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Copper, BHP Cuts Production By 19%: Escondida Weighs On The Quarter, But The 2027 Plan Remains Unchanged
BHP produced 400,700 tonnes of copper in the July–September 2026 quarter, 19% less than a year earlier. The decline reflects lower-grade ores, maintenance, severe weather and operational disruptions in Chile and Australia. Despite the slowdown, the group confirms its...
LME Copper, Symmetrical Triangle Breaks Lower: Potential Correction Toward $13,300–13,450 per Tonne
Three-month LME copper has reached a delicate technical juncture after an advance that dominated much of summer 2026. From the weakness recorded between March and April, prices built a sequence of progressive recoveries, overcoming previous congestion areas during the...
Global Logistics In The Balance: Hormuz And The Red Sea Remain Risky, Yet Freight Rates Are Rising Again
World trade is going through a phase in which the riskiest routes are being used again, while transport costs remain high. In the Strait of Hormuz, oil tanker transits are increasing despite new attacks on vessels; in the Red Sea, container shipping companies are...
Copper At Record Levels, But AI Is Not Enough: US Tariffs, Inventories And Mines Drive The Market
Copper is surging, but not because industrial demand is undergoing a phase of exceptional expansion. This is the interpretation that emerged on October 20, 2026 in London, during an LME Week discussion that brought together analysts from Macquarie, JPMorgan and...