ev | revenue_activity | Toyota | 7203 JT Equity | sales_rev_turn | Asia > Revenue | 2026-05-28 | 64 |
| not_promoted | autos_ev | revenue_activity | Toyota | 7203 JT Equity | is_rev_including_interseg_rev | Asia > Revenue Incl. Intersegment Revenue | 2026-05-28 | 87 |
| not_promoted | autos_ev | revenue_activity | Toyota | 7203 JT Equity | sales_rev_turn | Asia > Revenue by Destiniation | 2026-05-28 | 38 |
| dashboard_bucket_input | grid_electrical | grid_segment | Hitachi | 6501 JT Equity | is_rev_including_interseg_rev | Energy > Revenue Incl. Intersegment Revenue > Power Grids BU | 2026-05-28 | 44 |
| dashboard_bucket_input | grid_electrical | grid_segment | Hitachi | 6501 JT Equity | is_rev_including_interseg_rev | Prior Disclosures > Hitachi Power Solutions Revenue Incl. Intersegment Revenue | 2026-05-28 | 57 |
| dashboard_bucket_input | grid_electrical | grid_segment | Mitsubishi Electric | 6503 JT Equity | is_rev_including_interseg_rev | Infrastructure > Revenue Incl. Intersegment Revenue | 2026-05-28 | 45 |
| dashboard_bucket_input | grid_electrical | grid_segment | Mitsubishi Electric | 6503 JT Equity | is_rev_including_interseg_rev | Infrastructure > Revenue Incl. Intersegment Revenue > Public Utility Systems | 2026-05-28 | 45 |
| dashboard_bucket_input | grid_electrical | grid_segment | Mitsubishi Electric | 6503 JT Equity | is_rev_including_interseg_rev | Infrastructure > Revenue Incl. Intersegment Revenue > Energy Systems | 2026-05-28 | 45 |
| not_promoted_noisy_segment | grid_electrical | grid_segment | Mitsubishi Electric | 6503 JT Equity | is_rev_including_interseg_rev | Infrastructure > Revenue Incl. Intersegment Revenue > Defense & Space Systems | 2026-05-28 | 45 |
| dashboard_bucket_input | grid_electrical | grid_segment | Schneider Electric | SU FP Equity | sales_rev_turn | Energy Management > Revenue | 2026-05-28 | 86 |
| dashboard_bucket_input | grid_electrical | grid_segment | Schneider Electric | SU FP Equity | sales_rev_turn | Revenue > Asia Pacific > Energy Management | 2026-05-28 | 86 |
| dashboard_bucket_input | grid_electrical | grid_segment | Schneider Electric | SU FP Equity | sales_rev_turn | Revenue > North America > Energy Management | 2026-05-28 | 86 |
| dashboard_bucket_input | grid_electrical | grid_segment | Schneider Electric | SU FP Equity | sales_rev_turn | Revenue > Rest of World > Energy Management | 2026-05-28 | 86 |
| diagnostic_only | grid_electrical | inventory_cycle | Hitachi | 6501 JT Equity | cb_bs_inventories | Assets > Current Assets > Inventories | 2026-05-28 | 74 |
| diagnostic_only | grid_electrical | inventory_cycle | Mitsubishi Electric | 6503 JT Equity | bs_inventories | Assets > Current Assets > Inventories | 2026-05-28 | 84 |
| diagnostic_only | grid_electrical | inventory_cycle | Mitsubishi Electric | 6503 JT Equity | annualized_days_inv_outstdg | Special Company Reference Items > Days Inventory Outstanding | 2026-05-28 | 84 |
| diagnostic_only | grid_electrical | inventory_cycle | Schneider Electric | SU FP Equity | bs_inventories | Assets > Current Assets > Inventories & Work in Progress | 2026-05-28 | 107 |
| diagnostic_only | grid_electrical | inventory_cycle | Schneider Electric | SU FP Equity | cb_bs_inventories | Liabilities & Equity > Current Liabilities > Inventories & Work In Progress | 2026-05-28 | 19 |
