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07.09.26 - 17:57
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The Copper Chart Causing Alarm (ZeroHedge)
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The Copper Chart Causing Alarm
Copper futures in London continue to move higher, once again approaching record highs, as US buyers purchase record volumes from the seaborne market, with imports reaching 200,000 tons in July. A phased US tariff would keep that buying in motion for longer, further tightening the ex-US market and limiting any near-term price correction in London trading.
Rafael Barcellos, head of Latin American Metals & Mining and Pulp & Paper Equity Research at Bradesco BBI, wrote in a note last week that global mine supply is deteriorating. He warned that severe weather in Chile has forced Antofagasta and Lundin to cut their production guidance, further tightening an already stressed physical market.
Barcellos explained:
Copper prices extended their July rally into August, running above US$14,000/t throughout the month and reaching ~US$14,450/t as of August 30. Momentum has been driven by near-term physical tightness, as refined copper continues to flow into the US ahead of a p...
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07.09.26 - 16:24
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Kupfer-Boom: Markus Bußler analysiert 15 Aktien (Der Aktionaer)
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Kupfer erreicht Rekordstände. Die Nachfrage steigt. Das Angebot kommt kaum hinterher. Und während viele Anleger den Boom noch beobachten, werden im Minensektor bereits die nächsten Gewinner gesucht. Jetzt kommt es auf die richtige Auswahl an....
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05.09.26 - 02:12
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Topco targets optical comms, cooling as copper gives way (Digitimes)
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System integration remains a key hurdle as the AI chip industry pushes for higher power efficiency and faster transmission speeds, drawing intense attention to when short-reach optical communications between racks and chips will enter practical use. Industry players say the maturity of system integration is still the main consideration for commercialization....
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04.09.26 - 08:09
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Kupfer vor dem nächsten Boom? Markus Bußler nennt 15 Aktien (Der Aktionaer)
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Gold glänzt, Silber hat Fans. Kupfer macht derweil den Job. Ohne das rote Metall laufen weder Stromnetze noch Elektroautos, Windkraftanlagen oder Rechenzentren – und genau deshalb dürfte der Kupferhunger der modernen Welt weiter wachsen. Markus Bußler sieht den Markt vor einer entscheidenden Phase....
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