Copper headlines dominate recent news, with new U.S. tariffs and Chinese smelters waiving fees. Also oil remains rangebound with US rig counts decreasing but not overall productionMatt Badiali and Cory Fleck dive into:The implications of 50% copper import tariffs and why U.S. consumption may take a hitChinese smelters processing concentrate for free - a sign of desperation or strategic play?Copper’s long-term supply deficit and the search for substitutesFinancing trends and challenges in the junior exploration spaceWhy the oil patch isn’t drilling - and how rig declines haven’t slowed productionThe role of governments: growing support, still too slowWe close with why this could be the best commodity bull cycle in a generation.Keep in touch with Matt and I through email at [email protected].

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