Live and recent posts from across the Fediverse tagged #londonmetalexchange, aggregated by home.social.
Glencore reaffirms Jaguar nickel offtake commitment with Centaurus
Centaurus Metals (ASX:CTM) says its binding offtake agreement with Glencore (LSE:GLEN) remains effective as it works to finalise…
#EuropeSays #Britain #Europe #EU #Glencore #Brazil #FinalInvestmentDecision #Funding #LondonMetalExchange #Mining #offtakeagreement
https://www.europesays.com/britain/142214/
https://www.europesays.com/britain/142214/ Glencore reaffirms Jaguar nickel offtake commitment with Centaurus #Brazil #FinalInvestmentDecision #Funding #Glencore #LondonMetalExchange #Mining #OfftakeAgreement
https://www.europesays.com/ch/143332/ Glencore reaffirms Jaguar nickel offtake commitment with Centaurus #Brazil #FinalInvestmentDecision #funding #Glencore #LondonMetalExchange #mining #OfftakeAgreement
https://www.europesays.com/ch/142958/ Copper Prices Near Record Highs; UBS Says Supply Deficit to Persist Into Early 2030s — BigGo Finance #Antofagasta #CentinelaCopperMine #Copper #DeutscheBank #FirstQuantum #Freeport‑McMoRan #Hudbay #LondonMetalExchange #TeckResources #UBS
Deutsche Bank Warns of “Historic Scramble” in Copper Market; Extreme Scenario Sees Copper at $22,050 by 2027 — BigGo Finance
With global copper inventories at historic lows, Deutsche Bank is sounding the alarm: the copper market is shifting…
#Germany #DE #Europe #EU #Europa #DeutscheBank #aluminum) #China #copper #DanielGhali #LondonMetalExchange #united-states
https://www.europesays.com/germany/99696/
Cutting Canada tariffs alone won’t flatten US aluminum premium, Alcoa says
Sept 10 (Reuters) – The steep premium paid for aluminum in the U.S. will not drop significantly even…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Economy #Alcoa #Aluminum #Business #Canada #LondonMetalExchange #MollyBeerman
https://www.newsbeep.com/us/843961/
https://www.europesays.com/3244841/ Alcoa CFO Says Midwest Aluminum Premium Won’t Collapse on Canada Tariff Cut Alone — BigGo Finance #Alcoa #business #Canada #Europe #japan #JefferiesGlobalIndustrialsConference #LondonMetalExchange #MidwestPremium #MollyBeerman #SouthKorea #tariffs #TradeWar #UnitedStates
Scorte LME quasi esaurite: perché l’alluminio rischia una crisi di liquidità
https://www.metallirari.com/breakingnews39/
#Alluminio #Aluminium #LME #LondonMetalExchange #Metalli #MateriePrime #Commodities #Mercati #SupplyChain #Russia #Iran #Geopolitica #Industria #Prezzi #Trading #MetalliIndustriali #Economia #GlobalMarkets
https://www.europesays.com/3182541/ Could Copper’s Tariff-Driven Rally Be Running Out of Steam? #business #CopperPrices #CopperWire #Inventories #LondonMetalExchange #MarketDynamics #PhysicalMarket #tariffs #TradeWar #US
https://www.europesays.com/3139027/ LME aluminium warehouse inventories decline nearly 45%: How sanctions, geopolitics and trade reshaped Russian and Indian stocks #AluminiumSanctions #AluminiumWarehouseStocks #BreakingNews #GlobalAluminiumTrade #HindalcoIndustries #IndianAluminiumExports #IranUSConflict #LMEAluminiumInventories #LMEWarehouseData #LondonMetalExchange #RussianAluminium
https://www.europesays.com/3139027/ LME aluminium warehouse inventories decline nearly 45%: How sanctions, geopolitics and trade reshaped Russian and Indian stocks #AluminiumSanctions #AluminiumWarehouseStocks #BreakingNews #GlobalAluminiumTrade #HindalcoIndustries #IndianAluminiumExports #IranUSConflict #LMEAluminiumInventories #LMEWarehouseData #LondonMetalExchange #RussianAluminium
The copper crunch: inside the US-China battle for a critical global supply chain
As China and the United States compete for leadership in AI, energy and other strategic sectors, a quieter…
#NewsBeep #News #Economy #AI #Arizona #Beijing #Business #CA #Canada #China #DemocraticRepublicofCongo #DonaldTrump #goldmansachs #HowardLutnick #Kamoa-Kakula #LasBambas #LondonMetalExchange #peru #UnitedStates #washington
