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Blogs, case studies, and news on cost, tariffs, and carbon.

Close-up of copper wire winding inside an electric motor
August 2026

The Copper Squeeze Sits at the Smelter: What Midstream Concentration Means for Copper-Intensive Products

Copper prices hit records in early 2026, but the tightest point in the chain is smelting and refining, where processing fees fell to zero and capacity keeps concentrating. For copper-intensive products, that turns a commodity story into an allocation and requalification problem that a tier-1 BoM cannot show you.

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In the news

Muir announced as part of and the AWS 2025 Compute for Climate Fellowship
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