全球金属与矿业：2026 年供应壁垒格局-Global Metals & Mining_ 2026 Walls of Supply

23 March 2026 Global Metals & Mining Global Metals & Mining: 2026 Walls of Supply Bob Brackett, Ph.D. +1 917 344 8422 bob.brackett@bernsteinsg.com Andrianto Guntoro +44 20 7676 6825 andrianto.guntoro@bernsteinsg.com Understanding the progress of large/important mining projects is integral to our framework in analyzing the sector. In this note, we analyze hundreds of projects across twelve commodities which have the potential (reserves & resources) to contribute more than 1% of current demand. Commodity up-c ...