The world is becoming electrified, AI is growing, and clean energy is advancing. Can copper keep pace?
The dollar remains high, but the fundamentals behind that level may be starting to change, with key movements in rates, commodities and the political landscape.
It would not be unusual to see agreements that put an end to the current nervousness, with common sense taking precedence. The experience of President Trump's first term proves this.
Gold shines, iron oxidizes and copper navigates between the expected demand from the electricity sector and the construction crisis in China.
The rise of the dollar is explained by a Dovish Central Bank of Chile and a FED keeping the rate between 5.25 and 5.5
Will we continue to see a falling exchange rate on the back of the copper rally?
The price of the red metal reached US$10,000 per tonne in April, but this does not seem to be enough to trigger the necessary investments to meet the expected demand in the medium and long term.
Africa is advancing as a mining powerhouse, driven by demand for minerals for the energy transition.
The government is preparing targeted measures to stimulate demand, but its room for maneuver is limited.
Mergers and Acquisitions: The Copper Mining Sector Is Picking Up Steam Again.