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
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
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/pl/570218/ Miedź znów łamie bariery. KGHM na surowcowej fali #kghm #KGHMPolskaMiedź #lme #LondonMetalExchange #miedź #PL #Poland #Polish #Polska #Polski #srebro #złoto
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
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
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/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