Copper: AI slowdown fears pressure prices – ING

ING’s Warren Patterson and Ewa Manthey highlight that Copper is retreating as calls from major technology executives to slow AI development hit tech stocks and dampen expectations for data-centre investment. They add that rising inventories, softer nearby spreads and improving exchange availability signal easing tightness on the LME, though they still see persistent mine-supply constraints supporting prices once current positioning …

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Africa critical-minerals pipeline surges as output lags

Africa’s critical-minerals pipeline has expanded by 36% since early 2025, but the surge in exploration and development isn’t yet translating into much new production, according to an updated database compiled by Paris-based Africa Business+ and EY. There are now 658 projects across bauxite, cobalt, copper, graphite, lithium, manganese, nickel and platinum across the continent, up from 483 in the first …

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