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10.06.26 - 21:06
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Kupfer: Erzknappheit lässt Importpreise trotz stabiler Mengen kräftig steigen (SG)
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Mengenmäßig haben sich die chinesischen Kupferimporte im Mai im Vergleich zum Vorjahr weitestgehend seitwärts bewegt. Während die Importe von Kupfererzen und -konzentraten um 1,6% niedriger lagen als im Vorjahr, stiegen die Importe von Rohkupfer und Kupferprodukten um 3,6%. Man muss allerdings dazu sagen, dass China mengenmäßig (in Tonnen) inzwischen rund fünfmal mehr Kupfererze und Konzentrate als Rohkupfer und Kupferprodukte importiert..
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10.06.26 - 17:09
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IAEA-Gremium verlangt Offenlegung von Irans Uran-Beständen (DPA-AFX)
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WIEN (dpa-AFX) - Das Lenkungsgremium der Internationalen Atomenergiebehörde (IAEA) macht Druck auf Teheran wegen mangelnder Informationen zu den Uran-Beständen im Iran. Es sei "unerlässlich und dringend", dass die Islamische Republik ihre Vorräte an nuklearem ......
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10.06.26 - 15:24
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UK poised to ease steel tariffs as manufacturers warn of costs (The Guardian)
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Exemptions being considered after March announcement of measures to support domestic steel productionMinisters are expected to drop some planned tariffs on foreign steel after UK manufacturers warned the measures would significantly increase their costs.Representatives of the Department of Business and Trade are meeting leaders of steel trading business groups on Wednesday and Thursday with a view to finalising details of a reprieve for certain industries. Continue reading......
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10.06.26 - 05:12
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US Seeking ′Precise Info′ On Iran′s Enriched Uranium Via IAEA Board (ZeroHedge)
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US Seeking 'Precise Info' On Iran's Enriched Uranium Via IAEA Board
Via The Cradle
Washington has turned to the International Atomic Energy Agency (IAEA) Board of Governors in order to determine the fate of Iran's highly enriched uranium, according to reports by Reuters and other media outlets.
Sources cited by Reuters – which obtained a draft of a resolution being pushed by the US – said that Iran is being called on to “provide the Agency with precise information on nuclear material accountancy and safeguarded nuclear facilities in Iran.”
via Reuter
The US draft also calls on Tehran to grant “all access it requires to verify this information,” adding that Iranian cooperation is “essential and urgent” and must happen “without delay.”
The text does not refer Iran to the UN Security Council, which would have followed up on the IAEA resolution declaring Tehran in breach of its obligations under the Non-Proliferation Treaty (NPT).
That resolution was issued on 12 June 2...
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10.06.26 - 04:06
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HVLP4 copper foil battle heats up as Nvidia courts Co-Tech (Digitimes)
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Co-Tech said on June 8, 2026, that Nvidia has directly approached it to discuss long-term capacity planning for high-end HVLP4 copper foil, as AI GPU and ASIC demand accelerates and a structural supply bottleneck looms in 2026. Chairman Frank Lee said the market could face a 15–25% supply shortfall in 2026, setting up a two-to-three year upcycle in prices....
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10.06.26 - 01:30
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GEM Terminals cites AI-driven demand as May 2026 copper sales jump 72% (Digitimes)
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GEM Terminals reported consolidated revenue of about NT$428 million (US$13.6 million) in May 2026, up 71.83% year-over-year from NT$249 million, saying expanding global investment in AI infrastructure drove a surge in demand for specialty copper materials used in cooling applications. The firm linked the month's performance to rising cooling needs at servers and data centers as computing density increased, and described the result as evidence of strong long-term momentum for its materials transformation strategy....
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