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 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 ha

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

韩国财政部长：将努力在下半年将通胀控制在3%以下。

韩国财政部长：将努力在下半年将通胀控制在3%以下。

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

日本6月东京未季调CPI月率 0%，前值0.3%。

日本6月东京未季调CPI月率 0%，前值0.3%。

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%.