JJCTF

Hudbay CEO sees BHP's bid for Anglo boosting copper assets - Reuters

Hudbay CEO sees BHP's bid for Anglo boosting copper assets. Benchmark copper prices hit a two-year high above $10,200/ton on Tuesday. Hudbay Minerals CEO says companies willing to pay a premium to buy existing copper mines. Canada's copper miners seen as potential acquisition targets.

Copper's momentum-driven rally halts amid weakening fundamentals - Saxo Bank

Copper's momentum-driven rally halts amid weakening fundamentals - Saxo Bank. Copper prices rallied above $10,000 per tonne for the first time in two years. Short-term demand outlook in China is softening. The brokerage has a "long-term positive outlook" for copper.

Copper rallies to two-year high as China factory activity lifts optimism

Commodities Copper rallies to two-year high as China factory activity lifts optimism. Copper is on track for its biggest monthly rally in more than two years. China's official manufacturing purchasing manager index rose to 50.4 in April. A historic supply squeeze risks tilting the market into a deficit.

Weekly Report: what happened at JJCTF last week (0422-0426)?

Copper charges past $10K/ton on market tightness, surging demand

‘This commodity rally does not look like a head fake’ - TS Lombard

TS Lombard says the overall commodity space may remain higher for an extended period of time. ‘This commodity rally does not look like a head fake’ - TS Lombard. The firm says the global economy is shifting gears towards a ‘sticker-for-longer’ inflation stance.

Global Growth Is Back As Fiscal Reckoning Looms In 2025

Jan van Eck says the global economy is now back on a growth trajectory, but there is a potential fiscal crisis to watch for in 2025. Global growth should make you rethink your commodity allocation, he says. Van Eck shares where he thinks investors should be allocated to the world economy.

Freeport, Teck Resources Q1 results seen weighed by lower prices, high costs