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News
Copper: Speculators rebuild longs on tight supply – TD Securities
12+ hour, 14+ min ago (319+ words) "After a five-week unwind in copper longs, speculators returned to adding net length, with long exposure slightly outpacing new shorts." "Physical conditions remained supportive, with premiums in China continuing to firm, as low arrivals and inventory draws across the LME…...
Copper: Tariff risks and Chile supply strain – Commerzbank
2+ week, 3+ day ago (460+ words) Commerzbank analyst Norman Liebke reports that the Copper market is focused on a potential 15% US import tariff on refined Copper, which could temporarily boost US demand and prices if implemented in 2027. At the same time, Barbara Lambrecht highlights worsening supply…...
Copper: China PMI support, US tariff risk – Commerzbank
2+ week, 6+ day ago (362+ words) Commerzbank’s Barbara Lambrecht notes that the LMEX index remains under pressure even as China’s manufacturing PMI edges above 50, supporting Copper via AI-driven exports. She highlights a US study deadline on potential refined Copper tariffs that could spur pre-emptive US demand…...
Latin America: Adding value to critical minerals beyond mining
3+ week, 5+ day ago (253+ words) Reserves are concentrated in Latin America, while refining is dominated by China (2025, % of total) Latin America possesses a significant share of the world’s critical mineral resources needed to meet this demand. However, the abundance of natural resources will not necessarily…...
Peru's power grid just quintupled in cost: Most underground Silver mines can't adjust
1+ mon, 2+ week ago (404+ words) A pipeline rupture, an emergency state finance package for Petroperú, and Strait of Hormuz pressure on imported diesel together put roughly 15% of global silver mine supply under acute energy-cost pressure. Eight days after Issue #16 went out, silver sits at roughly…...
Iron: Australia weighs response to China monopsony – Rabobank
1+ mon, 2+ week ago (374+ words) "While China’s reduction in oil imports helps planet earth rebalance energy flows, movements are afoot in Australia to counter Chinese monopsony power over the iron ore trade." "China recently formed the state-owned China Mineral Resources Group to coordinate purchases of…...
Copper: Pullback on macro and tariff risks – ING
1+ mon, 2+ week ago (401+ words) "Copper retreated on Wednesday, pulling back from a three-week high, as rising US-Iran tensions shifted focus to demand risks. LME copper fell back below $14,000/t after gaining around 3% over the previous two sessions." "Despite ongoing supply risks, concerns over weaker…...
Silver’s reversal, stocks’ target, and AI
1+ mon, 2+ week ago (454+ words) In my yesterday’s free analysis, I wrote that silver's strength was a rally into its vertex reversal, that it was likely temporary, and that the top might already be in. Today, the market answered. Silver is the weakest part of…...
Aussie's resilience is imported from China
1+ mon, 2+ week ago (354+ words) The Australian Dollar (AUD) is sitting near the top of the major currency leaderboard, adding close to 0.3% on the day and pushing back toward 0.7200 after defending 0.7150. Almost none of that strength is homegrown. Tuesday's local data was a mess and…...
Copper: Tariff decision risk supports prices – ING
1+ mon, 2+ week ago (402+ words) ING’s Warren Patterson and Ewa Manthey note that Copper prices in New York and London have risen ahead of a key US tariff decision. The Commerce Department is considering phased import duties starting at 15% in 2027, widening the US price premium…...