November 28, 2025 Mercuria metals boss says ‘this is the big one’ for copper bulls Kostas Bintas says copper will soon start ratcheting higher still, as the revival of the lucrative US arbitrage trade fuels shortages elsewhere.
November 27, 2025 Comex copper premium here to stay, LME executive says The divergence between CME and LME, driven by US tariffs, has drained LME inventories.
November 27, 2025 Japanese copper smelters seek 2026 TC/RCs different from China-set benchmarks Global smelting capacity is expanding faster than mined supply, led by China, creating a persistent tightness in concentrate that has squeezed smelters' margins.
November 27, 2025 Iron ore price inches higher on softer dollar, weak demand caps gain Waning demand for lump ores from loss-suffering steelmakers have led to the weak premiums.
November 27, 2025 Platinum prices rise as China launches new futures contracts The contracts are the first domestic price-hedging mechanism for platinum and palladium in the world's second-largest economy.
November 26, 2025 Silver stockpile slump in China poses new risk to a hot market Inventories in warehouses linked to the Shanghai Futures Exchange recently hit the lowest level since 2015.
November 26, 2025 China ‘firmly opposes’ negative copper treatment charges Treatment and refining charges – the fees earned by smelters for processing ore into metal – have plunged to record lows this year.
November 26, 2025 Codelco’s record China copper offer sparks threats to walk away Record-high offers from Chile’s copper giant spur some Chinese buyers to exit 2025 term deals and question the benchmark.
November 25, 2025 China’s October net gold imports via Hong Kong fall about 64% from September "What we're really seeing here is a weakness in the Chinese demand while they have been firmly strong earlier in the year," analyst says.
November 25, 2025 GRAPHIC: US set to narrow its rare earth gap, others not so much China would still supply roughly 60% of the world's key magnet-making rare earths by 2030, according to Reuters analysis.
Column: Will the real Doctor Copper please step forward? Copper's bull run is as much about market fracture as it is about a straightforward supply crunch. December 07, 2025 | 08:59 am
