Copper tariff shock: What a 50% duty means for US trade and prices

Albert Mackenzie, Copper Analyst & Market Reporter; Daan De Jonge, Lead Analyst - Copper Demand & Prices; Mike Finch, Head of Strategic Initiatives - Benchmark Mineral Intelligence (Chair)

In this Benchmark Deep Dive video, Mike Finch, Head of Strategic Initiatives, sits down with Daan De Jonge, Lead Demand Analyst and Albert Mackenzie, Copper Analyst and Market Reporter, to explore the far-reaching implications of the impending 50% US copper import tariff. With trade flows already shifting and prices under pressure, they unpack what this means for key exporters like Chile, how US domestic supply might respond, and just how high CME prices can move. The conversation also covers potential exemptions, inventory dynamics, and the broader risks to the energy transition as copper moves into the political spotlight.