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2026-06-26

In July the US proposed copper tariffs, applying 50% duties to semi-processed copper while refined copper was temporarily exempt but slated for phased tariffs beginning in 2027. The US Commerce Department must deliver its Section 232 report by June 3

In July the US proposed copper tariffs, applying 50% duties to semi-processed copper while refined copper was temporarily exempt but slated for phased tariffs beginning in 2027. The US Commerce Department must deliver its Section 232 report by June 30, when a final decision could be made. As the deadline approaches, AI compute-related metals markets face renewed volatility. Goldman Sachs and other banks warn a new tariff could trigger large-scale US buyer stockpiling. COMEX copper inventories have topped 650,000 tonnes, a record high. Supply tightness for small metals closely tied to AI compute — tungsten, tin, tantalum and indium — could worsen if measures are implemented.
2026-06-26

South Korea's finance minister said he will strive to keep inf below 3% in H2.

South Korea's finance minister said he will strive to keep inf below 3% in H2.
2026-06-26

South Korea's Finance Minister: Efforts will be made to keep inflation below 3% in the second half of the year.

South Korea's Finance Minister: Efforts will be made to keep inflation below 3% in the second half of the year.
2026-06-26

Japan's Tokyo CPI (not seasonally adjusted) was 0.0% MoM in June; May +0.3%.

Japan's Tokyo CPI (not seasonally adjusted) was 0.0% MoM in June; May +0.3%.
2026-06-26

Japan's Tokyo unadjusted CPI rose 0% month-on-month in June, compared with 0.3% previously.

Japan's Tokyo unadjusted CPI rose 0% month-on-month in June, compared with 0.3% previously.
2026-06-26

Tokyo CPI YoY June 1.7% vs 1.6% expected; prior 1.4%.

Tokyo CPI YoY June 1.7% vs 1.6% expected; prior 1.4%.
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