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Citigroup maintains 0-3-month copper price target at $14,500/tonne.

2026-07-27

Citigroup maintains 0-3-month copper price target at $14,500/tonne.

Other News
2026-07-27

6-month U.S. Treasury auction (settlement July 27) stop-out yield 3.945% vs 3.84% prior.

6-month U.S. Treasury auction (settlement July 27) stop-out yield 3.945% vs 3.84% prior.
2026-07-27

Apacer CEO Zhang said the three major DRAM suppliers are allocating nearly all new capacity to AI-focused products (HBM, server DDR5 and LPDDR5X), cutting supply to general DDR5, DDR4 and industrial/enterprise segments. Memory-module makers now face

Apacer CEO Zhang said the three major DRAM suppliers are allocating nearly all new capacity to AI-focused products (HBM, server DDR5 and LPDDR5X), cutting supply to general DDR5, DDR4 and industrial/enterprise segments. Memory-module makers now face shortages rather than price competition; supplier plans imply continued declines in DRAM volumes available to module vendors, supporting further price increases. Vendors are building inventories to avoid stockouts and must pre-buy even at higher cost. Zhang said supply tightness should remain clear through H1 2027; conditions after H2 2027 will depend on vendors' capacity expansions and AI demand.
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