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07.01.26 - 09:30
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Indonesien festigt Rolle als Nickel-Supermacht (Miningscout)
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Indonesien produziert 60 % des weltweiten Nickelangebots, holt Kupfer zu rekordverdächtig niedrigen Kosten aus dem Boden und hat in den letzten Jahren mehr in Exploration investiert als jedes andere Land in der Pazifik-Südostasien-Region....
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06.01.26 - 21:54
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Targeting $14K For Copper: Max Layton (Bloomberg)
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Copper extended a powerful rally after bursting through $13,000 a ton for the first time. Citi's Global Head of Commodities Research Max Layton said that he is staying bullish on copper in the near-term and is targeting copper price around $14,000 a ton now. He discussed his outlook on "Bloomberg Markets" with Scarlet Fu. (Source: Bloomberg)...
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06.01.26 - 18:24
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UBS: "Copper Is The Commodity Everyone Wants To Own" (ZeroHedge)
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UBS: "Copper Is The Commodity Everyone Wants To Own"
Goldman's "circular melt-up" call and its recent upgrade to the 2026 London Metal Exchange (LME) copper price forecast have so far proven correct, as the industrial metal surged above $13,000 a ton with traders continuing to price in tighter global supply and a broader risk-on mood across metals.
Three-month LME copper futures rose as much as 3.1% to a record $13,387.50, surpassing the previous record high set just a day earlier. The move is driven by the risk that the Trump administration may impose tariffs on refined copper, prompting a multi-month surge in US inventory and draining supplies from major global markets.
"Copper extended its rally on Tuesday, with prices surging to a record $13,187 per ton, fuelled by a rush to ship the metal to the US amid tariff uncertainty and persistent supply disruptions," UBS analyst Aditi Samajpati wrote in a brief note to clients earlier.
Samajpati continued, "The US premium has driven global invent...
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06.01.26 - 14:18
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Kupferpreis weiter im Höhenflug - Rekord über 13.000 US-Dollar (Cash)
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- Am Kupfermarkt hat sich die Rekordjagd am Dienstag getrieben von Angebotssorgen fortgesetzt. Nachdem die Notierung zu Beginn der Woche die Marke von 13.000 US-Dollar geknackt hatte, stieg die Notierung an der Metallbörse in London im Tagesverlauf bis auf 13.125 Dollar je Tonne. In den vergangenen vier Wochen summiert sich der Preisanstieg damit auf etwa 17 Prozent, nachdem das Jahresplus 2025 bereits über 40 Prozent betragen hatte....
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06.01.26 - 09:54
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BlackRock Sees Prospect of ′Very Exciting′ Copper Market (Bloomberg)
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Evy Hambro, head of fundamental equities thematic and sector investing at BlackRock, discusses the outlook for copper prices and the economic transition in China, Europe and the US on commodity markets. “We're seeing this kind of industrial activity. We're seeing this move away from fossil fuels towards kind of renewable power. We're seeing this increased electrification. We're seeing AI. We're seeing all of these pressures building and they need commodities to solve them,” Hambro tells Bloomber...
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