The global commodities market reached a historic inflection point this month as copper prices surged more than 8% to reach all-time highs, signaling a tectonic shift in the industrial landscape. On January 29, 2026, the London Metal Exchange (LME) saw copper futures peak at an unprecedented $14,500 per metric
In early 2026, the global commodity markets are being reshaped by an unprecedented surge in copper prices, which have climbed past $5.70 per pound ($12,600 per metric ton). This dramatic rally, driven by the massive infrastructure requirements of generative artificial intelligence (AI), the scaling of electric vehicle (EV)
Vale slipped as weaker iron ore prices and uncertain demand from China cooled investor confidence, redirecting attention to how commodity swings could affect profits and future shareholder returns despite solid recent results.
As of mid-February 2026, a fundamental shift is reshaping the landscape of Wall Street. For nearly three years, the "AI supercycle" acted as an almost gravity-defying force, lifting technology valuations to historic heights and leaving the rest of the market in the shadows. However, that era of tech exceptionalism is
February 17, 2026 – SANTIAGO, CHILE & NEW YORK – The global transition to a green economy is hitting a significant geological wall in the Chilean Andes. As of February 2026, Chile, the world’s preeminent copper producer, is struggling to reverse a years-long stagnation in output. Despite copper prices hitting a record
Copper futures drifted lower this week, settling near the $5.90 per pound mark as the global commodities market grapples with a seasonal slowdown in China. As the world’s largest consumer of the "red metal," China’s transition into the Lunar New Year holiday has led to a significant
The global copper market is currently navigating a period of intense volatility and strategic consolidation after a historic start to 2026. After surging to a record-breaking peak of over $14,500 per metric ton in late January, the "red metal" has entered a cooling phase as the world’s largest
The global economic landscape is facing a profound shift as the World Bank’s latest "Commodity Markets Outlook," released in early February 2026, forecasts that commodity prices will plummet to their lowest levels in six years. This decline marks the fourth consecutive year of retreating prices, signaling the definitive end
The U.S. stock market is currently witnessing a tectonic shift in capital allocation as the "AI hype cycle" of the early 2020s gives way to the "Physical Reality" of 2026. In the first five weeks of the year, a massive sector rotation has seen billions of dollars exit high-multiple
The long-standing "copper supercycle" narrative faced a stark reality check this week as benchmark prices for the red metal plummeted below the critical psychological threshold of $13,000 per metric ton. On the London Metal Exchange (LME), three-month copper futures tumbled to a low of $12,650, marking a significant
The global commodities market is bracing for a significant downturn as the World Bank’s latest Commodity Markets Outlook warns of a looming 7% price decline in 2026. This projected drop would mark the fourth consecutive year of falling prices, eventually bottoming out at a six-year low. The forecast is
The global mining industry is bracing for a seismic shift as the February 5 deadline approaches for Rio Tinto (NYSE: RIO) to finalize its pursuit of Glencore (LSE: GLEN). This high-stakes corporate drama intensified this week following Glencore's release of its 2025 production results, which revealed a sharp 11% decline
As of January 30, 2026, the global mining landscape has been fundamentally reshaped by a perfect storm of macroeconomic volatility and operational brilliance. Gold has shattered historical glass ceilings, trading at a staggering $5,100 per ounce, driven by aggressive central bank accumulation and a global shift toward "anti-fiat" assets.
In a definitive signal of its operational recovery, Vale S.A. (NYSE: VALE) has announced that its 2025 iron ore production exceeded the upper limit of its annual guidance, effectively reclaiming its title as the world’s largest iron ore producer. The Brazilian mining giant reported a total output of
The global copper market has entered a transformative era, driven by a "perfect storm" of surging demand from artificial intelligence (AI) data centers and a series of catastrophic supply shocks at major traditional mines. As of late January 2026, copper prices have stabilized near a historic $5.91 per pound,
On January 22, 2026, Freeport-McMoRan (NYSE: FCX) reported fourth-quarter 2025 financial results that topped Wall Street estimates on both the top and bottom lines. Despite delivering a significant earnings beat fueled by record-high metal prices, shares of the Phoenix-based mining giant tumbled in early trading, eventually closing down nearly 2%
DAVOS, Switzerland — In a move that has sent shockwaves of relief through global financial markets, President Donald Trump used his keynote address at the World Economic Forum in Davos on January 21, 2026, to announce a "framework deal" for the strategic integration of Greenland into a joint U.S.-NATO
Date: January 22, 2026 Introduction As the world’s appetite for electricity reaches a fever pitch, one company stands at the epicenter of the global energy transition: Freeport-McMoRan (NYSE: FCX). On this day, January 22, 2026, the Phoenix-based mining giant finds itself in a paradoxical position. While copper prices have shattered historical records—trading above $6.00 per [...]
As the global financial markets navigate the opening weeks of 2026, a massive structural shift has taken hold of the commodities sector. Industrial and precious metals are currently undergoing a historic price surge, with gold, silver, and copper all testing psychological and technical ceilings that were once thought unreachable. This
The global push for electrification and the surging energy demands of artificial intelligence have placed copper at the center of the modern industrial map. Standing at the forefront of this movement is Freeport-McMoRan (NYSE: FCX), the world’s largest publicly traded copper miner. As of January 16, 2026, the company finds itself navigating a "copper crunch" [...]
ANN ARBOR, MI — On January 15, 2026, the global automotive industry finds itself at a crossroads that many experts warn is paved with a metal the world simply does not have. As copper prices hover near record highs of $13,000 per metric ton following a volatile 2025 "super-squeeze," a
