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  • Mining Indaba 2015 – Margin pressure - Updated Tue February 17, 2015

    • Margin pressures, capex cutbacks and asset disposal were dominant themes at Indaba 2015 • Copperbelt producers remain under intense margin pressure at current copper price levels • Zambia’s new royalty-tax regime is likely to drive more cutbacks...

  • Copper – An oversold market offers a chance to buy - Updated Mon March 17, 2014

    • 3-month LME copper breaks lower on a lack of confidence about China amid talk about financing deals • Market has overreacted to the possible outcome of unwinding, in our view; we do not see it happening • We maintain our full-year price foreca...

  • LME Week 2013 - Updated Fri October 4, 2013

    • China – We revise up our forecast for copper demand growth for this year to 9%, after a strong summer • Mine costs – We see a dramatic rise in operating costs for copper, with Chile losing competitiveness • LME warehousing – We expect continued ...

  • Copper – Getting used to a slower China - Updated Fri August 2, 2013

    Copper consumers in China maintain low-inventory strategy on bearish price outlook and tight credit • Recent macro policy changes aimed at supporting growth have not boosted consumers’ confidence • We maintain 5% growth forecast for China’s 2013 ...

  • Copper – Financing deals face regulatory challenge - Updated Mon May 27, 2013

    China has issued a regulation to tighten supervision on commodities used in financing • The regulation is likely to reduce leverage and encourage the unwinding of financing deals • 3M LME copper faces downside risks in the near term, but the impa...

  • Copper – Under pressure, despite China’s strength - Updated Fri April 5, 2013

    Demand – Problems in Europe are offsetting a seasonal upturn in China • Supply – Chilean strike hits copper shipments and miners are planning further action • Market – LME stock rise needs careful interpretation; premia rally despite stock overhan...

  • Copper – Through the darkness - Updated Tue March 5, 2013

    • Our discussions with copper consumers in China show that demand is improving • Manufacturers are restocking copper products in preparation for the peak consumption season in Q2 • Refined copper stocks remain at a record-high level, providing hea...

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