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Two latent byproduct assets from a specialist mining research desk. (1) An internally maintained copper value-chain comparison series: the outlet builds its own 'Crux Investor Analysis' charts combining annual and spot concentrate TC/RC benchmarks (2021-2026, including the $0/t January 2026 annual benchmark and -$126.80/t June 2026 spot), producer cash-cost bands ($1.90-$2.60/lb for 2026), company-level production guidance and realised output (Codelco 1.33Mt target; Antofagasta H1 -9.5% to 285,000t), exchange stock levels (LME 255,400t, SHFE under 70,000t, COMEX record 644,465t) and ICSG balance forecasts — a hand-assembled reconciliation of otherwise scattered sources. (2) Longer-run: a structured coverage archive of small-cap copper developers and explorers — which projects the desk covers, when, and the thesis framing — i.e. an analyst-attention record over names that sell-side research largely ignores.
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