Posts with #Copper
#Copper
Public posts on X that use #Copper.
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Copper’s record-breaking run above $14,500/ton should get everyone’s attention. It is the latest sign that the physical economy is repricing scarcity in the real world. Yes, part of yesterday’s move reflects tariff front-running and metal being pulled into US warehouses. But that doesn’t paint the whole picture. Metal stranded in one part of the world is unavailable to everyone outside it. Scarcity is not just about how many tonnes exist, it is about having the tonnes in the right place at the right time. You cannot build data centres, expand grids, electrify industry or duplicate supply chains without copper. Yet supply cannot respond quickly enough because of the same constraints I have highlighted in the thread below. This is the latest rotation of the commodity cycle. Last month it was grain. Last week it was diesel. Today it is copper. Weather, war and policymaking are the three horsemen that have combined against underinvestment (the revenge of the old economy) to create a scarcity problem that shows no signs of being solved. The bears will say the metal exists. Fine. But if it is locked in a warehouse, it is just a pile of metal. Just two weeks ago I said the next phase of this cycle would bring “higher highs across more markets”. Copper is now doing exactly that.Jeffrey Currie 🆔++ @CommodMktWake up, folks. Commodities are telling you something, and yesterday the Treasury confirmed it. Scarcity in the physical world. Repression in the financial one. Scarcity pushes prices up. Repression holds yields down. The gap between them is the debasement. Commodities are the only asset class that wins on both sides. The structural case for commodities has been turbo charged. Underinvestment, deglobalization and electrification all pushing markets like diesel cracks and copper to new highs. Meanwhile the chokepoints are increasing, from Hormuz to the Red Sea, the Rhine, the Panama Canal, the Black Sea grain corridor and Russian refining capacity. It is becoming increasingly apparent that not a single one of those is reachable by anything in Washington's toolkit whether it be caused by war or weather. The illusion of abundance is likely behind us. I said as much on CNBC this Monday, and I got long gold, silver and agriculture last week. Ten points for you to consider. (1/11)199974399K- Wake up, folks. Commodities are telling you something, and yesterday the Treasury confirmed it. Scarcity in the physical world. Repression in the financial one. Scarcity pushes prices up. Repression holds yields down. The gap between them is the debasement. Commodities are the only asset class that wins on both sides. The structural case for commodities has been turbo charged. Underinvestment, deglobalization and electrification all pushing markets like diesel cracks and copper to new highs. Meanwhile the chokepoints are increasing, from Hormuz to the Red Sea, the Rhine, the Panama Canal, the Black Sea grain corridor and Russian refining capacity. It is becoming increasingly apparent that not a single one of those is reachable by anything in Washington's toolkit whether it be caused by war or weather. The illusion of abundance is likely behind us. I said as much on CNBC this Monday, and I got long gold, silver and agriculture last week. Ten points for you to consider. (1/11)2079495.5K1.1M
CLIX LANDS ON COOPER, RUNS HIM OUT OF HIS POI AND GETS HIM KILLED 😭 HE STOOD ON BUSINESS AND GRIEFED HIM.18361.9K59.1K
I know you’re frustrated. Billionaires, corporations and Washington politicians are getting rich off your pain. Some courage and common sense in Washington can make life better for everyone.12111344420.4K
Copper costs roughly 45% more than a year earlier. The fee smelters earn for turning ore into metal? Zero for 2026. Too many smelters, too little ore, and some buyers are already paying years ahead to lock in supply. #Copper #Commodities324161
🔔 NYSE American: $GUNN — Oct. 26! Gunnison CEO Craig Hallworth joined @miningcomau to discuss our NYSE debut, U.S. copper production, Secretary Burgum’s recent visit, employee equity awards & growth ahead. 🎥 Watch: #AmericanCopper #Copper #Gunnison #Mining #MiningNews $GCU.TO $GCUMF06271.1K
