Copper Rally Pushes Prices To Record Highs, But This Analyst Sees Red Flags Veteran commodities analyst Ole Hansen of Saxo Bank highlighted multiple near-term supply and demand signals that don’t fully justify the rally.
The Great Metal Migration: Aluminum Substitution Accelerates as Copper-Aluminum Price Ratio Pierces 4.2 Threshold The global commodities market has reached a historic inflection point as of January 2026, with industrial manufacturers aggressively pivoting from copper to aluminum. This shift is no longer a matter of marginal cost-saving; it has become a structural necessity as the copper-to-aluminum price ratio has surged past 4.2, a
Copper Under Pressure As Codelco Cuts Guidance, Glencore Faces Mounting Costs Copper market faces risks as challenges emerge; Codelco lowers output forecast; Glencore weighs closure of Canadian smelter.
Copper Hits New Highs, Trade Deal Hopes Shift Concerns To Supply Issues Copper prices at record high on US-China trade deal hopes, supply disruptions. Industry volatility remains due to production setbacks.
Copper Set to Begin a New Bull Cycle: What's Driving The Move Copper is breaking out technically and tightening fundamentally. Discover why rising demand, shrinking supply, and investor flows signal a new bull cycle.
Milei Secures Midterm Win, Keeping The Foreign Commodity Momentum Argentina's President Javier Milei's party, La Libertad Avanza, won a decisive victory in midterm elections.
Trump Rolls Back Biden-Era Emissions Rule, Grants Two-Year Exemption To Copper Smelters President Donald Trump has reversed an air pollution regulation introduced during the Biden administration.
Copper Market Shaken By Grasberg Disruption, Goldman Slashes Projections The copper market has been jolted by disruptions at Indonesia’s Grasberg mine, with ripple effects spreading across supply forecasts and price expectations.
How To Profit From AI Correction: 5 Defensive Plays And 4 Sectors Set To Surge The artificial intelligence sector is showing critical warning signs that suggest a significant correction may be approaching.
The $5 Billion Copper Trap: How One ETF Got Burned By Trump's Surprise Tariff Move The Shock Tariff Move: Trump's 50% tariff on copper products caused a shock wave, collapsing prices & causing losses for traders & ETFs.
Copper Arbitrage Disappears After Trump's Tariff Surprise Copper prices plunged 20% after Trump excluded refined copper from a 50% import tariff, ending a rally. Other factors and upcoming Chilean election may affect future prices.
Trump Shock Treatment Ignites Copper Boom—And It's Only Getting Started Copper just hit record highs after Trump's 50% import tariff announcement. What's fueling the rally, and what happens next?
Benzinga's Top Pick Aura Minerals Eyes $210 Million US Listing Aura Minerals to raise $210 million through US listing on Nasdaq Global Select Market, aiming to expand investor base and fund acquisitions.
Global Tensions To Drive Two-Year Copper Surplus, Study Group Warns Global copper market faces surplus due to rising production and trade tensions. ICSG projects 289,000 metric tons surplus in 2025, but demand may weaken.
KoBold Metals Prepares Billions To Develop Ethical Sources Of Critical Metals In DR Congo KoBold Metals, backed by Bill Gates and Jeff Bezos, expands into DRC, aiming to harness the country's vast mineral wealth responsibly and sustainably.
Goldman Sachs Backs 'Copper Tariff Trade' If Trump Slaps 25% Duty On US Imports Goldman Sachs predicts a 90% chance of a 25% import tariff on copper from the Trump Administration, leading to a potential arbitrage trade.
Gold Is Making All-Time Highs, But So Is This Quiet Metal Gold prices are making new all-time highs again, dragging other metals higher with them and giving investors a chance to upside.
