METALSGOWHERE ATLAS · SUPPLY RESEARCH
Supply events
As of 2026-10-08 · Observation periods are shown separately.
Each event records reviewed, source-backed disclosure facts. Plans, operating status and production impacts remain distinct; unknown tonnes are not estimated.
Swipe horizontally to see the full table.
| Disclosure date | Direction | Event and disclosed facts | Source |
|---|---|---|---|
| 2026-09-30 | Risk | Ministerial Commission submits Cobre Panamá audit report and seventeen recommendations to Panama's President The Ministerial Commission submitted its studies, analysis and comprehensive audit report on Cobre Panamá and its recommendations to the President of Panama. The report includes seventeen recommendations; the first is to authorise the formal opening of negotiations with Cobre Panamá / First Quantum. | |
| 2026-09-15 | Lower | ENC ramp-up constrained by water availability ENC reached approximately 50% of nameplate before water availability constrained ramp-up; RKEF operations were unaffected. Utilisation was expected to be about 30% of nameplate if the constraints persisted. | |
| 2026-09-10 | Higher | Weda Bay authorized for a gradual restart Weda Bay received authorization for a gradual restart. The mine had spent four months in care and maintenance before this restart disclosure. | |
| 2026-09-08 | Higher | Skouries produces first copper-gold concentrate Skouries produced its first copper-gold concentrate on 8 September 2026. Temporary generation supported ramp-up while grid connection was pending; commercial production was expected in Q4. | |
| 2026-08-26 | Higher | Al Taweelah restarts 25% of reduction cells Al Taweelah had restarted 315 of its 1,262 reduction cells. Full restoration was expected in Q1 2027 and was not yet confirmed. | |
| 2026-08-24 | Higher | Las Bambas confirms operations restarted The 24 August release confirmed that both mine and plant operations had resumed. Operations resumed on 21 August 2026; full output was not confirmed by that disclosure. | |
| 2026-08-19 | Lower | Las Bambas pauses after an incident Las Bambas suspended operations as a precaution following an incident on 18 August 2026. At the 19 August disclosure, operations were expected to restart on 21 August; this was an expectation. | |
| 2026-08-04 | Lower | Codelco temporarily suspends the Andes Norte project at El Teniente over emerging deep-seismicity risk Codelco temporarily suspended development and construction at the Andes Norte project as a preventive safety measure. Monitoring and protocols remain across all areas, including productive ones. | |
| 2026-07-31 | Higher | Iron Bridge · New fiscal-year shipment target Iron Bridge FY2026 shipments were 9.0 million tonnes. The FY2027 shipment target was 11–14 million tonnes on a 100% project basis. | |
| 2026-07-30 | Higher | Ngungaju restart enters ramp-up PLS began restarting Ngungaju after the June quarter and reported progress on schedule. Disclosed nameplate capacity was approximately 200 thousand tonnes of spodumene concentrate per year. | |
| 2026-07-29 | Lower | HNI line rebuild One Hengjaya Nickel RKEF line began a kiln and furnace rebuild in late June 2026. The maintenance was expected to last about four months. | |
| 2026-07-29 | Lower | Kamoa-Kakula narrows plan after strikes Kakula and Kamoa lost nine and seven mining days respectively, then resumed mining; concentrating and smelting continued. Annual guidance narrowed from 290–330 to 290–310 thousand tonnes of copper. | |
| 2026-07-29 | Lower | Kazzinc blending constraints reduce output A shortage of high-quality third-party concentrate constrained Kazzinc blending. H1 own-source lead output was 16.0 thousand tonnes, down 7.3 thousand tonnes; zinc was 87.6 thousand tonnes, down 11.4 thousand tonnes. | |
| 2026-07-29 | Delay | Kipushi logistics delay deliveries Mine-to-port bottlenecks left approximately 44 thousand tonnes of contained zinc in unsold concentrate. Annual production guidance remained 240–290 thousand tonnes of zinc; H2 destocking was expected. | |
| 2026-07-28 | Higher | Cobre Panamá starts stockpile processing: first milling circuit commissioned, first copper concentrate of 3,216 tonnes The first of three milling circuits was successfully commissioned in May, followed by the commencement of stockpile processing. First copper concentrate output was 3,216 tonnes; approximately 2.1 million tonnes of ore was processed in the quarter. | |
