Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Copper Is Falling While Oil Surges
Oil prices have spiked over six percent in five days, yet copper—the metal essential for electrification and grid upgrades—is dropping more than six percent. Lucas and Luna dissect this divergence on September 14, 2026. With the ten-year Treasury yield touching five percent and core CPI holding at 337.8, we explore how higher borrowing costs are choking industrial demand even as energy costs rise. This isn't just a supply story; it's a demand destruction narrative playing out in real time.
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The skinny
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