Commodities Report: Copper futures | 2026-03-13 17:00 UTC [GQTR] | Bullish | Unstable

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1. https://www.vietnamplus.vn/lien-minh-chau-au-dieu-tra-chong-ban-pha-gia-ong-dong-nhap-khau-tu-viet-nam-post1098781.vnp - * Ủy ban châu Âu bắt đầu điều tra chống bán phá giá đối với ống đồng nhập khẩu từ Việt Nam, Trung Quốc, Mexico, Uzbekistan. * Vụ việc bắt đầu từ ngày 1/1/2025 và kéo dài đến 31/12/2025, dự kiến kết thúc trong vòng 1 năm. * Nguyên đơn là EU Copper Tubes Defence Committee, ngành sản xuất ống đồng của EU. * Công việc điều tra gồm lựa chọn mẫu, gửi bảng câu hỏi, xác định biên độ bán phá giá, có thể áp dụng thuế tạm thời hoặc chính thức. * Cục Phòng vệ thương mại khuyến nghị doanh nghiệp hợp tác đầy đủ và phối hợp chặt chẽ với EU để bảo vệ lợi ích.
2. https://sugermint.com/electric-vehicles-reshaping-india-market/ - * The Indian automotive industry is undergoing a major transformation towards electric vehicles (EVs) in 2026. * Increased fuel prices, environmental awareness, government policies, infrastructure expansion, and battery tech improvements drive growth. * Major models include Mahindra BE 6, Tata Nexon EV, Volvo EX30, VinFast VF7, and Tata Curvv EV. * Benefits highlighted: lower costs, environmental impact, advanced technology, smooth drive, expanding infrastructure. * Market is expected to grow rapidly with more models launching and technological advancements.
3. https://www.altenergymag.com/news/2026/03/13/wind-turbine-market-to-reach-usd-1071-billion-by-2032-64-cagr-trends-technology-forecast/46905 - * The global wind turbine market was valued at USD 58.5 billion in 2022 and is projected to reach USD 107.1 billion by 2032. * The market is growing at a 6.4% CAGR from 2023 to 2032, with offshore wind sector expansion being a key growth driver. * Asia-Pacific led the market in 2022 with more than 41% share, driven by China and India. * Onshore wind remains the dominant installation segment with over 67% revenue share in 2022. * Utility applications are the fastest growing segment, supported by decarbonisation efforts and policy support.
4. https://express-press-release.net/news/2026/03/13/1741703 - * The global battery energy storage systems market was estimated at USD 13.19 billion in 2025. * It is projected to reach USD 99.67 billion by 2033, with a CAGR of 28.3% from 2026 to 2033. * Growth driven by renewable energy integration, electrification, and global net-zero commitments. * Lithium-ion technology dominates due to high energy density, long lifespan, and declining costs. * Major companies include Tesla, LG Energy Solution, CATL, BYD, and others; investing in manufacturing and innovation. * Energy storage supports grid stability, peak management, and backup in expanding renewable and digital sectors.
5. https://www.designnews.com/electronics/navigating-tariffs-in-2026-key-insights-for-engineers-product-managers-in-the-electronics-industry - * The US Supreme Court struck down most tariffs imposed under IEEPA, affecting imports from China, Canada, and Mexico, but not steel, aluminium, or copper under Section 232 or some tariffs on China under Section 301. * New tariffs under Section 122 are being announced but have a limited duration and are subject to legal challenges. * Exemptions exist for certain electronic components like semiconductors and critical minerals, but not for surrounding ecosystem components such as PCBs, connectors, and cables. * The US plans to pursue investigations under Section 301 on issues like industrial excess capacity, forced labour, and digital taxes. * Tariffs on steel, aluminium, copper, and chips significantly affect the electronics supply chain, including costs for copper wiring, conductors, and PCB materials. * Ongoing investigations include tariffs on critical minerals, polysilicon, and advanced computing chips; potential future tariffs could impact supply chains. * Tariff classification is crucial for determining duty rates; companies can engage in tariff engineering to reduce costs. * The administration aims to use tariffs strategically, especially to protect and incentivise AI data centres, affecting chip and equipment costs. * Engagement in legal proceedings, tariff refunds, scenario planning, and industry consultation are recommended strategies for impacted companies. * Trade landscape remains highly fluid, requiring continuous monitoring and proactive response from electronics industry stakeholders.
6. http://prsync.com/xresearchbiz/hvdc-electric-power-transmission-system-market-size-growth-and-forecast--5177484/ - * The market was valued at approximately USD 12.0 billion in 2024 and is expected to grow to USD 23.8 billion by 2035. * The compound annual growth rate (CAGR) is 7.0%. * The expansion is driven by renewable energy projects, increasing electricity demand, and grid modernisation. * North America and Europe lead in HVDC adoption, with Asia-Pacific emerging as a rapidly growing market. * HVDC technology offers advantages such as lower transmission losses, improved grid stability, and long-distance electricity transport.
7. https://vocal.media/trader/united-states-smart-grid-market-size-share-and-growth-forecast-2026-2034 - * The US smart grid market was valued at USD 20.9 billion in 2025 and is projected to grow to USD 77.3 billion by 2034 at a CAGR of 14.86%. * The market growth is driven by upgrades to electricity infrastructure and the expansion of renewable energy sources such as solar and wind. * Increasing adoption of IoT, AI, and advanced metering enhances grid monitoring, energy efficiency, and fault detection. * Major companies include Siemens AG, General Electric, Schneider Electric, ABB Ltd, and Honeywell International Inc. * Challenges include cybersecurity risks and high infrastructure upgrade costs.
8. https://www.pv-magazine-australia.com/2026/03/13/vicgrid-tenders-for-three-latrobe-valley-synchronous-condensors/ - * The Victorian government body VicGrid invites expressions of interest for at least three synchronous condensers at Hazelwood, Latrobe Valley. * Located 158 km southeast of Melbourne, near Hazelwood terminal station, linked to Marinus Link transmission project. * Synchronous condensers aim to stabilise the network and facilitate integration of solar and wind energy. * Part of a $480 million investment in 12 projects to strengthen Victoria's grid, including a large condenser near Ararat. * The initiative supports renewable energy deployment and power grid modernisation as coal power stations close.
9. https://skillings.net/defense-mandate-pentagon-issues-massive-call-to-secure-13-critical-minerals-amid-rising-geopolitical-tensions/ - * The Pentagon issued a series of requests for proposals to 1,500 companies to develop domestic supply chains for 13 critical minerals. * Federal funding potential ranges from $100 million to $500 million per project. * The initiative aims to reduce reliance on foreign sources, especially due to US-Iran tensions and China’s export controls. * The minerals include graphite, tungsten, vanadium, antimony, cobalt, lithium, manganese, nickel, niobium, rare earth elements, scandium, tantalum, and titanium. * The process involves feasibility studies, modernising processing facilities, and deploying new environmentally-friendly technology, with a target of 2026 for significant outcomes.
10. http://www.ecns.cn/news/economy/2026-03-13/detail-ihfaqfsq8283880.shtml - * China's national lawmakers approve the 2026-2030 development blueprint, marking a key step in modernisation. * The 15th Five-Year Plan emphasises high-quality development, innovation, green transition, and improving people's livelihoods. * The plan aims to push China beyond GDP-centric growth towards balanced governance and national strength. * Focus on advancing manufacturing, upgrading sectors, and nurturing emerging industries to support socialist modernisation. * The blueprint highlights China's long-term strategy amid global uncertainties and aims to lead industry development in the 21st century.
11. https://www.npr.org/2026/03/12/nx-s1-5746061/us-china-trade-five-year-plan - * China's legislature approved a five-year social and economic blueprint emphasising technological self-reliance and industrial manufacturing. * The plan seeks to manage China's 'great-power competition' with the US without explicitly mentioning the US. * It calls for over 7% annual growth in research and development and aims to lead in future industries like quantum technology and biomedicine. * The plan focuses on manufacturing innovations, strengthening strategic minerals, and boosting domestic consumption. * It coincides with China's criticism of US trade investigations into overcapacity and production sectors.
12. https://skillings.net/uncle-sams-1b-bet-us-critical-mineral-funding-surges-in-latin-america/ - * Since January 2025, the US government has invested over $1 billion into Latin American critical mineral projects. * The focus is on securing supply chains for lithium, copper, and rare earth elements, especially in Brazil, Argentina, and Chile. * The US aims to reduce dependence on China and has announced a $12 billion critical mineral stockpile in early 2026. * Brazil's Serra Verde project and Argentina's Rio Tinto lithium plan are key beneficiaries. * The US is leveraging development finance and defence funding to de-risk projects and create processing capacity outside China.
13. https://skillings.net/copper-price-forecast-2026-the-13000-milestone-and-structural-deficit/ - - As of March 12, 2026, copper is stabilising around $13,100 after peaking at $14,527 in January. - The primary driver is a projected global refined copper deficit exceeding 150,000 metric tonnes for 2026. - Disruptions at major mines and strategic stockpiling in anticipation of tariffs have contributed to price spikes. - Major producers with low costs are benefiting, while downstream manufacturers and junior explorers face challenges. - Market dynamics suggest a potential correction below $13,000 in the coming months with inventory levels influencing prices.
14. https://www.eldiario.ec/seguridad/operacion-militar-golpea-la-mineria-ilegal-51-campamentos-destruidos-en-menos-de-48-horas-12032026/ - * Ecuador's Fuerzas Armadas inhabilitated 51 clandestine mining camps in Zamora Chinchipe, Sucumbíos, and Orellana in less than 48 hours. * Operations focused on the Parque Nacional Podocarpus and other remote areas. * Equipment found included explosives, weaponry, radios, satellite systems, generators, and mining tools. * In Orellana, three camps and equipment such as retroexcavators and generators were destroyed. * The Ministry of Defence linked illegal mining to organised crime and other illicit activities, with ongoing operations planned.
15. https://www.orissapost.com/us-launches-probe-against-india-china-over-unfair-foreign-practices/ - • The US has launched investigations against India, China, and other countries over 'unfair foreign practices' affecting US manufacturing. • The investigations aim to assess whether foreign acts, policies, and practices are unreasonable or discriminatory. • The probe is part of efforts to reshore critical supply chains and foster US manufacturing growth. • Consultation requests have been made to multiple countries, with hearings scheduled for May 2026. • The investigations are linked to US trade policies addressing structural excess capacity and production in foreign economies.