| 2026-07-16 | Lower | Pinjarra disruption lowers alumina plan Alcoa reduced its 2026 alumina production plan to 9.5–9.6 million tonnes following instability and cyclone-related gas disruption. Aluminium production guidance remained unchanged. | |
| 2026-07-15 | Higher | SimFer · Simandou supply ramp-up SimFer 2026 sales guidance was 5–10 million tonnes and covered Simandou Blocks 3 and 4 only. Mine and port construction were more than three quarters complete; full rail commissioning occurred in Q1. | |
| 2026-07-13 | Risk | Bisie: regional health risk The issuer reported an Ebola outbreak in northeastern DRC and enhanced screening. No cases were reported in the mine health zone, and mine operations remained normal at disclosure. | |
| 2026-04-16 | Higher | San Ciprián completes smelter restart Alcoa Q1 results confirmed safe completion of the San Ciprián restart. The restart completion was announced on 8 April 2026; this event cites the traceable 16 April results disclosure. | |
| 2026-04-07 | Higher | Panama's Government formally approves removal, processing and export of Cobre Panamá stockpiled ore The Government of Panama formally approved the removal, processing and export of stockpiled ore at Cobre Panamá. Facilities are expected to operate initially at approximately one-third of nameplate capacity, with up to three months of preparation and pre-commissioning. | |
| 2026-03-31 | Lower | Kamoa-Kakula resets mine plan and annual supply path The company set 2026 guidance at 290–330 thousand tonnes of copper in anode or blister. Previous guidance of 380–420 thousand tonnes used copper-in-concentrate basis, so the two ranges are not directly comparable. | |
| 2026-03-27 | Lower | Kiruna · Lower finished-product deliveries A mining-sequence adjustment at Kiruna was expected to reduce annual finished-product deliveries by approximately 2 million tonnes. KK3 pellet plant was scheduled to pause from mid-April to November 2026. | |
| 2026-02-19 | Higher | Ngungaju restart approved for ~200 kt/year PLS approved restarting Ngungaju. Production was scheduled to begin in July 2026. | |
| 2026-01-15 | Higher | Panama's President announces the Government will authorise processing of Cobre Panamá stockpiled ore President José Raúl Mulino announced on 2 January that the Government will authorise the removal, processing and export of stockpiled ore at Cobre Panamá. The stockpile is approximately 38 million tonnes of ore; the company said approximately 70,000 tonnes of copper could be produced from it, and that this is not a mine reopening. | |
| 2025-10-23 | Lower | FCX third-quarter results: the suspension reduced PTFI Q3 copper production by about 90 million lb PTFI's third-quarter 2025 copper production was 311 million pounds; the suspension reduced production by approximately 90 million pounds of copper and 80 thousand ounces of gold. The company expected PTFI 2025 copper sales of approximately 1.2 billion pounds, assuming minimal fourth-quarter sales. | |
| 2025-09-29 | Higher | Weekly update 22-28 Sep: El Teniente processes ore at 78.1 kt/day Ore processing averaged 78.1 thousand tonnes per day between Sewell and Colón. The smelter ran with Converter Teniente 1 and gas-cleaning plant 2, and 533 fine tonnes per day were molded over the weekend. | |
| 2025-09-24 | Lower | Grasberg update: PTFI fourth-quarter 2025 sales expected to be insignificant; force majeure notified to counterparties PTFI said it was notifying commercial counterparties of a force majeure in accordance with the provisions of its contracts. PTFI said fourth-quarter 2025 sales of copper and gold would be insignificant (previously estimated at 445 million pounds of copper) and that, under a phased restart scenario, 2026 production could potentially be about 35% lower than pre-incident estimates. | |
| 2025-09-09 | Lower | Grasberg Block Cave wet-material flow blocks access routes; mining in the Grasberg district suspended A large flow of wet material from a production drawpoint in the Grasberg Block Cave blocked access routes and restricted evacuation routes for seven team members. Mining operations in the Grasberg minerals district were temporarily suspended to prioritise the safe evacuation of seven contractor workers. | |
