Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
Hi James and team, Thank you for your excellent work. With Cu now ~ $US5/lb, are you concerned it might be near a top. In 10 years it has hardly punctuated this top. Do you have a view as to where it might be headed over the rest of 2025/2026 and beyond. Similarly, for Aluminium. Also now hovering around US$2,700/tonne or US$1.22/lb. Do the price differentials between the two base metals reflect their demand/supply differences between the two? Thanks!
Hi Young,
A great question and a subject we have been pondering over recent weeks, recently we have adopted a more bullish scenario toward commodities in general, even as the reached our initial target areas:
We have a preference for Cu over Al from a supply/demand perspective, but both look strong, even after their recent runs.
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