End-market signals from company expectations

One demand lens across commodities.

Translate downstream company revenue consensus and reported activity into commodity-specific demand composites using transparent physical end-use weights and point-in-time company baskets.

Live · 2026-07-31

Copper

Point-in-time company consensus across transparent end-market baskets, weighted by governed physical end-use history.

10.2%Forward consensus
9.4%Reported activity
+0.8ppAcceleration gap

475 jointly eligible companies · 180 qualified months

Forward consensus live · 2026-07-31

Aluminum

Point-in-time company consensus across transparent end-market baskets, weighted by governed physical end-use history.

9.1%Forward consensus
PendingReported-activity increment
3.9%Direct-exposure sensitivity

543 forecast-eligible companies · 181 qualified months

Separate product

Focused on end demand

This site is distinct from the Copper, Aluminum, and Oil Operating Models, which include supply, costs, margins, staleness, and regime analysis.

Methodology

Inspect every layer

Review the calendarisation, reporting-gap bridge, matched-company base, physical-weight controls, and source caveats on the methodology page.