Oil market analogy: when geopolitical premiums spike (like the 12% move when U.S. bombed Iran), the premium often fades within days, potentially leaving copper similarly vulnerable to fade if the tariff threat is withdrawn.
causalpending
Speaker
Trevor HallEvidence Quote
“I just reminisced a little bit of two weeks ago in the oil market. The geopolitical premium sends barrels of oil up, you know, 12% or whatever it was... I mean like and I just kind of wonder, okay, is it possible we see the same move in the copper copper market”
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
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