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AMT Insight – Commitment of Traders Report (COTR) – 16th September 2025

Base Metals Traders

Definition: the data in this report show LME non-risk reducing positions (ie speculative positions) held by Investment Funds and Other Financial Institution

September 16, 2025 - Carly Hughes

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Strategic Metals Update – Policy, Scrap and Structural Shifts

Base Metals METALS

Annex II, the exemption list under U.S. Executive Order 14257, underscores a deeper weakness in U.S. trade strategy. Critical supply chains are being kept open…

September 11, 2025 - George Griffiths

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Exorbitant Privilege and the Long-End Test

Base Metals Traders

Exorbitant Privilege sounds like the most wonderful ice cream flavour, but the phrase, coined by French finance minister Valéry Giscard d’Estaing, describes America’s ability to…

September 5, 2025 - George Griffiths

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A buoyant week for global markets as Fed cuts draw ever closer and Trump pursues peace

Base Metals METALS

A strong week for global markets as traders ramp up bets of a Fed cut, and Trump and Putin meet in Alaska… The MSCI All…

August 19, 2025 - Sol O'Driscoll

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Tin Market Report – August 2025

Base Metals Tin

Overview The tin market has entered a seasonally soft period, with spot demand weakening into the summer months. While this slowdown is typical, it has…

August 10, 2025 - George Griffiths

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Copper & Aluminium Market Report – August 2025

Aluminium Copper

    Macro  and Policy Backdrop   Markets are digesting a notable diplomatic shift following the White House meeting between President Trump, President Zelensky, and…

August 5, 2025 - George Griffiths

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A top contender for word of the year, Tariff, is back in the headlines…

Base Metals tarrifs

After a short, but much needed reprieve, the 90-day tariff pause finally came to an end; on Monday, Trump announced hikes on tariffs from 10%…

July 14, 2025 - Sol O'Driscoll

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US Copper Scrap Recycling Report July

Copper METALS

U.S. Scrap, Tariffs, and the Race to Recycle LME copper prices remain elevated, close to the $10,000 per ton threshold, supported by signs of tightening…

July 5, 2025 - George Griffiths

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Tin Rockets on DRC Rebel Rout

africa mining Tin

20 March 2025: LME tin prices have significantly outperformed the rest of the base metals complex so far this year, helped by decent demand conditions…

March 20, 2025

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