Sep 9, 2026
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7 min read
A large share of future supply depends on Congo. Kinshasa might be changing the terms.
Sep 2, 2026
6 min read
The market is already tight for supply-side reasons. Better manufacturing data adds a new variable.
Aug 26, 2026
4 min read
Record output came with a growing reliance on scrap. That market appears to be tightening too.
Aug 19, 2026
5 min read
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.
