Copper Weekly

Benchmark Mineral Intelligence
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  • 비즈니스 뉴스

Copper sits at the heart of the energy transition, yet its market still trades on old and new fundamentals colliding. Copper Weekly, a Benchmark Podcast, cuts through the noise in 10–15 minutes, giving you the key moves, the real drivers, and the risks ahead. Hosted by Michael Finch, Head of Strategic Initiatives, and Albert Mackenzie, Copper Analyst & Market Reporter, each episode breaks down the week’s price action and discusses the latest pressing developments shaping this ever-evolving market.   Drawing on Benchmark’s supply and demand expertise, with regular appearances from Piotr Kulas (Lead Supply Analyst) and Daan De Jonge (Lead Demand Analyst), among numerous guest speakers, the show connects short-term market moves with longer-term structural shifts in copper. Whether you trade copper, produce it, consume it, or are tracking the metal that underpins electrification and decarbonisation, Copper Weekly gives you a concise, data-driven briefing every week. Follow now for your weekly download of everything Copper or visit www.benchmarkminerals.com/copper to request a free demo of our services.  Alternatively, to receive Benchmark’s free fortnightly copper newsletter, featuring market commentary and key developments, sign up here: www.benchmarkminerals.com/newsletters  If there’s a copper market question you want us to tackle in a future episode, email the team at copper@benchmarkminerals.com. 

에피소드

  1. 5일 전

    State of Copper: The Structural Shifts Redefining the Market

    Welcome to Copper Weekly – Benchmark's brand-new podcast cutting through the noise of global copper markets. In this inaugural episode, host Mike Finch and Copper Analyst & Market Reporter, Albert Mackenzie, sit down to do something a little different: instead of diving straight into the week's moves, they zoom out and ask the bigger question — why is copper where it is, and what got us here? In this episode: Structural price highs – What's really behind copper's elevated pricing regime, from long-term supply deficit fears to surging interest from pension funds and AI-linked investment vehicles The tariff effect – How US Section 232 tariff speculation triggered a dramatic CME-LME arbitrage, flooded America with copper imports, and created an artificial tightness that rattled global markets The TC/RC collapse – Treatment charges have gone deeply negative — something analysts once called impossible. Albert unpacks the smelter capacity glut, the Cobra Panama shutdown, and what minus-$100 TCs actually mean Supply disruptions – Grasberg, El Teniente, Kamoa-Kakula: big names, big headlines — but was the disruption more psychological than physical? Acid & the Iran conflict – Why a Middle East conflict is moving copper markets through sulfuric acid supply chains, and whether the "20% of supply at risk" headline holds up to scrutiny Plus: A look at the week ahead — with the June 30th Section 232 announcement looming, Albert shares exactly what signals to watch. Whether you're a seasoned trader or simply curious about the commodity powering the energy transition, this is the essential primer for everything copper in 2025-26. Chapters 00:00 Introduction and Market Overview 01:04 Setting the Big Picture: 2025 Market Context 02:08 Why Copper Prices Are at a Structural High 05:09 US Tariffs and Market Impact 09:18 Treatment Charges and Concentrate Market Dynamics 14:37 Supply Risks and Mine Disruptions in 2025 18:01 Comparing Current Cycle to Past Bull Markets 20:01 Recent Price Movements and Market Drivers 22:40 Geopolitical Risks and Acid Supply Concerns 28:32 Looking Ahead: Key Events and Market Indicators Copper Weekly is produced by Benchmark, the leading independent price reporting agency and market intelligence provider for critical minerals and energy transition metals. Benchmark’s Copper Service delivers in‑depth analysis of prices, trade flows, supply and demand fundamentals, smelter and mine dynamics, and regional physical markets – helping producers, traders, consumers and investors understand what is really driving the copper market. To learn more about Benchmark’s copper coverage, explore our data and analysis, or to arrange a demonstration of the service, visit: www.benchmarkminerals.com/copper  You can also receive Benchmark’s free fortnightly copper newsletter, featuring market commentary and key developments, by signing up here: www.benchmarkminerals.com/newsletters  For questions about this episode, or to speak directly with our copper analysts and team, contact us at: copper@benchmarkminerals.com

    30분
  • 1개의 에피소드

소개

Copper sits at the heart of the energy transition, yet its market still trades on old and new fundamentals colliding. Copper Weekly, a Benchmark Podcast, cuts through the noise in 10–15 minutes, giving you the key moves, the real drivers, and the risks ahead. Hosted by Michael Finch, Head of Strategic Initiatives, and Albert Mackenzie, Copper Analyst & Market Reporter, each episode breaks down the week’s price action and discusses the latest pressing developments shaping this ever-evolving market.   Drawing on Benchmark’s supply and demand expertise, with regular appearances from Piotr Kulas (Lead Supply Analyst) and Daan De Jonge (Lead Demand Analyst), among numerous guest speakers, the show connects short-term market moves with longer-term structural shifts in copper. Whether you trade copper, produce it, consume it, or are tracking the metal that underpins electrification and decarbonisation, Copper Weekly gives you a concise, data-driven briefing every week. Follow now for your weekly download of everything Copper or visit www.benchmarkminerals.com/copper to request a free demo of our services.  Alternatively, to receive Benchmark’s free fortnightly copper newsletter, featuring market commentary and key developments, sign up here: www.benchmarkminerals.com/newsletters  If there’s a copper market question you want us to tackle in a future episode, email the team at copper@benchmarkminerals.com. 

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  • 제작진
    Benchmark Mineral Intelligence
  • 방송 연도
    2026년
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    1
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    © 2026 Benchmark Mineral Intelligence