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HomeCopper

Copper

Copper
Critical Minerals

Copper could skyrocket over 75% to record highs by 2025 — brace for deficits, analysts say

January 4, 2024 Mariel Alumit

Copper is headed for a price spurt over the next two years, as mining supply disruptions coincide with higher demand for the metal. Rising demand driven by the green energy transition and a decline in […]

Surplus of Copper
Commodities

An Expected Surplus of Copper has Suddenly Disappeared

December 15, 2023 Stu Turley

Key Takeaways 1. Copper is an essential mineral for Biden’s energy transition, but an anticipated glut has disappeared around the world as politics and technological and economic problems have stopped or stalled projects.  A shortage […]

The State of Copper Recycling
Finance

The State of Copper Recycling in the U.S.

December 13, 2023 Stu Turley

The following content is sponsored by the Copper Development Association The State of Copper Recycling in the U.S. Copper is essential for a low-carbon economy due to its crucial role in renewable energy technologies. As […]

Energy
Critical Minerals

X-Raying the Reality and Origin of a Hollow Phrase: ‘Energy Transition’

December 7, 2023 Mariel Alumit

It is often useful to contrast rhetoric with reality. The phrase, an “energy transition,” the goal to replace hydrocarbons, has origins that trace back to a 1977 speech by President Jimmy Carter. It was an “address to […]

copper
Critical Minerals

No new copper projects until the market is ‘screaming for it’

December 5, 2023 Mariel Alumit

(Kitco News) – In 2025 primary copper supply will “start to fall off a cliff,” but the copper price isn’t high enough yet to incentivize new mine builds, says Nicole Adshead-Bell, chair of Hot Chili (TSXV:HCH). […]

Big Oil Companies

Daily Energy Standup Episode #263 – Opt-Outs, Copper Surges, EV Challenges, and Global Transition Struggles

December 5, 2023 Andy Del Prado

Daily Standup Top Stories Chevron, Exxon opt out of funding COP28 methane-reduction fund December 4, 2023 Mariel Alumit (Bloomberg) — Six major oil companies each contributed tens of millions of dollars to a grant fund meant […]

Copper
Critical Minerals

Copper climbs to 11-week high on Panama mine risk, shortfall

December 4, 2023 Mariel Alumit

Copper advanced to the highest level in 11 weeks on concerns over the looming shutdown of a large mine in Panama and amid expectations of a widening ore supply deficit in 2024. The Panama government has […]

Big Oil Companies

Daily Energy Standup Episode #260 – Copper Supply Concerns, LNG Cruise Ships, and Geopolitical Shifts in the Oil Trade

November 30, 2023 Andy Del Prado

Daily Standup Top Stories Dwindling copper supply from Panama and Peru could wipe out global surplus in 2024 November 29, 2023 Mariel Alumit Reduced supply from major copper producers Panama and Peru may flip the global […]

copper
Critical Minerals

Dwindling copper supply from Panama and Peru could wipe out global surplus in 2024

November 29, 2023 Mariel Alumit

Reduced supply from major copper producers Panama and Peru may flip the global copper market into a deficit from surplus in 2024 or at least tighten oversupply if the disruptions are not resolved in coming […]

Unrealized Losses
Coal

Raising capital now biggest risk to mining companies after ESG

October 16, 2023 Mariel Alumit

Global mining and metals executives still view environment, social and governance (ESG) as the top risk facing their business over the next 12 months, but access to capital has now also become a major worry, […]

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