Uploaded August 2026 | Updated September 2026, 2 weeks ago
Copper tariffs now hinge on an overdue U.S. Section 232 decision that could pull more metal into the U.S. and tighten supply everywhere else.
Natalie Scott-Gray, StoneX Senior Metals Analyst EMEA and Asia, breaks down the four U.S. tariff fronts facing base metals and what each could mean for copper, aluminum, nickel, and tin.
Scott-Gray, covers the Section 301 tariffs now in force across roughly 60 economies, the plan to widen Section 232 into downstream products, and the U.S. Trade Representative excess-capacity probe into China and Indonesia. She also weighs how the COMEX-LME arbitrage and USMCA talks with Mexico could shape North American aluminum premiums.
Discover Actionable Metals Insights with StoneX Market Intelligence: shop.stonex.com/products/stonex-essential-bundle?utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_natalie_scott_gray&utm_content=share
Copper Tariff Decision Will Reshape Metal Supply One of Four Ways: stonex.com/en-us/insights/copper-tariff-decision-will-reshape-metal-supply-one-of-four-ways
0:00 Tariffs Grip the Metals Market
0:23 Copper's Deadline Has Passed
0:52 Section 301 Tariffs Go Live
1:48 Probe Targets Nickel and Tin
2:22 Aluminum Hangs on USMCA Talks
3:33 Copper's Four Tariff Endings
Like and subscribe for more financial market insights.
#Copper #Tariffs #StoneX #NatalieScottGray
Copper tariffs now hinge on an overdue U.S. Section 232 decision that could pull more metal into the U.S. and tighten supply everywhere else.
Natalie Scott-Gray, StoneX Senior Metals Analyst EMEA and Asia, breaks down the four U.S. tariff fronts facing base metals and what each could mean for copper, aluminum, nickel, and tin.
Scott-Gray, covers the Section 301 tariffs now in force across roughly 60 economies, the plan to widen Section 232 into downstream products, and the U.S. Trade Representative excess-capacity probe into China and Indonesia. She also weighs how the COMEX-LME arbitrage and USMCA talks with Mexico could shape North American aluminum premiums.
Discover Actionable Metals Insights with StoneX Market Intelligence: shop.stonex.com/products/stonex-essential-bundle?utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_natalie_scott_gray&utm_content=share
Copper Tariff Decision Will Reshape Metal Supply One of Four Ways: stonex.com/en-us/insights/copper-tariff-decision-will-reshape-metal-supply-one-of-four-ways
0:00 Tariffs Grip the Metals Market
0:23 Copper's Deadline Has Passed
0:52 Section 301 Tariffs Go Live
1:48 Probe Targets Nickel and Tin
2:22 Aluminum Hangs on USMCA Talks
3:33 Copper's Four Tariff Endings
Like and subscribe for more financial market insights.
#Copper #Tariffs #StoneX #NatalieScottGray
