Oct 28, 2026
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7 min read
But how much of that money will actually put more copper on the market?
Oct 21, 2026
LME’s new benchmark reports a $0 premium for green copper. European producers would like a word.
Oct 14, 2026
6 min read
The US didn't buy its strategic stockpile. That leaves the owners free to cash out.
Oct 7, 2026
5 min read
ASEAN wants less exposure to imported fuel. That means more electricity infrastructure (and more copper).
Sep 30, 2026
Ask whether stockpiling continues, refined deficits emerge, and demand holds up.
Sep 23, 2026
4 min read
Imports are still weak. Almost everything else is starting to point the other way.
Sep 16, 2026
In copper, it’s increasingly about location, location, location.
Sep 9, 2026
A large share of future supply depends on Congo. Kinshasa might be changing the terms.
Sep 2, 2026
The market is already tight for supply-side reasons. Better manufacturing data adds a new variable.
Aug 26, 2026
Record output came with a growing reliance on scrap. That market appears to be tightening too.
Aug 19, 2026
At some point, the premium being chased can become smaller than the distortion being created.
Aug 12, 2026
Recent mine disruptions suggest “de-risked” might be doing more work than it should.
Aug 5, 2026
US tariff front-running has concentrated visible stocks far beyond America’s share of demand.
Jul 29, 2026
A brief tour of the developments pushing the region higher on the copper agenda.
Jul 22, 2026
AI is now copper’s biggest narrative driver — just as the build-out starts looking less certain.
Jul 15, 2026
Macquarie sees surplus. ING sees support. Both may be right.
Jul 8, 2026
Are individual projects becoming a shared bet on the cycle?
Jul 1, 2026
3 min read
Why silence might be the most bullish thing to happen all year.
