|
|
|
|
|
|
|
|
|
09.09.26 - 02:06
|
Lotte Energy Materials pivots from EV weakness to AI, ESS copper foil (Digitimes)
|
|
|
Cooling electric vehicle demand is forcing South Korean copper foil makers to rethink capital and capacity. Lotte Energy Materials has sold a 90% stake in its architectural exterior contracting subsidiary Lotte EcoWall for KRW170.8 billion (approx. US$120 million), and is redirecting the proceeds into its core copper foil business....
|
|
|
|
|
|
|
|
|
|
|
|
|
08.09.26 - 16:39
|
Copper Hits All-Time-High As Physical Economy Reprices Scarcity (ZeroHedge)
|
|
|
Copper Hits All-Time-High As Physical Economy Reprices Scarcity
Copper futures in London reached a record high on Tuesday as expectations of US tariffs drew record volumes from the seaborne market into US warehouses, tightening availability elsewhere despite subdued demand. As we highlighted on Monday, deteriorating conditions across global mining operations are adding to supply woes.
Benchmark three-month futures on the LME gained nearly 1% to reach $14,533 a ton, exceeding January's peak before trimming some of those gains.
Dr. Copper is breaking out...but this isn't mainly a growth signal.
Tariffs sparked the squeeze. AI power demand could extend it.
Here's what drives the next leg and what breaks it.https://t.co/tWrYrRYWxy
— The Market Ear (@themarketear) September 8, 2026
The industrial metal, critical for AI and power grid buildouts, has climbed 17% this year and 47% over the past 12 months, according to Bloomberg data.
Veteran commodities strategist Jeff Currie reiterated his warni...
|
|
|
|
|
|
|
08.09.26 - 15:39
|
Kupfer: Schon wieder ein Allzeithoch (Der Aktionaer)
|
|
|
Kupfer kennt derzeit kein Halten: Heute steigen die Preise in London den vierten Handelstag in Folge und markierten mit 14.635 Dollar je Tonne ein neues Rekordhoch. Seit Jahresbeginn hat sich das Industriemetall damit bereits um rund 17 Prozent verteuert....
|
|
|
|
|
|
|
|
|
|
|
08.09.26 - 13:54
|
Ivanhoe Talking to Big Tech as Congo Copper Project Expands (Bloomberg)
|
|
|
Mining tycoon Robert Friedland said he's fielding “unconventional interest,” including from US Big Tech, in Ivanhoe Mines Ltd.'s fast-expanding copper exploration project in the Democratic Republic of Congo, highlighting growing anxieties about future supplies of the key metal....
|
|
|
|
|
|