Aluminium has erased its entire Middle East war premium, while copper stays near records. Standard Chartered cut its 2026 aluminium forecast to $3,249/t and raised copper to $13,674/t, on supply stress and US tariff risk. #Copper#Aluminium#Metals
Copper needs $332 billion in new mines to avoid a deficit, BloombergNEF says. The gap starts in 2028 and could reach 20 million tons by 2050, 44% of demand, risking slower EV, battery and grid rollout. #Copper#Mining#Metals#EnergyTransition
U.S. copper futures fell 4.6% after reports the White House may delay refined copper tariffs over affordability concerns. The move also hit miners, with Freeport-McMoRan down 8% and Southern Copper falling 7%. #Copper#Mining#Metals
China smelts roughly half the world's copper, but scarce concentrate is crushing margins across the industry. With more than 8M tons of new smelting capacity planned globally, competition for raw ore could intensify further. #Copper#China#Mining#Metals
Modern warfare is consuming the same strategic metals needed for semiconductors, EVs and clean energy. Unlike civilian products, metals dispersed in destroyed drones and missiles can be difficult or uneconomic to recover. #CriticalMinerals#Defense#Metals
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