mining-investor view
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Crux Investor · Canada · US copper-tariff clock runs out June 30 as importers front-load and a global deficit looms
Frames the tariff against a tightening market: mine losses across Indonesia, Chile, the DRC and Zambia, with Chilean output and Codelco down by double digits, pushing 2026 toward a structural deficit even before tariffs reroute trade.
“Mine disruptions across Chile, the DRC, Zambia and Indonesia tighten copper into 2026 as tariff risk reroutes metal toward the US.”