https://www.newsbeep.com/ca/757493/
The copper crunch: inside the US-China battle for a critical global supply chain
As China and the United States compete for leadership in AI, energy and other strategic sectors, a quieter…
#NewsBeep #News #Economy #AI #arizona #Beijing #Business #China #DemocraticRepublicofCongo #DonaldTrump #GoldmanSachs #HowardLutnick #Kamoa-Kakula #LasBambas #LondonMetalExchange #Peru #UK #UnitedKingdom #UnitedStates #Washington
https://www.newsbeep.com/uk/655281/
https://www.europesays.com/ie/551233/ The copper crunch: inside the US-China battle for a critical global supply chain #AI #arizona #Beijing #Business #China #DemocraticRepublicOfCongo #DonaldTrump #Economy #Éire #GoldmanSachs #HowardLutnick #IE #Ireland #KamoaKakula #LasBambas #LondonMetalExchange #peru #UnitedStates #Washington
https://www.europesays.com/uk/1046329/ The copper crunch: inside the US-China battle for a critical global supply chain #AI #Arizona #Beijing #Business #China #DemocraticRepublicOfCongo #DonaldTrump #Economy #GoldmanSachs #HowardLutnick #KamoaKakula #LasBambas #LondonMetalExchange #peru #UK #UnitedKingdom #UnitedStates #Washington
L’alluminio perde il 4,4% dopo l’accordo preliminare tra Usa e Iran
https://www.metallirari.com/breakingnews82/
#Alluminio #Aluminum #Commodities #MateriePrime #MetalliIndustriali #LME #LondonMetalExchange #MercatiGlobali #EconomiaGlobale #Geopolitica #StrettoDiHormuz #MedioOriente #Iran #USA #Energia #SupplyChain #IndustriaGlobale #Mining #Metallurgia
L’alluminio supera i 3.700 dollari, ai massimi degli ultimi quattro anni. Rame prossimo ai 14.000 dollari
https://www.metallirari.com/breakingnews80/
#Alluminio #Aluminum #Metalli #Metals #MercatoMetalli #Commodity #MateriePrime #LME #LondonMetalExchange #Rame #Copper #Industria #Manufacturing #Cina #ChinaEconomy #Geopolitica #MiddleEast #Hormuz #SupplyChain #TradeWar #Dazi #Tariffs #Mining #Smelting #EnergyTransition #Economia #MercatiFinanziari #Investimenti #Metallirari #MetalliRari
US Top News and Analysis | This metal just set a new record, boosted by AI data center demand. Citi says it’s time to 'chase the move higher'
AI generated summary, Read the full article for complete information.
Copper has hit fresh all‑time highs as demand from artificial‑intelligence data centers surges, with July‑dated futures finishing up 1.09% at $6,531 per metric ton and the London Metal Exchange price reaching a record $14,021 per metric ton. Citi strategist Charlie Massy‑Collier says the rally reflects both the energy‑transition and AI‑driven demand that has driven virtually all copper growth since 2022, as well as strategic inventory stockpiling that could further lift prices. He views the recent breakout above $13,500 as confirmation that a strengthening macro backdrop can sustain higher prices and projects copper could climb to around $15,000 per metric ton, about 7% above the latest close. To capitalize on the move, Massy‑Collier is purchasing a digital LME copper call option with a $15,250 strike expiring on Aug 5.
Copper prices gain after Trump highlights progress in Iran negotiations
copper wire ©rawpixel.com Copper prices strengthened on Wednesday after U.S. President Donald Trump pointed to progress in talks…
#EuropeSays #Headlines #News #Europe #Europa #EU #Iran #copperprices #copperwire #DonaldTrump #economicdisruption #LondonMetalExchange #oilprices
https://www.europesays.com/iran/100410/
https://www.europesays.com/iran/100410/ Copper prices gain after Trump highlights progress in Iran negotiations #CopperPrices #CopperWire #DonaldTrump #EconomicDisruption #Iran #LondonMetalExchange #OilPrices
Без лишней воды — развернутый разбор ситуации на рынке меди с опорой на профильные отчеты и статистику.
## Анализ мирового рынка меди (2024–2030)
### 1. Проблема глобального дефицита
Рынок меди входит в фазу структурного дефицита. Основной драйвер — несоответствие темпов роста «зеленой» энергетики и инвестиций в новые месторождения.
