copper
BHP is stuck on the sidelines of copper M&A frenzy it started
The company’s CEO is also nearing the end of his tenure, potentially hindering the negotiation of a transformational deal
Glencore and Rio Tinto in talks to form world’s biggest miner
Both companies own some of the best copper mines in the world
China’s industrial buyers shun copper after prices hit record
Chinese industry accounts for half of global copper demand
The world’s copper squeeze is set to intensify on AI and defence spending: S&P
Newer sources of demand are also gaining scale
Copper hits record US$13,000 on tariff concerns
Benchmark futures rallied as much as 4.3 per cent in London
Copper hits record in China, jumps in New York on supply concern
Metals have made big gains in December
The world needs a lot more copper. But will there be enough supply?
The market has been hit by a slew of mine outages this year, from Chile to Indonesia
China’s grip on copper sets scene for make-or-break supply talks
Tensions have been building for years, fuelled by a rapid expansion of metal-processing capacity that has outpaced mined production
Chinese copper demand sags in busy season after prices surge
A slump in government spending, meanwhile, has kicked away another prop to demand
US-China tango, Fed cuts & QT end and Dr Copper’s pulse
Did the intricate dance between the US and China bring genuine relief or merely a temporary truce? What is mega-cap earnings and Dr Copper telling us? Pete Tan from Phillip Securities has the analysis...
