Copper End-Demand Consensus
Built: 2026-07-16 07:11 UTC
Consensus revenue activity weighted by physical end-use mix. The primary comparison uses company-median FY2/FY1 forward growth and L4Q/P4Q reported activity from the same point-in-time company set. This is not a forecast of physical commodity tonnes.
Forward consensus versus reported activity
Back to topBoth series use the exact same jointly eligible issuer set within each end-market bucket.
Consensus acceleration gap
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Latest end-market decomposition (Jul 2026)
Back to top| End market | Weight | Forward | Reported | Gap | Companies | Bridge share |
|---|---|---|---|---|---|---|
| Building construction | 41.8% | 6.0% | 6.3% | -0.4pp | 66 | 0.0% |
| Electrical and electronic | 23.1% | 21.9% | 18.1% | +3.9pp | 280 | 3.6% |
| Transportation equipment | 18.2% | 8.1% | 6.6% | +1.4pp | 54 | 0.0% |
| Consumer and general | 9.7% | 6.4% | 7.6% | -1.3pp | 10 | 0.0% |
| Industrial machinery | 7.1% | 7.9% | 8.7% | -0.8pp | 65 | 1.5% |
End-market history
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Coverage, fiscal bridge, and physical-weight controls
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