Mining & refining
Copper, aluminium, lithium, rare-earth and uranium producers, read through their filings, world metal prices, critical-minerals rules and where US imports of refined metals and magnets come from.
- Companies covered
- 10
- Latest quarter filed
- Sep 30, 2026
- SEC filings, last 30 days
- 10
- Comment periods open
- 1
- SEC EDGAR read
- 22:46 UTC, Oct 23
The numbers
US government series, latest print and the change on a year earlier · Federal Reserve Bank of St. Louis (FRED)Ninety days of filings
Every SEC filing by the companies below, one row each · move across to read a dayFri, Oct 23, 2026
No filings by the covered companies
Jul 26 to Oct 23 · 32 filings, 5 in the last seven days · SEC EDGAR. Tall: quarterly and annual reports. Middle: current reports (8-K). Short: other forms. Red: an 8-K item that says something went wrong.
What changed
Filings by the companies below, last 30 days · SEC EDGAR- Oct 22Newmont · 10-QQuarterly report
- Oct 22Newmont · 8-KQuarterly results
- Oct 21Southern Copper · 8-KQuarterly results
- Oct 20Cleveland-Cliffs · 10-QQuarterly report
- Oct 19Cleveland-Cliffs · 8-KQuarterly results
- Oct 15Alcoa · 8-KQuarterly results
- Oct 14Energy Fuels · 8-KOther material event
- Oct 13Energy Fuels · 8-KSigned a material agreement; Other material event
- Oct 2Freeport-McMoRan · 8-KQuarterly results; Investor disclosure
- Sep 23Alcoa · 8-KSigned a material agreement; Took on a debt obligation; more
Rules and notices
Federal Register, last 45 days- Oct 9Notice · Commerce DepartmentForeign-Trade Zone (FTZ) 16, Notification of Proposed Production Activity; Yazaki North America, Inc.; (Stamped Copper Terminals); Petoskey, Michigan
- Oct 5Proposed Rule · Consumer Product Safety CommissionSafety Standard for Lithium-Ion Batteries Used in Micromobility Products and Electrical Systems of Micromobility Products Containing Such Batteries
- Sep 29Notice · Energy DepartmentCopper Valley Electric Association, Inc.; Notice of Application Accepted for Filing; and Soliciting Motions To Intervene and Protests; and Scoping Period Requesting Comments on Environmental Issues for the Proposed Solomon Gulch Hydroelectric Project
- Sep 25Notice · Nuclear Regulatory CommissionHomestake Mining Company of California; Grants Reclamation Project; License Amendment Application
- Sep 21Notice · Commerce DepartmentSeamless Refined Copper Pipe and Tube From Mexico: Preliminary Results and Rescission, in Part, of Antidumping Duty Administrative Review; 2024-2025
Matched by title against the industry’s terms; paperwork renewals and meeting notices left out · read 22:03 UTC, Oct 23
Who is exposed
Trailing twelve months to each company’s latest quarter, from its own XBRL filings · SEC EDGAR| Company | Quarter to | Revenue | Growth | Gross margin | Op. margin | Capex / revenue | Capex growth | Inventory days | Backlog |
|---|---|---|---|---|---|---|---|---|---|
| Freeport-McMoRan FCXCopper | Jun 30, 2026 | $25.9B | +0.2% | 27.1% | 26.8% | — | — | — | — |
| Southern Copper SCCOCopper | Jun 30, 2026 | $15.8B | +32.8% | 63.8% | 56.9% | 10.4% | +58.1% | 68 | — |
| Newmont NEMGold and copper | Sep 30, 2026 | $26.6B | +23.7% | — | — | 11.4% | -2.5% | — | — |
| MP Materials MPRare earths and magnets | Jun 30, 2026 | $305M | +26.1% | — | -41.5% | 137.7% | +185.0% | — | — |
| Albemarle ALBLithium | Jun 30, 2026 | $5.9B | +18.3% | 23.8% | 4.3% | 7.8% | -51.7% | 112 | — |
| Alcoa AAAluminium | Jun 30, 2026 | $13.6B | +6.5% | — | — | 5.1% | +29.7% | — | — |
| Century Aluminum CENXAluminium | Jun 30, 2026 | $2.7B | +9.7% | 18.9% | 25.3% | 7.1% | +134.9% | 98 | — |
| Cleveland-Cliffs CLFIron ore and steel | Sep 30, 2026 | $20.1B | +7.8% | 1.5% | -1.4% | 3.0% | -4.0% | 87 | — |
| Nucor NUESteel | Jul 4, 2026 | $36.1B | +17.2% | 15.5% | — | 7.9% | -19.2% | 72 | — |
| Energy Fuels UUUUUranium and rare earths | Jun 30, 2026 | $106M | +62.5% | 40.9% | -91.0% | — | — | 438 | $166M |
| Median of 10 with a current year | +17.8% | 23.8% | 4.3% | 7.8% |
Growth compares the latest twelve months with the twelve before. A quarter a company reports only inside a year-to-date total is the difference of the two totals it filed; a ratio is shown only when both sides cover the same four quarters. Backlog is remaining performance obligations, with its change on a year earlier. A dash means the company does not report that line.
What to watch
Comment deadlines and effective dates ahead · Federal RegisterWhere US supply comes from
US imports, Jul 2026 · UN Comtrade- HS 7403Refined copper · $3.1B · +31.4% on a year earlierChile 46% · Dem. Rep. of the Congo 23% · Canada 7%
- HS 7601Unwrought aluminium · $861M · +51.0% on a year earlierCanada 69% · Argentina 7% · India 6%
- HS 8505Permanent magnets · $113M · +23.7% on a year earlierChina 38% · Mexico 11% · Germany 9%
- HS 2846Rare-earth compounds · $20M · +74.5% on a year earlierChina 67% · Japan 12% · South Korea 9%
ARCANE reporting
Published investigations that land on this page
Beneath the Surface
China stopped shipping two rare earth metals to Japan but kept exporting magnets worldwide
Japan's magnet makers rely on those metals to make magnets that withstand heat, and an Australian miner has agreed to reserve a share of what it produces for Japan.
Geopolitics · Oct 1, 2026
Archive · through Oct 1, 2026