3min chapter

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Why Copper May Be One of the Tightest Markets The World Has Ever Seen

Odd Lots

CHAPTER

Copper - Is the Supply in Balance?

The price action in copper recently, is up a lot over the past year or two, but it has been coming down. So can you dig into that a little bit further? I thinkin in the near time, commodity markets are originally driven by by spot fundamentalsnin the current of environment,. We are seeing a weakness in in chinese demand due to the due to te acobe log downs. That has generated some softening effecton the market. On top of that, we are seeing slightly stronger exports of copper out of russia than was expected when you went back to the beginning of the invasion.

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