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08.09.26 - 16:39
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Copper Hits All-Time-High As Physical Economy Reprices Scarcity (ZeroHedge)
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Copper Hits All-Time-High As Physical Economy Reprices Scarcity
Copper futures in London reached a record high on Tuesday as expectations of US tariffs drew record volumes from the seaborne market into US warehouses, tightening availability elsewhere despite subdued demand. As we highlighted on Monday, deteriorating conditions across global mining operations are adding to supply woes.
Benchmark three-month futures on the LME gained nearly 1% to reach $14,533 a ton, exceeding January's peak before trimming some of those gains.
Dr. Copper is breaking out...but this isn't mainly a growth signal.
Tariffs sparked the squeeze. AI power demand could extend it.
Here's what drives the next leg and what breaks it.https://t.co/tWrYrRYWxy
— The Market Ear (@themarketear) September 8, 2026
The industrial metal, critical for AI and power grid buildouts, has climbed 17% this year and 47% over the past 12 months, according to Bloomberg data.
Veteran commodities strategist Jeff Currie reiterated his warni...
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08.09.26 - 15:39
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Kupfer: Schon wieder ein Allzeithoch (Der Aktionaer)
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Kupfer kennt derzeit kein Halten: Heute steigen die Preise in London den vierten Handelstag in Folge und markierten mit 14.635 Dollar je Tonne ein neues Rekordhoch. Seit Jahresbeginn hat sich das Industriemetall damit bereits um rund 17 Prozent verteuert....
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08.09.26 - 13:54
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Ivanhoe Talking to Big Tech as Congo Copper Project Expands (Bloomberg)
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Mining tycoon Robert Friedland said he's fielding “unconventional interest,” including from US Big Tech, in Ivanhoe Mines Ltd.'s fast-expanding copper exploration project in the Democratic Republic of Congo, highlighting growing anxieties about future supplies of the key metal....
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08.09.26 - 11:54
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BlackRock Sees Continued ′Positive Pricing′ for Copper (Bloomberg)
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Evy Hambro, BlackRock's global head of thematic and sector investing, discusses factors driving the long-term upward trend in copper prices. "The disruption rates are much, much higher than they have been," Hambro tells Bloomberg Television. "And this has occurred at a time when demand is actually growing faster than supply." (Source: Bloomberg)...
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08.09.26 - 08:06
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Kupferpreis steigt auf Rekordhoch (Moneycab)
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Der Kupferpreis ist auf ein Rekordhoch gestiegen. An der Londoner Metallbörse LME kostete eine Tonne des Industriemetalls am Montagabend zeitweise 14'533 US-Dollar....
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07.09.26 - 17:57
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The Copper Chart Causing Alarm (ZeroHedge)
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The Copper Chart Causing Alarm
Copper futures in London continue to move higher, once again approaching record highs, as US buyers purchase record volumes from the seaborne market, with imports reaching 200,000 tons in July. A phased US tariff would keep that buying in motion for longer, further tightening the ex-US market and limiting any near-term price correction in London trading.
Rafael Barcellos, head of Latin American Metals & Mining and Pulp & Paper Equity Research at Bradesco BBI, wrote in a note last week that global mine supply is deteriorating. He warned that severe weather in Chile has forced Antofagasta and Lundin to cut their production guidance, further tightening an already stressed physical market.
Barcellos explained:
Copper prices extended their July rally into August, running above US$14,000/t throughout the month and reaching ~US$14,450/t as of August 30. Momentum has been driven by near-term physical tightness, as refined copper continues to flow into the US ahead of a p...
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07.09.26 - 16:24
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Kupfer-Boom: Markus Bußler analysiert 15 Aktien (Der Aktionaer)
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Kupfer erreicht Rekordstände. Die Nachfrage steigt. Das Angebot kommt kaum hinterher. Und während viele Anleger den Boom noch beobachten, werden im Minensektor bereits die nächsten Gewinner gesucht. Jetzt kommt es auf die richtige Auswahl an....
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