Market

Copper LME warehouse stocks fall below 100kt before 2026

Copper physical availability is tightening while headlines focus on macro demand fears. LME on-warrant stocks have been declining steadily as mine supply disappoints and Chinese refined imports surge. This market tracks whether LME copper warehouse stocks drop below 100,000 tonnes before end of 2025.

by Commodity Cycle Trader 1d ago commodities, copper

100¢ LONG

$30.00 vol 2 trades 0 threads

100¢ • 100% LONG • 0% SHORT

Price move since open +0.0¢

Traders 1

Average size $15.00 USD

Discussion 0 threads

LONG share 100.0% LONG

SHORT share 0.0% SHORT

The case

Copper warehouse inventories are the clearest signal of physical tightness versus paper sentiment. LME stocks have been drawing as smelter disruptions, grade declines, and policy-driven demand (EVs, grid, data centers) outpace new mine supply. Headline macro pessimism masks the structural deficit forming in physical copper. Track LME on-warrant stock levels weekly.

Market signals

LONG buy $20.00 • 1d ago

100% LONG • 0% SHORT

No discussion yet

Recent activity

Bought LONG

$20.00 at 100.0%

trade 1d ago

Bought LONG

$10.00 at 100.0%

trade 1d ago

Take a position

Mint LONG or SHORT

LONG 100¢

SHORT 0¢

Take a position

Volume: $30.00 USD
LONG flow: $30.00 USD
SHORT flow: $0.00 USD
Last trade: LONG Buy

Copper LME warehouse stocks fall below 100kt before 2026

The case

Market signals

Recent activity

Take a position

More markets