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Copper nears record high on weaker Dollar and Supply Outlook

The copper price rose on Tuesday. It was near the'record highs' that were reached in the previous session. A?weaker? dollar and concerns about tighter supplies fueled speculative purchases.

By 0957 GMT, the benchmark three-month copper price on London Metal Exchange had risen 0.4% to $11,971 per metric tonne. On Monday, it reached a new record high of $11,996. Copper is on track to achieve its biggest annual gain in 2009 after disruptions to mine supply and the outflow of stocks into the United States. Bets on the fact that copper demand will be boosted by the green energy shift. There is no shortage from the perspective of global supply. According to the International Copper Study Group, the market was in surplus for the first 10 months of this year.

Copper has been flooding the United States. The prospect that President Donald Trump will impose an import tariff on copper refined from 2027 is a major factor in the tightening of availability for traditional consumers. Exports of copper refined from China, the world's largest metal consumer, soared in November to reach their second highest monthly level ever. More than a third were bound for the United States.

Goldman Sachs predicts that the copper price will average $11,400 in 2026, with tariff uncertainty still lingering.

According to the bank's base-case scenario, prices will begin to fall in the second half of 2026 and the early part of 2027 as the U.S. begins to reduce its stockpiles.

Nickel, among other LME metals rose 1.7% to $15530 per ton, after reaching its highest level since October 9, on bets Indonesia would reduce its mine production in 2026.

Aluminium rose by 0.5%, to $2,957 per ton. Zinc gained 0.9%, to $3,112,50. Lead was up 0.9%, at $1,988, and tin increased 0.7%, to $43,400. (Reporting and editing by David Goodman.)

(source: Reuters)