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
- 22
- Comment periods open
- 0
- SEC EDGAR read
- 14:58 UTC, Nov 9
This week, measuredNewest first · read 15:58 UTC, Nov 9
MP Materials reported revenue +175.7% for its quarter to Sep 30, 2026, on a year earlier.
Its operating loss came to 21% of revenue; over twelve months revenue moved +71.6%.
SEC EDGAR · 10-Q (XBRL) · Nov 6, 2026 · read 14:58 UTC, Nov 9 · Mining & refining →
- Nov 5Mining · CENX · 10-QCentury Aluminum reported revenue +52.0% for its quarter to Sep 30, 2026, on a year earlier.It kept 31% of revenue as operating profit; over twelve months revenue moved +18.7%.SEC EDGAR · 10-Q (XBRL) · read 14:58 UTC, Nov 9
- Nov 4Mining · UUUU · 10-QEnergy Fuels reported revenue +64.8% for its quarter to Sep 30, 2026, on a year earlier.Its operating loss came to 81% of revenue; over twelve months revenue moved +48.9%.SEC EDGAR · 10-Q (XBRL) · read 14:58 UTC, Nov 9
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 dayMon, Nov 9, 2026
No filings by the covered companies
Aug 12 to Nov 9 · 34 filings, 9 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- Nov 6Freeport-McMoRan · 10-QQuarterly report
- Nov 6MP Materials · 10-QQuarterly report
- Nov 5Century Aluminum · 10-QQuarterly report
- Nov 5Century Aluminum · 8-KQuarterly results
- Nov 5MP Materials · 8-KQuarterly results
- Nov 4Albemarle · 10-QQuarterly report
- Nov 4Albemarle · 8-KQuarterly results
- Nov 4Freeport-McMoRan · 8-KOther material event
- Nov 4Energy Fuels · 10-QQuarterly report
- Oct 30Albemarle · 8-KSigned a material agreement; Ended a material agreement; more
- Oct 30Southern Copper · 10-QQuarterly report
- Oct 29Alcoa · 10-QQuarterly report
- Oct 27Freeport-McMoRan · 8-KQuarterly results; Investor disclosure
- Oct 26Nucor · 8-KQuarterly results; Investor disclosure
8 more in the period, on each company’s EDGAR page.
Rules and notices
Federal Register, last 45 days- Nov 5Notice · International Trade CommissionSeamless Refined Copper Pipe and Tube From Vietnam; Scheduling of an Expedited Five-Year Review
- Oct 28Notice · Commerce DepartmentSeamless Refined Copper Pipe and Tube From the Socialist Republic of Vietnam: Final Results of the Expedited First Sunset Review of the Antidumping Duty Order
- 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
Matched by title against the industry’s terms; paperwork renewals and meeting notices left out · read 14:57 UTC, Nov 9
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 | Sep 30, 2026 | $26.4B | +1.7% | 28.0% | 27.6% | — | — | — | — |
| Southern Copper SCCOCopper | Sep 30, 2026 | $17.1B | +38.7% | 65.2% | 58.6% | 10.5% | +58.4% | 65 | — |
| Newmont NEMGold and copper | Sep 30, 2026 | $26.6B | +23.7% | — | — | 11.4% | -2.5% | — | — |
| MP Materials MPRare earths and magnets | Sep 30, 2026 | $399M | +71.6% | — | -20.5% | 120.8% | +218.3% | — | $180M |
| Albemarle ALBLithium | Sep 30, 2026 | $6.2B | +24.4% | 25.8% | 10.0% | 6.6% | -47.7% | 111 | — |
| Alcoa AAAluminium | Sep 30, 2026 | $14.3B | +11.2% | — | — | 5.0% | +32.2% | — | — |
| Century Aluminum CENXAluminium | Sep 30, 2026 | $3.0B | +18.7% | 24.7% | 30.7% | 6.9% | +164.8% | 99 | — |
| 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 | Sep 30, 2026 | $117M | +48.9% | 47.9% | -81.0% | — | — | 540 | $150M |
| Median of 10 with a current year | +21.2% | 25.8% | 10.0% | 7.4% |
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 RegisterNo comment period or effective date ahead among this industry’s documents of the last 150 days.
Where US supply comes from
US imports, Aug 2026 · UN Comtrade- HS 7403Refined copper · $2.8B · +129.6% on a year earlierChile 35% · Dem. Rep. of the Congo 27% · Canada 11%
- HS 7601Unwrought aluminium · $958M · +55.9% on a year earlierCanada 58% · United Arab Emirates 19% · India 7%
- HS 8505Permanent magnets · $120M · +23.3% on a year earlierChina 36% · Mexico 12% · Japan 9%
- HS 2846Rare-earth compounds · $25M · +120.3% on a year earlierChina 48% · Japan 17% · Germany 13%
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