Real Asset Chartbook Week #14: Big Week for Critical Metals and Missives on the History of US Trade
Given the copper tariff announcement this week, it seemed worthwhile to sketch out where the US gets its copper from, as the situation is not...
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Global Commodities: 50% copper tariffs coming soon; now comes the copper hangover
Trump's announcement of a 50% tariff on copper imports starting in August has caused uncertainty in the market and could impact copper prices in...
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U.S. Copper: Tariff Impact & Refining Expansion Opportunities
Limited refining capacity in the U.S. leads to a copper supply gap, impacting market prices and users, with a call to expand capacity and reduce...
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Real Asset Chartbook Week #13: The Copper Surge Continues
Two weeks ago, we flagged our Tanker Equity Basket as a potentially interesting place to look for opportunities. The week after we flagged it, the...
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Copper Crunch Deepens: China’s Inventory Collapse Reshapes Global Market
Chinese copper inventories hit 15-year lows, signaling tight market conditions and driving bullish sentiment in the global copper supply chain.
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