Data-Driven Commodity Research, The Commodity Report

The Commodity Report

A unique newsletter about commodities and macro analysis in a weekly format.

Data-Driven Commodity Research

Commodities

<ul><li>The copper trade still gets lots of attention. Reason for us to dig a little deeper and evaluate emerging opportunities.</li><li>Let’s also evaluate the “fundamental” reason market participants have why COMEX Copper is so much pricier than LME copper…</li><li>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%.</li></ul>

The copper trade still gets lots of attention. Reason for us to dig a little deeper and evaluate emerging opportunities.Let’s also evaluate the “fundamental” reason market participants have why COMEX Copper is so much pricier than LME copper…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%.

Possibilities To Play “The Copper Trade”