The Asian copper market saw CIF China copper concentrate TC/RC fall by 65% in just three months’ time, while smelters were still not able to find enough feedstocks to meet their production needs. As copper concentrate market changed from surplus to deficit and copper price is still hovering at $8100-$8500/mt level, our experts discuss what happened behind the price, share the outlook for copper concentrate and copper cathodes.
S&P Global Commodity Insights senior managing editor Mok Cheng speaks with senior copper analyst Wang Ruilin and senior price editor Han Lu about the factors driving copper concentrate TC/RCs movement, implications for copper cathodes and copper price, and what we would expect in 2024.
Canada enters natural gas injection season with low storage levels
Supply woes drive Mexican steel prices to 13-year highs
Boosting oil production, environmental commitments pose dual challenges for Mexico's Pemex
Oil futures turn volatile as market unpacks Suez Canal blockage; Guyana producers stay on target
Carbon pricing, storage levels, LNG outages: Global links emerge to drive natural gas price movements
Will shipping energy efficiency regulations cause more headaches for owners?
Container freight costs climb as priority-loading premiums take centerstage in Asia
Mexico's Pemex announces large oil discovery, but faces challenges in reaching production goals
Brazil's Center-South readies for 2021-22 sugar, ethanol season
Logistics, tight supply pose challenges to China's copper concentrates market
Fleet vehicle electrification could be big growth driver for US EVs
What is the future for gas in Europe amid the EU's green push?
Clean tankers face extended weakness amid refinery outages, diesel hike
Multitude of factors push global styrene prices higher
Jim Rogers on the future of oil, agriculture, and energy transition
Historic price volatility envelops US, Texas natural gas markets
Oil, energy transition and commodity supercycles with Jeff Currie, Goldman Sachs
Pirates of the Gulf of Guinea
A CEO's look at US battery storage development strategies, opportunities and barriers
As RINs reach their highest levels since 2013, where does the market go from here?
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast