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
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.
Codelco and BHP Sign Anillo Exploration Agreement
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 Upgrades Anglo American to Buy
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 Reports Highland Valley Strike and Reduced Operations
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
Copper Prices Fall to Five-Week Low
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 Upgrades Albemarle to BBB With Stable Outlook
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
Teck Receives Highland Valley Strike Notice
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 Expects Codelco Audit Within Two Months
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
Codelco Sets US$350 Europe Premium, Bloomberg Says
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 American Copper Output Falls 5%
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
LME-Linked CPAL Awaits Metalshub Trade Data
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 Gets Record Copper Terms, Sources Say
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