Global Commodities: 50% copper tariffs coming soon; now comes the copper hangover
At Any Rate

Global Commodities: 50% copper tariffs coming soon; now comes the copper hangover

2025-07-11
The Trump administration announced plans this week to impose a 50% tariff on US copper imports beginning August 1st.  While the 50% level of copper tariffs exceeds our previous expectations, the timing is aligned with our base case and now solidifies a transitions for the copper market towards a period of payback after copper fundamentals were especially tightened by a very sharp pull-forward in US imports in 1H25.  Natasha Kaneva is joined by Greg Shearer to explore what this means for copper prices and f...
View more
Comments (3)

More Episodes

All Episodes>>

Get this podcast on your phone, Free