| 2025-08-31 | Higher | One month on: El Teniente at about 60% of its usual production rate, US$340m impact estimated Codelco said the production rate was around 60% of the usual. Recursos Norte and Andesita stayed stopped as the zones most damaged in the accident. Codelco's release, issued one month after the accident, states that six workers died in it. | |
| 2025-08-23 | Higher | Sernageomin authorises restart at Andes Norte and Diamante; partial labour approval Sernageomin authorised resumption at Andes Norte and Diamante, and the Dirección del Trabajo approved a partial return. The provisional stoppage continued at Recursos Norte and Andesita. | |
| 2025-08-22 | Higher | 1H25 results: 8 of 12 El Teniente operations authorised, 6 active Sernageomin had authorised opening 8 of the division's 12 operations, of which 6 were active. Restart had been requested for Diamante and Andes Norte, with approval pending. | |
| 2025-08-09 | Higher | El Teniente resumes underground operations after labour-authority approval El Teniente resumed underground operations on shift C that night with about 200 workers. The restart was limited to the unaffected sectors; Recursos Norte, Andesita, Andes Norte and Diamante remained halted. | |
| 2025-08-08 | Higher | Sernageomin authorises partial, progressive restart of El Teniente underground operations Sernageomin authorised a partial and progressive restart of underground operations at El Teniente. Eight sectors were authorised; Recursos Norte, Andesita, Andes Norte and Diamante stay halted. | |
| 2025-08-01 | Lower | El Teniente seismic event in the Andesita sector: five workers trapped, rescue continuing Codelco confirmed that five miners remained trapped after the 4.2 ML seismic event at 17:34 on 31 July. Codelco confirmed one worker's death from a rock fall in Andesita and said rescue work for the five trapped Gardilcic workers was continuing. | |
| 2025-07-14 | Higher | San Ciprián resumes restart after Spain power outage The 28 April 2025 Spain-wide power outage affected San Ciprián refinery and smelter, interrupting the smelter restart. The company announced in July 2025 that the restart process would resume; completion was then expected by mid-2026. | |
| 2025-05-30 | Higher | Panama's Government approves Cobre Panamá preservation and safe management programme; stored concentrate can be exported The Government of Panama approved the Preservation and Safe Management (P&SM) programme for Cobre Panamá. The programme is to be funded through export of 121,000 dry metric tonnes of stored copper concentrate currently stored at site. | |
| 2025-05-20 | Lower | Seismic activity suspends Kakula underground mining Kakula suspended underground mining on 18 May 2025 after seismic activity. Phase 1 and 2 concentrators ran at reduced rates using surface stocks; Kamoa mine and Phase 3 remained uninterrupted. | |
| 2025-04-09 | Higher | Bisie initiates a phased restart Alphamin announced initiation of a phased resumption of Bisie operations. The 9 April 2025 disclosure described the phased resumption as being initiated on that date. | |
| 2025-03-13 | Lower | Bisie suspends mining amid security threats Alphamin suspended Bisie mining and evacuated operating personnel following armed advances toward the area. Essential maintenance and security staff remained at the mine. | |
| 2025-03-12 | Lower | Hobart zinc smelter cuts production by about a quarter Nyrstar announced a phased reduction of about 25% in Hobart plant production. The reduction was planned from April 2025 until further notice. | |
| 2024-07-11 | Lower | BHP suspends Western Australia Nickel BHP announced suspension of Nickel West operations and West Musgrave in Western Australia. Suspension was planned from October 2024, with a review intended by February 2027. | |
| 2024-04-30 | Higher | Budel zinc smelter to resume at reduced capacity Nyrstar planned a reduced-capacity restart of the Budel zinc smelter. The restart was planned for the week of 13 May 2024, following care and maintenance from late January. | |
| 2024-01-15 | Lower | Cobre Panamá remains in preservation and safe maintenance with production halted Cobre Panama remained in a P&SM phase with production halted and approximately 1,400 workers on site. Approximately 121 thousand dry metric tonnes of copper concentrate remained unsold following disruptions at the Punta Rincón port. | |
| 2024-01-08 | Lower | Kwinana alumina refinery plans full curtailment Alcoa planned full curtailment of the Kwinana alumina refinery beginning in Q2 2024. The refinery had 2.2 million tonnes per year of alumina nameplate capacity and had operated at about 80% of capacity. | |
| 2023-12-22 | Risk | Panama's MICI announces it is pursuing a 'closure plan' for Cobre Panamá Panama's Ministry of Commerce and Industries (MICI) announced it is pursuing a 'closure plan' for Cobre Panama that will take several months to develop. MICI stated that it expects to present the 'closure plan' in June 2024. | |
| 2023-11-28 | Lower | Cobre Panamá suspends commercial production Cobre Panamá suspended commercial production after continuing port and road blockades. A preservation and safe-maintenance programme followed the suspension. | |
| 2023-11-28 | Lower | Panama's Supreme Court declares Law 406 unconstitutional Panama's Supreme Court of Justice declared Law 406 unconstitutional. Law 406 approved the concession contract for the Cobre Panama mine on 20 October 2023. | |
| 2023-11-20 | Lower | Cobre Panamá ramps down further to one ore processing train MPSA further ramped down operations at Cobre Panama to one remaining ore processing train. The company expected to run out of supplies for the on-site power plant during the week commencing 20 November 2023. | |
| 2023-11-13 | Lower | Cobre Panamá ramps down one ore processing train Cobre Panama ramped down one ore processing train while two remained operational. A blockade of small boats at the Punta Rincón port affected deliveries of supplies for the on-site power generation plant. | |
| 2023-11-03 | Risk | Cobre Panamá: protest blockades disrupt site and supplies; production uninterrupted at this time The company said production at the mine remained uninterrupted at this time. Protests, including blockades of key roads, caused disruptions on site and shortages in certain supplies. | |
| 2023-10-22 | Risk | Cobre Panamá concession contract enacted as Law 406 Law 406, approving the refreshed concession contract, was published in the Official Gazette of Panamá on 20 October 2023. The company said the enactment of Law 406 marks the final step in revising the legal framework for the mine. | |
| 2023-10-18 | Lower | Mount Isa copper and Lady Loretta closure plans Glencore planned closure of Mount Isa underground copper mines and concentrator, and Lady Loretta zinc mine. Mount Isa was scheduled for the second half of 2025; Lady Loretta was scheduled during 2025. | |
| 2023-03-08 | Higher | Cobre Panamá expects return to full production within days; draft concession agreement finalised First Quantum said ore processing was expected to resume and restore the mine to full production levels over the next several days. The Panamá Maritime Authority confirmed that it would issue a resolution that day for MPSA to resume concentrate loading at Punta Rincón. | |
| 2023-02-23 | Lower | Cobre Panamá suspends ore processing; partial workforce demobilisation MPSA suspended ore processing at Cobre Panamá after the AMP refused to permit concentrate loading. MPSA would partially demobilise its workforce of over 8,000 employees and contractors. | |
| 2023-02-06 | Lower | Cobre Panamá suspends concentrate loading at Punta Rincón MPSA suspended concentrate loading at Punta Rincón while awaiting a response from the AMP. The company said a shutdown may become necessary if concentrate is not shipped by mid-February because of limited storage on site. | |
| 2023-01-10 | Risk | Cobre Panamá: government resolution requires suspension of commercial operations; MPSA to submit a care-and-maintenance plan A Ministry of Commerce and Industries resolution requires MPSA to suspend commercial operations at Cobre Panamá; MPSA will deliver a care-and-maintenance plan. The company said operations continue as normal with no disruption to production as yet. |
One or more linked sources in this table lack a page anchor; no page number was inferred.
Source: metalsgowhere.com, as of 2026-10-08. Citation & data use