AMT Insight – Commitment of Traders Report (COTR) – 26th August 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

August 26, 2025 - Carly Hughes

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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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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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Week in review: 9-15/6

Base Metals METALS tarrifs

Tensions in the Middle East reach boiling point as Israel and Iran go tit-for-tat with an array of different military strikes. Oil prices surge and…

June 16, 2025 - Sol O'Driscoll

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Macroeconomics: US Caught in Global Trade Trap

Base Metals trade United states

7 February 2025: Donald Trump is threatening to raise tariffs for many countries, as a bargaining tool. The problem is that the country has become…

February 7, 2025

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Base Metals & China – Why So Glum?

Base Metals China economics

24 January 2025: China is a crucial driver for the LME metal markets and financial market sentiment still looks depressed in the country, with equity…

January 24, 2025

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Base Metals & Trump: Rhetoric v Reality

Base Metals economics Trump

9 January 2025: Donald Trump will start his second term as US President on 20 January and his approach is likely to be radically different…

January 10, 2025

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Base Metals Review of Year and Look Ahead Dec24

Base Metals China Electric vehicle

Our latest Youtube video is now available giving our review of base metal market trends in 2024 and look ahead to 2025. Click on the…

December 13, 2024

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Base Metals: Bulls to Dominate, Amid Tight Fundamentals

Base Metals LME speculators

24 September 2024: The LME base metals complex saw mixed price trends in the past year, with aluminium, copper and zinc all up, while tin…

September 26, 2024

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