Citi says copper looks supported in the near-term around USD 13k/t; base case is headwinds from US tariff and inventory dynamics see copper moderate towards USD 12k/t by Q4'26

Citi's outlook on copper suggests near-term support around USD 13k/ton, yet anticipates downward pressure towards USD 12k/ton by Q4'26 due to US tariffs and inventory trends.

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Citi says copper looks supported in the near-term around USD 13k/t; base case is headwinds from US tariff and inventory dynamics see copper moderate towards USD 12k/t by Q4'26

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Context

This forecast indicates potential fluctuations in copper prices, likely impacting broader commodity markets and related sectors, especially considering its role in inflation dynamics and industrial demand.

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