Podcast by S&P analysing commodity market trends, Commodities Focus

Commodities Focus

Podcast by S&P analysing commodity market trends

S&P Global Commodity Insights analysis of key news and pricing issues from across the global shipping, natural gas, power, petrochemicals, agriculture, and coal markets.

Commodities

<ul><li>Copper pricing reporter Han Lu, sulfuric acid reporter Ong Jialun, and China content reporter Lucy Tang share insights on copper market trends and trade flows</li><li>China copper concentrates assessments have hit negative levels in 2025 due to tight supply and growing demand from China and India</li><li>Smelters are running at production losses due to low TCRC but continue to buy in the market to meet output targets and maintain production levels</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Copper pricing reporter Han Lu, sulfuric acid reporter Ong Jialun, and China content reporter Lucy Tang share insights on copper market trends and trade flowsChina copper concentrates assessments have hit negative levels in 2025 due to tight supply and growing demand from China and IndiaSmelters are running at production losses due to low TCRC but continue to buy in the market to meet output targets and maintain production levelsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global copper markets navigate trade flow shifts and smelting challenges

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>Base metals, particularly copper, are sensitive to China specific tariffs, leading to a rise in copper prices in early 2025</li><li>Near term market outlook is cautious due to supply and demand dynamics, with prices potentially pulling back towards $9,000 per ton</li><li>Long term outlook for copper market tightening in 2025 due to slowing mine supply growth and modest deceleration in global demand growth, with potential risks in X Chinese demand.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Base metals, particularly copper, are sensitive to China specific tariffs, leading to a rise in copper prices in early 2025Near term market outlook is cautious due to supply and demand dynamics, with prices potentially pulling back towards $9,000 per tonLong term outlook for copper market tightening in 2025 due to slowing mine supply growth and modest deceleration in global demand growth, with potential risks in X Chinese demand.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: Copper — From tariffs to tightness

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.

<ul><li>The outlook for copper in the near term is positive, but the market interest in copper may mean higher prices</li><li>Investing in copper may be expensive due to high demand and M&amp;A activity in the sector</li><li>Finding a pure play copper company of significant scale on the ASX may be challenging, with considerations of China's impact on copper demand and production levels in mind.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The outlook for copper in the near term is positive, but the market interest in copper may mean higher pricesInvesting in copper may be expensive due to high demand and M&amp;A activity in the sectorFinding a pure play copper company of significant scale on the ASX may be challenging, with considerations of China's impact on copper demand and production levels in mind.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Providing investors with a balanced perspective, Massif Capital

Massif Capital Research

Providing investors with a balanced perspective

Massif Capital

Research focused on providing investors with a balanced perspective on the environmental and economic realities of achieving a carbon-neutral economy for businesses within the Energy, Basic Materials and Industrial industries.

The Massif Capital Real Asset Strategy is a global long/short equity strategy built around bottom-up stock picking. We are focused on creating a portfolio of businesses from within the Energy, Basic Materials and Industrial sectors that balance the environmental and economic realities of achieving a carbon-neutral economy.

Equity Bottom-Up

Lithium Americas Argentina Cor / Equity Bottom-Up

<ul><li>During the fourth quarter of 2024, the Massif Capital Real Assets Strategy was up 0.04% net of fees, with gross of fee gains from the long book of 0.18% and short book returns of 0.03%.</li><li>In 2024, the strategy was up 12.1% net of fees, with gross of fees gains from the long book of 12.1% and short book of 1.0%.</li><li>Through the 21st of January 2025, the portfolio is up 6.6%.</li></ul>

During the fourth quarter of 2024, the Massif Capital Real Assets Strategy was up 0.04% net of fees, with gross of fee gains from the long book of 0.18% and short book returns of 0.03%.In 2024, the strategy was up 12.1% net of fees, with gross of fees gains from the long book of 12.1% and short book of 1.0%.Through the 21st of January 2025, the portfolio is up 6.6%.

Massif Capital 4th Quarter 2024 Letter to Investors

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>Export restrictions have impacted the trade between China and the US, with potential for increased support for mineral imports from Canada</li>
<li>The incoming Biden administration may focus on boosting domestic mineral recovery and supply chain security</li>
<li>The copper market is facing challenges with potential oversupply, while cobalt prices are set for the worst year in history due to stagnating demand and increasing output.</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Export restrictions have impacted the trade between China and the US, with potential for increased support for mineral imports from Canada
The incoming Biden administration may focus on boosting domestic mineral recovery and supply chain security
The copper market is facing challenges with potential oversupply, while cobalt prices are set for the worst year in history due to stagnating demand and increasing output.

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

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)

Global copper markets navigate trade flow shifts and smelting challenges

Key copper pricing reporter Han Lu, sulfuric acid reporter Ong Jialun, and China content reporter Lucy Tang discuss the current trends in the...

Commodities Focus

Global Commodities: Copper — From tariffs to tightness

Copper prices have increased but may face downward pressure due to weaker than expected Chinese demand and potential tariff risks.

At Any Rate

We Answer an Open Q&A

The copper market outlook is positive in the near term due to high demand, but concerns about overvaluation and the influence of global events like...

Money of Mine

Massif Capital 4th Quarter 2024 Letter to Investors

During the fourth quarter of 2024, the Massif Capital Real Assets Strategy was up 0.04% net of fees, with gross of fee gains from the long book of...

Massif Capital Research

What We Foresee for the Four C’s

Export restrictions have impacted trade, with a focus on direct trade between China and the US in the mineral industry, while the incoming US...

BMO Equity Research Metal Matters

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