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02.07.26 - 00:30
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Copper Demand Surges, But Supply Deficit Is Hard To Solve, Expert Says (ZeroHedge)
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Copper Demand Surges, But Supply Deficit Is Hard To Solve, Expert Says
Authored by Mary Prenon via The Epoch Times,
The ongoing artificial intelligence (AI) boom underscores a harder-to-resolve supply issue for copper, according to veteran natural resource investor Rick Rule.
Speaking recently with Siyamak Khorrami, host of EpochTV's “Market Insider,” Rule said the increasingly energy-intensive lives people around the world are living have pushed up demand for copper. With companies and countries investing heavily in AI, future demand for the red metal will be “staggering,” he said.
At the same time, the world, especially the United States, doesn't have enough copper development projects “in the pipeline,” Rule said, making a copper shortage and higher prices inevitable.
Growing Supply Deficit
According to the International Copper Study Group, global refined copper consumption rose to 28.2 million metric tons in 2025 from 25.8 million metric tons in 2022, while production increas...
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01.07.26 - 17:49
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Kupfermarkt zwischen Hoffnung und Risiko: China- Daten stützen, Zolldiskussion belastet (SG)
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Der Index der Londoner Metallbörse (LMEX) kommt nicht recht vom Fleck. Gestern trat er erneut den Rückzug an, heute Morgen gibt der offizielle Einkaufsmanagerindex in China aber eher wieder Auftrieb: Dieser kletterte in der Industrie im Juni auf 50,3 und überraschte damit positiv. Maßgeblich war wohl die exportgetriebene Industriekonjunktur, die durch das weltweit stark wachsende Segment der Künstlichen Intelligenz beflügelt wird.. --- Zink bekommt zusätzlich von anderer Seite Unterstützung: Laut der chinesischen Researchgruppe Antaike haben 16 chinesische Zinkschmelzen beschlossen, ihren Einsatz von Zinkkonzentrat um 600 Tsd. bis 1 Mio. Tonnen in diesem Jahr zu reduzieren.. --- US-Zoll künftig auch auf raffiniertes Kupfer?
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01.07.26 - 11:36
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CATL nimmt Betrieb seiner Lithium-Mine in Jiangxi wieder auf (Electrive)
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Der chinesische Batteriekonzern CATL hat nach fast einem Jahr Pause den Betrieb in seiner Lithium-Mine wieder hochgefahren. Die dortige Jianxiawo-Lagerstätte verfügt über eines der weltweit größten Vorkommen an Lepidolith, das CATL vor Ort mit einer eigenen Raffinerie zu Lithiumcarbonat in Batteriequalität veredelt....
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01.07.26 - 05:45
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Israel Tests Upgraded Laser-Guided Iron Dome System After Harsh ′Lessons′ Of Iran War (ZeroHedge)
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Israel Tests Upgraded Laser-Guided Iron Dome System After Harsh 'Lessons' Of Iran War
Israel's famed Iron Dome air defense system has undergone a significant upgrade, and the country's defense ministry is hailing new successful advanced tests, touting that it is now immensely better at countering aerial threats such as cruise missiles and drones.
Israeli officials are tacitly admitting that a major overhaul was needed based on lessons learned both in the June 2025 aerial war with Iran and the Iranian retaliatory attacks in the opening month of Operation Epic Fury.
By pretty much all accounts both within and outside Israel, Iran's missiles - some of them reportedly hypersonic - inflicted severe damage on Israeli cities, bases, and infrastructure. A key Tel Aviv military-intelligence headquarters in the heart of Tel Aviv was also struck, possibly on several occasions.
Getty Images
Israel's censorship regimen worked in overdrive both during the June war and Operation Epic Fury, with critic...
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