| diagnostic_only | grid_electrical | inventory_cycle | Schneider Electric | SU FP Equity | annualized_days_inv_outstdg | Special Company Reference Items > Days Inventory Outstanding | 2026-05-28 | 107 |
| diagnostic_only | grid_electrical | inventory_cycle | Schneider Electric | SU FP Equity | cf_change_in_inventories | Cash from Operating Activities > Decrease/(Increase) in Inventories & Work in Progress | 2026-05-28 | 107 |
| not_promoted | grid_electrical | orders_backlog | Mitsubishi Electric | 6503 JT Equity | is_orders_received_value | Orders Received Value > Infrastructure | 2026-05-28 | 9 |
| not_promoted | grid_electrical | orders_backlog | Mitsubishi Electric | 6503 JT Equity | is_orders_received_value | Orders Received Value > Industry & Mobility | 2026-05-28 | 9 |
| not_promoted | grid_electrical | orders_backlog | Mitsubishi Electric | 6503 JT Equity | is_orders_received_value | Orders Received Value > Digital Innovation | 2026-05-28 | 9 |
| not_promoted | grid_electrical | orders_backlog | Schneider Electric | SU FP Equity | is_order_backlog_value | Order Backlog | 2026-05-28 | 12 |
| not_promoted | grid_electrical | orders_backlog | Schneider Electric | SU FP Equity | is_orders_received_value | Orders Received Value | 2026-05-28 | 12 |
| not_promoted | grid_electrical | orders_backlog | Schneider Electric | SU FP Equity | is_order_backlog_value | Order Backlog > Energy Management | 2026-05-28 | 12 |
| not_promoted | grid_electrical | orders_backlog | Schneider Electric | SU FP Equity | is_order_backlog_value | Order Backlog > Industrial Automation | 2026-05-28 | 12 |
| not_promoted | grid_electrical | revenue_activity | Hitachi | 6501 JT Equity | is_rev_including_interseg_rev | Connective Industries > Revenue Incl. Intersegment Revenue > Industrial AI BU | 2026-03-28 | 11 |
| not_promoted | grid_electrical | revenue_activity | Hitachi | 6501 JT Equity | is_rev_including_interseg_rev | Connective Industries > Revenue Incl. Intersegment Revenue > Industrial AI BU > Measurement & Analysis Systems (Hitachi High-Tech) > Healthcare Solutions | 2026-05-28 | 15 |
| supplemental_activity_proxy | grid_electrical | revenue_activity | Hitachi | 6501 JT Equity | is_rev_including_interseg_rev | Connective Industries > Revenue Incl. Intersegment Revenue | 2026-05-28 | 43 |
| supplemental_activity_proxy | grid_electrical | revenue_activity | Hitachi | 6501 JT Equity | is_rev_including_interseg_rev | Connective Industries > Revenue Incl. Intersegment Revenue > Industrial AI BU > Measurement & Analysis Systems (Hitachi High-Tech) | 2026-05-28 | 61 |
| supplemental_activity_proxy | grid_electrical | revenue_activity | Hitachi | 6501 JT Equity | is_rev_including_interseg_rev | Connective Industries > Revenue Incl. Intersegment Revenue > Industrial AI BU > Industrial Digital | 2026-05-28 | 61 |
| supplemental_activity_proxy | grid_electrical | revenue_activity | Mitsubishi Electric | 6503 JT Equity | is_rev_including_interseg_rev | Industry & Mobility > Revenue Incl. Intersegment Revenue | 2026-05-28 | 48 |
| supplemental_activity_proxy | grid_electrical | revenue_activity | Mitsubishi Electric | 6503 JT Equity | is_rev_including_interseg_rev | Industry & Mobility > Revenue Incl. Intersegment Revenue > Factory Automation Systems | 2026-05-28 | 45 |
