Latest / The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
Why Industrial Metals Are Plunging Despite Supply Cuts
Episode 39 of The Commodities Economy. Lucas and Luna break down the surprising collapse in industrial metals like copper and aluminum, even as major producers announce supply cuts. With copper futures down 2.3% in the past week to $6.33 per pound and silver plunging 7% to $68.30, the hosts explore why traditional supply-side logic isn't working in 2026. They examine the role of China's slowing manufacturing PMI, the impact of higher interest rates on industrial demand, and whether the green energy transition can still drive a metals supercycle. Plus: a look at how aluminum tariffs…
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