* **Текущее состояние:** В 2024 году дефицит оценивается в диапазоне **150,000–200,000 тонн**.
* **Прогноз 2030:** Ожидается, что к концу десятилетия разрыв между спросом и предложением составит от **5 до 8 млн тонн** (согласно агрессивным сценариям IEA), однако консервативная оценка в **1 млн тонн**, озвученная в видео, является «нижней планкой» консенсус-прогнозов.
### 2. Удельный расход меди: Электромобили vs ДВС
Медь является ключевым компонентом из-за своей проводимости. Она используется в обмотках электродвигателей, аккумуляторах и зарядной инфраструктуре.
* **ДВС (Двигатель внутреннего сгорания):** Средний расход — **20–25 кг**.
* **BEV (Battery Electric Vehicle):** Средний расход — **80–90 кг**.
* **Инфраструктура:** Для обеспечения работы электрокаров требуется расширение сетей, что потребляет еще больше меди на милю пробега, чем сам автомобиль.
### 3. Производственный кризис (LME и рудники)
Добывающий сектор сталкивается с тремя проблемами:
* **Снижение концентрации:** Среднее содержание меди в руде за 20 лет упало с **0.8% до 0.5%**. Это требует переработки колоссальных объемов породы для получения того же количества чистого металла.
* **Сроки запуска (Lead Times):** От открытия месторождения до первой добычи (First Copper) сейчас проходит в среднем **16.5 лет**.
* **Геополитика:** Крупнейшие проекты в Чили и Перу сталкиваются с протестами и ужесточением экологического законодательства.
### Библиография и источники
1. **International Copper Study Group (ICSG):** *World Copper Factbook 2023/2024*. Статистика по добыче, переработке и конечному потреблению.
2. **International Energy Agency (IEA):** *The Role of Critical Minerals in Clean Energy Transitions (2023 update)*. Сравнение потребления меди в электрокарах и традиционных авто.
3. **Goldman Sachs Research:** Отчет *"Copper is the new oil"* (автор Nicholas Snowdon). Анализ дефицита и прогноз цен до 2030 года.
4. **S&P Global:** Исследование *"The Future of Copper: Will the looming supply gap short-change the energy transition?"*. Подробный разбор сроков ввода новых мощностей.
5. **Wood Mackenzie:** Аналитические отчеты по рынку металлов и горнодобывающей промышленности (Metals & Mining Service).
#медь #рынокмеди #commodities #сырьевойрынок #металлы #дефицитмеди #copper #coppermarket #IEA #ICSG #SNPGlobal #WoodMackenzie #GoldmanSachs #энергопереход #greenenergy #электромобили #EV #BEV #электрификация #инфраструктура #энергетика #глобальнаяэкономика #добыча #горнодобыча #mining #рудники #цепочкипоставок #supplychain #LME #LondonMetalExchange #критическиеминералы #decarbonization #netzero #инвестиции #сырьевойдефицит #металлургия #Chili #Peru #geopolitics #ресурсы #индустрия2030
Metalli industriali a livelli record, mentre si teme un “buco nero” sull’alluminio
https://www.metallirari.com/breakingnews39/
#Metalli #MetalliIndustriali #Alluminio #Rame #LME #LondonMetalExchange #Commodities #MateriePrime #Mercati #Trading #Investimenti #Finanza #Economia #Geopolitica #MedioOriente #Iran #StrettoDiHormuz #SupplyChain #Energia #Industria #Prezzi #Inflazione #MercatiGlobali #Bloomberg #JPMorgan #Mercuria #BMO #Cina #Domanda #Offerta
https://www.europesays.com/britain/16412/ London metals index at record high amid aluminium supply squeeze fear #AluminiumMarket #BaseMetals #IndustrialMetals #London #LondonMetalExchange #StraitOfHormuz #UnprecedentedLevel
Why biggest threat to US global dollar dominance may well be Washington itself
China has crafted markets, mechanisms and incentives as the world’s largest buyer …
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Economy #Africa #Beijing #Brazil #Business #China #Cross-BorderInterbankPaymentSystem #GlobalSouth #HongKongExchanges&Clearing #Huawei #iran #LondonMetalExchange #Russia #ShanghaiInternationalEnergyExchange #StraitofHormuz #Swift #Taiwan
https://www.newsbeep.com/us/590846/
