{ "generated_at_utc": "2026-07-10T14:45:14.881463+00:00", "links": [ { "description": "Self-contained HTML with all dashboard packs embedded for email attachment.", "label": "Single-file email bundle", "path": "email_bundle.html" }, { "description": "Local build row counts and readiness summary.", "label": "Local build summary", "path": "local_build_summary.md" }, { "description": "Declared headline supply metric basis used by dashboard validation.", "label": "Canonical supply metric contract", "path": "canonical_supply_metric_contract.json" } ], "packs": [ { "description": "Copper oil-style commodity dashboard pack with explicit coverage gaps.", "docx": "", "html": "copper_industry_dashboard_word_copy.html", "id": "copper_expectations", "notebook": "copper_industry_dashboard_pack.ipynb", "role": "primary_dashboard_pack", "section_count": 13, "section_details": [ { "id": "regime_map", "panel_roles": [ { "id": "commodity_price_history", "title": "Commodity Price History" }, { "id": "regime_classification_map", "title": "Regime Classification Map" }, { "id": "regime_color_legend", "title": "Regime Color Legend" }, { "id": "latest_regime_summary", "title": "Latest Regime Summary" } ], "parity_role": "main_pack_required", "required_panel_roles": [ { "id": "commodity_price_history", "title": "Commodity Price History" }, { "id": "regime_classification_map", "title": "Regime Classification Map" }, { "id": "regime_color_legend", "title": "Regime Color Legend" }, { "id": "latest_regime_summary", "title": "Latest Regime Summary" } ], "source": "copper_master_regime_map.png", "status": "implemented", "title": "Master Regime Map" }, { "id": "regime_panels", "panel_roles": [ { "id": "absolute_indicator_panels", "title": "Absolute Indicator Panels" }, { "id": "zscore_indicator_panels", "title": "Z-score Indicator Panels" }, { "id": "latest_indicator_annotations", "title": "Latest Indicator Annotations" }, { "id": "coverage_and_direction_discipline", "title": "Coverage and Direction Discipline" } ], "parity_role": "main_pack_required", "required_panel_roles": [ { "id": "absolute_indicator_panels", "title": "Absolute Indicator Panels" }, { "id": "zscore_indicator_panels", "title": "Z-score Indicator Panels" }, { "id": "latest_indicator_annotations", "title": "Latest Indicator Annotations" }, { "id": "coverage_and_direction_discipline", "title": "Coverage and Direction Discipline" } ], "source": "copper_indicator_panels.png", "status": "implemented", "title": "Master Regime Panels" }, { "id": "demand_supply_balance", "panel_roles": [ { "id": "demand_absolute_growth", "title": "Demand Absolute Growth" }, { "id": "supply_absolute_growth", "title": "Supply Absolute Growth" }, { "id": "raw_tightness_score", "title": "Raw Tightness Score" }, { "id": "normalized_tightness_zscore", "title": "Normalized Tightness z-score" }, { "id": "demand_supply_component_zscores", "title": "Demand/Supply Component z-scores" }, { "id": "tightness_momentum", "title": "Tightness Momentum" }, { "id": "demand_supply_quadrant", "title": "Demand/Supply Quadrant" }, { "id": "latest_balance_readout", "title": "Latest Balance Readout" } ], "parity_role": "main_pack_required", "required_panel_roles": [ { "id": "demand_absolute_growth", "title": "Demand Absolute Growth" }, { "id": "supply_absolute_growth", "title": "Supply Absolute Growth" }, { "id": "raw_tightness_score", "title": "Raw Tightness Score" }, { "id": "normalized_tightness_zscore", "title": "Normalized Tightness z-score" }, { "id": "demand_supply_component_zscores", "title": "Demand/Supply Component z-scores" }, { "id": "tightness_momentum", "title": "Tightness Momentum" }, { "id": "demand_supply_quadrant", "title": "Demand/Supply Quadrant" }, { "id": "latest_balance_readout", "title": "Latest Balance Readout" } ], "source": "copper_demand_supply_expectations_dashboard.png", "status": "implemented", "title": "Demand-Supply Balance Expectations" }, { "id": "supply_expectations", "missing_panel_roles": [ { "id": "replacement_coverage_plan", "reason": "No reserve/resource replacement equivalent is promoted yet. 