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Copper Quarterly Q4 2018

Copper Quarterly Q4 2018

Key View:

We have revised down our 2018 copper price forecast to an average of USD6,700/tonne from USD7,000/tonnepreviously, due to prices falling more than we had expected over Q318. We are bullish from spot levels and expect a recovery inprices over the remainder of the year, although the escalating trade dispute between the US and China will present a key downsiderisk to our forecast.


Key View
Commodity Price Forecast
Copper Prices: Downside Revision But Bullish From Spot Levels
Global Industry Overview
Global Trends In Supply, Demand And Trade
Industry Trend Analysis
Mining Outlook
Competitive Landscape
Competitive Landscape
Global Company Strategy
Freeport-McMoran
Glencore
Grupo México
Company Profile
Codelco
Antofagasta
Market Overview
Data Appendix
Metals Methodology

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