Uploaded July 2026 | Updated September 2026, 2 weeks ago

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Copper prices are back in focus as physical supply tightens, inventories decline and demand strengthens. Natalie Scott-Gray, StoneX Senior Metals Analyst, explains why the copper market is becoming fundamentally tighter, how Section 232 tariff uncertainty and China's buying patterns are reshaping global flows, and why AI, electrification and grid investment continue to support the long-term outlook despite recent weakness in technology stocks.

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Copper Supply Faces a New China Driven Squeeze: stonex.com/en-us/insights/copper-supply-faces-a-new-china-driven-squeeze

0:00 Chip Rout Spills Into Copper
0:54 Copper's Record Rally In Doubt
1:43 Chile Storms Hit Mine Supply
3:03 US Hoards Copper On Tariffs
4:37 Copper Eyes Fresh Record Highs
5:32 Rate Hike Threatens The Rally

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#StoneX #NatalieScottGray #Copper #Metals #Commodities #Mining #China #AI