ÜBER DIESEN PODCAST 🔗

Aktualisierungshäufigkeit:
weekly
Durchschnittliche Audiolänge:
23 minutes
Gastinterviews
Englisch
Großbritannien
20 Folgen
seit 3. Juni 2026
episodic

NEUESTE FOLGEN 🔗

Copper Weekly returns with a longer-than-usual pre-LME Week special. Mike and Albert work through the five themes dominating meetings in London and set to shape conversations across LME Week: record-low treatment charges, European cathode premiums, US tariff uncertainty, long-term supply gap fears,…

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FRÜHERE EPISODEN

Copper Weekly returns with a different line-up. With Mike away, Albert is joined by Carlos Pineiro, Benchmark's supply analyst, dialling in from Santiago. It's a supply-heavy week: Cobre Panama's government report, a slowdown in Chinese concentrate imports, and strike votes at two of…
Copper Weekly returns for episode eighteen, recorded on the road from Geneva as Albert wraps up a week of smelter visits and financial meetings across Austria and Switzerland. Prices held relatively firm despite some pressure, with China's approach to Golden Week, a fast-growing but opaque Rus…
Copper Weekly returns for episode seventeen, with copper clawing back much of the ground it lost the week before and pushing back towards its all-time high. Mike and Albert dig into China's role in the recovery, question whether a widely reported mine supply contraction really holds up, and lo…
Copper Weekly is back for episode sixteen, and after months of near-relentless record highs, the market finally took a breather. Mike and Albert unpack a sharp pullback driven by tariff-delay speculation, hotter US inflation data, and a dollar rally, before digging into why the underlying story of …
Copper Weekly returns for episode fifteen, with the LME three-month price notching yet another all-time high. But this week Albert takes a step back and asks the harder question: is any of this actually justified? A candid, somewhat blunt discussion follows on frothy sentiment, record US imports, a…
Copper Weekly is back for episode fourteen, with Mike returning fresh from leave to a market that, on the surface, has been trading quietly sideways. Beneath that calm, though, Albert digs into a fascinating stock picture, a wider look across the base metals complex, and a candid warning about vola…
Copper Weekly returns for episode thirteen. This week we are joined by Carlos Piñeiro a principal supply analyst at Benchmark, based in Chile. Albert and Carlos talk about rapidly moving LME stocks, AI-related copper demand, and take advantage of Carlos’s expertise to dig into the supply side of th…
Copper Weekly returns for episode twelve, marking a third consecutive week of all-time highs. But this time the story isn't just about price, it's about shape. Mike and Albert dig into a dramatic backwardation on the LME, what it reveals about nearby tightness, and why the rally already l…
Copper Weekly is back for episode eleven, and the headlines write themselves: the LME cash price has now spent six consecutive days above $14,000/t, its longest run at that level ever. Mike and Albert dig into what's driving the record run, why treatment charges have collapsed to fresh lows, a…
Rechtliche Hinweise: Der auf dieser Seite eingebettete Podcast und das Bildmaterial stammen von Benchmark Mineral Intelligence, das Eigentum seines Eigentümers ist und nicht mit Listen Notes, Inc. verbunden ist oder von diesen unterstützt wird.