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09.09.26 - 17:54
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Vale CFO Sees No Downturn in Iron Ore Prices (Bloomberg)
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Vale SA Chief Financial Officer Marcelo Bacci says iron ore is a resilient commodity and says demand is stable. He also says the mining giant may tap the Chinese bond market in the near future. He speaks on "Bloomberg Open Interest."
(Source: Bloomberg)...
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09.09.26 - 11:42
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Kupfer - das bessere Gold? Diese Aktien explodieren (Der Aktionaer)
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Gold und Silber haben die meisten Anleger im Blick. Doch Kupfer? Das Industriemetall Nummer eins führt bei vielen Anlegern ein Schattendasein. Viele sind unterinvestiert oder gar nicht investiert. Und verpassen gerade immense Gewinne. Gestern explodierten einige Kupferaktien....
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09.09.26 - 11:27
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Green Steel: ArcelorMittal Finally Pulls The Plug (ZeroHedge)
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Green Steel: ArcelorMittal Finally Pulls The Plug
Submitted by Thomas Kolbe
In the end, economic reality prevails. Green steel has no future in Germany, regardless of how much funding may continue to flow through the channels of the green subsidy machine: At Germany's overregulated, energy-policy-driven and increasingly sidelined industrial location, industrial production is becoming less and less profitable.
That ArcelorMittal, one of the green economy's poster boys, threw in the towel at the end of the week and announced that it would end steel production at its Duisburg site is the latest painful blow to the proponents of the green transformation ideology.
From October next year, ArcelorMittal will completely close the Duisburg steelworks and will also cease operating the billet rolling mill, where around 800 employees are currently employed. Around 550 employees could be affected by the closure. Only the wire rod mill is to remain. The semi-finished products required to operate it will i...
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09.09.26 - 02:06
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Lotte Energy Materials pivots from EV weakness to AI, ESS copper foil (Digitimes)
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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....
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08.09.26 - 16:39
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Copper Hits All-Time-High As Physical Economy Reprices Scarcity (ZeroHedge)
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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...
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