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...
258 Views
Possibilities To Play “The Copper Trade”
The announcement of a 50% tariff on imported refined copper into the US has triggered a widening of the COMEX-LME-Spread from 11% to 27%.
374 Views
Real Asset Chartbook Week #15: Copper Stocks, Railroad Mergers, and the History of US Trade Policy
Our commentary this week is more limited and slightly disjointed, as we are not seeing any clear narratives or themes to focus on. Here are a few...
382 Views
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...
283 Views
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...
451 Views