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02.06.26 - 21:36
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HSBC Warns Of Commodity "Super-Squeeze" As Goldman Hikes Copper Forecasts (ZeroHedge)
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HSBC Warns Of Commodity "Super-Squeeze" As Goldman Hikes Copper Forecasts
Copper is inching closer to its mid-May all-time high of $14,153 a ton on the London Metal Exchange, trading around $13,832 on Tuesday morning, as Goldman raised its year-end price targets and HSBC warned that commodities face a "super-squeeze" with the Hormuz maritime chokepoint still largely shuttered in early June.
Let's begin with HSBC analysts, who wrote in a note to clients that "metal prices are generally in an upswing, driven by supply disruptions for some commodities due to the Middle East conflict and strong structural demand."
They warned that commodities were facing a "super-squeeze" with the Strait of Hormuz still blocked.
HSBC's note comes after Goldman analysts led by Aurelia Waltham told clients Monday that the core issue with copper markets right now is supply:
Year-to-date data does suggest that supply recovery from previous disruption events has trailed our exp...
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02.06.26 - 15:31
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Trump amends tariffs on imported steel, aluminum, copper (The Hill)
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President Trump on Monday adjusted tariffs on some aluminum, copper and steel imports. In a proclamation, the president lowered tariffs on some aluminum and steel derivative products, including agricultural equipment and certain heating, air conditioning and ventilation (HVAC) systems, from 25 percent to 15 percent. Trump initially imposed 25 percent tariffs on aluminum and steel......
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02.06.26 - 10:57
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Goldexperte Bußler: Übernahme-Poker und Kupfer-Rally (Der Aktionaer)
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Gold und Silber befinden sich nach wie vor in einer sehr volatilen Seitwärtsbewegung. „Trendstärke? Fehlanzeige“, sagt Markus Bußler. Der wieder schwächere Ölpreis unterstützt zumindest heute eine Gegenbewegung bei den Edelmetallen. Deutlich stärker als Gold und Silber präsentiert sich aktuell Kupfer....
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01.06.26 - 22:01
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The Copper Demand is Exceeding The Global Supply Says Groves (Bloomberg)
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Andrew Groves, Chairman at Copper Intelligence, joined Bloomberg Businessweek Daily to discuss copper's role in powering the AI boom. As well as how the demand for copper is exceeding the global supply. Copper advanced in New York and London to kick off a crucial month ahead of the Trump administration's deadline to make a fresh determination on launching US import levies. (Source: Bloomberg)...
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