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17.08.26 - 22:27
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Copper Squeeze Deepens In London As Futs Near Record; Barclays Flags Top Mining Picks (ZeroHedge)
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Copper Squeeze Deepens In London As Futs Near Record; Barclays Flags Top Mining Picks
Copper prices in London have held above $14,000 a ton for nine consecutive sessions, with steep backwardation signaling that near-term demand is outstripping available supply. A confluence of bullish drivers is pushing prices toward record highs, while the key cash-to-three-month spread has widened to its highest level since the 2021 market squeeze.
The spot price traded as much as $543.50 a ton above three-month contracts on the London Metal Exchange, a hallmark of steep backwardation that signals near-term demand is outstripping available supply.
LME copper curve signals deep backwardation:
Three-month futures rose as much as 1.7% to $14,396 a ton on Monday, closing in on January's record of $14,527.50.
Richard Garchitorena, a New York-based Barclays equity research analyst covering North American metals and mining stocks, wrote Monday morning that mining stocks are poised for further gains as copper supp...
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14.08.26 - 12:31
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Humanoids Market Worth $200BN By 2035: Barclays′ Todorova (Bloomberg)
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The market for AI-powered robots and autonomous machines has the potential to balloon into a trillion-dollar opportunity by 2035 in the 'decade of the robot', according to Barclays analyst Zornitsa Todorova.
AI-enabled robotics mark a frontier moment in the technology and present a new set of investment opportunities in a world of labor shortages and changing worker preferences.
She spoke to Tom Mackenzie on the latest episode of Bloomberg Tech: Europe. (Source: Bloomberg)...
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