16. https://www.devdiscourse.com/article/technology/3836330-us-japan-and-eu-forge-new-trade-path-in-critical-minerals - * The United States, Japan, and the European Union are developing a trade agreement in critical minerals. * Negotiations will be led by the U.S. Office of the Trade Representative. * Discussions include implementing a price floor and tariffs to counter China's market influence. * U.S. Trade Representative Jamieson Greer aims to launch talks by April. * Reuters has yet to confirm these details.
17. https://www.japantimes.co.jp/business/2026/03/12/economy/japan-301-tariffs/ - * The United States announced investigations into Japan and multiple other countries for unfair trade practices related to excess capacity. * The investigation was announced by U.S. Trade Representative Jamieson Greer on Wednesday. * The move follows a ruling by the U.S. Supreme Court declaring tariffs related to the trade strategy illegal. * Countries under investigation include Bangladesh, Cambodia, China, the European Union, India, Indonesia, South Korea, Malaysia, Mexico, Norway, Singapore, Switzerland, Taiwan, Thailand and Vietnam.
18. https://wowo.com/trump-administration-kicks-off-new-process-to-try-to-replace-tariffs-struck-down-by-supreme-court/ - * The Trump administration began a new trade investigation under Section 301 of the Trade Act of 1974, aiming to establish new tariffs after previous ones were invalidated by the Supreme Court. * The investigation targets countries including China, EU, Japan, South Korea, and others, focusing on trade surpluses, subsidies, and unfair competitive advantages. * The process seeks to potentially introduce new import taxes and examine issues like excess industrial capacity, government backing, and forced labour. * The investigation is time-sensitive, with a 150-day deadline ending on July 24, and could impact existing trade frameworks and international relations. * Additional investigations may cover digital taxes, drug pricing, and ocean pollution.
19. https://theconservativetreehouse.com/blog/2026/03/12/ustr-greer-announces-launch-of-sec-301-trade-investigations-into-16-economies-including-the-eu/?utm_source=rss&utm_medium=rss&utm_campaign=ustr-greer-announces-launch-of-sec-301-trade-investigations-into-16-economies-including-the-eu - • USTR Jamieson Greer announced investigations under Section 301 into countries including China, EU, Singapore, and others. • The investigations focus on unfair trade practices related to excess capacity and production. • The review aims to determine whether targeted acts, policies, and practices are unreasonable or discriminatory. • The investigations align with efforts to reshape trade policies and possibly replace Section 122 tariffs. • The focus includes trade enforcement measures affecting global manufacturing supply chains.
20. https://naturenews.africa/tunisia-launches-tender-for-battery-storage-to-boost-renewable-energy/ - * Tunisia announced its first competitive tender for battery energy storage systems, as part of efforts to modernise its electricity grid and increase renewable energy share. * The project aims to deploy large-scale battery facilities that store electricity from solar and wind sources. * The initiative is designed to reduce reliance on imported natural gas and stabilise the power grid. * Tunisia is inviting international developers and investors to bid for designing, financing, and operating the storage facilities. * The project supports Tunisia's goal to reach 35% renewable energy in its electricity mix by the end of the decade and aims to build local expertise in energy storage.
21. https://stockhead.com.au/resources/canadas-copper-frontier-lures-bhp-and-a-wave-of-asx-explorers/ - * BHP has identified Canada as a key exploration destination for copper, with ongoing investments and projects. * Canadian government policies, geological potential, and infrastructure support attract exploration activity. * Several ASX-listed explorers, including Pivotal Metals, White Cliff Minerals, and FireFly Metals, are advancing copper projects across Canada. * The country's abundant mineral provinces and the Canadian Shield offer significant exploration opportunities. * BHP’s focus on copper aligns with industry trends driven by energy transition needs and increasing demand for the metal.
22. https://www.mining.com/us-pours-1b-into-into-latin-america-critical-minerals/ - * The US has invested more than $1 billion in critical minerals across Latin America since January 2025. * Investments focus on lithium, copper, and rare earths to enhance energy, defence, and advanced technology supply chains. * Latin America holds about 60% of the world's lithium reserves, with Brazil and Argentina seen as key development centres. * Countries balance geopolitical interests between Washington and Beijing, with China dominant in mineral processing. * Copper projects in Chile and Argentina are central to regional mining strategies due to rising demand.
23. https://wyomingtruth.org/trump-administration-kicks-off-new-process-to-try-to-replace-tariffs-struck-down-by-supreme-court/ - * The Trump administration began a new trade investigation under Section 301 on Wednesday. * The investigation aims to replace tariffs struck down by the Supreme Court, seeking to protect American jobs. * The process involves examining foreign entities including China, the EU, and several Asian countries. * The investigation could lead to new import taxes and explore issues like excess industrial capacity, subsidies, and forced labour. * The investigation timeline is urgent due to tariffs expiring on July 24, with potential implications for global trade frameworks.
24. https://www.agweek.com/news/policy/us-launches-unfair-trade-probes-to-rebuild-trumps-tariff-pressure - * The US announced two trade investigations into excess industrial capacity and forced labour, affecting multiple countries. * The capacity probe targets 16 trading partners including China, EU, India, Japan, South Korea, and Mexico. * The forced labour probe covers goods from over 60 countries, including China. * The investigations aim to restore tariffs and address trade surplus concerns, after recent legal challenges to Trump's tariffs. * US seeks to enforce bans on goods produced with forced labour, referencing existing laws and recent measures against China's Xinjiang region.
25. https://www.openpr.com/news/4421772/asia-pacific-copper-wire-rod-market-to-reach-28-8-million-tons - * Asia Pacific copper wire rod market was 18.6 million tons in 2025 and is expected to reach 28.8 million tons by 2033, growing at 5.7% CAGR. * Market growth driven by investments in power infrastructure, urban expansion, and electrification. * Increased demand from electronics, manufacturing, renewable energy, and electric mobility sectors. * The region's infrastructure development and industrial expansion underpin long-term demand. * Short-term challenges include copper price fluctuations, but long-term fundamentals remain strong.
26. https://www.mining.com/us-pours-1b-into-into-latin-america-critical-minerals/ - * The US has invested more than $1 billion into critical minerals projects across Latin America since January 2025. * Focus areas include lithium, copper, and rare earths, driven by energy, defence, and advanced technology needs. * Latin America holds about 60% of the world's lithium reserves, with Brazil and Argentina as key investment targets. * Governments in the region aim to develop domestic processing and attract foreign investment amidst geopolitical balancing. * Copper projects in Chile and Argentina are set to expand, supporting regional electrification and infrastructure.
27. https://solarquarter.com/2026/03/12/chris-minns-launches-construction-of-the-blind-creek-solar-farm-and-battery-project-in-bungendore-marking-a-major-step-in-australias-clean-energy-transition/ - * New South Wales Premier Chris Minns officially launched construction on the project in Bungendore, Australia. * The development is a clean energy investment worth 900 million dollars, including a 300 MW solar farm and 243 MW / 486 MWh battery system. * Wärtsilä Energy Storage will supply the battery system for the project. * The project aims to replace fossil generation, address solar variability, and demonstrate a model for other regions. * Construction begins this year with full operation expected by 2028. * The project includes integration with local agricultural activity, specifically sheep grazing, to enhance community acceptance.
28. https://www.ad-hoc-news.de/boerse/news/ueberblick/labor-unrest-threatens-glencore-s-australian-copper-operations/68661303 - * Glencore faces a potential strike at its Townsville copper refinery in Australia, possibly starting on Friday. * The dispute involves the Australian Workers' Union over wages, lasting nearly a year. * The refinery produces up to 300,000 tonnes of copper cathode annually. * Despite operational risks, Glencore's financials remain solid, with a 6% decline in adjusted EBITDA for 2025. * Glencore plans to expand copper production to over one million tonnes by 2028, dependent on resolving current labour issues.
29. https://www.benzinga.com/news/politics/26/03/51204498/trump-launches-trade-probe-on-16-partners-including-china-india-eu - * The Trump administration launched a trade investigation targeting 16 countries, including China, India, and the EU. * The probe aims to assess unfair trade practices under Section 301(b) of the Trade Act of 1974. * The investigation examines acts related to excess capacity and production affecting US commerce. * The US may propose tariffs or other measures based on findings. * Concurrently, 24 states sued over the legality of a 10% trade tariff, with projected revenue shortfalls over a decade.
30. https://www.trtworld.com/article/af4388a7e5a6 - * The US government announced new trade probes into excess industrial capacity in 16 countries and forced labour across over 60 countries. * The excess capacity investigation targets China, EU, India, Japan, South Korea, and Mexico, among others. * The forced labour probe aims to ban imports from goods produced with forced labour, expanding existing restrictions on China's Xinjiang region. * These measures follow the US Supreme Court's rejection of much of Trump's tariff programme. * The investigations could lead to new tariffs and trade restrictions against major trade partners.
31. https://www.capitalstreetfx.com/copper-trade-idea-march-11-2026-hg-futures-technical-analysis-trade-setup-fundamental-outlook/ - * Copper's role as an economic indicator highlighted by its association with global growth signals. * Three large copper mines experienced disruptions in 2025, affecting outputs into 2026. * Disruptions include a mudslide at Freeport-McMoRan’s Grasberg mine, flooding at Kamoa-Kakula, and a tunnel collapse at El Teniente. * Wood Mackenzie estimates above-normal mine disruptions, with significant impacts expected until 2027 and for several years afterward. * ING forecasts a 600kt refined copper deficit in 2026, with projections of high deficits and demand supply gap by 2040.
32. https://www.fxstreet.com/news/copper-scarcity-and-cta-buying-skew-td-securities-202603111340 - * TD Securities' Daniel Ghali reports unencumbered copper inventories have decreased sharply year-to-date, now at 9.1 days of available supply. * Despite warehouse builds and risk-off sentiment, copper scarcity is described as unprecedented. * The report suggests a reshuffling from invisible stockpiles into visible warehouses, locking up more metal. * TD Securities predicts CTAs will likely increase longs in copper for the upcoming week. * The article discusses market dynamics affecting copper supply and investor behaviour amidst geopolitical uncertainty.
