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Copper Tops $12,000 a Tonne for First Time as Supply Squeeze Intensifies

Tariff risk atop mine outages is tightening supply.

Overview

  • Copper on the London Metal Exchange climbed to about $12,031.50 a tonne, extending a roughly 37% year‑to‑date surge.
  • Market reports say traders are redirecting larger volumes to the United States to get ahead of potential tariffs under President Donald Trump.
  • Deutsche Bank estimates output from the biggest miners will fall about 3% in 2025 and flags a clear market deficit with potential further declines in 2026.
  • Prices have pushed higher even as underlying demand in China weakens, with analysts pointing to a softer dollar and potential Chinese stimulus as additional supports.
  • Gold, silver and platinum also set records this week, helped by expectations of Federal Reserve rate cuts, geopolitical tensions, central‑bank buying and stronger ETF inflows.