1/ The cure for low commodity prices is low commodity prices. #Palladium has fallen from about $2,000 to $1,020 this year. Here’s why I think the risk is now to the upside 🧵
10223- @CattCalls2/ Students of the market will enjoy Django Davidson’s explainer on capital cycle investing from Hosking Partners. Interviewed by Wilfred Frost on the Master Investor podcast. His firm is selling memory chips boosted by AI demand and buying platinum group metal and #Copper miners.1013
Great Southern Copper@greatscopperBack to the Drill Bit! Targeting More High-Grade #Copper & #Silver CEO Sam Garrett discusses the next big push at Cerro Negro, with drilling planned to expand the high-grade Mostaza discovery, move towards a maiden resource and drill-test the exciting Monolith target #GSCU011182.1K
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Andrea Hotter@AndreaHotterFreeport says Q3 #copper sales of 749 million pounds were in line with the July estimate of 750 million pounds but below Q3 2025 sales of 1.0 billion pounds; cites lower operating rates at PTFI during ramp-up of Grasberg Block Cave underground mine and timing of shipments016738
EscapeFromUtopia@utopia_escape#Copper has not yet repaired its drop, but it has not yet been rejected either. Worth watching.
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- We need to mine as much copper in the next ~20 years, just to maintain 3% global GDP growth, as we've mined in all of human history... No small feat.2812761181.4K
Oroco is at the International Mining and Resources Conference + Expo (IMARC) 2026 in Sydney, Australia, October 27 to 29. Visit us at Booth MH166 or book a meeting with Oroco's Adam Smith through the IMARC website. $OCO.V $ORRCF $OR6 #Copper #CopperMining #Mining #Oroco #JuniorMining #TSXV
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It's on. Highland Valley Copper workers walked out this weekend, and Teck is running the mine at reduced capacity 🇨🇦 About 1,200 USW members are off the job over wages and pensions #Copper is holding near $6.50/lb, so how long this drags matters ⛏️
Fantastic Mr.Stocks @Fantastic_MrSTXCanada's largest copper mine could be on strike as soon as tomorrow 🇨🇦 Steelworkers served 72-hour notice at Teck's Highland Valley after a 100% strike vote. Action can start 8am PT Saturday. With #copper bouncing back above $6.40, the market doesn't need another supply headache ⛏️034282- Canada's largest copper mine could be on strike as soon as tomorrow 🇨🇦 Steelworkers served 72-hour notice at Teck's Highland Valley after a 100% strike vote. Action can start 8am PT Saturday. With #copper bouncing back above $6.40, the market doesn't need another supply headache ⛏️
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EXPIRY HERO ZERO COPPER 1390CE BUY AT. - 0.40 SL -/0 TARGET - 1., 2 5 +++ #COPPER #Commodity #MCX #CRUDEOUL81187.5K
There’s a #copper mine in the U.S. called Resolution. It was discovered 25 years ago. It’s a world scale deposit, over a billion tonnes with three times the average grade. It’s been in the permitting process for 20 years with no end in sight. This is insanity.591351.1K152K
We continue making progress at Placeres. Our drilling team reached 300 meters in the first hole of the Greenfield project, marking another important field milestone for @nandux_mining Find Copper. #NanduX #FindCopper #Copper02391
crazy bullish on #copper for 2026 among other resources, but still prefer producers to get max torque out of the move. $TECK one of my favs, expecting a monster breakout.
Bluntz @Bluntz_Capitalthe next commodity to go full bulltard is probably #copper imo. structural supply deficit even without the insatiable AI demand and price already breaking out of a 20 year range. commodity supercycle (real)5591888160K
#USA🇺🇲 imports of #Copper from the #DRC🇨🇩 hit a record in July, now ±24% of American supplies. With the Strategic Partnership opening the way for more U.S. access & investment in Congo’s #CriticalMinerals mining & processing, this is just the beginning.👏2318053745.4K- Show more posts
