ASSODEL Observatory v2 · MVP

Raw Materials & Impacts

Prices of metals relevant to the electronics supply chain, public should-cost models, stocks, exchange rate and critical materials subject to controls.

Copper spot

14,240 USD/t

+47.6% YoY · +0.2% from peak

Spot as of 2026-08-07 · Westmetall/LME

Gold spot

4,301.85 USD/oz

+28.1% YoY · -14.2% from peak

Peak 2026-02 at 5,011.83 USD/oz

EUR/USD exchange rate

1.1423

Latest data 2026-07

FRED (EXUSEU)

Commodity trends

3, 6 and 12 month changes calculated from the monthly series in the dataset. Static snapshot, no automatic updates.

Copper

14,215.42 USD/t , as of 2026-08

Westmetall/LME

+5.2%

+9.6%

12M

+47.4%

Gold

4,166.85 USD/oz , as of 2026-08

Westmetall/London

-9%

-16.9%

12M

+24.1%

Tin

55,945 USD/t , as of 2026-08

Westmetall/LME

+4.2%

+14.9%

12M

+65.2%

Aluminium

3,438.85 USD/t , as of 2026-06

FRED/IMF (PALUMUSDM)

+2%

+19.6%

12M

+36.1%

EUR/USD Exchange Rate

1.142 USD per 1 EUR , as of 2026-07

FRED (EXUSEU)

-2.3%

-2.7%

12M

-2.1%

HRC Steel (Europe)

812 EUR/t , as of 2026-Q2 , monthly snapshot approximately 796-815 USD/t (Jul 2026)

FocusEconomics (Europe steel index)

Last quarter

+4.8%

Annual basis

+14%

From the 2024-Q4 low

+23.6%

FocusEconomics series, public snapshot. Fastmarkets (approximately 711 EUR/t) is only a spot reference, different methodology.

Plastic resin index (thermoplastics)

Global (proxy, US source), index (Dec 1980=100). Latest: 307.9 (2026-07), +10.1% year-over-year, -9.9% from the May 2026 peak, downward trend.

FRED / BLS (PPI thermoplastic resins)

3 months

+3.7%

6 months

+15.8%

12 months

+10.2%

US index used as a proxy for the global resin trend, not a price in EUR/kg. Color note (indicative): ABS Europe approximately 1,696 EUR/t (Jul 2026), declining, source IMARC / ProcurementResource, commercial, manual update.

Plastics (PC, POM)

coming soon

Expected source: Intratec, IMARC, PlasticPortal

Series not yet available, commercial source, indicative value

Wholesale electricity EU

coming soon

Expected source: IEA

Series not yet available

Electricity PUN Italy

coming soon

Expected source: GME / ENTSO-E

Series not yet available

Wages (labor cost)

coming soon

Expected source: Eurostat

Series not yet available

Inflation (HICP)

coming soon

Expected source: Eurostat

Series not yet available

Should-cost models

Each model's change is the sum of weight x change of the linked commodity, only for market-driven items. Fixed items contribute 0.

PCB benchmark profiles

Multi-Layer

editable default

Benchmark standard, tipico EMS italiano.

Item	Commodity	Change 12M
CCL(CCL guidato da rame, vetro, resina)	Copper	+47.4%
Oro	Gold	+24.1%
Rame	Copper	+47.4%
Altri materiali	no commodity	0%
Processo	no commodity	0%
Lavoro	no commodity	0%
Overhead	no commodity	0%
Scarto	no commodity	0%
Profitto	no commodity	0%

CCL 24%Oro 7.2%Rame 4.8%Altri materiali 13.3%Processo 18.7%Lavoro 9.1%Overhead 5.3%Scarto 4.3%Profitto 13.3%

Resulting change+15.4%

Sources: Westmetall/LME

reference weights, midpoints of industry ranges, editable

Meccanica/Plastica (generico)

editable default

Pesi di default modificabili, non dato ufficiale.

Item	Commodity	Change 12M
Materia prima(Collegata a una commodity pubblica disponibile)	Aluminium	+36.1%
Energia(Serie energia Europa non ancora disponibile, contributo 0)	no commodity	0%
Lavoro	no commodity	0%
Altri	no commodity	0%

Materia prima 45%Energia 15%Lavoro 25%Altri 15%

Resulting change+16.3%

Sources: Westmetall/LME

reference weights, midpoints of industry ranges, editable

Custom bar

editable default

Build your own composition: choose the region, enter the technology and adjust the weights. Everything stays in-app, no external data.

Region

Technology

Copper0%

Gold0%

Tin0%

Aluminium0%

EUR/USD Exchange Rate0%

Copper 0%Gold 0%Tin 0%Aluminium 0%EUR/USD Exchange Rate 0%

Resulting change0%sum of weights 0%

Weight AVG Europe (12M)0%sum of weights 0%, missing items count as 0

Each composition weight is an editable default for simulation purposes, not an official figure. Changes are calculated exclusively from the dataset series.

Copper

USD/t · monthly series

Gold

USD/oz · monthly series

Tin

USD/t · monthly series

Aluminium

USD/t · monthly series

Cycle comparison

Index number, January 2024 = 100 · not dollars: used to compare metals with different prices on the same scale

Reading by metal

Narrative summary built on signals calculated from the monthly series

Copper
Copper is trading at 14,240 USD/t: +70.7% since January 2024 and +47.6% year over year. Over the last three months the trend is in aumento (+4.7%) and the price is at its 24-month high.
Gold
Gold is trading at 4,301.85 USD/oz: +111.4% since January 2024 and +28.1% year over year. Over the last three months the trend is in calo (-1.8%) and remains 14.2% below the peak of 2026-02.
Tin
Tin is trading at 56,100 USD/t: +122.5% since January 2024 and +65.6% year over year. Over the last three months the trend is in aumento (+4.8%) and the price is at its 24-month high.

Copper LME stocks

Tonnes · Westmetall

EUR/USD exchange rate

USD per EUR · FRED

Price signals

Spot, changes and distance from peak

Metal	Spot	Since Jan 2024	YoY	From peak	3 months	Trend	Source
Copper	14,240 USD/t	+70.7%	+47.6%	+0.2%	+4.7%	in aumento	Westmetall/LME
Gold	4,301.85 USD/oz	+111.4%	+28.1%	-14.2%	-1.8%	in calo	Westmetall/London
Tin	56,100 USD/t	+122.5%	+65.6%	+0.3%	+4.8%	in aumento	Westmetall/LME

Minor metals

Annual averages and latest spot

Metal	2024 average	2025 average	Spot Aug 7, 2026
Aluminium	2,421	2,631	3,280 USD/t
Nickel	16,816	15,161	16,745 USD/t
Zinc	2,777	2,867	3,785 USD/t
Lead	n/a	1,962	1,840 USD/t

Critical materials

Gallium and germanium · indicative prices

gallium
230-277 USD/kg
+200-300% vs 2023 · as of 2026-06
Controlli export Cina dal 2023; ban verso USA da dic 2024; attesi fino al 2027
germanium
n.d. USD/kg
+200-300% vs 2023 · as of 2026
Stessi controlli export Cina; niente serie prezzi pubblica omogenea