Research

Forecasts and market analysis based on price assessments from Fastmarkets MB and Fastmarkets AMM

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May 2019 | Base Metals


Base metals investment analysis: Spec selling in copper might not be finished


While speculative selling in copper may continue in the short term, dragging prices lower, we believe a recovery in Chinese demand coupled with tight supply makes an excessive short position vulnerable to covering activity – and resulting price rallies – in H2.


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