The world’s going mad for copper – but tin has just as much going for it

View: Source It flies under the radar, but tin could be the best metal to play the electrification narrative Supply is dominated by unstable jurisdictions like Myanmar, Indonesia and the DRC Rising tin prices are providing support for explorer like Caspin and Stellar Resources Supply disruptions have copper chasing record highs again, with an emerging 600,000t shortfall on copper expected from …

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Copper Markets in Crisis After a Year of Disruptions

View: Source Major accidents at the Grasberg, El Teniente, and Kakula mines have wiped out hundreds of thousands of tons of expected copper output in 2025. Analysts now forecast a global copper deficit exceeding 400,000 tons in 2026, with recovery unlikely before 2027. Prices have surged to 15-month highs as the world’s second-largest copper mine remains offline and global demand keeps …

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Copper and gold analysis: Supply disruptions and dollar weakness support metals prices

View: Source In this copper analysis article, we highlight reasons why prices could be moving even higher. US copper prices have made a decent comeback in recent months, kicking off October with renewed momentum after the sharp slump seen at the end of July. Prices remain supported as supply disruptions and a weaker dollar fuel momentum. Copper analysis: Prices remain supported …

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Copper Surges Strongly in the Slipstream of Gold and Silver

View: Source Just as the general holiday season concludes, prices for key metals and precious metals are gaining momentum. The gold price has already drawn attention by breaking out of its approximately three-month consolidation phase. The current all-time high of $3,499 per ounce is nearly reached and could soon be surpassed by a new one. Silver has also started a new upward trend, …

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A tale of two supply chains: Comparing Trump’s new copper tariffs and rare earth investments

View: Source The United States wants to secure its supply chains and revitalize domestic manufacturing, but when it comes to minerals, it’s still playing catch up—and not always with the right playbook. On August 1, the Trump administration launched sweeping new copper policies, including steep tariffs on semi-finished copper products and a domestic sales requirement. The announcement came just weeks after the US …

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Copper rises as Chile stoppage stirs fresh concerns about supply

View: Source Copper rose for a second day as Chilean mining giant Codelco grappled with the aftermath of a deadly accident at one of the world’s biggest underground mines. Six people were killed in a tunnel collapse triggered by an earth tremor at El Teniente, which accounts for over a quarter of Codelco’s output. Underground operations are halted and — with the company launching an investigation into the causes …

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Spot Market Tightness Boosts Aluminum Prices

View: Source The Midwest Premium for aluminum has achieved a new peak, driven by concerns over trade deals and potential tariff increases. Global aluminum premiums, particularly in Europe and Japan, have significantly decreased due to oversupply and soft demand exacerbated by U.S. trade barriers. LME aluminum prices have stabilized with an upward bias, supported by tighter inventories, despite a general slowdown …

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Explaining the ‘copper conundrum’ in the wake of Trump’s 50% tariff threat

View: Source Call it a copper conundrum: with a 50% US tariff on refined copper imports set for 1 August, the global copper market is already seeing distortions. The premium for copper in the United States over the London Metal Exchange (LME) has widened, fuelling a rush of shipments into the US ahead of the new tariff. According to UBS, US …

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Trade worries hit mining stocks as copper and aluminium prices fall

View: Source Mining stocks slipped on Monday, with Hochschild Mining PLC (LSE:HOC, OTCQX:HCHDF), Glencore PLC (LSE:GLEN) and Fresnillo PLC (LSE:FRES) all underperforming, pulling the FTSE 350 Mining index down by 1%. Industrial metals extended losses on the London Metal Exchange, led by copper fell 0.6% and aluminium. The downturn followed a Truth Social post by US President Donald Trump announcing a 10% tariff on imports from …

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