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07.01.26 - 09:30
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Indonesien festigt Rolle als Nickel-Supermacht (Miningscout)
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Indonesien produziert 60 % des weltweiten Nickelangebots, holt Kupfer zu rekordverdächtig niedrigen Kosten aus dem Boden und hat in den letzten Jahren mehr in Exploration investiert als jedes andere Land in der Pazifik-Südostasien-Region....
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07.01.26 - 05:06
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Indonesia cuts nickel mining quota to support prices, imports needed in 2026 (Digitimes)
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The Indonesian Nickel Mining and Smelting Association (FINI) expects the country's smelters to require 340 million to 350 million tons of ore in 2026, an increase of about 40 million to 50 million tons. According to Reuters, Indonesia holds the world's largest nickel reserves but recently announced plans to reduce its 2026 production quota to bolster prices and increase government revenue....
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06.01.26 - 21:54
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Targeting $14K For Copper: Max Layton (Bloomberg)
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Copper extended a powerful rally after bursting through $13,000 a ton for the first time. Citi's Global Head of Commodities Research Max Layton said that he is staying bullish on copper in the near-term and is targeting copper price around $14,000 a ton now. He discussed his outlook on "Bloomberg Markets" with Scarlet Fu. (Source: Bloomberg)...
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06.01.26 - 18:24
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UBS: "Copper Is The Commodity Everyone Wants To Own" (ZeroHedge)
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UBS: "Copper Is The Commodity Everyone Wants To Own"
Goldman's "circular melt-up" call and its recent upgrade to the 2026 London Metal Exchange (LME) copper price forecast have so far proven correct, as the industrial metal surged above $13,000 a ton with traders continuing to price in tighter global supply and a broader risk-on mood across metals.
Three-month LME copper futures rose as much as 3.1% to a record $13,387.50, surpassing the previous record high set just a day earlier. The move is driven by the risk that the Trump administration may impose tariffs on refined copper, prompting a multi-month surge in US inventory and draining supplies from major global markets.
"Copper extended its rally on Tuesday, with prices surging to a record $13,187 per ton, fuelled by a rush to ship the metal to the US amid tariff uncertainty and persistent supply disruptions," UBS analyst Aditi Samajpati wrote in a brief note to clients earlier.
Samajpati continued, "The US premium has driven global invent...
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