Copper rod (8mm) →Shortage risk
Copper and electrical wiring
Copper rod is a critical upstream input, so a concentrate export ban should tighten wiring supply and make the good scarcer.
95% confidence
Copper rod (8mm) →Prices rise
PrysmianPRY.MI
Prysmian uses copper rod as an input, but its relatively high substitutability and short lead time limit the size of the cost shock.
87% confidence
Copper rod (8mm) →Prices rise
Southwire Company
Southwire’s cable production depends on copper rod, and the low substitutability plus 9-month replacement lead time imply higher input costs from the rod squeeze.
84% confidence
Copper rod (8mm) →Prices rise
NexansNEX.PA
Nexans faces the same copper-rod input cost inflation, but the higher substitutability and short replacement window temper the impact.
83% confidence
Copper scrap (secondary copper) →Prices rise
Copper and electrical wiring
Secondary copper is a direct input to copper and electrical wiring, so tighter scrap availability or higher scrap prices lift wiring producers' input costs.
77% confidence
Copper scrap (secondary copper) →Prices rise
Aurubis AGNDA
Aurubis relies on copper scrap as an input, so a tighter secondary-copper market transmits primarily as higher feedstock costs.
72% confidence
Copper scrap (secondary copper) →Prices rise
Wieland Group
Wieland depends on copper scrap inputs, and only moderate substitutability means higher scrap prices pass through as higher costs.
67% confidence
Copper scrap (secondary copper) →Stands to benefit
Canada
Canada accounts for 47% of the supply share into this node, so a tighter secondary-copper market disproportionately benefits that source country.
67% confidence
Copper scrap (secondary copper) →Stands to benefit
Mexico
Mexico accounts for 43.1% of the supply share into this node, so higher scrap prices should benefit that source country as a major supplier.
66% confidence
Copper scrap (secondary copper) →Prices rise
Glencore (Copper)GLEN.L
Glencore's copper operations use scrap-linked inputs, so tighter secondary-copper supply mainly raises procurement costs.
66% confidence
Copper scrap (secondary copper) →Prices rise
Umicore NV/SAUMI
Umicore uses secondary copper feedstock, and the moderate substitutability plus multi-month replacement lead time mean a tighter scrap market mainly raises its input costs.
64% confidence
Copper scrap (secondary copper) →Prices rise
Sims Ltd. (Sims Metal Management)
Sims uses secondary copper as an input, so tighter scrap supply translates into somewhat higher feedstock costs.
63% confidence
Copper scrap (secondary copper) →Prices rise
European Metal Recycling (EMR)
EMR uses copper scrap in its operations, but the higher substitutability and shorter replacement lead time keep the hit to a moderate cost increase.
61% confidence
