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HSBC Warns Of Commodity "Super-Squeeze" As Goldman Hikes Copper Forecasts

"Furthermore, US copper imports in H1 2026 have exceeded our previous forecast, tightening the ex-US balance."

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zerohedge.comStai leggendo5 h fa

HSBC Warns Of Commodity "Super-Squeeze" As Goldman Hikes Copper Forecasts

Goldman raised end-2026 copper forecast to $13,735/ton (from $12,465) due to 350kt global supply deficit. Supply pressure directly impacts AI and data center capex and cloud infrastructure costs; vendor margins face compression through 2027.

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oilprice.com10 h fa

HSBC Flags a Super-Squeeze In the Oil Market | OilPrice.com

HSBC warns the closed Strait of Hormuz is draining oil inventories toward critical lows, risking sharp non-linear price spikes rather than a gradual super-cycle rally.

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martedì 2 giugno 2026·oilprice.com
HSBC Flags a Super-Squeeze In the Oil Market | OilPrice.com
HSBC warns the closed Strait of Hormuz is draining oil inventories toward critical lows, risking sharp non-linear price spikes rather than a gradual super-cycle rally.
martedì 2 giugno 2026·zerohedge.com
HSBC Warns Of Commodity "Super-Squeeze" As Goldman Hikes Copper Forecasts
"Furthermore, US copper imports in H1 2026 have exceeded our previous forecast, tightening the ex-US balance."