|
|
|
|
|
18.10.26 - 22:24
|
Traders Grow Wary of Copper Bull Market With No Sign of Tariffs (Bloomberg)
|
|
|
Since Donald Trump came back into office, copper has surged on a seismic reshuffling of global inventories linked to the risk that he'll impose tariffs on the metal. But as Trump nears the halfway mark on his second term, the market's many bulls are growing wary that prices could crash if he doesn't follow through....
|
|
|
18.10.26 - 21:03
|
Canadian Government Threatens To Punish Steel Maker Over Tariff Layoffs (ZeroHedge)
|
|
|
Canadian Government Threatens To Punish Steel Maker Over Tariff Layoffs
The fundamental nature of socialist economics is to use governments to rig markets in favor of certain groups and outcomes. Canada has been exploiting this dynamic for decades (along with their proximity to the largest consumer market in the world), in order to secure optimal benefit for their GDP and their liberal leadership. US tariffs, love them or hate them, are one of the few mechanisms available to level the playing field against countries (and corporations) that abuse global trade.
Rather than admitting that the jig is up and accepting that trading with the US is going to require more balanced arrangements from now on, the Mark Carney Administration has decided that Canada is entitled to special privileges when engaging in commerce with America. If they can't have unfair advantages, then they will go to war with the US instead.
It sounds like madness given that Canada relies on the US for over 76% of thei...
|
|
|
18.10.26 - 02:45
|
5 Challenges Facing South America′s Copper Boom (ZeroHedge)
|
|
|
5 Challenges Facing South America's Copper Boom
Authored by Charles Kennedy via OilPrice.com,
Escondida supervisors, about 1,020 workers at the world's largest copper mine, said they would strike at 8 a.m. local time Wednesday, a week after workers walked out at Centinela.
Chile's August copper output fell 12.8% to 369,500 tons, the lowest monthly total since February 2011, and a fatal landslide hit Codelco's El Teniente on Sunday.
The IEA still sees primary copper supply about 25% short of requirements by 2035, while Peru targets $33 billion in mining investment and Argentina's Vicuña aims for a final investment decision by year-end.
Supervisors at BHP's Escondida, the world's largest copper mine, said they would strike at 8 a.m. local time Wednesday after government-led mediation failed to produce a contract. The union represents about 1,020 workers at a mine that supplies roughly a quarter of Chile's copper, and the stoppage follows a walkout at Antofagasta's Centinel...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
16.10.26 - 06:06
|
Taiwan′s Chun Yuan Steel sees 4Q26 auto surge, expands into AI robotics (Digitimes)
|
|
|
Chun Yuan Steel expects Taiwan's auto market to deliver its strongest quarter of 2026 in the final three months, lifting full-year new-vehicle sales to 430,000 units from 411,000 in 2025. The steel processor also anticipates fresh growth opportunities as Kuozui Motors begins exporting finished vehicles to Japan, potentially strengthening Taiwan's position in Toyota Motor's global production network....
|
|
|
|