| supplemental_activity_proxy | grid_electrical | revenue_activity | Mitsubishi Electric | 6503 JT Equity | is_rev_including_interseg_rev | Industry & Mobility > Revenue Incl. Intersegment Revenue > Automotive Equipment | 2026-05-28 | 43 |
| supplemental_activity_proxy | grid_electrical | revenue_activity | Mitsubishi Electric | 6503 JT Equity | is_rev_including_interseg_rev | Digital Innovation > Revenue Incl. Intersegment Revenue | 2026-05-28 | 45 |
| supplemental_activity_proxy | grid_electrical | revenue_activity | Schneider Electric | SU FP Equity | is_comp_sales | Revenue | 2026-05-28 | 121 |
| supplemental_activity_proxy | grid_electrical | revenue_activity | Schneider Electric | SU FP Equity | sales_rev_turn | Revenue | 2026-05-28 | 121 |
| supplemental_activity_proxy | grid_electrical | revenue_activity | Schneider Electric | SU FP Equity | sales_rev_turn | Industrial Automation > Revenue | 2026-05-28 | 104 |
| diagnostic_only | smelter_refiner | inventory_cycle | Boliden | BOL SS Equity | bs_inventories | Assets > Current Assets > Inventories | 2026-05-28 | 107 |
| diagnostic_only | smelter_refiner | inventory_cycle | Boliden | BOL SS Equity | invent_to_sales | Special Company Reference Items > Inventory to Sales | 2026-05-28 | 107 |
| diagnostic_only | smelter_refiner | inventory_cycle | Boliden | BOL SS Equity | cf_change_in_inventories | Cash from Operating Activities > Change In Inventories | 2026-05-28 | 105 |
| diagnostic_only | smelter_refiner | revenue_activity | Boliden | BOL SS Equity | is_rev_including_interseg_rev | Boliden > Financials > Revenue | 2026-05-28 | 95 |
| diagnostic_only | smelter_refiner | revenue_activity | Boliden | BOL SS Equity | is_rev_including_interseg_rev | Boliden > Financials > Revenue > Copper | 2026-05-28 | 19 |
| diagnostic_only | smelter_refiner | revenue_activity | Boliden | BOL SS Equity | is_rev_including_interseg_rev | Boliden > Financials > Revenue > Gold | 2026-05-28 | 19 |
| diagnostic_only | smelter_refiner | revenue_activity | Boliden | BOL SS Equity | is_rev_including_interseg_rev | Bergsoe > Financials > Revenue | 2026-05-28 | 49 |
| diagnostic_only | smelter_refiner | smelter_refiner_activity | Boliden | BOL SS Equity | amount_produced_in_weight | Aitik > Production > Metal in Concentrate > Copper (kt) | 2026-05-28 | 104 |
| diagnostic_only | smelter_refiner | smelter_refiner_activity | Boliden | BOL SS Equity | amount_produced_in_weight | Aitik > Production > Metal in Concentrate > Gold (koz) | 2026-05-28 | 100 |
| diagnostic_only | smelter_refiner | smelter_refiner_activity | Boliden | BOL SS Equity | amount_produced_in_weight | Aitik > Production > Metal in Concentrate > Silver (koz) | 2026-05-28 | 104 |
| diagnostic_only | smelter_refiner | smelter_refiner_activity | Boliden | BOL SS Equity | amount_produced_in_weight | Boliden > Production > Metal in Concentrate > Copper (kt) | 2026-05-28 | 99 |
| diagnostic_only | smelter_refiner | smelter_refiner_activity | Boliden | BOL SS Equity | amount_produced_in_weight | Boliden > Production > Metal in Concentrate > Gold (koz) | 2026-05-28 | 104 |