https://www.europesays.com/ie/440522/ Why biggest threat to US global dollar dominance may well be Washington itself #Africa #Beijing #Brazil #Business #China #CrossBorderInterbankPaymentSystem #Economy #Éire #GlobalSouth #HongKongExchanges&Clearing #Huawei #IE #Iran #Ireland #LondonMetalExchange #Russia #ShanghaiInternationalEnergyExchange #StraitOfHormuz #Swift #taiwan
https://www.europesays.com/2926427/ Why biggest threat to US global dollar dominance may well be Washington itself #África #Beijing #Brazil #business #China #CrossBorderInterbankPaymentSystem #GlobalSouth #HongKongExchanges&Clearing #Huawei #Iran #LondonMetalExchange #Russia #ShanghaiInternationalEnergyExchange #StraitOfHormuz #Swift #Taiwan #tariffs #TradeWar
https://www.europesays.com/uk/900434/ London Metals Index at Record High on Aluminum ‘Black Hole’ Fear #Bloomberg #Britain #England #GreatBritain #Iran #london #LondonMetalExchange #UK #UnitedKingdom
https://www.europesays.com/ch/39296/ Copper has held up to Middle East pressure but UBS says recession risk looms #Copper #CopperPrices #LondonMetalExchange #MiddleEast #SwissBank #UBS
https://www.europesays.com/2853327/ Copper Slump vs. Aluminum Rally: LME Inventories & Geopolitics Drive 2026 Metals Split – News and Statistics #2026 #AluminumPrices #CommodityMarkets #CopperPrices #GeopoliticalRisk #geopolitics #LMEInventory #LondonMetalExchange #MetalsTrading #Politics #SupplyDisruption
Copper Hits Record in London as Supply Fears Fuel Rally
Bloomberg (Bloomberg) — Copper rose in a volatile trading session, with London Metal Exchange futures jumping on their…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Business #Bloomberg #LMEcopper #LondonMetalExchange
https://www.newsbeep.com/us/376555/
China’s copper heartland vows to build US$28 billion empire, dominate in global market
A key industrial hub in eastern China is launching a push to transform itself into one of the…
#NewsBeep #News #Headlines #AI #BeltandRoadInitiative #China #CNMCAlbetterCopper #copper #copperindustry #Copperprices #copper-smelting #GoldmanSachs #Latvia #LondonMetalExchange #LV #shandong #Shandongprovincialgovernment #Us #USDollar #YangguXiangguangCopper
https://www.newsbeep.com/307052/
https://www.europesays.com/ie/230571/ China’s copper heartland vows to build US$28 billion empire, dominate in global market #AI #BeltAndRoadInitiative #Business #China #CNMCAlbetterCopper #Copper #CopperIndustry #CopperPrices #CopperSmelting #Economy #Éire #GoldmanSachs #IE #Ireland #LondonMetalExchange #Shandong #ShandongProvincialGovernment #US #USDollar #YangguXiangguangCopper
China’s copper heartland vows to build US$28 billion empire, dominate in global market
A key industrial hub in eastern China is launching a push to transform itself into one of the…
#NewsBeep #News #Economy #AI #AU #Australia #beltandroadinitiative #Business #China #CNMCAlbetterCopper #Copper #copperindustry #copperprices #copper-smelting #GoldmanSachs #LondonMetalExchange #Shandong #Shandongprovincialgovernment #us #USDollar #YangguXiangguangCopper
https://www.newsbeep.com/au/344953/
https://www.europesays.com/uk/187260/ Copper Market Turmoil: US Import Surge Causes Global Disruptions – News and Statistics #Business #ChileanCopper #CMECustomsCleared #copper #GlobalMarket #ImportTariffs #LondonMetalExchange #Markets #Section232Investigation #TrumpAdministration #UK #UnitedKingdom #UnitedStates
Stores of nickel held in a Dutch warehouse keep turning out to be piles of stone.
https://www.vice.com/en/article/m7bj9x/worlds-most-powerful-precious-metal-traders-upset-to-learn-they-bought-piles-of-worthless-rocks
#commodities #nickel #Londonmetalexchange #Mysteries
How the War in Ukraine Could Slow the Sales of Electric Cars - The price of nickel, an essential ingredient in most batteries, has soared because of fea... - https://www.nytimes.com/2022/03/18/business/energy-environment/nickel-russia-battery-electric-cars.html #russianinvasionofukraine(2022) #electricandhybridvehicles #prices(faresfeesandrates) #futuresandoptionstrading #londonmetalexchange #metalsandminerals #minesandmining #commodities #supplychain #batteries #shortages #nickel #russia
