Spot rows are cash prices; the rest are exchange-traded proxies, funds and equities — not spot, as the edition's own table heads them. The full tape as printed: every asset, every horizon.
| Asset | 1 day | 5 days | 20 days | vs 50d | vs 200d |
|---|---|---|---|---|---|
| Gold | -0.36% | -2.17% | -3.03% | -5.9% | -9.4% |
| Silver | -1.16% | -6.64% | -11.04% | -14.3% | -22.6% |
| Copper (CPER futures proxy) | -0.01% | +1.28% | +0.67% | +0.6% | +5.7% |
| Platinum (PPLT ETF) | +0.07% | -5.55% | -9.47% | -11.0% | -19.0% |
| Crude (USO ETF) | +2.02% | +4.63% | +14.78% | +12.5% | +36.0% |
| GLD (gold) | -0.37% | -2.13% | -2.61% | -5.5% | -10.3% |
| GDX (gold miners) | -0.88% | -4.91% | -6.08% | -10.7% | -9.2% |
| GDXJ (juniors) | -0.82% | -5.47% | -9.98% | -13.5% | -13.6% |
| SLV (silver) | -1.22% | -7.08% | -10.92% | -13.9% | -24.8% |
| SIL (silver miners) | -0.71% | -6.09% | -11.12% | -15.4% | -15.9% |
| COPX (copper miners) | -0.95% | -2.65% | -10.32% | -11.9% | -9.1% |
| FCX | -0.85% | -5.09% | -6.59% | -8.8% | +0.5% |
| NEM | -0.93% | -4.77% | -3.25% | -7.9% | -0.7% |
Source: Mining & Resources edition, Oct 28 — the tape table as printed, spot cash prices and exchange-traded proxies in the edition's own rows.
The desk's stated reading, on the chart's face: weaker local currency = lower USD costs. In the edition's reading, a weaker local currency lowers miners' dollar costs; a stronger one raises them.
| Series | As printed |
|---|---|
| USD / CAD | -1.51% |
| USD / MXN | +3.29% |
| USD / CLP | +0.27% |
| USD / AUD | -0.98% |
Source: Mining & Resources edition, Oct 28 — the cost-currency levers table, 20-day moves as printed.
Trailing-12-month cash register, from filed financials (through Q2 2026) — the edition's basis, on the chart's face.
YOUR ARITHMETIC — the three yields above are the desk's, as printed. Dial in YOUR OWN hurdle yield and see where it would stand among the printed names; the figure you choose is your hypothetical, not the desk's call.
| Series | As printed |
|---|---|
| Albemarle (ALB) | 10.2% |
| Newmont (NEM) | 8.2% |
| Freeport-McMoRan (FCX) | 6.3% |
Source: Mining & Resources edition, Oct 28 — Narrative vs Reality table, FCF yield (TTM) as printed.
Every row is a value already bound in one of this desk’s three chart payloads, shown exactly as bound — label, value and unit unchanged. Sorting reorders the rows of this table only; it creates, converts and re-bases nothing. Units are shown per row, exactly as bound, and are never silently unified.
The tape — moves by horizon (mining-tape-heatmap) — Spot rows are cash prices; the rest are exchange-traded proxies, funds and equities — not spot, as the edition's own table heads them. The full tape as printed: every asset, every horizon.
Cost-currency levers — 20-day moves (mining-fx-levers) — The desk's stated reading, on the chart's face: weaker local currency = lower USD costs. In the edition's reading, a weaker local currency lowers miners' dollar costs; a stronger one raises them.
The cash register — free-cash-flow yield (TTM) (mining-fcf-yield) — Trailing-12-month cash register, from filed financials (through Q2 2026) — the edition's basis, on the chart's face.