| diagnostic_only | wire_cable | inventory_cycle | Prysmian | PRY IM Equity | cb_is_chg_in_inventory_of_finished_good_wip | Changes In Inventories Of Finished Goods and WiP | 2026-05-28 | 96 |
| diagnostic_only | wire_cable | inventory_cycle | Prysmian | PRY IM Equity | bs_inventories | Assets > Current Assets > Inventory | 2026-05-28 | 99 |
| diagnostic_only | wire_cable | inventory_cycle | Prysmian | PRY IM Equity | invent_to_sales | Special Company Reference Items > Inventory to Sales | 2026-05-28 | 104 |
| diagnostic_only | wire_cable | inventory_cycle | Prysmian | PRY IM Equity | invent_days | Inventory Days | 2026-05-28 | 96 |
| diagnostic_only | wire_cable | inventory_cycle | Sumitomo Electric | 5802 JT Equity | bs_inventories | Assets > Current Assets > Inventories | 2026-05-28 | 69 |
| not_promoted | wire_cable | orders_backlog | Prysmian | PRY IM Equity | is_order_backlog_value | Transmission > Order Backlog | 2026-05-28 | 13 |
| not_promoted | wire_cable | revenue_activity | Prysmian | PRY IM Equity | sales_rev_turn | Business Revenue > Electrification | 2026-05-28 | 30 |
| not_promoted | wire_cable | revenue_activity | Prysmian | PRY IM Equity | sales_rev_turn | Business Revenue > Electrification > IC | 2026-05-28 | 24 |
| not_promoted | wire_cable | revenue_activity | Prysmian | PRY IM Equity | sales_rev_turn | Business Revenue > Electrification > Specialties | 2026-05-28 | 24 |
| supplemental_activity_proxy | wire_cable | revenue_activity | Prysmian | PRY IM Equity | sales_rev_turn | Business Revenue > Electrification > Other | 2026-05-28 | 96 |
| supplemental_activity_proxy | wire_cable | revenue_activity | Prysmian | PRY IM Equity | sales_rev_turn | Business Revenue > Digital Solutions | 2026-05-28 | 104 |
| supplemental_activity_proxy | wire_cable | revenue_activity | Sumitomo Electric | 5802 JT Equity | is_rev_including_interseg_rev | Automotive > Revenue Incl. Intersegment Revenue | 2026-05-28 | 49 |
| not_promoted | wire_cable | wire_cable_segment | Prysmian | PRY IM Equity | sales_rev_turn | Business Revenue > Transmission | 2026-05-28 | 27 |
| not_promoted | wire_cable | wire_cable_segment | Prysmian | PRY IM Equity | sales_rev_turn | Business Revenue > Power Grid | 2026-05-28 | 30 |
| not_promoted | wire_cable | wire_cable_segment | Prysmian | PRY IM Equity | is_rev_including_interseg_rev | Power Grid > Sales at Standard Metal Prices | 2026-05-28 | 22 |
| dashboard_bucket_input | wire_cable | wire_cable_segment | Sumitomo Electric | 5802 JT Equity | is_rev_including_interseg_rev | Environment & Energy > Revenue Incl. Intersegment Revenue > Copper Wire Rods | 2026-05-28 | 41 |
| dashboard_bucket_input | wire_cable | wire_cable_segment | Sumitomo Electric | 5802 JT Equity | is_rev_including_interseg_rev | Environment & Energy > Revenue Incl. Intersegment Revenue > Electric Power Cables | 2026-05-28 | 41 |
| dashboard_bucket_input | wire_cable | wire_cable_segment | Sumitomo Electric | 5802 JT Equity | is_rev_including_interseg_rev | Electronics > Revenue Incl. Intersegment Revenue > Electronic Wires | 2026-05-28 | 49 |
| not_promoted_noisy_segment | wire_cable | wire_cable_segment | Sumitomo Electric | 5802 JT Equity | is_rev_including_interseg_rev | Industrial Materials & Others > Revenue Incl. Intersegment Revenue > Special Steel Wires | 2026-05-28 | 41 |