33. https://www.cnbc.com/2026/03/11/trump-trade-investigations-ieepa-tariffs.html - * The Trump administration announced new trade investigations under Section 301 of the Trade Act of 1974. * The probes target China, Mexico, the EU, and other economies, with potential expansion. * The investigation aims to address unfair trade practices related to excess capacity and production in manufacturing sectors. * Countries being investigated include Japan, India, Taiwan, Vietnam, South Korea, Singapore, Switzerland, Norway, Indonesia, Malaysia, Cambodia, Bangladesh, and Thailand. * Findings may lead to tariffs or other responsive trade actions.
34. https://investinglive.com/news/us-launches-section-301-tariff-probe-targeting-china-eu-mexico-japan-and-others-20260311/ - * The US has initiated a Section 301 investigation into excess manufacturing capacity across 16 trading partners, including China, the EU, Japan, Mexico, Vietnam, and Taiwan. * The probe aims to assess whether state-backed overproduction is distorting markets and harming US industry. * The investigation may lead to new tariffs or trade measures if unfair practices are confirmed. * A second probe into goods linked to forced labour, covering around 60 countries, could be launched soon. * The move signals a potential expansion of US tariffs and global trade tensions.
35. https://www.mirusfinancialpartners.com/blog/keeping-track-new-energy-economy - * The global energy system is undergoing a major economic transformation towards renewables, energy storage, electric vehicles, and hydrogen. * In 2024, renewable capacity increased by 700 GW, with over 40% of electricity produced from renewable sources. * Solar power added 553 GW in 2024, accounting for about 7% of global electricity, with future estimates exceeding 43% by 2030. * The lithium-ion battery market surpassed $150 billion in 2025, with demand reaching 1 TWh in 2024 and prices falling to around $70/kWh in 2025. * Electric vehicle sales grew by 35% in Q1 2025, representing 22% of global new car sales in 2024, with battery capacity over 933 GWh in 2025. * Hydrogen, produced via electrolysis, is emerging as a key fuel for hard-to-decarbonise sectors, with significant investments from governments and companies. * The energy transition presents long-term investment opportunities across multiple industry sectors.
36. https://skillings.net/coppers-13000-milestone-anatomy-of-a-structural-deficit-in-2026/ - * Copper hit a record high of $13,230 per tonne in early 2026, with a global refined deficit of approximately 330,000 metric tons. * Demand is projected to rise from 28 million tons in 2025 to 42 million tons by 2040, driven by AI, electrification, and data centre expansion. * Supply disruptions occurred in 2025 due to earthquakes and flooding at major mines, reducing output. * Chinese smelters announced zero treatment and refining charges, signalling a concentrate shortfall of 650,000 to 850,000 tons for 2026. * Political tensions, trade uncertainties, resource nationalism, and investor behaviour contribute to market tightness and rising prices.
37. https://bitcoinethereumnews.com/finance/scarcity-and-cta-buying-skew-td-securities/?utm_source=rss&utm_medium=rss&utm_campaign=scarcity-and-cta-buying-skew-td-securities - - TD Securities’ Senior Commodity Strategist Daniel Ghali reports unencumbered copper inventories have fallen to 9.1 days of supply YTD. - Despite visible warehouse builds and risk-off sentiment, copper scarcity is described as unprecedented. - The decline in unencumbered copper stocks indicates reshuffling from invisible stockpiles, locking up more metal. - CTAs are expected to modestly add long positions in copper over the coming week. - The article discusses copper inventory trends and market demand implications.
38. https://skillings.net/coppers-13000-milestone-anatomy-of-a-structural-deficit-in-2026/ - * In early 2026, copper hit a record high of $13,230 per tonne amid a deficit of approximately 330,000 metric tonnes. * Demand for copper projected to grow from 28 million tonnes in 2025 to 42 million tonnes by 2040, driven by AI and electrification. * Supply disruptions in 2025 included earthquakes and floods at major mines such as Kakula and Grasberg, reducing output. * Chinese smelters reduced utilisation rates due to unprofitability, signalling a concentrate supply shortfall of 650,000 to 850,000 tonnes. * Geopolitical tensions and resource nationalism escalated in 2026, affecting supply chains and investor sentiment. * Market analysts project the copper price may overshoot fundamentals, with potential substitution and increased recycling acting as moderating factors. * The article highlights a structural deficit with persistent demand growth and supply chain challenges, advising strategic planning for stakeholders.
39. https://www.mondaq.com/india/international-trade-investment/1755846/us-supreme-court-decision-against-trump-tariffs-what-lies-ahead - * The US Supreme Court ruled on 20 February 2026 that the IEEPA does not authorise the imposition of tariffs, invalidating all tariffs enacted under it. * The ruling affects tariffs related to drug trafficking, reciprocity, and penalties, rescinding them with immediate effect. * Existing tariffs under other statutes, such as Section 232, Section 301, and Section 122, remain in effect. * Specific products like steel, aluminium, automobiles, copper, semiconductors, timber, furniture, and vehicles continue to face tariffs. * Stakeholders, including Indian exporters, may pursue refunds and must monitor US trade policy developments.
40. https://www.mining.com/op-ed-how-geopolitics-are-rewiring-metals-markets/ - * Global mining faces increased geopolitical tension, affecting capital flows, production, and sourcing decisions. * Countries like Canada are seen as stable, but need modernisation and policy follow-through to capitalise. * Resource nationalism is now official policy in Indonesia and the Democratic Republic of Congo. * US and Canada are launching critical mineral stockpiling programmes amid geopolitical risks. * China controls about 90% of critical mineral refining, prompting shifts in procurement strategies towards politically aligned and secure sources like Canada.
41. https://bitcoinethereumnews.com/finance/scarcity-and-cta-buying-skew-td-securities/?utm_source=rss&utm_medium=rss&utm_campaign=scarcity-and-cta-buying-skew-td-securities - - TD Securities' Daniel Ghali reports unencumbered copper inventories have declined sharply YTD, with only 9.1 days of supply remaining. - Despite visible warehouse builds and risk-off sentiment, copper scarcity is considered unprecedented. - A reshuffling from invisible stockpiles into visible warehouses locks up more copper. - CTAs are expected to modestly increase long positions in the coming week. - The article discusses copper supply constraints, inventory shifts, and trader behaviour amid geopolitical risks.
42. https://www.prnewswire.com/news-releases/asian-manufacturing-takes-off-in-february-while-north-america-contracts-gep-global-supply-chain-volatility-index-302710265.html - * Asia's supply chains were their busiest in nearly three-and-a-half years, with indices rising to 0.40, driven by China, Japan, India, South Korea, and Taiwan. * North America’s index declined from 0.06 to -0.26, indicating underutilised capacity and a slowdown in US manufacturing activity. * Europe's index increased to 0.05, reflecting ongoing industrial recovery, with supply bottlenecks reported. * Global demand for raw materials and commodities rose significantly in February, reaching the highest since March 2022. * Shortages of materials increased, but inventories remained lean; labour shortages were typical, and transportation costs stayed average.
43. https://www.northernminer.com/news/chile-mining-faces-policy-test-under-kast-government/1003888711/ - * President José Antonio Kast took office, signalling potential regulatory reforms in Chile’s mining sector. * Kast's government merged the ministries of Mining and Economy, appointing Daniel Mas to lead. * Industry groups criticize the permitting system as overly burdensome, with over 500 permits needed for projects. * Chile remains the world's largest copper producer, with production falling 2% in 2025. * Chile's critical minerals strategy aims to diversify beyond copper and lithium. * Lithium projects like Nova Andino Litio and Salares Altoandinos could influence future output. * Chile's geopolitical relations are evolving amid US and China influence, affecting mining strategies. * Rising public concern over crime and migration in mining regions could impact operations.
44. https://skillings.net/the-vicuna-district-why-lundin-mining-is-doubling-down-on-the-worlds-next-copper-giant/ - * Lundin Mining and BHP form a 50/50 joint venture to develop the Vicuña District, a major copper asset in the Andes. * The project includes deposits with an estimated 38 million tonnes of copper, sufficient for around 450 million EVs. * The Vicuña District covers multiple deposits and aims to produce 400,000 tonnes of copper annually for 25 years. * The project benefits from Argentina’s RIGI framework, providing fiscal stability. * Infrastructure plans involve significant build-outs, including power and water pipelines, emphasising regional integration. * The project is a response to global copper demand and recent exploration finds with high-grade mineralisation. * Key milestones are expected in 2026, including provincial agreements and permits, for construction to start.
45. https://www.eqmagpro.com/state-unveils-comprehensive-renewable-energy-policy-with-strong-push-for-solar-and-electric-vehicles-eq/ - • A new renewable energy policy has been finalised to promote solar power expansion and electric vehicle adoption. • The policy includes targets, incentives, and funding mechanisms to boost renewable capacity and green infrastructure. • It aims to increase solar energy in urban and rural areas and support private sector investment. • Incentives and infrastructure development are planned for electric vehicles and grid modernisation. • The policy strives for inclusive growth, job creation, and alignment with climate and sustainable development goals.
46. https://copperbeltkatangamining.com/zambia-seeks-global-investment-to-triple-copper-production-by-2031/?utm_source=rss&utm_medium=rss&utm_campaign=zambia-seeks-global-investment-to-triple-copper-production-by-2031 - * Zambia plans to increase copper production from 890,346 metric tons in 2025 to 3 million tons by 2031. * The government is courting global investors, including from the United States. * Zambia's efforts are part of a strategy to diversify supply chains for critical minerals. * Copper is key in electric vehicles and renewable energy, linking to energy transition. * The country seeks mutually beneficial investment agreements. * Zambia also possesses reserves of cobalt, nickel, manganese, graphite, lithium, and rare earth elements. * Major companies involved include Barrick Gold, First Quantum Minerals, Vedanta Resources, and others.
47. https://www.vtmarkets.com/live-updates/commerzbanks-baur-says-chinas-strong-ore-imports-boost-copper-output-while-congo-supply-faces-risk/ - * China’s copper ore and concentrate imports increased 4.9% year-on-year in early 2026. * Raw copper imports decreased 16% year-on-year, suggesting rising domestic production. * Congo’s copper output faces disruption due to sulphur export blockage linked to Iran, risking supply constraints. * DRC’s copper exports declined 2% in February 2026, highlighting supply risks. * Market analysis recommends bullish strategies like call options and bull call spreads for copper trading.
