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The tariff storm caused by Trump has triggered a global "Copper rush"; the wild surge in Copper prices is not yet over.
The increasing tariff risks have heightened the supply tension of Copper in Asia, revealing signs of imbalance in the Global market.
Is the USA's rush for Copper going to cause a Global "Copper shortage"? An unprecedented scene is unfolding in the Metal market.
① A well-known Copper Trade dealer, Kostas Bintas, stated that the massive influx of Copper into the USA will cause serious supply shortages in other parts of the world, especially in the main Consumer nations. ② Last week, Financial Associated Press reported that there are signs indicating that USA ports are about to be flooded with a large import of Copper, as traders are rushing to transport goods ahead of the tariffs that President Trump may implement.
The "well-known bulls" in the copper market support: inventory transfer + supply not meeting demand, copper prices can rise another 1/3 at most!
A highly regarded bullish figure in the Copper market once again predicts that copper prices will reach an all-time high.
A price increase of 120% within the year! With both stockpiling and monetization coexisting, where will the price of bismuth go after "soaring to the sky"? | Industry Observation
① The price of bismuth has doubled this year, reaching a nearly ten-year high; ② Export controls, funding sentiments, and the widening price gap at home and abroad are important factors leading to the recent increase in bismuth prices; ③ Industry insiders have differing opinions on future price trends, with a coexistence of stockpiling and monetization within the Industry Chain.
Southern Copper Corporation (SCCO) Is Attracting Investor Attention: Here Is What You Should Know
Base Metal Prices Mixed After Copper Briefly Hits $10,000 -- Market Talk