על אודות פודקאסט זה 🔗

תדירות עדכון:
weekly
אורך אודיו ממוצע:
24 minutes
ראיונות אורחים
אנגלית
הממלכה המאוחדת
21 פרקים
מאז 3 ביוני 2026
episodic

הפרק החדש ביותר 🔗

Copper Weekly returns from the tail end of LME Week. In summary; plenty of good gossip, but fewer answers than usual. With US tariffs and the concentrate benchmark both unresolved, Mike and Albert unpack why the market is waiting for someone else to move first. In this episode: A Market Waiting to‮…

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חפש פרקים קודמים של Copper Weekly.

פרקים קודמים

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…
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 o‮…
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 Ru‮…
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 l‮…
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, ‮…
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 vol‮…
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 t‮…
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 ‮…
הצהרה: הפודקאסט והגרפיקה המוטבעים בדף זה הם מ-Benchmark Mineral Intelligence, שהוא רכושו של בעליו ואינו קשור או מאושר על ידי Listen Notes, Inc.