48. https://www.fxstreet.com/news/copper-china-demand-strong-congo-supply-at-risk-commerzbank-202603101311 - - Chinese imports of copper ore increased by 4.9% year-on-year, indicating rising copper production despite negative treatment charges. - Iron ore imports in China rose 10% year-on-year, bucking a downward trend. - Imports of raw copper and copper products fell by 16% compared to the previous year. - Sulphur export restrictions from the Gulf threaten copper ore mining in Congo. - The article discusses global copper supply disruptions and market implications.
49. https://www.vtmarkets.com/live-updates/commerzbanks-baur-says-chinas-strong-ore-imports-boost-copper-output-while-congo-supply-faces-risk/ - * China’s copper ore and concentrates imports increased 4.9% year-on-year in early 2026. * Raw copper and copper product imports fell 16% year-on-year. * Congo’s copper supply faces risks due to sulphur export blockages affecting sulphuric acid availability. * Global copper supply is threatened by Congo’s supply constraints and Iran-linked sulphur export issues. * Market analysts recommend bullish futures strategies, including call options and bull call spreads, amid potential supply disruptions.
50. https://skillings.net/cbam-regulation-what-changed-and-impact-on-global-copper-2026/ - ['* The EU’s Carbon Border Adjustment Mechanism (CBAM) shifted from data collection to a financial levy in January 2026, affecting copper imports.', '* Importers now must purchase CBAM certificates based on embedded carbon emissions, with costs linked to EU ETS prices.', '* High-carbon producers face de facto tariffs; low-carbon producers gain a competitive advantage, influencing trade flows and investments.', '* Geopolitical tensions include the EU’s CBAM and the U.S. Section 122 tariffs, impacting global copper trade and resource nationalism.', '* Recycling and secondary copper demand rise as cleaner scrap becomes more valuable; companies focus on emissions tracking and compliance.']
51. https://skillings.net/oyu-tolgoi-mine-update-revenue-share-demands-and-key-risks/ - * The Mongolian government has demanded a 60% share of revenue from Oyu Tolgoi mine, seeking to bypass shareholder loan debt. * Mongolia's current 34% stake has been unprofitable, with the project operated at a loss for eight years. * The project has $20 billion in debt, with shareholder loans of $12 billion due to late 2025. * Oyu Tolgoi is projected to produce 500,000 tonnes of copper annually from 2028 to 2036. * The dispute influences global copper supply, given the mine's significance and geopolitical considerations.
52. https://skillings.net/oyu-tolgoi-mine-update-revenue-share-demands-and-key-risks/ - * The Mongolian government demands a 60% revenue share from Rio Tinto for the Oyu Tolgoi copper-gold mine, escalating long-running disputes. * The government seeks a shift from equity to revenue sharing due to debt and delayed dividends, aiming to secure immediate cash flow. * The project has operated at a loss for eight years, with debt reaching $20 billion by 2025. * Oyu Tolgoi is projected to produce 500,000 tonnes of copper annually between 2028-2036, vital for global supply. * Mongolia's geopolitical position and resource nationalism influence negotiations; delays risk global copper markets.
53. https://www.fxstreet.com/news/copper-china-demand-strong-congo-supply-at-risk-commerzbank-202603101311 - * Chinese imports of copper ore and concentrates increased by 4.9% year-on-year in January/February. * Chinese copper production continues to rise despite negative treatment charges. * Blockage of sulphur exports from the Gulf may disrupt copper ore mining in Congo. * Congo's copper ore output could face supply challenges due to sulphur shortage. * Chinese copper imports slightly below previous months, but overall demand remains robust.
54. https://www.vtmarkets.com/live-updates/commerzbanks-baur-says-chinas-strong-ore-imports-boost-copper-output-while-congo-supply-faces-risk/ - * China’s copper ore and concentrate imports increased 4.9% year-on-year in Jan-Feb 2026, averaging 2.5 million tonnes per month. * Raw copper and copper product imports fell 16% year-on-year, averaging 350 thousand tonnes per month. * Copper production in China is likely rising, despite negative treatment and refinery charges. * Congo’s supply is at risk due to sulphur export blockage from the Gulf, affecting copper and sulphuric acid supply. * February 2026 data show a 2% dip in Congo’s copper exports, indicating mounting supply constraints. * Supply risks and demand signals suggest a bullish outlook for copper, with strategies including near-term call options and bull call spreads aimed at capturing upside potential.
55. https://www.eesi.org/topics/industry-manufacturing/description - * The article discusses China’s industrial strategies, economic stimulus measures, and policy developments aimed at manufacturing output and decarbonisation. * It highlights China's Five-Year Plans, initiatives to promote low-emissions industries, and regulatory actions affecting domestic demand for copper. * The article covers manufacturing sector growth and the role of government policies in shaping China's industrial landscape. * It examines the influence of policy changes on domestic industrial demand, especially within construction, heavy industry, and infrastructure sectors. * Published by the Environmental and Energy Study Institute (EESI).
56. https://skillings.net/copper-price-forecast-2026-matters-why-the-looming-deficit-is-a-wake-up-call-for-investors/ - * J.P. Morgan forecasts a global refined copper deficit of approximately 330,000 metric tons for 2026. * Copper prices are projected to reach $12,075/mt on average, with peaks up to $12,500 in Q2 2026, according to multiple banks. * Demand is increasing, with projections to hit 33 million metric tons by 2030, while supply struggles due to geological, regulatory, and infrastructural challenges. * Copper mines take at least ten years to develop, and current production is hampered by strikes, regulatory hurdles, and declining ore quality. * The upcoming supply deficit is expected to cause heightened volatility and significant price increases, especially after mid-2026 when tariffs and stockpiles become clearer.
57. https://www.news.market.us/infrastructure-construction-market-news/ - * The global infrastructure construction market is projected to grow at a CAGR of 5.9% from 2025 to 2034, reaching USD 6.6 billion. * Funding initiatives include substantial government investments in housing, transportation, and regional development. * Asia Pacific led regional spending with 44.9%, supported by urbanisation and development projects. * The segment's dominant activities include transportation infrastructure (39.7%) and new construction (69.2%). * Major projects involve transportation networks, water supply, urban development, energy facilities, and public services infrastructure.
58. https://evmagz.com/eu-approves-e200-million-spanish-aid-program-to-support-ev-supply-chain/ - * The European Commission approved a €200 million Spanish aid programme to support EV supply chain and production of key e-mobility technologies. * The aid aims to fund investments in battery manufacturing, hydrogen technologies, and critical raw materials. * The programme is part of Spain’s broader 'España Auto 2030' strategy and will run until June 30, 2026. * The initiative supports industrial development in electric mobility, including manufacturing, raw materials, and related technologies. * Spain plans additional funding to expand EV infrastructure and consumer subsidies, supporting energy autonomy and decarbonisation.
59. https://energynews.biz/equator-renewables-asia-secures-39m-to-develop-solar-hydrogen-and-industrial-energy-projects-in-indonesia/?utm_source=rss&utm_medium=rss&utm_campaign=equator-renewables-asia-secures-39m-to-develop-solar-hydrogen-and-industrial-energy-projects-in-indonesia - - Equator Renewables Asia raises approximately $39.3 million to fund solar, green hydrogen, and industrial energy projects in Indonesia. - Funding supported by KPN Corporation and Tsao Pao Chee; efforts aim to expand renewable infrastructure for domestic and Singaporean markets. - The company plans to develop solar capacity, battery storage, and explore green hydrogen production, linked to cross-border power export and regional energy integration. - Strategic coordination between Singapore and Indonesia includes a memorandum to establish a Sustainable Industrial Zone. - Projects align with ASEAN Power Grid and regional decarbonisation goals, supporting Singapore’s aim for net zero by 2050 and Indonesia’s by 2060.
60. https://www.eqmagpro.com/indias-inter-regional-power-transmission-capacity-set-to-reach-143-gw-by-2027-eq/ - * India plans to increase its inter-regional power transmission capacity to 143 GW by 2027, according to Union Minister Shripad Naik. * This expansion aims to improve electricity transfer between regions and support renewable energy integration, particularly solar and wind. * The development will enhance grid reliability, resilience, and facilitate power trading between states. * India has already expanded its transmission network through high-capacity corridors, with further projects planned. * The initiative is part of India's broader strategy to modernise its power sector and promote clean energy growth.
61. https://kalkinemedia.com/au/stocks/metal-and-mining/bhp-copper-shift-meets-china-iron-ore-tensions - * BHP divests the San Manuel property in Arizona to Faraday Copper, maintaining future copper development. * The move aligns with increasing global demand for copper due to energy transition and electrification. * Iron ore trade tensions with a Chinese state-backed buyer have led to purchasing restrictions. * BHP manages diversified commodity exposure across iron ore, copper, and other resources. * The company operates assets across multiple regions, including the US and Australia, balancing regional strategies and trade relationships.
62. https://skillings.net/hard-news-chilean-copper-output-hits-five-month-low-despite-strike-resolutions-at-major-mines/ - * Chile’s copper production declined for the fifth consecutive month in January, reaching a five-month low despite ending a 28-day strike at Mantoverde mine. * Production challenges include declining ore grades, infrastructure constraints, and community disruptions at operations such as Escondida and Collahuasi. * Copper export values increased 7.9% in January driven by higher prices, not volume, amid ongoing production difficulties. * Chile’s copper output in 2025 was an estimated 5.4 million tonnes, with forecasts for slight growth in 2026 and 2027 depending on resolving operational issues. * Industry faces a narrow pipeline of new projects due to permitting delays, opposition, and cost overruns, affecting future supply projections.
63. https://www.energy-storage.news/origin-energys-650mwh-grid-forming-bess-begins-commissioning-in-australia/ - • The 650MWh grid-forming battery energy storage system (BESS) at Mortlake, Australia, starts commissioning in 2024. • Incorporates grid-forming inverter technology for enhanced grid stability. • The project, worth AU$400 million, is in late-stage construction with full commercial operation targeted for late 2026. • It leverages existing transmission infrastructure and is part of Australia's growing trend of grid-scale storage with renewable integration. • Other similar projects, such as Neoen’s Western Downs BESS, are also operational in Australia.
