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Whats new in Lens Metals & Mining

A rolling update of enhancements to Lens Metals & Mining

Written by Nadia Churton

January 2026

M&M Market/Scenario/Supply Chain Product Updates

  • EVBSC

    • Created the Balances dashboard and charts for metals required for battery balance

    • Added Pie cluster map layer for Supply (Li-ion cell production and Na-ion cell production) and Demand (EV Sales)

    • Added filter boxes, search results and filter integration for the EVBSC charts and datagrids

    • Added a beta version for gigafactories map layer

  • Coal

    • Added 2023 and 2024 trade flows data in the sankey chart

    • Added the country annual summary datagrid for Metallurgical coal

  • Bulk / Noble alloys

    • Added the Balances datagrid

  • Supply Chain

    • Added the country risk datagrid in the Risks dashboard with color coding

  • Overall

    • Pushed Q4 LTO and Copper December STO forecasts

Improvements

  • Enhanced the Sankey charts to show only “top 10” values in each column to improve readability and for Trade to have Asset aggregation level showing up from the start without any filter required to make it easier to find

  • Added color coding in the Mine concentrate assays datagrid to show level above penalty thresholds for specific assay

Lens Direct

Bug Fixes

  • Fixed issue for Lead refinery production for which secondary was reported under primary production

  • Fixed issue for search bar not working for commodities with space in their name

M&M Asset Product Updates

  • Global Filters

    • Select All toggle added in Asset sections

  • Base Metals

  • Coal

    • Coal Market and Market Type Global Filters added for Coal Discovery Subscribers

  • Copper Smelter & Refinery

    • Charts added to the Production dashboards

    Smelter:


    Refinery:

Bug Fixes:

  • Fixed issue with certain key mine assets not appearing in the search bar or certain charts

  • Fixed issue where released material mined charts were not appearing in the production dashboard

  • Fixed issues surrounding gold charts loading with no data

  • Issue's surrounding incorrect reported inconsistencies with gold data due to troy ounce conversions have been resolved.

  • Fixed issue surrounding duplicate operation types appearing in the mines Operation type global filter drawer

February 2026


M&M Market/Scenario/Supply Chain Product Updates

Copper

  • Create the supply-demand global balance datagrid on the Summary dashboard

  • Pushed the January STO forecast

Supply Chain - Copper / Nickel / Zinc / Lead / Aluminium

  • ALL supply chain modules are ready for these 5 commodities

  • On the Flows dashboard all 5 commodities have each a allocation timeseries chart to visualise input and output at each asset type level, down to asset level, a sankey chart to see the flows for a specific year down to asset level, an asset flows map layer and a shared flows datagrid (odc downloadable)

  • Added the Zinc and Lead mine typical asset grade datagrids on the Assays dashboard

  • Added Domestic and Integrated flows filters in the From-To filter section, which filter down the data on all the widgets in the Flows dashboard

  • All commodities have access to the Risk dashboard with information on geographical entity governance risks

EVBSV

  • Added access to common map layers for EVBSC entitled users (Country borders onshore, Country border offshore, Indigenous land, Land use / Land cover, OSM Transmission lines, Railways, US country borders, US state borders) and fixed issues with existing EVBSC map layers

Improvements

  • Enhanced the existing charts to have quick selectors (among other enhancements, we also have added year on year % change unit on some demand charts for example - not done yet for Supply and Balances dashboard widgets)

  • Enhanced the existing datagrids to allow for odc download for Lens Direct entitled users (not done yet for Supply and Balances dashboard widgets)

  • Enhance the forecast dropdown values to handle the growing number of forecast and the different forecast types

Lens Direct

Bug Fixes

  • Fixed issue happening with search bar values not appearing for some commodities

  • Fixed issue that was reporting some assets supply to be located in Somalia instead of Mali for several commodities (Aluminium, Steel, Coal…)

M&M Asset Product Updates

Global

Improvements

  • Added additional attributes to mining leases map layer including lease start/end date and lease name on tooltips

Coal

  • Coal Cost Curve now has a Coal market type settings dropdown so users can view coastal/landbourne etc curves

  • New Features

    • Multi-filter highlighting added to cost curves for country/company when grouping by mine for Copper/Lead/Zinc/Gold users

    Bug Fixes

    • Resolved intermittent issues where some assets were missing from filter lists in the Production dashboard.

    • Resolved issue with Mining leases layer not loading.

    • Fixed issue with Copper Smelters and Refineries global filters causing certain dashboards to unnecessarily disappear.

    • Fixed issue where coal group by options were appearing in non-coal material mined charts

March 2026


M&M Market/Scenario/Supply Chain Product Updates

New Features

  • Forecast - Base metals

    • Enhanced the Supply charts to show only base case production capability by default

    • Created the Nickel sulphate in production by feed type chart in Supply dashboard

    • Create the galvanized sheet production chart for Zinc STO

    • Pushed February STO data

  • Iron ore

    • Extended and enhanced the Iron ore map layer to cover Balances & Stocks dashboard with polygon visualisation

  • Met coal

    • Created the quarterly metallurgical coal prices chart

  • Lithium / Graphite

    • Scenario data are now visible on the UI for Scenario users

    • Enhanced the Lithium refinery supply chart to have final product supply by operator and owner dataset to visualise in comparison and non-comparison

  • ALL COMMODITIES

    • All Forecast/Scenario commodities have access to the Macroeconomics dashboard giving information on GDP, Population, GDP per capita, industrial country index and exchange rates

Improvements

  • Enhanced the existing charts to have quick selectors

  • Enhanced the existing datagrids to allow for odc download for Lens Direct entitled users

  • Added year on year delta % and year on year delta [unit] change for applicable charts

  • In-grid filtering capabilities for all columns on the mine assays datagrids (will be rolled-out to all other datagrids through time)

  • Added Demand - Transformation - Material type & metric and Final Consumption - Sector detail in the the Search bar

  • Top header change: Boermel, Christian: Big release for Lens | Lens Platform (OneLens) > Pre-Prod Signoff check | Microsoft Teams

Lens Direct

M&M Asset Product Updates

Improvements

General improvements:
Performance and loading improvements have been undertaken in the Cost and Benchmark dashboards. Chart load times should be reduced going forward.

Coal Discovery:

The following charts have been released:
Ore Mined, Raw Production & Material Mined Charts have been released

  • We have now added the coal subtype global filter for Coal Discovery users:

  • Coal cost curve breakdowns: Coal discovery users can now see a cost breakdown option in the cost curve

New Features

  • Cost curve highlighting features are now available for Lithium and Coal Discovery users

  • Filter by current interest: users can now view charts/data by current interest only:

  • Lens M&M - Assets - Discovery - Bauxite & Alumina: We have released production bauxite/alumina charts for users

Bug Fixes

  • Fixed issue with resources dashboard data grids not loading for certain commodities

  • Fixed issues with chart tooltips were not updating if chart units were updated

  • Fixed issues related to cost and benchmark charts breaking when pro rata options were selected for y-axis options

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