Copper Stocks Retail Investors Are Screening As Prices Hit Record Highs

Copper is suddenly a story stock again. BT’s plan to strip out old copper lines, combined with record high copper prices around $14,000+ per tonne, has turned forgotten infrastructure into a potential source of cash and risk. That mix of commodity exposure, electrification and AI datacentre demand is reshaping parts of the UK market. This article picks out 3 stocks …

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China Coking Coal Prices Set for Record 46% Monthly Surge

Supply issues have been tightening the Chinese coking coal market for months, pushing the price of the key steelmaking raw material a record 46% in August alone, the biggest surge on record. Coking coal futures on China’s Dalian exchange were rising by 6% on Monday afternoon local time amid persistent supply issues following the mining disaster in May and increased …

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Drone wars deepen West’s critical minerals squeeze

The rapid rise of mass drone warfare is creating a new source of defence demand for gallium, germanium and rare earths, minerals whose supply chains are already heavily dependent on China, according to BMO Capital Markets. About 15 million drones are expected to be deployed in the Russia-Ukraine war this year, while governments and military alliances have pledged about $150 …

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