
LS MnM Weighs Further Copper Concentrate Cuts
Fastmarkets reports a proposed 15% intake cut for 2027, but LS MnM says targets remain unset. Lower smelter demand could weaken miners' fee advantage.
Oct 26, 2026 · 2 min read

19 articles
Dominic Rhee writes Equedia News on copper, uranium, lithium and the companies that mine them: the deal, the permit, the drill result and what each changes for a holder.

Fastmarkets reports a proposed 15% intake cut for 2027, but LS MnM says targets remain unset. Lower smelter demand could weaken miners' fee advantage.
Oct 26, 2026 · 2 min read

BHP could invest up to US$40 million at Anillo after signing with Codelco, advancing an early exploration prospect in Chile.
Oct 26, 2026 · 2 min read

BofA's Anglo American valuation assumes the Teck merger proceeds. We weigh the copper opportunity against approval and operating risks.
Oct 26, 2026 · 3 min read

Teck confirms strike action and reduced capacity at Highland Valley Copper. We assess the output risk and what to seek at October 29 results.
Oct 24, 2026 · 2 min read

LME copper stocks are rising as prices weaken. For Freeport and Teck holders, we trace the pressure on revenue and the limits of a daily quote.
Oct 22, 2026 · 3 min read

Fitch lifts Albemarle to BBB after debt repayment and spending cuts. For ALB holders, the next test is whether stronger cash generation lasts.
Oct 21, 2026 · 2 min read

Highland Valley Copper is still operating, but strike action can begin October 24. We assess Teck's production exposure and cash-flow uncertainty.
Oct 21, 2026 · 2 min read

Chile's comptroller expects a Codelco production audit within two months. Copper holders get a timetable, with corrected tonnage still unconfirmed.
Oct 20, 2026 · 3 min read

Bloomberg reports a record copper premium for Codelco's 2027 European sales, adding a charge above LME prices for the customers covered.
Oct 20, 2026 · 3 min read

Anglo keeps annual copper guidance and lowers expected unit costs. For Teck holders, a recovery in mine output joins the Chinese approval test.
Oct 20, 2026 · 2 min read

Metalshub says customer consent is needed before it shares trades with CPAL, leaving copper investors to weigh the evidence behind sustainability premiums.
Oct 19, 2026 · 3 min read

Antofagasta's reported concentrate auctions put fees below zero for November and 2027 shipments, improving miner receipts while squeezing processors.
Oct 16, 2026 · 3 min read