Workers at Glencore's Australian copper refinery plan to strike on Friday, affecting an annual production capacity of 300,000 tons.

Workers at Glencore's copper refinery in Australia are preparing to strike.

Zhitong FinanceMar 11 12:05

Express News | Key Copper Export Route in Congo Disrupted Due to Bridge Collapse

BreakingsMar 2 15:40

Global Commodities Roundup: Market Talk

WSJFeb 28 01:15

The Era of Resource 2.0: As Copper and Gold Reach New Highs, What Will Be the Next Strategic Commodity?

Changjiang Securities proposed that, under the backdrop of deglobalization and dual carbon constraints, certain manufacturing chains are becoming 'the second type of scarce resource.' The screening criteria are 'strategic + global + low-position high elasticity.' The report specifically highlighted electrolytic aluminum, refrigerants, aviation, and oil transportation: aluminum is constrained by domestic production capacity ceilings and overseas electricity shortages; refrigerant quotas are driving up prices; aviation projections indicate supply will turn negative during 2026-2028 while demand continues to grow; oil transportation focuses on the compliance of shadow fleets and the capacity gap brought by restocking.

wallstreetcnFeb 24 12:40

Industry trends are emerging! The 'unified strategic choice' of global mining giants: copper.

In its latest research report on global large mining companies, Bank of America Securities pointed out that a clear industry trend is taking shape: global mining giants are collectively shifting their focus to copper assets. Following the earnings season of 2025, the Bank of America analyst team observed that almost all major mining companies, from BHP, Rio Tinto to Glencore, have made copper a strategic priority. Capital expenditures are surging significantly and have now recovered to over 50% of previous peak levels. Bank of America remains strongly bullish on copper prices, forecasting that copper will reach $15,000 per ton. The institution believes that the current period marks the seventh month of an upward earnings revision cycle, following three years of downward adjustments.

wallstreetcnFeb 23 15:07

Citigroup's Plan to Survive AI Aftershocks: Bet on Bonds and Small-cap Stocks

MarketWatchFeb 20 18:48