INTELLIGENCE REPORT
DEFENSIVE

Copper Intelligence Report

June 15, 2026 · Intelligence Report · Copper (LME / COMEX / SHFE)

Market diagnosis: Copper markets remain under significant structural pressure from supply constraints and geopolitical risks. The forward curve signals tightness across the term structure. This report provides procurement-specific guidance with quantified scenario analysis, cost impact modeling, and forward contract recommendations.

LME Cash
$13603
$/mt · June 15, 2026
LME 3M
$13655
$/mt · Contango
COMEX
$6.445
$/lb or $/mt
SHFE
CNY 102260
CNY/mt
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