Default view — rows grouped by component of origin, in bound order.
| Unit | Component of origin | Source note | ||
|---|---|---|---|---|
| Gold — 1 day | -0.36% | % | mining-tape-heatmap | The tape — moves by horizon |
| Gold — 5 days | -2.17% | % | mining-tape-heatmap | The tape — moves by horizon |
| Gold — 20 days | -3.03% | % | mining-tape-heatmap | The tape — moves by horizon |
| Gold — vs 50d | -5.9% | % | mining-tape-heatmap | The tape — moves by horizon |
| Gold — vs 200d | -9.4% | % | mining-tape-heatmap | The tape — moves by horizon |
| Silver — 1 day | -1.16% | % | mining-tape-heatmap | The tape — moves by horizon |
| Silver — 5 days | -6.64% | % | mining-tape-heatmap | The tape — moves by horizon |
| Silver — 20 days | -11.04% | % | mining-tape-heatmap | The tape — moves by horizon |
| Silver — vs 50d | -14.3% | % | mining-tape-heatmap | The tape — moves by horizon |
| Silver — vs 200d | -22.6% | % | mining-tape-heatmap | The tape — moves by horizon |
| Copper (CPER futures proxy) — 1 day | -0.01% | % | mining-tape-heatmap | The tape — moves by horizon |
| Copper (CPER futures proxy) — 5 days | +1.28% | % | mining-tape-heatmap | The tape — moves by horizon |
| Copper (CPER futures proxy) — 20 days | +0.67% | % | mining-tape-heatmap | The tape — moves by horizon |
| Copper (CPER futures proxy) — vs 50d | +0.6% | % | mining-tape-heatmap | The tape — moves by horizon |
| Copper (CPER futures proxy) — vs 200d | +5.7% | % | mining-tape-heatmap | The tape — moves by horizon |
| Platinum (PPLT ETF) — 1 day | +0.07% | % | mining-tape-heatmap | The tape — moves by horizon |
| Platinum (PPLT ETF) — 5 days | -5.55% | % | mining-tape-heatmap | The tape — moves by horizon |
| Platinum (PPLT ETF) — 20 days | -9.47% | % | mining-tape-heatmap | The tape — moves by horizon |
| Platinum (PPLT ETF) — vs 50d | -11.0% | % | mining-tape-heatmap | The tape — moves by horizon |
| Platinum (PPLT ETF) — vs 200d | -19.0% | % | mining-tape-heatmap | The tape — moves by horizon |
| Crude (USO ETF) — 1 day | +2.02% | % | mining-tape-heatmap | The tape — moves by horizon |
| Crude (USO ETF) — 5 days | +4.63% | % | mining-tape-heatmap | The tape — moves by horizon |
| Crude (USO ETF) — 20 days | +14.78% | % | mining-tape-heatmap | The tape — moves by horizon |
| Crude (USO ETF) — vs 50d | +12.5% | % | mining-tape-heatmap | The tape — moves by horizon |
| Crude (USO ETF) — vs 200d | +36.0% | % | mining-tape-heatmap | The tape — moves by horizon |
| GLD (gold) — 1 day | -0.37% | % | mining-tape-heatmap | The tape — moves by horizon |
| GLD (gold) — 5 days | -2.13% | % | mining-tape-heatmap | The tape — moves by horizon |
| GLD (gold) — 20 days | -2.61% | % | mining-tape-heatmap | The tape — moves by horizon |
| GLD (gold) — vs 50d | -5.5% | % | mining-tape-heatmap | The tape — moves by horizon |
| GLD (gold) — vs 200d | -10.3% | % | mining-tape-heatmap | The tape — moves by horizon |
| GDX (gold miners) — 1 day | -0.88% | % | mining-tape-heatmap | The tape — moves by horizon |
| GDX (gold miners) — 5 days | -4.91% | % | mining-tape-heatmap | The tape — moves by horizon |
| GDX (gold miners) — 20 days | -6.08% | % | mining-tape-heatmap | The tape — moves by horizon |
| GDX (gold miners) — vs 50d | -10.7% | % | mining-tape-heatmap | The tape — moves by horizon |
| GDX (gold miners) — vs 200d | -9.2% | % | mining-tape-heatmap | The tape — moves by horizon |
| GDXJ (juniors) — 1 day | -0.82% | % | mining-tape-heatmap | The tape — moves by horizon |
| GDXJ (juniors) — 5 days | -5.47% | % | mining-tape-heatmap | The tape — moves by horizon |
