Copper

30

Sep 2026
China Manufacturing PMI Holds at 50.1, Pointing to Stabilisation and Choppy Derivatives Trading

China’s September NBS Manufacturing PMI hit 50.1, signaling marginal expansion, favoring cautious FX and commodity options.

30

Sep 2026
China Services PMI Returns to Growth, Lifting Risk Sentiment and China-Linked Assets

China’s non-manufacturing PMI rose to 50.2 in September, beating 49.3 expectations, signaling expansion and lifting market sentiment.

27

Sep 2026
COT Extremes Flag Potential Reversals in Aussie Dollar, Euro and Natural Gas as Metals Look Stretched

Commercials hit extremes: AUD 100%, nat gas 94%, euro 83%; caution copper/silver; watch squeezes, reversals.

22

Sep 2026
AI Power Boom and Geopolitical Strains Drive Commodity Supercycle as Central Banks Tighten Again

Geopolitical shocks and AI build-out tighten commodity supplies, driving energy, metals, agriculture prices, volatility, and derivatives opportunities.

21

Sep 2026
Commercial hedgers’ outsized net shorts raise late-cycle warning for gold, silver and copper

COT data flagged rare silver Commercial net-long near 2018 lows; today extremes warn gold, silver, copper overheating.

19

Sep 2026
Energy and agricultural commodities rebound from 2026 lows as supply tightens and logistics costs soar

Commodity prices rebound from 2026 lows as tight energy, agriculture supply drives higher fuel, food, shipping costs.

15

Sep 2026
China Fixed Asset Investment Falls 7.2% Year-to-Date in August, Keeping Capital Spending Weak

China fixed asset investment fell 7.2% YTD in August, signaling weak demand, muted reaction, bearish derivatives.

14

Sep 2026
Houthi Bab al-Mandeb seizure lifts oil above $100 as US yields near 5%, volatility rises

Houthis seize Bab al-Mandeb chokepoint; WTI tops $100, yields near 5%, copper reverses, Ethereum rises, BoE/BoJ loom.

14

Sep 2026
Commercial hedgers flag potential natural gas rebound as yen and copper positioning hits extremes

Commercial COT extremes flag natural gas potential reversal, yen overcrowding, copper dip-buying, and WTI momentum amid shifts.

14

Sep 2026
Yen positioning swing flags near-term downside risk as copper and soybeans hit bearish extremes

COT data flags yen downside, copper and soybeans bearish extremes, while natural gas remains historically bullish.

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