Copper

The copper market is having one of its most turbulent months in years, and it’s making billionaire investor Stan Druckenmiller look like a prophet. Copper futures are holding above $5.90 per pound this week, buoyed by supply disruptions at major mines and persistent uncertainty over potential...

Northern Dynasty Minerals, Inc. (AMEX:NAK) crashed on Wednesday, plunging 37% to trade around $1.27, following a damaging legal development in the tug-of-war between the company and the U.S. government. NAK stock is crashing. See the chart and price action here.  The Background In early 2023...

The U.S. isn't discovering copper — it's stockpiling it. Quietly, American warehouses have turned into a modern-day metal fortress, with 590,000 short tons of copper sitting in COMEX-approved storage — the highest level in more than 30 years. This isn't a mining miracle. It's a trade-war chess...

Copper has a new bull case—and it's coming from billionaire macro investors, not mining CEOs. Stanley Druckenmiller had once called copper "in the tightest position I have ever studied." Chamath Palihapitiya says electrification makes shortages inevitable and copper should go “parabolic....

Commodities asset manager Sprott (NYSE:SII), known for treating precious metals as a macro signal, is evaluating the market’s structural change following one of the strongest years on record for gold and silver. The commodity sector, in its view, is no longer a trade—it's becoming a core...

Rio Tinto Plc (NYSE:RIO) on Thursday disclosed a two-year strategic collaboration with Amazon Web Services (AWS). With this deal, AWS, which will become the first customer of Nuton Technology. This follows the recent industrial-scale deployment of its innovative bioleaching process at the Johnson...

Legendary mining executive Robert Friedland has emerged as an outspoken advocate for solving the critical minerals shortage. The billionaire founder of Ivanhoe Mines (OTCX: IVPAF) has repeatedly warned that the world's ambitions for electrification, artificial intelligence, and national security...

China's dominance in mineral processing — not mining — is emerging as the defining fault line in the global race for critical resources such as copper. The U.S. imports roughly 60% of the copper it consumes — a reliance drawing fresh scrutiny as demand accelerates across electrification, AI...

Copper extended its recent surge on the London Metal Exchange, with benchmark futures topping $11,700 a ton. It was the strongest rally since last summer, as investors began positioning for a possible regime of phased, near-universal copper tariffs starting in 2027. A reinforcing narrative of...

Copper prices rebounded this week after U.S. Federal Reserve Chair Jerome Powell signaled another quarter-point rate cut. The comments sent copper up as much as 1.8%, rekindling optimism about a $12,000 a ton price point. The recent market dynamics are causing the metal to trade increasingly on its...

Bank of America (NYSE:BAC) has upgraded its copper price forecasts, warning that the global supply squeeze is deeper and more persistent than previously thought. The combination of resilient demand, depleted stockpiles, and enduring mine disruptions leaves the market primed for new records....

Barrick Mining (NYSE:B) announced the resignation of President and CEO Mark Bristow today. After nearly seven years at the helm, the South African-born mining veteran departs without explanation, leaving investors to speculate on what prompted such an unexpected move. Effective immediately, Mark...

Copper prices are on the rise due to supply issues, primarily stemming from a production stoppage at the Grasberg mine in Indonesia, one of the world’s largest copper producers. That scenario should tighten supply for copper at a time when the reddish-brown metal is in massive demand, driving...

Anglo American Plc's (OTCPK:NGLOY) (OTCPK:AAUKF) bold tie-up with Teck Resources Ltd (NYSE:TECK) is shaping up to be more than just another mining merger—it's a copper power play that could redraw the global commodities map. JPMorgan analyst Dominic O’Kane noted that the combined Anglo-Teck...

Anglo American (OTC:NGLOY) and Teck Resources (NYSE:TECK) have agreed to combine forces in a $53 billion merger of equals that will create one of the world’s largest critical mineral producers. Anglo Teck, the new company, will have a headquarters in Vancouver and a primary listing in London...