64. https://www.pv-tech.org/fortescue-begins-construction-on-western-australias-largest-solar-pv-power-plant/ - * Fortescue started constructing the Solomon Airport solar PV power plant, adding to its renewable energy portfolio in the Pilbara. * The project will deliver around one-third of Fortescue’s 'Real Zero' target and follows the completion of the Cloudbreak solar plant. * The projects form part of a broader initiative to establish the Pilbara as a renewable energy hub, with a combined capacity of approximately 1.3GW. * Fortescue plans to build a 644MW solar PV plant at Turner River later this year. * The company develops extensive transmission infrastructure and advanced renewable projects supported by government funding.
65. https://www.wirecable.in/kec-international-executes-765-kv/ - * KEC International Ltd. completes a 765 kV double circuit transmission line between Bhadla III and Sikar II in Rajasthan. * The project includes a substation and associated works, inaugurated by India's Prime Minister. * The project aims to strengthen the national transmission grid and facilitate renewable energy evacuation. * The project supports India's green power capacity and clean energy transition. * KEC emphasises its commitment to reliable, sustainable transmission infrastructure.
66. https://www.independent.co.ug/charting-a-course-for-chinas-growth-with-new-quality-productive-forces/ - * Xi Jinping highlights the importance of new quality productive forces for China's economic growth during the 'two sessions' in 2024. * China’s AI sector has seen substantial advancements, with over 6,200 AI enterprises by 2025 and industry value exceeding 1.2 trillion yuan. * The country's 15th Five-Year Plan (2026-2030) focuses on harnessing AI and emerging industries to transform traditional sectors and develop new growth drivers. * Emerging industries like high-tech manufacturing, new energy, and quantum technology are contributing significantly to economic restructuring. * Traditional industries are also being revitalised through innovation and high-end transformation, exemplified by case studies like Yangquan Valve Co., Ltd.
67. https://reneweconomy.com.au/fortescue-forges-ahead-on-pilbara-real-zero-plan-with-construction-of-states-biggest-solar-farm/?utm_source=rss&utm_medium=rss&utm_campaign=fortescue-forges-ahead-on-pilbara-real-zero-plan-with-construction-of-states-biggest-solar-farm - * Fortescue Metals begins construction of Western Australia's largest solar farm, the 440 MW Solomon Airport project. * The project is part of Fortescue’s plan to reach 'real zero' carbon emissions by 2030. * The solar farm joins other renewable projects, including the 190 MW Cloudbreak solar farm, the 133 MW Nullagine wind farm, and the 100 MW North Star solar farm. * Once complete, these projects will deliver about 1.3 GW of solar capacity in the Pilbara. * Fortescue invests in renewable energy infrastructure, including high-voltage transmission lines and battery storage, to power its operations and reduce reliance on diesel and gas.
68. https://www.eqmagpro.com/indias-power-demand-continues-to-hit-new-highs-amid-rising-energy-consumption-eq/ - * India’s electricity demand continues to set new record highs due to economic growth, industrial activity, and rising temperatures. * The surge in power consumption is driven by increased use of air conditioning and cooling systems, especially during summer. * Industrial growth and urbanisation contribute significantly to rising electricity needs across residential, commercial, and industrial sectors. * The government and utilities are expanding generation capacity through new power plants, renewable energy projects, and grid infrastructure upgrades. * Renewable energy such as solar and wind power, along with energy storage and transmission improvements, are essential to meet future demand. * Emphasis on renewable deployment and grid modernisation aims to sustain reliable electricity supply amid continuous demand growth.
69. https://jamestown.org/spring-festival-gala-centers-high-tech-again/ - * The 2026 Spring Festival Gala emphasised AI and robotics, featuring performances with humanoid robots and AI-assisted hosts. * State media linked humanoid robotics to China’s industrial policies. * The event showcased technological development as a national priority, with AI and robotics prominent throughout. * Manufacturing, especially in Yiwu, was highlighted to promote domestic consumption. * Military segments were understated, with less focus on defence and space programs. * Foreign artists like John Legend participated, signalling international openness. * The event reflected China’s emphasis on technological self-positioning and economic growth strategies.
70. https://www.finedayradio.com/news/tv-delmarva-channel-33/european-companies-scramble-for-tariff-refunds-after-supreme-court-decision/ - * European businesses explore legal avenues to recover tariffs after the US Supreme Court struck down Trump-era trade levies in February.* * The US Court of International Trade plans to develop a reimbursement framework, with procedures such as post-summary correction (PSC) being used by some companies.* * German company ebm-papst and other businesses face uncertainties regarding refund procedures and legal challenges.* * The US federal government has collected over $130 billion from tariffs now declared unlawful, with no clear refund process established.* * Companies are awaiting federal guidance and considering legal remedies, including modifying import documentation or pursuing lawsuits.
71. https://www.edaily.co.kr/News/Read?newsId=04798646645380696&mediaCodeNo=257&OutLnkChk=Y - * The National Development and Reform Commission (NDRC) aims to promote domestic demand and modern industry system to achieve the 4% economic growth target. * The commission emphasises macroeconomic efficiency, stabilising the market, and breaking social and economic development barriers. * Focus on infrastructure investment including AI+, infrastructure, and increasing consumption and job opportunities. * Chinese Ministry of Finance reports a record high of 30 trillion yuan in total expenditure and a deficit ratio of about 4%. * Policy emphasis on technological innovation, industrial reform, and deep integration of advanced manufacturing and services.
72. https://www.freepressjournal.in/mumbai/maharashtra-budget-2026-from-sewri-worli-connector-by-sept-2026-to-4th-port-at-vadhvan-devendra-fadnavis-announces-key-infra-announcement-for-mumbai - * Maharashtra Budget 2026 announced key infrastructure projects for Mumbai, including extending Mumbai Metro line 11 to Dharavi and BKC. * Signal-free Sewri-Worli Connector to be completed by September 2026. * New 4th port at Vadhavan, including warehousing and logistics facilities, to be developed. * Bandra-Versova Sea Link to be completed by May 2028. * Illegal land areas to be developed as a startup and innovation centre, and underground tunnels to reduce traffic congestion. * Additional development planned for Virar, Boisar, and Thane around the bullet train site.
73. https://www.beijingbulletin.com/news/278906183/china-details-2026-policy-mix-to-bolster-growth-and-innovation-share-opportunities-with-world - * Chinese officials announced a policy mix for 2026 to ensure resilient growth, support innovation, and promote balanced trade. * China aims for 4.5 to 5 percent GDP growth and will implement proactive macro policies including fiscal, monetary, investment, employment, and consumption measures. * Infrastructure investment is expected to exceed 7 trillion yuan, with focus on public services and key sectors. * China will promote domestic demand, consumer trade-in programmes, and support private investment. * The government plans to develop new industries, including AI, integrated circuits, robotics, and high-tech manufacturing. * China will expand market access and promote high-standard opening up, including pilot programmes in telecom, biotech, and healthcare sectors.
74. https://economictimes.indiatimes.com/news/international/world-news/china-to-boost-spending-to-meet-growth-target/articleshow/129171948.cms - * China will increase spending in major infrastructure and public services to meet this year's economic growth target, according to government officials. * The Chinese government set a target of 4.5%-5% for 2026, citing a record trade surplus of $1.2 trillion. * The five-year plan includes 109 major projects across water, power, computing, urban infrastructure, education, and healthcare, with investments exceeding ¥7 trillion in 2023. * The initiative aims to foster scientific breakthroughs and embed artificial intelligence into the economy. * The broader context involves global uncertainty due to US-Israeli conflict and US-China rivalry.
75. https://insideclimatenews.org/news/06032026/illinois-comed-ev-rebate-funding/ - * ComEd, Illinois' largest utility, allocates nearly $70 million for EV rebates in 2026, part of a $168 million Beneficial Electrification (BE) Plan through 2028. * The plan includes programmes for residential EV chargers, commercial EV purchases, and site make-readiness. * Over 80% of funding targeted at Equity Investment Eligible Communities (EIEC), with continued commitment to low-income support. * Illinois' EV initiatives persist despite federal funding cuts, such as proposed reductions to the NEVI programme and federal EV charger manufacturing requirements. * Future plans include increasing focus on electric school buses and grid infrastructure enhancements to meet state decarbonisation goals.
76. https://www.benzinga.com/markets/macro-economic-events/26/03/51059106/scott-bessent-says-tariffs-will-rise-to-15-this-week-signals-strong-belief-on-reset - * Treasury Secretary Scott Bessent states tariffs will rise from 10% to 15% 'sometime this week'. * He predicts tariffs will return to their original levels by August. * The tariffs are imposed under Section 122 of the Trade Act of 1974, lasting 150 days unless extended by Congress. * USTR and the Commerce Department will conduct trade studies that could lead to additional tariffs. * Bessent claims these measures are more durable, having survived over 4,000 legal challenges.
77. https://www.independent.co.uk/news/mexico-donald-trump-mexico-city-marcelo-ebrard-canada-b2932995.html - * Mexico and the US will start bilateral talks on 16 March ahead of the USMCA review. * The talks aim to address rules of origin, production increase, supply chain security, and economic integration. * The USMCA, spanning Mexico, the US, and Canada, has shaped trade relations and limited protectionist tariffs. * Tariffs on certain products, including steel, aluminium, copper, and tomatoes, remain in effect. * Mexican officials, including Economy Secretary Marcelo Ebrard, have engaged with US officials to mitigate tariff threats and bolster competitiveness. * Canada and Mexico are also negotiating to strengthen cooperation on trade and security prior to the USMCA review.
78. https://europeanconservative.com/articles/news-corner/brussels-made-in-europe-plan-china-beijing-backlash-protectionism/ - * The European Union introduced a proposal to require EU-made components for subsidies and public contracts in strategic sectors. * The plan aims to reverse industrial decline and increase manufacturing's share of EU GDP to 20% by 2035. * A Chinese business group criticised the proposal, warning it could lead to protectionism and harm China-EU economic cooperation. * Brussels seeks to enhance self-reliance amidst geopolitical competition and supply chain dependencies. * The Chinese Chamber of Commerce to the EU expressed concern over the legislation's potential exclusionary impact.