| GDXJ (juniors) — 20 days | -9.98% | % | mining-tape-heatmap | The tape — moves by horizon |
| GDXJ (juniors) — vs 50d | -13.5% | % | mining-tape-heatmap | The tape — moves by horizon |
| GDXJ (juniors) — vs 200d | -13.6% | % | mining-tape-heatmap | The tape — moves by horizon |
| SLV (silver) — 1 day | -1.22% | % | mining-tape-heatmap | The tape — moves by horizon |
| SLV (silver) — 5 days | -7.08% | % | mining-tape-heatmap | The tape — moves by horizon |
| SLV (silver) — 20 days | -10.92% | % | mining-tape-heatmap | The tape — moves by horizon |
| SLV (silver) — vs 50d | -13.9% | % | mining-tape-heatmap | The tape — moves by horizon |
| SLV (silver) — vs 200d | -24.8% | % | mining-tape-heatmap | The tape — moves by horizon |
| SIL (silver miners) — 1 day | -0.71% | % | mining-tape-heatmap | The tape — moves by horizon |
| SIL (silver miners) — 5 days | -6.09% | % | mining-tape-heatmap | The tape — moves by horizon |
| SIL (silver miners) — 20 days | -11.12% | % | mining-tape-heatmap | The tape — moves by horizon |
| SIL (silver miners) — vs 50d | -15.4% | % | mining-tape-heatmap | The tape — moves by horizon |
| SIL (silver miners) — vs 200d | -15.9% | % | mining-tape-heatmap | The tape — moves by horizon |
| COPX (copper miners) — 1 day | -0.95% | % | mining-tape-heatmap | The tape — moves by horizon |
| COPX (copper miners) — 5 days | -2.65% | % | mining-tape-heatmap | The tape — moves by horizon |
| COPX (copper miners) — 20 days | -10.32% | % | mining-tape-heatmap | The tape — moves by horizon |
| COPX (copper miners) — vs 50d | -11.9% | % | mining-tape-heatmap | The tape — moves by horizon |
| COPX (copper miners) — vs 200d | -9.1% | % | mining-tape-heatmap | The tape — moves by horizon |
| FCX — 1 day | -0.85% | % | mining-tape-heatmap | The tape — moves by horizon |
| FCX — 5 days | -5.09% | % | mining-tape-heatmap | The tape — moves by horizon |
| FCX — 20 days | -6.59% | % | mining-tape-heatmap | The tape — moves by horizon |
| FCX — vs 50d | -8.8% | % | mining-tape-heatmap | The tape — moves by horizon |
| FCX — vs 200d | +0.5% | % | mining-tape-heatmap | The tape — moves by horizon |
| NEM — 1 day | -0.93% | % | mining-tape-heatmap | The tape — moves by horizon |
| NEM — 5 days | -4.77% | % | mining-tape-heatmap | The tape — moves by horizon |
| NEM — 20 days | -3.25% | % | mining-tape-heatmap | The tape — moves by horizon |
| NEM — vs 50d | -7.9% | % | mining-tape-heatmap | The tape — moves by horizon |
| NEM — vs 200d | -0.7% | % | mining-tape-heatmap | The tape — moves by horizon |
| USD / CAD | -1.51% | % | mining-fx-levers | Cost-currency levers — 20-day moves |
| USD / MXN | +3.29% | % | mining-fx-levers | Cost-currency levers — 20-day moves |
| USD / CLP | +0.27% | % | mining-fx-levers | Cost-currency levers — 20-day moves |
| USD / AUD | -0.98% | % | mining-fx-levers | Cost-currency levers — 20-day moves |
| Albemarle (ALB) | 10.2% | % | mining-fcf-yield | The cash register — free-cash-flow yield (TTM) |
| Newmont (NEM) | 8.2% | % | mining-fcf-yield | The cash register — free-cash-flow yield (TTM) |
| Freeport-McMoRan (FCX) | 6.3% | % | mining-fcf-yield | The cash register — free-cash-flow yield (TTM) |
Source: Mining & Resources edition, Oct 28 — the tape table as printed, spot cash prices and exchange-traded proxies in the edition's own rows.
Source: Mining & Resources edition, Oct 28 — the cost-currency levers table, 20-day moves as printed.
Source: Mining & Resources edition, Oct 28 — Narrative vs Reality table, FCF yield (TTM) as printed.