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07.08.26 - 12:12
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Cheveley: Copper Record High Driven by Technical Details (Bloomberg)
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Copper headed for a record close in London after strong gains fueled by signs of tighter supply across the global market. George Cheveley, Natural Resources Portfolio Manager at Ninety One spoke to Bloomberg's Abeer Abu Omar on Horizons Middle East & Africa on the performance of the metal as high volume keeps getting exported to the US. (Source: Bloomberg)...
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07.08.26 - 04:48
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BMI′s Chowdhury on Copper, Gold, Oil Markets (Bloomberg)
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Sabrin Chowdhury, Head of Commodities Research at BMI, discusses the outlook for precious metals and oil markets following reports that Iran attacked “hostile targets” in the Strait of Hormuz. She speaks with Haidi Stroud-Watts on Bloomberg: The Asia Trade. (Source: Bloomberg)...
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06.08.26 - 19:27
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Kupfer: US-Nachfrage und Zollsorgen erhöhen den Aufwärtsdruck (SG)
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Die Industriemetallpreise sind mit leichten Gewinnen in die zweite Jahreshälfte gestartet: Im Juli legte der Index der Londoner Metallbörse LMEX um immerhin 3,7% zu. Nicht nur angesichts der sehr instabilen Situation im Nahen Osten ist dies wohl als recht robust einzustufen, auch Chinas jüngste Stimmungsindikatoren mahnen zur Vorsicht: Der offizielle Einkaufsmanagerindex rutschte unter die Expansionsmarke von 50. Auch wenn im Verarbeitenden Gewerbe auf die teilweise extremen Wetterbedingungen verwiesen wird, die das Ergebnis belastet haben, zeigt sich vor allem bei der Binnennachfrage ein extrem schwaches Bild.. --- Überraschend gut ist dagegen die Stimmung in den USA: Der ISM-Index im Verarbeitenden Gewerbe kletterte im Juli überraschend deutlich um gut 2 auf 55,6 Punkte.. --- Kupfer in den USA weiterhin stark gefragt..
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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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