79. https://www.ndtv.com/world-news/china-begins-its-biggest-political-two-sessions-meetings-what-it-is-11170565#publisher=newsstand - * China’s annual Two Sessions meetings have started, expected to reveal growth targets, defence budget, and the 15th Five-Year Plan. * The event involves the Chinese People's Political Consultative Conference (CPPCC) and National People's Congress (NPC). * The 15th Five-Year Plan for 2026-2030, including focus on domestic demand and advanced technologies, is a key highlight. * The meetings take place against recent military purges, US trade tensions, and conflicts in the Middle East. * Discussions may cover China’s economic revival strategies, military planning, and policies on minority languages and environmental issues.
80. https://skillings.net/2026-copper-crunch-boardroom-acquisitions-vs-pitfall-algorithms/ - ['* The global copper market faces an estimated 800,000-ton deficit in 2026, driven by increased demand and stagnant supply.', '* Copper demand is fuelled by AI data centres, electrification efforts, and regional geopolitical factors.', '* Mining companies are engaging in M&A strategies to secure permitted assets due to long permitting times.', '* Technological advancements like AI exploration, digital twins, and novel chemistry aim to optimise extraction and lower grade thresholds.', '* Macro risks include record low inventories, potential US tariffs, and geopolitical disruptions, heightening scarcity concerns.']
81. https://microgridmedia.com/worlds-clean-energy-push-faces-hidden-hurdle/ - ['* Global efforts to shift to renewable energy face a copper supply shortfall, crucial for solar, wind, and electric vehicles.', '* Copper demand is projected to increase 50% by 2040, while production is forecast to peak at 33 million metric tons in 2030 and decline thereafter.', '* New copper discoveries are low, and ore quality has decreased, with new mines taking 17 years and high capital costs, deterring development.', '* China dominates processing capacity, creating vulnerability; disruptions threaten global supply.', '* Developing countries face severe challenges in accessing copper for infrastructure, risking increased inequality in energy access.']
82. https://skillings.net/copper-hits-13228-london-surge-fueled-by-us-china-tariff-optimism/ - * Copper prices surged past $13,228 per metric ton on the London Metal Exchange, driven by US-China tariff developments. * The US Supreme Court’s ruling against reciprocal duties is reducing trade barriers, boosting manufacturing optimism. * Major mines face supply limitations, with demand driven by global infrastructure projects and the green transition. * Hudbay Minerals announced a $1 billion acquisition of Arizona Sonoran to capitalise on high copper prices. * Industry analysis indicates copper’s role as a key indicator of broader economic trends and potential price growth to $15,000 per tonne.
83. https://www.bizpacreview.com/2026/03/04/when-free-markets-arent-really-free-1625314/ - * US government proposes a trusted-partner trade zone for critical minerals with enforceable price floors and strategic cooperation. * The initiative seeks to stabilise prices, attract investment, diversify supply chains, and reduce dependence on China. * The US is actively investing in domestic mining, stockpiling, and securing long-term supply contracts. * A coalition of allies with capabilities in ore, refining, and finance aims to create transparent, rule-based markets. * Policy includes binding trade pacts, enforceable reference prices, and counter-tariffs against dumping.
84. https://www.supplychainbrain.com/articles/43593-bessent-says-tariffs-will-rise-to-15-this-week - * The US is expected to increase tariffs to 15% this week, as stated by Treasury Secretary Scott Bessent. * Tariffs, halted by a Supreme Court ruling on February 20, are predicted to revert to previous levels within five months. * The increase involves Section 122 of the Trade Act of 1974, allowing temporary tariffs of up to 15% for 150 days. * The US Trade Representative plans to conduct investigations under Section 232 to replace temporary tariffs with more permanent duties. * Bessent states that tariff revenue will likely remain unchanged despite the tariffs increase.
85. https://www.tradersagency.com/copper-stocks-300k-investment-shortage/ - * The article discusses a significant copper shortage, with claims of a supply gap of 10 million tons annually and a projected 25% shortfall. * It highlights that copper is vital for electrification, renewable energy, and electric vehicles, with demand increasing exponentially. * Major investors like Stanley Druckenmiller and technology companies are securing copper supply through private deals. * The article advocates trading copper via futures or ETFs and investing in copper mining stocks such as Freeport-McMoRan, Southern Copper, and Hudbay Minerals. * The overall outlook suggests copper prices will continue to rise due to supply constraints and increasing demand driven by green energy and electrification trends.
86. https://blog.se.com/energy-management-energy-efficiency/2026/03/04/the-electrical-room-is-becoming-an-energy-hub-a-reality-shaped-in-europe/?utm_source=rss&utm_medium=feed&utm_campaign=rss_campaign - * European energy infrastructures are transforming due to decarbonization, electrification, grid constraints, and renewable growth. * Electrical rooms are becoming energy hubs, integrating renewable generation, storage, and new loads. * Energy landscape in Europe is dynamic, with rapid scaling of solar PV, storage, and EV charging. * New Electrical Distribution focuses on modular, digital, and flexible architectures for energy management. * The shift aims to enhance safety, performance, resilience, efficiency, and sustainability. * The company promotes confidence in integrating PV, storage, and EV charging safely and effectively.
87. https://www.edp24.co.uk/news/25906654.uk-power-networks-complete-major-2-5m-project-lowestoft/?ref=rss - * Over 18 months, a substation in Lowestoft was upgraded, including construction of a new switch house and installation of 33,000-volt switchgear. * The project involved replacing two circuit breakers with seven, enabling reconfiguration of power flows. * UK Power Networks invested £2.5 million to enhance reliability and support growth in green energy, electric vehicles, and heat pumps. * The upgrade aims to deliver long-term benefits and increased power stability for the area. * The company owns and maintains infrastructure delivering electricity to 20 million across South East, London, and East of England.
88. https://www.asiapacific.ca/publication/us-launches-trade-bloc-stockpile-counter-chinas-grip - * The U.S. initiated a critical minerals alliance and stockpile to challenge China's market power, involving 55 countries including Canada, Australia, Japan, and the EU. * The U.S. announced plans for a trade zone with price floors and tariffs for critical minerals, supported by private financing and emergency supplies. * Project Vault, a US$12-billion critical minerals reserve, aims to stockpile key materials and enhance supply chain resilience amid China's control. * Canada has not yet joined the trade zone, citing concerns over broader trade agreements and strategic dependencies. * Experts warn China will intensify efforts to maintain dominance, possibly through investments, research, and export controls.
89. https://investinglive.com/commodities/td-cowen-sees-the-best-macro-backdrop-for-metals-in-years-20260122/ - * TD Cowen issues bullish outlook for metals, citing a strong macroeconomic environment and underinvestment. * Copper supply growth is projected to fall significantly in 2025 to 1.4%, due to mine disruptions and underinvestment. * Copper deficit forecasts extended through 2027, with prices revised to $5.00/lb. * Supply delays at major mines could drive copper prices higher than forecasted. * Uranium prices are increased to a long-term target of $90/lb, supported by new reactor build announcements and government efforts. * Focus on copper producers with advantageous costs, including Capstone, Hudbay, and Lundin Mining. * Investor caution advised for the iron ore market due to expected surplus in 2026 and trade policy uncertainties.
90. https://thehilltoponline.com/2026/02/17/u-s-launches-critical-minerals-coalition-at-54-nation-summit/ - * The United States hosted the largest diplomatic meeting on critical minerals in history, focusing on reducing dependence on China.* The summit aimed to diversify supply chains controlling critical minerals vital for technology and defence.* The Forum on Resource Geostrategic Engagement (FORGE) was launched to coordinate pricing and development.* The US signed 11 new bilateral frameworks with countries including Argentina, Guinea, and Uzbekistan.* President Trump announced Project Vault to establish a US domestic reserve for critical minerals.* The administration's approach has received mixed assessments, with concerns over global dependence shifts and execution challenges.
91. https://www.df.cl/regiones/antofagasta/empresas/escondida-hace-llamado-al-gobierno-para-que-intervenga-por-huelga-de - • La huelga del Sindicato N° 2 de Finning afecta la cadena operativa de la minería en Chile. • Finning Chile, proveedor clave de equipos y repuestos, está bloqueada por la movilización. • Empresas como Escondida y Codelco enfrentan retrasos en accesos y cambios de turno. • BHP, afectada desde hace cuatro días, solicita urgente intervención de las autoridades. • El conflicto surge por disputa en bonos de negociación colectiva y discriminación en pagos. • La negociación entre sindicato y empresa continúa sin avances, con cambios en condiciones del diálogo.
92. https://skillings.net/2026-critical-minerals-ministerial-inside-the-54-nation-forge-alliance-to-break-the-china-chokehold/ - * On February 4, 2026, Secretary of State Marco Rubio convened 54 countries and the European Commission in Washington to launch FORGE, a multilateral framework aimed at restructuring global critical minerals supply chains. * China controls approximately 90% of rare earth processing and around 75% of lithium chemical production, creating a processing bottleneck. * FORGE replaces the Minerals Security Partnership, operating outside WTO and OECD, with US-led policy coordination and investment mechanisms. * The US signed frameworks with 11 countries and agreements with the EU, Japan, and Mexico to facilitate upstream mining, downstream processing, and trade interventions. * A proposed border-adjusted price floor aims to prevent China’s market dumping of critical minerals, revolutionising trade policies. * Project Vault is a stockpiling initiative supported by the Export-Import Bank to buffer against supply shocks. * The success of FORGE depends on implementation of trade and subsidy mechanisms, with progress measured by critical mineral production outside China.
93. https://www.devdiscourse.com/article/law-order/3782081-machinery-contractor-ends-labor-dispute-at-chiles-copper-mines - * Machinery contractor Finning reaches a labour agreement with striking employees in Chile. * Dispute involved blockades at Escondida and Zaldivar copper mines. * Striking started at the beginning of the month, causing sporadic disruptions. * Agreement restores operations after weeks of disruption, affecting productivity in one of the world's largest copper regions.
94. https://diggers.news/business/2026/01/28/zambia-misses-1m-tonne-copper-production-target-for-2025/ - - Zambia produced 890,345 tonnes of copper in 2025, an eight percent increase from 2024. - The target of one million tonnes was not reached, attributed to shutdowns at Sino Metals leach plant due to pollution and reduced output at FQM Trident Mine. - The mining sector experienced growth through investment and global economic trends, despite setbacks. - Mines and Minerals Development Minister Paul Kabuswe provided the update on sector performance.