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"commodity_staleness_timeseries", "missing_panel_roles": [ { "id": "primary_market_minus_estimate_distribution", "reason": "No staleness time series met the coverage rule.", "title": "Primary Market Minus Estimate Distribution" }, { "id": "tenor_or_source_staleness_lines", "reason": "No staleness time series met the coverage rule.", "title": "Tenor / Source Staleness Lines" } ], "panel_roles": [ { "id": "source_or_coverage_mix", "title": "Source / Coverage Mix" }, { "id": "sign_convention_discipline", "title": "Sign Convention Discipline" } ], "parity_role": "main_pack_required", "required_panel_roles": [ { "id": "primary_market_minus_estimate_distribution", "title": "Primary Market Minus Estimate Distribution" }, { "id": "tenor_or_source_staleness_lines", "title": "Tenor / Source Staleness Lines" }, { "id": "source_or_coverage_mix", "title": "Source / Coverage Mix" }, { "id": "sign_convention_discipline", "title": "Sign Convention Discipline" } ], "source": "copper_commodity_staleness_timeseries.png", "status": "implemented", "title": "Commodity Staleness Time Series" }, { "id": "staleness_by_company", "panel_roles": [ { "id": "latest_company_staleness_bar", "title": "Latest Company Staleness Bar" }, { "id": "short_company_name_labels", "title": "Short Company Name Labels" }, { "id": "company_sign_convention_discipline", "title": "Company Sign Convention Discipline" }, { "id": "company_coverage_scope_note", "title": "Company Coverage Scope Note" } ], "parity_role": "main_pack_required", "required_panel_roles": [ { "id": "latest_company_staleness_bar", "title": "Latest Company Staleness Bar" }, { "id": "short_company_name_labels", "title": "Short Company Name Labels" }, { "id": "company_sign_convention_discipline", "title": "Company Sign Convention Discipline" }, { "id": "company_coverage_scope_note", "title": "Company Coverage Scope Note" } ], "source": "copper_company_staleness_latest.png", "status": "implemented", "title": "Commodity 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"main_pack_required", "required_panel_roles": [ { "id": "aggregate_strip_revenue_proxy", "title": "Aggregate Strip Revenue Proxy" }, { "id": "enterprise_value_normalization", "title": "Enterprise Value Normalization" }, { "id": "aggregate_cheapness_zscore", "title": "Aggregate Cheapness z-score" }, { "id": "valuation_coverage_discipline", "title": "Valuation Coverage Discipline" } ], "source": "copper_aggregate_strip_revenue_ev_sensitivity.png", "status": "coverage_gap", "title": "Aggregate Strip Revenue / EV Sensitivity" }, { "id": "company_production_strip_revenue_proxy", "missing_panel_roles": [ { "id": "company_production_estimates", "reason": "The pilot has raw company copper production panels, but not the oil-style side-by-side production and strip-linked revenue proxy chart.", "title": "Company Production Estimates" }, { "id": "strip_price_mapping", "reason": "The pilot has raw company copper production panels, but not the oil-style side-by-side production and strip-linked revenue proxy chart.", "title": "Strip Price Mapping" }, { "id": "company_strip_revenue_proxy", "reason": "The pilot has raw company copper production panels, but not the oil-style side-by-side production and strip-linked revenue proxy chart.", "title": "Company Strip Revenue Proxy" }, { "id": "proxy_definition_discipline", "reason": "The pilot has raw company copper production panels, but not the oil-style side-by-side production and strip-linked revenue proxy chart.", "title": "Proxy Definition Discipline" } ], "parity_role": "main_pack_required", "required_panel_roles": [ { "id": "company_production_estimates", "title": "Company Production Estimates" }, { "id": "strip_price_mapping", "title": "Strip Price Mapping" }, { "id": "company_strip_revenue_proxy", "title": "Company Strip Revenue Proxy" }, { "id": "proxy_definition_discipline", "title": "Proxy Definition Discipline" } ], "source": "copper_company_production_strip_revenue_proxy.png", "status": "coverage_gap", "title": "Company 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"title": "Company