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05.08.26 - 19:54
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Copper Tops $14,000 As US Stockpiling Drains Global Supply Ahead Of Trump′s Tariff Call (ZeroHedge)
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Copper Tops $14,000 As US Stockpiling Drains Global Supply Ahead Of Trump's Tariff Call
Copper strength has returned to the London Metal Exchange this week as futures top $14,000 a ton. Another leg higher could be imminent, pushing prices into blue-sky territory as traders weigh tightening global supplies against robust metal inflows into the US ahead of President Trump's expected tariff decision.
The Commerce Department was expected to deliver its tariff recommendation by June 30, but no decision has been announced. On national security grounds, the agency is expected to impose import levies of up to 50% on semi-finished and derivative copper products under Section 232. The policy aims to protect domestic manufacturing and reduce foreign reliance, addressing supply chain risks from major exporters like Chile, Peru, and Canada.
Bloomberg reports more than 200,000 tons of copper flowed into US ports in July, the largest ever monthly inflow in data going back to 2014. High US prices have kept ...
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04.08.26 - 05:06
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MediaTek sees SerDes 448G as copper′s final battleground (Digitimes)
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The question of where the limits of cloud AI high-speed interconnects will fall has been a major market focus over the past six months. MediaTek addressed the issue for the first time in its 2026 second-quarter earnings call, saying its work on the more advanced SerDes 448G specification is roughly halfway complete....
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30.07.26 - 13:02
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Kupfer: El Nino als unterschätztes Risiko (SG)
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Der jüngste Wintersturm in Chile hat erneut die Verwundbarkeit des globalen Kupferangebots gegenüber Wetterextremen verdeutlicht, die mit dem Aufkommen von El‑Niño in diesem Jahr vermehrt zu erwarten sind. Mehrere große Minenbetreiber meldeten vorübergehende Betriebsunterbrechungen infolge von Schneefällen und Überschwemmungen.. --- Die Bedeutung von El‑Niño-bedingten Störungen ergibt sich vor allem aus der hohen geografischen Konzentration des Angebots: Chile und Peru stehen zusammen für knapp 40% der weltweiten Kupferminenproduktion..
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