95. https://www.jdsupra.com/legalnews/u-s-signs-trade-deals-with-taiwan-and-3446987/ - * The U.S. issued agreements with Taiwan and Indonesia, with details on entry into force and tariff modifications. * The agreements include tariff schedule reductions, with specific rates for Taiwan and Indonesia-origin goods entering the U.S. * Both agreements encompass non-tariff barrier eliminations and policy reforms such as labour and intellectual property standards. * Entry into force depends on internal procedures in the countries, with discussions on legislative approval in the U.S. * Legal challenges to tariff authority may affect the agreements' implementation and terms.
96. https://skillings.net/chinas-critical-minerals-export-controls-what-happens-next-and-who-gets-squeezed-in-2026/ - • China maintains export restrictions on rare earths and dual-use materials into 2026. • New controls on unprocessed rare earths came into force on 1 January 2026. • The whitelist system for tungsten, antimony, and silver restricts supply to 15-44 companies. • Japan faces immediate pressure as Chinese export controls affect supply chains. • Industry stakeholders are advised to diversify, stockpile, and monitor policy signals before November 2026.
97. https://bitcoinworld.co.in/china-us-tariffs-trade-relations/ - * China’s Ministry of Commerce issued an appeal for the US to dismantle Section 301 tariffs applied since 2018. * The trade dispute originated from US tariffs on Chinese imports, affecting approximately $450 billion in trade. * The tariffs have impacted sectors such as technology and agriculture, with notable disruptions and volatility. * International responses include cautious EU support and trade diversification efforts by ASEAN. * The trade tensions have influenced global supply chains, inflation, and market volatility, complicating future negotiations.
98. https://www.businesstoday.in/markets/stocks/story/why-auto-parts-steel-copper-aluminium-stocks-may-not-react-to-trump-tariff-verdict-517461-2026-02-23?utm_source=rssfeed - * US tariffs under Section 232 and Section 201 on steel, aluminium, and copper stay at 50 per cent. * Tariffs on automobiles and auto parts may continue at 25 per cent. * A 15 per cent global tariff under Section 122 has been maintained, affecting import restrictions. * These tariffs are linked to national security investigations and trade legal frameworks. * India's export tariff exposure is adjusted, with 55% facing 15% tariffs, and overall effective tariffs around 11-13%. * US tariffs are influenced by ongoing trade policies and legal considerations, particularly involving China, Vietnam, Japan, and South Korea.
99. https://www.theglobeandmail.com/investing/markets/markets-news/Business%20Wire/37348935/capstone-copper-resumes-operations-at-mantoverde/ - * Capstone Copper has resumed operations at the Mantoverde mine in Chile following a period of interruption due to an inability to access and operate the desalination plant. * The company expects to operate between 50% and 75% of normal production during a strike by Union #2, which began on January 2. * Capstone Copper remains willing to engage in discussions with the union, respecting legal procedures and seeking a resolution. * The Mantoverde mine is part of Capstone Copper’s global portfolio, with production impacted by labour disputes. * The company is based in Vancouver, Canada, and owns multiple copper mining assets across the Americas.
100. https://www.df.cl/empresas/mineria/capstone-copper-reanuda-operacion-de-mantoverde-pese-a-huelga-y-dice-que - * Capstone Copper anunció que la mina Mantoverde en la Región de Atacama reanudó operaciones tras una huelga de un mes. * La planta desalinizadora fue desbloqueada y se espera operar al 50-75% de capacidad durante la huelga. * La Corte de Apelaciones de Copiapó ordenó utilizar fuerza pública para evacuar el bloqueo de la desalinizadora. * La compañía propuso una oferta con bono de $15 millones, que fue rechazada por la mayoría de los sindicalizados. * La huelga afectó el acceso a la planta y las operaciones de la mina.
101. https://www.northernminer.com/news/capstone-restarts-a-limited-mantoverde-as-strike-lingers/1003887210/ - * Capstone Copper resumed operations at Mantoverde mine in Chile over the weekend, with production at 50% to 75% of normal levels due to a strike. * The strike by Union #2 began on January 2 and involves about 22% of the workforce. * Mantoverde, a core operation for Capstone in Chile, may produce 101,000 tonnes of copper this year, within the forecast range. * Capstone’s shares increased approximately 5% after reopening; the market cap is $12 billion. * The dispute escalated after a Jan. 18 incident at the desalination plant, affecting water supply to the mine.
102. https://www.lusakatimes.com/2026/02/04/mopani-halts-underground-mining-at-kitwe-and-mufulira/ - * Mopani Copper Mines suspends underground operations at Kitwe and Mufulira in Zambia after safety incidents within three weeks.
103. https://www.fool.com.au/2026/02/06/capstone-copper-shares-in-a-slump-despite-good-news-out-of-chile/ - * Shares in Capstone Copper declined by 4.5% on Friday morning, despite the strike at its Mantoverde mine in Chile ending.* The strike involved union members, started on January 2, and resulted in halts to sulphide operations and disruptions to water supply.* A new three-year collective bargaining agreement was signed with Union #2, which represented about 22% of the workforce.* Most miners, including BHP, South32, and Rio Tinto, also declined in share price.* Capstone owned 70% of Mantoverde, with operations previously affected by the strike and water supply issues.
104. https://skillings.net/water-scarcity-in-the-atacama-the-real-threat-to-2026-production/ - * Water scarcity in the Atacama Desert impacts Chile's copper production, with potential effects on 2026 output. * Mining operations rely on costly desalination, increasing production costs and vulnerability. * Desalination plants are single points of failure, with risks of operational disruption affecting output. * Water constraints may lead to reduced production, delayed projects, and increased costs. * The issue poses a global copper supply risk, affecting markets and industries dependent on Chilean copper.
105. https://www.fxstreet.com/news/copper-tariffs-and-deficits-keep-prices-bid-td-securities-202602261644 - ['* TD Securities analysts forecast copper remaining well supported due to tariffs, supply deficits, and stockpiling by major consumers.', '* Copper is expected to reach new highs over the next six months.', '* Aluminium also expected to trade near record levels amid US tariffs and regional deficits.', '* The article discusses the impact of tariffs and supply constraints on commodity prices.']
106. https://www.brecorder.com/news/40408192/lme-copper-set-for-third-weekly-decline-on-growing-inventories-low-liquidity - * LME copper declined for the third week, influenced by growing inventories and a stronger US dollar. * Copper inventories in LME warehouses increased by 925 tons to 225,575 tons, the highest since March 2025. * The Shanghai Futures Exchange will reopen on February 24. * US commodity exchange received an application to list a copper warehouse in Chicago amid trader stockpiling due to import tariffs. * Copper prices are supported by mine disruptions and delays in new project developments in Chile and Peru.
107. https://www.moneyweb.co.za/mineweb/copper-heads-for-third-weekly-decline-as-inventories-stack-up/ - - Copper prices are on track for a third weekly loss amid rising inventories in global exchange-tracked warehouses. - Inventories have reached an 11-month high, indicating weaker demand from industrial users. - Futures on the London Metal Exchange were nearly unchanged, with prices at $12,830 per tonne. - Demand in China has been weakening since September, leading to increased domestic inventories. - Market activity remains thin due to the Lunar New Year break in China, with renewed attention on reopening effects.
108. https://cceonlinenews.com/construction/projects/mega-construction-projects-in-the-united-states-2026/ - * The US experienced an unprecedented infrastructure construction boom in 2026, with investments across transportation, urban development, and energy sectors. * Key projects include the Gateway Hudson Tunnel, California High Speed Rail, JFK Airport new terminal, and the Gordie Howe International Bridge. * The projects involve significant capital, technology, and engineering challenges, impacting the US economy and infrastructure. * Notable projects are aimed at improving rail, airport capacity, highway congestion, and port logistics. * The US government supports infrastructure growth through federal funding, notably via the Infrastructure Investment and Jobs Act.
109. https://thearabianpost.com/copper-slides-towards-third-weekly-fall/ - * Copper prices edged higher on Friday but remained on course for a third consecutive weekly decline. * The US dollar index strengthened, impacting demand for metals in other currencies. * China's mixed factory data and subdued property investment raised industrial consumption concerns. * Disruptions in Latin American mining operations and supply-side challenges constrained output. * Investors have become more cautious, trimming bullish copper futures positions amidst macroeconomic uncertainties.
110. https://www.dws.com/en-sg/insights/cio-view/charts-of-the-week/2026/copper-between-shortage-and-stockpiling/ - • Copper prices reached over USD 14,500 per tonne in January, easing slightly to above USD 13,000. • Market tightness caused by the Grasberg mine landslide, supply deficits, and focus on concentrate supply. • China responded with reserve expansion and margin tightening; inventories increased seasonally. • US building historical copper stockpiles, with over 590,000 tonnes in early February 2026. • Long-term demand driven by infrastructure projects, energy, and digital sector growth.
111. https://www.tickmill.com/blog/china-manufacturing-jump-underpins-copper - * Chinese manufacturing PMI rose to 52.1 in August, the highest since December 2020. * The data indicates widespread growth across production, new orders, and employment. * Copper prices rebounded following a decline, supported by improved factory activity in China. * US dollar volatility and geopolitical risks with Iran influence copper market outlook. * Technical analysis shows support levels around 5.8550, with potential for further gains.
112. https://cceonlinenews.com/investment-finance/top-construction-companies-in-the-usa/ - * The US construction industry generated $600.6 billion in 2024, a 7.9% increase, driven by federal infrastructure legislation and data centre investments. * Major firms like Turner Construction, Bechtel, and Kiewit lead the market, with significant revenue and project wins in 2024. * Infrastructure, energy, and data centres are primary sectors underpinning growth, with a focus on transportation, water, LNG, and AI infrastructure. * The market forecast projects a 5.6% growth in 2026, reaching approximately $1.27 trillion, with labour shortages remaining a key challenge. * Notable mega-projects include CHIPS Act manufacturing plants and new sports stadiums, highlighting innovation and diversification in the sector.