Strip Revenue / EV Ratio" }, { "id": "company_own_history_zscore", "title": "Company Own-History z-score" }, { "id": "company_ev_coverage", "title": "Company EV Coverage" }, { "id": "sensitivity_definition_discipline", "title": "Sensitivity Definition Discipline" } ], "source": "copper_company_strip_revenue_ev_sensitivity.png", "status": "coverage_gap", "title": "Company Strip Revenue / EV Sensitivity" }, { "id": "company_universe_appendix", "panel_roles": [ { "id": "demand_company_universe_by_segment" }, { "id": "supply_same_store_company_set" }, { "id": "short_company_name_discipline" }, { "id": "latest_coverage_counts" } ], "parity_role": "main_pack_required", "required_panel_roles": [ { "id": "demand_company_universe_by_segment", "title": "Demand Company Universe by Segment" }, { "id": "supply_same_store_company_set", "title": "Supply Same-Store Company Set" }, { "id": "short_company_name_discipline", "title": "Short Company Name Discipline" }, { "id": "latest_coverage_counts", "title": "Latest Coverage Counts" } ], "source": "", "status": "implemented", "title": "Company Universe Appendix" } ], "section_ids": [ "regime_map", "regime_panels", "demand_supply_balance", "supply_expectations", "demand_expectations", "margin_cycle", "unit_netback", "commodity_staleness_timeseries", "staleness_by_company", "aggregate_strip_revenue_ev_sensitivity", "company_production_strip_revenue_proxy", "company_strip_revenue_ev_sensitivity", "company_universe_appendix" ], "sections": [ "Master Regime Map", "Master Regime Panels", "Demand-Supply Balance Expectations", "Supply Expectations", "Demand Expectations", "Margin Cycle", "Unit Netback", "Commodity Staleness Time Series", "Commodity Staleness by Company", "Aggregate Strip Revenue / EV Sensitivity", "Company Production and Strip Revenue Proxy", "Company Strip Revenue / EV Sensitivity", "Company Universe Appendix" ], "title": "Copper Industry Dashboard Pack" }, { "description": "Diagnostic tables, readiness checks, and source sidecars for the Copper dashboard build.", "docx": "", "html": "copper_data_appendix_pack_word_copy.html", "id": "copper_data_appendix", "notebook": "copper_data_appendix_pack_word_copy.ipynb", "role": "diagnostic_data_appendix", "section_count": 15, "section_details": [ { "id": "latest_screen", "parity_role": "", "source": "", "source_type": "table", "status": "implemented", "title": "Latest Screen" }, { "id": "metric_readiness", "parity_role": "", "source": "", "source_type": "table", "status": "implemented", "title": "Metric Readiness" }, { "id": "data_requirements", "parity_role": "", "source": "", "source_type": "table", "status": "implemented", "title": "Data Requirements" }, { "id": "candidate_field_audit", "parity_role": "", "source": "", "source_type": "table", "status": "implemented", "title": "Candidate Field Audit" }, { "id": "field_coverage", "parity_role": "", "source": "", "source_type": "table", "status": "implemented", "title": "Field 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"unit_economics_aggregate_timeseries", "demand_proxy_aggregate_timeseries", "demand_proxy_bucket_timeseries", "demand_proxy_bucket_coverage", "demand_proxy_promoted_fields" ], "sections": [ "Latest Screen", "Metric Readiness", "Data Requirements", "Candidate Field Audit", "Field Coverage", "Price Diagnostics", "Staleness Aggregate Time Series", "Supply Aggregate Time Series", "Revision Momentum Time Series", "Margin Cycle Aggregate Time Series", "Unit Economics Aggregate Time Series", "Demand Proxy Aggregate Time Series", "Demand Proxy Bucket Time Series", "Demand Proxy Coverage Diagnostics", "Demand Proxy Promoted Fields" ], "title": "Copper Data Appendix Pack" }, { "description": "Demand proxy company coverage audit pack with selected, excluded, and raw bucket panels.", "docx": "", "html": "copper_demand_proxy_company_coverage_appendix_pack_word_copy.html", "id": "copper_demand_proxy_company_coverage_appendix", "notebook": "copper_demand_proxy_company_coverage_appendix_pack_word_copy.ipynb", "role": "demand_proxy_company_coverage_appendix", "section_count": 11, "section_details": [ { "id": "used_company_series_table", "parity_role": "", "source": "", "status": "implemented", "title": "Used Demand Proxy Company Series" }, { "id": "coverage_gap_and_fallback_summary", "parity_role": "", "source": "", "status": "implemented", "title": "Demand Proxy Coverage Gap and Fallback Summary" }, { "id": "candidate_recommendation_review", "parity_role": "", "source": "", "status": "implemented", "title": "Demand Proxy Candidate Recommendation Review" }, { "id": "excluded_or_not_used_candidates", "parity_role": "", "source": "", "status": "implemented", "title": "Excluded or Not-Used Demand Proxy Candidates" }, { "id": "data_anomaly_review", "parity_role": "", "source": "copper_company_anomaly_review_dashboard.png", "status": "implemented", "title": "Demand Proxy Data Anomaly Review" }, { "id": "cleaned_series_review", "parity_role": "", "source": "copper_demand_proxy_cleaning_review_dashboard.png", "status": "implemented", "title": "Demand Proxy Raw-vs-Clean Review" }, { "id": "raw_series_by_company_copper_demand_company_proxy_appendix_appliances_electronics", "parity_role": "", "source": "copper_demand_company_proxy_appendix_appliances_electronics_dashboard.png", "status": "implemented", "title": "Raw Demand Proxy Company Panels: Appliances" }, { "id": "raw_series_by_company_copper_demand_company_proxy_appendix_autos_ev", "parity_role": "", "source": "copper_demand_company_proxy_appendix_autos_ev_dashboard.png", "status": "implemented", "title": "Raw Demand Proxy Company Panels: Autos" }, { "id": "raw_series_by_company_copper_demand_company_proxy_appendix_grid_electrical", "parity_role": "", "source": "copper_demand_company_proxy_appendix_grid_electrical_dashboard.png", "status": "implemented", "title": "Raw Demand Proxy Company Panels: Grid" }, { "id": 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"raw_series_by_company_copper_demand_company_proxy_appendix_smelter_refiner", "raw_series_by_company_copper_demand_company_proxy_appendix_wire_cable" ], "sections": [ "Used Demand Proxy Company Series", "Demand Proxy Coverage Gap and Fallback Summary", "Demand Proxy Candidate Recommendation Review", "Excluded or Not-Used Demand Proxy Candidates", "Demand Proxy Data Anomaly Review", "Demand Proxy Raw-vs-Clean Review", "Raw Demand Proxy Company Panels: Appliances", "Raw Demand Proxy Company Panels: Autos", "Raw Demand Proxy Company Panels: Grid", "Raw Demand Proxy Company Panels: Smelter", "Raw Demand Proxy Company Panels: Wire" ], "title": "Copper Demand Proxy Company Coverage Appendix Pack" }, { "description": "Supply company coverage audit pack with used series, cleanup review, and raw production panels.", "docx": "", "html": "copper_supply_company_coverage_appendix_pack_word_copy.html", "id": "copper_supply_company_coverage_appendix", "notebook": "copper_supply_company_coverage_appendix_pack_word_copy.ipynb", "role": "supply_company_coverage_appendix", "section_count": 4, "section_details": [ { "id": "used_company_series_table", "parity_role": "", "source": "", "status": "implemented", "title": "Used Supply Company Series" }, { "id": "data_anomaly_review", "parity_role": "", "source": "copper_company_anomaly_review_dashboard.png", "status": "implemented", "title": "Supply Data Anomaly Review" }, { "id": "cleaned_series_review", "parity_role": "", "source": "copper_supply_company_cleaning_review_dashboard.png", "status": "implemented", "title": "Supply Raw-vs-Clean Review" }, { "id": "raw_series_by_company_approved_promotions", "parity_role": "", "source": "copper_supply_company_production_appendix_dashboard.png", "status": "implemented", "title": "Raw Copper Production Company Panels" } ], "section_ids": [ "used_company_series_table", "data_anomaly_review", "cleaned_series_review", "raw_series_by_company_approved_promotions" ], "sections": [ "Used Supply Company Series", "Supply Data Anomaly Review", "Supply Raw-vs-Clean Review", "Raw Copper Production Company Panels" ], "title": "Copper Supply Company Coverage Appendix Pack" } ], "project": "copper_operating_model", "run_id": "local_output_copper_v2_20260710_2223_master_regime_v2" }