bullish
Global Commodities: Takeaways from CESCO Copper Week — The only way out is up
SUMMARY
- Copper market may be running ahead of a fundamental story, with extreme tightening in the copper concentrate market
- Chinese demand has stepped back due to surging copper prices, but expected to acclimatize to higher price levels
- Supply side challenges may take a couple more quarters to resolve, leading towards a tighter refined market in the future and potential supply shortfalls by 2030.
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.
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