China Galaxy Securities: Regional imbalance in global copper supply; focus on leading domestic copper mining companies.

China Galaxy Securities released a research report stating that the logic of a global copper mine supply shortage and increasing risks of regional refined copper supply imbalances, coupled with expectations of loose liquidity, is expected to continue driving up copper prices.

Zhitong Finance07:42

The Rise of the "New Dual Powers": How Will Silver and Copper Dominate the 2026 Asset Narrative?

As 2026 approaches, silver and copper have replaced gold as the hottest trading commodities in the metals market. Institutional and retail traders are actively positioning themselves, betting that their prices will continue to achieve historic gains.

Golden10 Data07:24

TD Securities releases 2026 commodities outlook: Platinum and palladium to lead the rise in precious metals!

In its 2026 commodities outlook, TD Securities forecasts that gold prices will not plummet next year but instead are expected to reach new all-time highs, while silver prices will retreat to the mid-40 dollar range.

cls.cnDec 5 14:20

Goldman Sachs warns that copper prices are unlikely to stabilize above the $11,000 mark, with supply shortages not expected until 2029.

Goldman Sachs has injected a note of caution into the current optimistic discussion surrounding the outlook for copper. The bank stated that the surge in copper prices above $11,000 per ton would be short-lived, as there remains ample global supply to meet demand.

Zhitong FinanceDec 4 15:43

Goldman Sachs: Copper price surpassing $11,000 per ton is 'unsustainable'; the era of shortages has not yet arrived.

Just as copper prices hit record highs amid supply concerns, Goldman Sachs injected a dose of sobriety into the market's exuberance. The bank believes that the global copper market will not experience a shortage before 2029.

Golden10 DataDec 4 12:21

Copper Prices Remain Bullish After Hitting New Highs! Wall Street Provides Three Key Reasons for Optimism

①International copper prices have recently broken new highs consecutively, with a year-to-date increase of 27.5%. Multiple Wall Street institutions expect copper prices to continue rising; ②The driving forces behind the rise in copper prices include tightening supply at the mining end, booming demand from industries such as new energy and data centers, and favorable macroeconomic conditions; ③Top Wall Street institutions generally anticipate that copper prices will trade within the range of $12,000 to $13,000 per ton next year.

cls.cnDec 4 09:58