Market Insights

Market developments and analyst notes across our coverage.

Copper consolidates near highs as inventories draw

Refined copper prices held close to multi-month highs as visible exchange stocks declined and treatment charges signalled tight concentrate supply.

Metals

11 Sept 2026

· CPIP Research Desk

Aluminium smelter costs remain elevated as alumina prices rally on refinery disruptions, supporting a firm tone in P1020 premiums.

Aluminium