Supply Disruptions and China Demand Drive Copper Higher
Автор: StoneX
Загружено: 2025-10-06
Просмотров: 235
Описание:
Natalie Scott-Gray, StoneX Senior Metals Analyst, examines the copper market outlook, from recent price moves above $10,200/t to the structural challenges ahead. She highlights the impact of U.S. tariffs, Federal Reserve policy, mine disruptions in Indonesia and Chile, and the demand push from China’s 15th Five Year Plan. Supply risks, refined output pressures, and geopolitical uncertainty remain key themes for 2026 and beyond.
https://www.stonex.com/en/thought-lea...
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00:00:00 Copper prices shaped by US tariffs and Fed policy
00:02:15 Supply disruptions and mine closures weigh on output
00:04:30 Chinese growth and global demand drivers into 2026
00:06:45 Refined production challenges and treatment charges
00:08:20 Long-term risks and structural deficits in copper
#StoneX #Copper #Metals #BaseMetals #Commodities #China #Markets #Fed #FederalReserve #USTariffs #Tariffs
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