113. https://skillings.net/the-14-billion-pivot-deconstructing-glencores-massive-asset-disposal-to-fund-a-copper-first-future/ - * Glencore is selling approximately $14 billion in assets across Kazakhstan and the DRC to fund doubling copper production by 2035.* * The disposals include 70% of Kazzinc in Kazakhstan and 40% of Mutanda and Kamoto copper-cobalt operations in DRC.* * The strategy aims to focus on copper, amidst a forecasted global deficit, with projects requiring around $11 billion in capital.* * Glencore increases its copper focus through asset sales, reducing operational complexity and geopolitical exposure.* * Broader copper market signals a supply deficit inflection point by 2026, driven by demand from electrification and infrastructure buildouts.*
114. https://skillings.net/rio-tinto-copper-strategy-what-it-is-why-it-matters-2026-outlook/ - * Rio Tinto allocates 85% of exploration budget to copper by 2026, emphasising a shift to copper-driven growth. * The company reports a 14% decline in net profit for 2025 but maintains dividends, signalling strategic repositioning. * Copper profit doubled in 2025, largely due to Oyu Tolgoi expansion in Mongolia. * Rio targets 3% annual growth in copper production through 2030 amidst global supply constraints. * The strategy responds to rising demand driven by electrification, EVs, renewable energy, and infrastructure build-out. * Major projects include the Winu copper-gold project in Australia, with a full feasibility study expected by end-2026. * Iron ore remains profitable, but growth focus is shifting towards copper exploration and development. * Major competitors also pursue copper opportunities, with execution and timing being key differentiators. * The strategy involves organic growth, bolt-on acquisitions, and joint ventures; environmental and geopolitical challenges remain. * Copper demand outlook remains positive but is subject to macroeconomic and geopolitical risks.
115. https://mining.com.au/doctor-is-in-copper-making-a-comeback/ - * Copper prices surged to a record US$11,870 per tonne in December 2025 due to strong demand and supply disruptions. * Major mining companies like Rio Tinto and BHP highlight copper's role in their growth strategies, with Rio Tinto allocating about 85% of its exploration budget to copper. * Australian copper output forecast for 2026-27 revised down by 3%, despite recent increases. * Global demand for copper is expected to grow by 2.3% in 2025 and 3% in 2026-27, driven by energy technology and data centres. * Disruptions at key mines and trade dynamics influence future supply and prices.
116. https://www.openpr.com/news/4400943/united-states-copper-market-to-witness-strong-growth-driven - * The US is experiencing strong growth in the copper market driven by electrification, infrastructure funding, and policy support, including designation as a critical mineral. * Major projects and technological advances are enhancing domestic copper supply, recycling, and processing efficiency. * Asia-Pacific dominates with 55% of global copper consumption, led by China and India, supported by rapid urbanisation and industrialisation. * North America accounts for about 15%, while Europe holds around 20% in demand, with sustainability policies influencing consumption. * The market is shaped by advancements in smelting, recycling, and increased use in renewable energy and electric vehicles.
117. https://bitcoinworld.co.in/copper-prices-chinese-demand-ing/ - * Global copper prices are rising due to strong Chinese industrial demand and tight supply conditions, with prices up approximately 18% year-to-date on the London Metal Exchange. * Chinese consumption, driven by government stimulus and infrastructure projects, accounts for over 50% of global refined copper demand. * The rally is supported by increases in imports, inventory drawdowns, and prospects of supply disruptions from key regions like Chile and Peru. * Long-term demand is bolstered by China's green energy investments, electronic vehicle growth, and infrastructure upgrades, creating a structurally bullish outlook. * Market volatility persists amid macroeconomic risks, but physical market tightness provides tangible support for the rally.
118. https://chemindigest.com/romulo-mucho-global-mining-must-double-copper-output/ - ['* Rómulo Mucho states that global copper production must increase by up to 100% over the next 25 years to meet rising energy transition demands.', '* The international energy sector heavily relies on copper for renewable energy, electric vehicles, and grid infrastructure.', '* Developing new mines requires long lead times; exploration and innovation are crucial to meet demand.', '* Peru, as a major copper producer, faces institutional challenges but holds key opportunities to bridge future supply gaps.', '* The upcoming World Mining Congress 2026 in Peru will focus on critical mineral supply and mining innovations.']
119. https://skillings.net/mmm-outlook-2026-navigating-volatility-in-the-energy-transition/ - * The mining sector faces regulatory headwinds, margin compression, and cost inflation in 2026. * Electrification demand exceeds general economic growth, notably increasing copper and aluminium needs. * Supply deficits in copper (400-800 kilotons) are projected for 2026, with constraints on aluminium production. * Implementation of the EU's CBAM introduces significant costs for metals exporters, especially aluminium. * Persistent inflation and energy costs increase mine operating expenses, compressing margins. * Market volatility in metals like copper and aluminium is expected to widen due to supply-demand dynamics. * Companies with strategic planning for CBAM and operational efficiency will be better positioned. * Geopolitical resource control measures are escalating, adding risks. * The overall environment necessitates strategic responses such as supply chain diversification and cost containment.
120. https://smallcaps.com.au/article/where-are-the-new-copper-discoveries-deficit-remains-small-caps-to-benefit - * Copper is experiencing a structural shift due to increasing demand from renewable energy, AI, and power grid modernisation. * Major banks like Goldman Sachs and J.P. Morgan forecast a prolonged supply deficit, with prices potentially reaching $12,500/mt by 2026. * Disruptions at major mines and the lack of new large copper discoveries are intensifying supply concerns. * ASX-listed companies such as Austral Resources and Alma Metals are positioned to benefit from rising copper prices. * Mining majors like BHP, Rio Tinto, and Fortescue are increasing their copper exploration and production efforts.
121. https://mining.com.au/coppers-comeback-confidence-capital-and-climbing-consumption/ - * Copper prices are trending higher, driven by demand from electrification, renewable energy, and AI data centres. * Major miners report declines in output due to operational disruptions, grade issues, and permitting delays. * Exploration activity is increasing in jurisdictions like British Columbia and Queensland, focusing on high-grade copper projects. * Companies like Star Copper and Pivotal Metals are deploying advanced geophysical surveys to inform drilling. * Industry concerns centre on supply shortages, rising costs, and the need for large-scale, efficient mines in stable jurisdictions. * Experts forecast that most new copper production in the next decade will come from the US, Chile, Peru, and Australia.
122. https://kalkinemedia.com/au/stocks/metal-and-mining/coppers-revival-is-reshaping-mining-confidence-across-australia - * Copper's renewed momentum is restoring confidence in Australian exploration pipelines. * Supply pressures due to declining ore grades and complex permitting environment are highlighting Australia's importance. * Exploration programs are regaining momentum supported by improved funding and long-term demand beliefs. * Market focus is shifting towards high-quality projects with supportive jurisdictions. * Technological advancements are central to exploration efficiency and targeting accuracy. * Capital discipline and long-term development focus are shaping the next phase of copper supply. * Copper's role in infrastructure and renewable energy underpins future demand growth.
123. https://fmdrc-zambia.com/perus-minerals-to-play-key-role-in-global-electrification-push-over-next-decade/?utm_source=rss&utm_medium=rss&utm_campaign=perus-minerals-to-play-key-role-in-global-electrification-push-over-next-decade - * Peru holds essential resources such as copper and silver important for renewable energy, power grids, storage, and electromobility. * Industry needs to double production and shorten project timelines to avoid a supply gap starting next year. * Copper project development can take 20-30 years, but demand is expected to rise significantly within a decade. * Peru has an opportunity to become a strategic supplier in the critical minerals market. * The upcoming World Mining Congress 2026 in Lima aims to address how the industry can meet these challenges.
124. https://www.openpr.com/news/4408354/overhead-transmission-lines-the-10-35-billion-backbone - * The global market for overhead transmission lines was valued at US$ 8.10 billion in 2024. * It is projected to grow at a CAGR of 3.4% to reach US$ 10.35 billion by 2031. * Growth is driven by increasing electricity demand, renewable energy integration, and advanced conductor technology. * Asia-Pacific region is a primary growth area due to government-led infrastructure initiatives. * The industry outlook remains stable, with emphasis on upgrading existing infrastructure and high-capacity greenfield projects.
125. https://arynews.tv/copper-price-today-in-pakistan-1-kg-tamba-rate-march-2-2026 - * Local copper prices in Pakistan are approximately Rs. 5,500 per kg for Millberry scrap and Rs. 5,800 to Rs. 6,200+ per kg for refined copper. * International copper prices are around $6.00–$6.02 per pound, supported by supply tightness and demand recovery. * The global benchmark price in the London Metal Exchange stands at approximately $13,300–$13,340 per tonne. * Prices reflect ongoing supply concerns, increasing demand from EVs and renewable energy sectors, and currency exchange rates. * Copper remains critical for energy transition, influencing costs in electrical, construction, and renewable sectors worldwide.
126. https://carboncredits.com/copper-prices-surge-above-13000-best-copper-stocks-to-watch-in-2026/ - * Copper prices on the London Metal Exchange reached over $13,000, peaking at $14,527.50 per metric ton on January 29. * The price rally is driven by AI-driven demand, global supply constraints, and geopolitical risks. * Copper is central to the energy transition, with increased use in electric vehicles, renewable grids, and data centres. * Analysts forecast a structural deficit, with some predicting a shortfall in 2026. * Mining companies are increasing investments, with several key producers planning to expand production and capacity.
127. https://whtc.com/2026/03/03/explainer-what-chinas-next-five-year-plan-may-hold-in-store-for-commodity-markets/ - * China will unveil its next five-year plan at the annual parliamentary meeting, signalling sector policies and funding priorities. * The plan is expected to address climate controls, renewable energy, and possibly sustain current coal use. * It may outline responses to peak oil production and consumption, with continued focus on natural gas. * Rare earths, critical minerals, and domestic stockpiling are highlighted, especially copper and scrap markets. * The plan will address overcapacity in steel, copper, and other industries, possibly linking production to carbon emissions. * Food security and agricultural innovation, including GM crops and diversification of import sources, are areas of focus.
128. https://www.kbc.co.ke/what-to-watch-at-chinas-two-sessions-as-new-five-year-plan-begins/ - * The 15th Five-Year Plan (2026-2030) is under review during China’s upcoming ‘two sessions’ in Beijing.* The meetings will review the draft outline, economic policies, and legislative agendas.* China’s economy surpassed 140 trillion yuan in 2025, with targets met or exceeded.* The new plan emphasises strategic priorities like supply-chain capacity and low-carbon transformation.* Legislation on environmental, ethnic unity, and development planning laws will be discussed.* Innovation in industries such as quantum tech, biomanufacturing, and 6G is prioritised.* China highlights cooperation, openness, and multilateralism on the international stage.