Global Commodities: Copper — From tariffs to tightness
At Any Rate

Global Commodities: Copper — From tariffs to tightness

2025-02-28
Speaker:  Greg Shearer, Head of Base and Precious Metals Research   Limited copper supply growth and resilient global demand sets up a tighter forecasted refined copper market in 2H25 and 2026 and keeps us medium-term bullish on prices. While current slack in China and the potential for greater tariff headline volatility over the next month risks a near-term pullback in copper, we ultimately believe global demand will begin to stress copper balances later this year. M...
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