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COPPER SUPPLY SHORTAGE
China's control over indium phosphide exports threatens AI data centre rolloutAnderson's visit was partly to raise the issue of delays in China's export licenses involving the highly strategic material, essential in m...- PCB makers seek 50% price hike as Iran war crushes supply chainsDomestic PCB manufacturers are demanding a 45-50% price increase and duty exemptions for imported components due to escalating production c...
- Commodity upcycle: Why copper and aluminium could explode in coming quarters. Should Indians invest?As the precious metals rally matures, market attention is shifting towards industrial commodities like copper and aluminium. Analysts belie...
- Hindalco, Nalco shares jump up to 5% after aluminium prices hit 4-year high. Where is metal headed?Hindalco and Nalco shares climbed as aluminium prices hit a four-year peak. Geopolitical tensions in Iran and possible production curbs in ...
- Copper up 9% since Iran war, near January peak. Will AI boom, shortage propel red metal to new highs?Copper prices are surging, driven by a confluence of factors including geopolitical tensions, structural supply shortages, and booming AI-d...
- What is really driving copper futures to record highs? Copper prices just broke every record as AI data center boom fuels global supply crunchCopper prices are soaring aggressively in 2026 as copper futures smash record highs above $14,000 per ton and COMEX copper crosses $6.50 pe...
- Electric two-wheeler makers brace for raw material price hikes, AI infra pressureElectric two-wheeler manufacturers are facing significant margin pressure and potential price hikes due to soaring raw material costs and s...
- Inflation in driver’s seat likely to stall discretionary spendWhile consumer demand had started improving over the past four months after a prolonged slowdown, rising crude oil prices, supply disruptio...
- Global headwinds put electric bike companies on price hike pathElectric two-wheeler companies are feeling the pinch. Rising raw material prices and supply chain issues are impacting profits. Companies l...
- Commodity Radar: Supply crunch, AI-led demand fuel copper’s record rally. Do current levels offer favourable risk-reward?Copper prices surged to record highs globally, with MCX copper rising 1.3% amid supply disruptions and strong demand from electrification a...
- West Asia Conflict: Supply chain woes hit smaller brands harder amid inflationAmid ongoing supply chain challenges and the burden of rising operational costs, smaller consumer goods players are feeling the squeeze. Th...
- Fossil fuels no longer offer security. Clean energy canWhile historical energy crises spurred renewable adoption, current economic conditions like inflation and high interest rates pose investme...
- Iran war disrupts the circuit board supply chain, raises costs for tech firmsGlobal electronics face rising costs as Middle East conflict disrupts key material supplies. Printed circuit board prices have surged, impa...
- Why are copper prices near high and will the momentum continue?Copper prices remain near record levels, supported by AI-driven data centre demand, global electrification, tight mine supply and geopoliti...
- West Asia War: India could limit sulphur exports as supplies tighten, sources sayWest Asia War: India may soon limit its sulphur exports. Industry groups have raised alarms about rising prices and supply chain issues. Th...
- Hindustan Copper shares rally 7% as red metal prices near six-week peakHindustan Copper shares surged on Wednesday as global copper prices hit a six-week high amid easing Middle East tensions and hopes of renew...
- US-Iran truce brings respite, but no quick fix for India Inc's supply painCEOs express cautious optimism following the US-Iran ceasefire, anticipating a consumer sentiment boost after a month of geopolitical uncer...
- Copper surges after Trump postpones military strikes on Iranian power plantsCopper prices jumped on Monday after U.S. President Donald Trump said he will order the U.S. military to postpone any military strikes agai...
- India’s new copper import rules could trigger supply crunch, warns trade bodyIndia's new quality control order on copper cathodes is causing concern among the Bombay Metal Exchange, who anticipate reduced domestic av...
- Critical mineral shortages to ease on investment surge, IEA SaysInvestment in the critical minerals industry has increase by 50% in the last two years.
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