Anglo American, Codelco to add 2.7Mt copper with no new mine
The companies are adding significant copper output through debottlenecking or expansion, increasing supply without a new mine.
Source →The trace
How it reaches your house.
Starting from Smelter SO2 off-gas (byproduct acid), we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Smelter SO2 off-gas (byproduct acid) →supply upSmelter SO2 off-gas is identified by the graph as a critical input to sulfuric acid with dependency_strength 0.6, so increased off-gas availability from the copper expansion should ease sulfuric acid supply.
72% confidenceHop 2
Sulfuric acid →Prices easeElemental Sulfur (from Oil/Gas Processing)
More sulfuric acid availability from smelter off-gas can displace some sulfur-based acid production, pressuring demand and prices for elemental sulfur, which the graph marks as a critical sulfuric-acid input with 0.7 dependency strength.
52% confidenceHop 3
Elemental Sulfur (from Oil/Gas Processing) →Prices easeElemental sulfur is a critical, high-dependency input to fertilizers and crop inputs, so a sulfur price-down/oversupply effect from displaced sulfuric-acid demand would ease fertilizer input costs, though the link is indirect from the original copper shock.
58% confidenceElemental Sulfur (from Oil/Gas Processing) →Prices easeElemental sulfur is a critical feedstock for sulfuric acid, so lower elemental sulfur prices would reduce sulfur-based sulfuric acid production costs, although this partially loops back to the already-affected sulfuric acid node.
52% confidenceElemental Sulfur (from Oil/Gas Processing) →Prices ease
Where it lands
What you buy, and what you own.
Goods you buy
Sulfuric acid · Fertilizers and crop inputs
Companies you may own
No named companies on this path.
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