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Commodities News

Up-to-date news on raw materials


FT Mercati provides subscribers with a dedicated commodities news bulletin to stay up-to-date.
Here is a selection of the latest news:

9/8/2025

LME COPPER PRICE ENDS WEEK HIGHER ON CHINESE BUYING

LME copper and zinc prices edged higher in the week to Friday September 5, boosted by resilient Chinese buying while other base metals prices trended downward.
Three month base metals prices at 9am on Friday 5th , compared with the previous day 5pm close:
• Copper: $9,951.50 per tonne, up by 0.54%
• Aluminium: $2,601 per tonne, up by 0.37%
• Nickel: $15,215 per tonne, down by 0.14%
• Zinc: $2,853 per tonne, up by 0.33%
• Lead: $1,989 per tonne, up by 0.18%
• Tin: $34,595 per tonne, up by 0.11%.

Copper
The LME three-month price of copper edged upward by 0.75% to $9,951.50 per tonne on September 5.
Prices rallied to around $10,000 per tonne on Friday afternoon after weaker-than-expected US nonfarm payroll data in August served as “confirmation that a September [interest] rate cut is imminent,” Fastmarkets analyst Andy Farida said.
The red metal’s price has held just below $10,000 per tonne last week, cushioned by a softer US dollar, and signaling firm demand in China, the world’s principal metals consumer.
While the price of copper was still distorted by a “hangover of US stocks buildup,” Chinese buyers have been taking advantage of any price weaknesses, Macquarie said in a research note.
LME copper stocks dropped to 157,950 tonnes on Friday from 158,900 tonnes last week, after 425 tonnes of the metal were withdrawn from the exchange’s warehouses overnight.
COMEX copper stocks continued to swell, rising by 10% to 302,744 tonnes on September 4, from 275,226 tonnes a week earlier.

9/8/2025

GLOBAL STEEL SCRAP MARKETS START SEPTEMBER ON MUTED NOTE

Global steel scrap suppliers were left disappointed in the week to Friday September 5 with import prices failing to find their usual seasonal traction, and spot import prices moving sideways or downward.
Key importer Turkey preferred to stay on the market sidelines for almost all of this week amid sluggish downstream markets, and agreed a single cargo deal. There was similarly bearish sentiment in China, Taiwan and India, while Vietnam and Bangladesh held booking levels steady week on week.
1) Turkish importers limited their scrap purchases on weak finished steel appetite
2) US West Coast export prices steady despite challenging market
3) Vietnam market shows limited post-holiday movement
4) Chinese market declines amid weaker mills margins, rising inventories
5) Taiwanese import prices still down on weak rebar sales
6) Indian steel scrap bookings remain down on bearish local steel sentiment.

9/8/2025

BASKET OPEC PRELIMINARY PRICE

OPECNA, the news agency of OPEC, announced the OPEC Basket preliminary price
05 september = $ 69.05 /b (down from previous daily value)
(The OPEC Reference Basket (ORB) introduced on 16 June 2005, is currently made up of the following: Algeria, Angola, Congo, Ecuador, Equatorial Guinea, Gabon, Iran, Iraq, Kuwait, Libya, Nigeria, Saudi Arabia , UAE and Venezuela.

9/8/2025

NORTH AMERICA PRODUCTION IN JULY – ALUMINIUM ASSOCIATION

According to figures released by Alluminium Association, the total production of aluminum in the month of july in North America (USA + CANADA) was as follows (in tonnes).
production in july2025 = 330,343 (-1.21% YoY and +2.01% MoM) ;
Remember also :
Q1 2025 production = 976,230 tonn (-3.09 % YoY);
Q2 2025 production = 987,679 tonn (-0.74 % YoY);
FULL 2024 PRODUCTION = 3,992,944 (-1.67% YoY).

9/8/2025

US PRODUCTION IN JULY – ALUMINIUM ASSOCIATION

The Aluminium association of Canada reported last data and annual rate in U.S. (value in tonn):
production in july2025 = 55,544 (-2.11% YoY);
average daily production in july2025 1,792 (down trend);
annual rate of production end july2025 = 653,986 .
Remember also:
Q1 2025 production = 165,975 tonn (-4.28 % YoY);
Q2 2025 production = 167,797 tonn (+0.21 % YoY);
FULL 2024 PRODUCTION = 677,984 tonn (-13.61% YoY).

9/8/2025

CANADIAN PRODUCTION IN JULY – ALUMINIUM ASSOCIATION

The Aluminium association of Canada reported last data and annual rate in Canada (value in tonn):
production in JULY2025 274,799 (-1.02% YoY) ;
average daily production in july2025 8,864 (down trend);
annual rate of production end july2025 3,235,537.
Remember also:
Q1 2025 production = 810,255 tonn (-2.84 % YoY);
Q2 2025 production = 819,882 tonn (-0.94 % YoY);
FULL 2024 PRODUCTION = 3,314,960 tonn (+1.18% YoY).