★ Daily Intelligence Briefings (DIBs)CommoditiesPolitics & Policy Panama Becomes the Latest LatAm Copper Exporter to Suffer Major Disruption to Output Panama's critical Cobre copper mine is set to be shut down following the Supreme Court's decision to void First Quantum's…McAlinden Research PartnersNovember 29, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradePolitics & Policy Rising Cost Pressures in Chile’s Copper Mining Industry Raise Risks for Long-Term Supply of the Metal October marked another difficult month for Codelco, the Chilean state-owned copper miner. More executive resignations and a credit rating downgrade…McAlinden Research PartnersOctober 26, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradePolitics & Policy Codelco Output Forecasts Crumble Under Weight of Reforms, Peru’s Copper Troubles Likely to Persist Expectations for Codelco's annual copper production continue to be whittled down with each passing quarter. State-owned Codelco is the world's biggest…McAlinden Research PartnersJuly 31, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & TradePolitics & Policy Codelco Languishes Under New Taxes and Falling Output, Complicating South American Copper Growth On top of company production levels falling to levels unseen in this millennium, new taxes on mining activity, and delays…McAlinden Research PartnersJune 15, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesEconomics & Trade Copper Prices Slid Lower in May, But Problems in Peru Help to Keep Long-Term Supply Squeeze in Play Copper gave up all of its 2023 gains in May as LME inventories begun to recover and industrial activity remained subdued…McAlinden Research PartnersJune 1, 2023
★ Daily Intelligence Briefings (DIBs)CommoditiesPolitics & Policy Copper Prices Could be Catalyzed by Global Reliance on Unstable Peruvian Supplies Copper prices have been relatively tame this year, aside from a large spike in January. That uptick was largely inspired…McAlinden Research PartnersMay 8, 2023
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEnergy & EnvironmentPolitics & Policy COP26 and US Infrastructure Bill Look to Cut Emissions, Boosting Copper Outlook The signing of a long-awaited US infrastructure bill, along with last week's COP26 climate conference, has put renewable energy and electric…McAlinden Research PartnersNovember 16, 2021
★ Daily Intelligence Briefings (DIBs)CommoditiesManufacturing & LogisticsPolitics & Policy Several Renewed Catalysts Could Boost Copper’s Comeback Copper prices bounced back through July, following a rise in US demand and diminishing influence of Chinese strategic reserve releases…McAlinden Research PartnersAugust 3, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesManufacturing & LogisticsPolitics & Policy Copper Prices Could Climb Higher on Chilean Political Shift, Declining Discoveries, and Shrinking Scrap Supply Copper discoveries, particularly in South America, have slowed in recent years and a new wave of political upheaval across the continent…McAlinden Research PartnersMay 25, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerCommoditiesEconomics & TradeManufacturing & LogisticsPolitics & Policy Infrastructure Update: Physical Projects Likely to Pass, Boosting Commodities and Industrials Amid negotiations around the Biden administration's proposals for $2.3 trillion in infrastructure spending, a piecemeal approach appears to be more…McAlinden Research PartnersMay 12, 2021