CITIC Securities says news of a Democratic Republic of Congo copper concentrate export ban could further fuel bullish sentiment and push copper prices above $15,000/tonne. With cooling US rate‑hike expectations, frequent mine‑side disruptions and con

2026-08-07

CITIC Securities says news of a Democratic Republic of Congo copper concentrate export ban could further fuel bullish sentiment and push copper prices above $15,000/tonne. With cooling US rate‑hike expectations, frequent mine‑side disruptions and continued US draws on global copper inventories, CITIC expects valuation and earnings rerating across the copper sector and recommends producers with high‑quality copper assets and clear production‑growth trajectories.