Breaking Down the Mining News of the Day, Money of Mine

Money of Mine

Breaking Down the Mining News of the Day

An ex-underground miner, an ex-investment banker, and an ex-equity research guy breaking down the mining news of the day. It's a bit of entertainment, information, and occasionally some alpha.

Commodities

<ul><li>Recent changes in Canada's M&amp;A rules have restricted critical metal companies from selling to Chinese investors</li><li>Chinese investors have played a key role in funding the exploration and development of copper porphyries, which are vital for global production</li><li>The uncertainty caused by these rules may lead companies to relocate outside of Canada, potentially harming the country's mining industry and economy</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Recent changes in Canada's M&amp;A rules have restricted critical metal companies from selling to Chinese investorsChinese investors have played a key role in funding the exploration and development of copper porphyries, which are vital for global productionThe uncertainty caused by these rules may lead companies to relocate outside of Canada, potentially harming the country's mining industry and economyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Warren Irwin on Uranium, Canada & Contrarian Opportunities

Hot Topics in Global Metals & Mining Each Week, BMO Equity Research Metal Matters

BMO Equity Research Metal Matters

Hot Topics in Global Metals & Mining Each Week

Featuring Colin Hamilton, Commodities analyst at BMO Capital Markets, Metal Matters discusses the hot topics in Global Metals & Mining each week.

<ul><li>Manganese ore, alumina, molybdenum, and chrome ore prices are up, while cobalt prices are down due to market surplus</li><li>Precious metals like gold are well placed and resilient, with potential for record industry profitability</li><li>Copper is still the best way to play the acceleration in global electrification, with potential opportunities in zinc and bulk commodities as well</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Manganese ore, alumina, molybdenum, and chrome ore prices are up, while cobalt prices are down due to market surplusPrecious metals like gold are well placed and resilient, with potential for record industry profitabilityCopper is still the best way to play the acceleration in global electrification, with potential opportunities in zinc and bulk commodities as wellThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

<ul><li>Copper prices surged from around $10,000 to $10,350 per metric ton due to a longer and more severe outage than expected at the Grasberg mine.</li><li>The disruption in production is expected to result in a 200,000 metric ton shortfall in the fourth quarter of 2025 and a further 270,000 metric ton loss in 2026.</li><li>The impact of the supply shortage has flipped the refined copper market from a surplus to a significant deficit, leading to a bullish outlook and a projected price increase to $11,250 per metric ton in the first quarter of 2026.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Copper prices surged from around $10,000 to $10,350 per metric ton due to a longer and more severe outage than expected at the Grasberg mine.The disruption in production is expected to result in a 200,000 metric ton shortfall in the fourth quarter of 2025 and a further 270,000 metric ton loss in 2026.The impact of the supply shortage has flipped the refined copper market from a surplus to a significant deficit, leading to a bullish outlook and a projected price increase to $11,250 per metric ton in the first quarter of 2026.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: Supply disruptions give copper prices breakout velocity

<ul>
<li>Market expected tariffs on cathode and other copper products, but final announcement only included tariffs on scrap</li>
<li>Change in tariff decision led to collapse in premium of COMEX over LME</li>
<li>Import influx of copper in US may now flow to LME warehouses, potentially affecting prices and supply security efforts</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Market expected tariffs on cathode and other copper products, but final announcement only included tariffs on scrap
Change in tariff decision led to collapse in premium of COMEX over LME
Import influx of copper in US may now flow to LME warehouses, potentially affecting prices and supply security efforts

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: Tariff shockwaves churn crude and copper markets

<ul><li>Trump announced a 50% Section 232 base tariff on copper imports starting August 1st</li><li>The details of the tariff, including which products it applies to and any exemptions, remain unknown</li><li>The arbitrage between London LME prices and US Comex prices has widened following the tariff announcement, with implications for copper prices in both regions.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Trump announced a 50% Section 232 base tariff on copper imports starting August 1stThe details of the tariff, including which products it applies to and any exemptions, remain unknownThe arbitrage between London LME prices and US Comex prices has widened following the tariff announcement, with implications for copper prices in both regions.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: 50% copper tariffs coming soon; now comes the copper hangover

United States

Copper is a chemical element with symbol Cu (from Latin: cuprum) and atomic number 29. It is a soft, malleable and ductile metal with very high thermal and electrical conductivity. A freshly exposed surface of pure copper has a reddish-orange color. It is used as a conductor of heat and electricity, as a building material and as a constituent of various metal alloys, such as Sterling silver used in jewelry, cupronickel used to make marine hardware and coins and constantan used in strain gauges and thermocouples for temperature measurement.

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Copper (COPPER COMDTY)

Warren Irwin on Uranium, Canada & Contrarian Opportunities

Overall, the global outlook for the natural resource industry, particularly in Canada, is being impacted by resource nationalism and M&A rules

Money of Mine

Concentrating on Concentrates

Manganese ore, alumina, molybdenum, and chrome ore prices are up, while cobalt prices are down due to market surplus Precious metals like gold are...

BMO Equity Research Metal Matters

Global Commodities: Supply disruptions give copper prices breakout velocity

Copper prices surged due to a prolonged outage at a mine, resulting in a significant loss of production and a shift from surplus to deficit, with...

At Any Rate

Global Commodities: Tariff shockwaves churn crude and copper markets

The tariff on copper products caused market confusion and price corrections, leading to uncertainty around its impact on US copper self-sufficiency...

At Any Rate

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...

At Any Rate

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