Industriemetalle News

 

Jefferies: "Turns Out, We Weren't Bullish Enough On Copper" "Turns out, we weren't bullish enough on copper," Jefferies analyst Christopher LaFemina wrote in a note to clients, marking a notable shift from one of Wall Street's most seasoned metal voices. LaFemina joined Jefferies in 2011 after more than a decade covering metals and mining at Lehman Brothers and Barclays, lending weight to his view that the explosive growth in AI data center buildouts, power grid and infrastructure upgrades (a theme he calls "powering up America"), and tight supply are creating structurally higher prices for copper. LaFemina raised his 2030 target and now expects copper to average $8 per pound, or $17,636 a ton. COMEX copper last traded around $6.34 a pound, while LME copper was near $13,583 a ton. On a longer timeframe, the LME copper chart suggests the $10,000 level was the breakout zone, further supporting LaFemina's 2030 target given the current supply-tightening backdrop. "Turns out, we weren't bulli...

Sigma Lithium Corp. said it won an appeal in Brazil that overturned a lower-court ruling tied to environmental complaints at its sole lithium mine, easing uncertainty as the company pursues a major expansion....

Uranium Energy baut seine Kriegskasse massiv aus und stärkt die Bilanz. Dennoch weiten sich die Verluste deutlich aus. Die Aktie gerät vorbörslich unter Druck....

Anthony Mavunde added that the parties have made substantial progress on the plan in recent weeks...

Preisbeben bei den Metallen – Gold und Silber mussten zuletzt kräftige Preisrückgänge hinnehmen. Kupfer hielt sich auffällig stabil, obgleich auch der Kupferpreis nachgeben musste. Ist Kupfer jetzt die bessere Wahl? ...

Protectionist measures will deal blow to country's budget as it defends itself against Russia, says Metinvest chiefNew EU limits on steel imports could destroy Ukraine's industry and deal a big blow to the country's budget as it defends itself against Russia, according to the head of its biggest steelmaker.Yuriy Ryzhenkov, the chief executive of Metinvest, said the new EU quota system due on 1 July could “kill the Ukrainian steel industry”. Continue reading......

MIT-Forscher haben ein Verfahren entwickelt, das die Verarbeitung von Spodumen deutlich vereinfachen könnte. Sollte sich die Technologie im industriellen Maßstab bewähren, könnten zahlreiche Hartgesteinsprojekte weltweit neu bewertet werden....

SuperAlloy reported that rising demand from global luxury and supercar manufacturers, alongside green procurement policies, drove higher sales of recycled aluminum in May, lifting group momentum into the first half of 2026. The company said consolidated revenue for May reached NT$635 million (US$20.14 million) — up 6.7% from April and 18.74% from the same month in 2025. Cumulative consolidated revenue for January through May 2026 totaled NT$3.103 billion, up 2.86% year over year, returning the company to positive growth for the period....

Chinese aluminum exports surged in May, helping fill a global shortage caused by war in the Middle East. Crude oil imports continued to slump, dropping to an eight-year low, as the conflict chokes shipments from major producers....

The accident happened when a sudden explosion during a steel casting operation sent a fireball to the ceiling height of the facility and set an overhead crane ablaze, in one of the most serious incidents at the state-owned plant in recent memory....

Copper held a gain from the previous session as tensions in the Middle East eased and investors awaited trade data from the world's top metal consuming country, China....

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Trafigura Group has told some customers they won't get shipments from a zinc mine in Cuba, as the US ramps up pressure on the country via sanctions and an economic blockade that's choking off fuel supplies....

US Steel said investments to upgrade its Mon Valley operations in Pennsylvania could total as much as $2.5 billion, more than double Nippon Steel Corp.'s minimum commitment as part of its takeover offer for the American company....

Government urged to help speed up vital industrial project amid growing alarm over National Grid delaysTrade unions have called for the government to intervene to speed up Tata Steel's connection to the electricity grid in south Wales, after the company said its new furnace would be delayed by up to a year.Tata Steel last month told investors that National Grid had said it would face a six- to eight-month delay. That could stretch to 12 months amid unexpected engineering difficulties. Continue reading......

Molex is building out a dual-track strategy for AI interconnects, backing both copper and optical solutions as customers pursue different deployment paths, while expanding its Taiwan operations to support the region's AI hardware supply chain....

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US chipmaker Marvell took a more visible stance at Computex 2026, with CEO Matt Murphy delivering a keynote speech and senior executives visiting Taiwan to lay out the company's outlook for AI data center connectivity technology and market opportunities....

Copper edged up to recoup some of last week's losses as buying activity in China and flows of metal to the US supported the demand outlook....