Copper and Aluminium have surged higher over the last 12-months as the global electrification and the AI buildout gathers momentum. While MM are conscious both are becoming a consensus trade, the fundamental tailwinds are strong and we believe it’s too early to consider fading the move.
- We remain bullish towards copper and Aluminium believing surprises are likely on the upside.
MM remains bullish towards copper and Aluminium around $US13,600/MT and $US3,600/MT respectively
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