Tag
smelting
Everything xin.bz has published on this topic — news, commodity deep dives, and future insights.
Commodity Deep Dive ·
Copper Is the Metal Every Grid, Motor, and Data Center Runs On — and Half the World Refines It in One Country
Copper deep dive — 23 Mt of mine supply against 29 Mt of refining capacity, Chile at 23% of output, China at 48% of smelting, treatment charges at zero, and a record $14,858/t after Grasberg and El Teniente.
Commodity Deep Dive ·
Antimony Is the Flame Retardant and Ammunition Metal That One Country Refines — and Licenses on Its Own Terms
Antimony deep dive — 110,000 t of world mine supply with China, Russia, and Tajikistan at 85.5%, Chinese smelters holding above 85% of refining capacity, dual-use export licensing, and metal at $51,800/t.