Late-stage U.S.-based copper development projects that produce copper cathode (rather than concentrate) are clear beneficiaries of the 50% copper tariff proposal, as tariffs apply to imports of concentrate but not domestic cathode.
causalpending
Speaker
Matt GuygerEvidence Quote
“there's definitely some winners uh that that crop up immediately to mine. um kind of first and foremost would be these later stage um US-based uh development plays... that's that's one group that's a clear beneficiary.”
Source
Grant Williams and Matt Geiger: Investing During Crises and Navigating a Spirited Metals Market— CLEAR COMMODITY NETWORKCreated: 8/11/2026, 7:24:12 AM
My Notes
Loading notes...