Newsletter – January 2024

    Chem One Ltd October 2024 WHAT'S NEW We commented in the September newsletter on copper. “The copper metal price decline has allowed us to lower Copper Sulfate prices. The expectation is that copper will be higher in 2025 as demand for EV accelerates. In addition,...

      Chem One Ltd September 2024 WHAT'S NEW The copper metal price decline has allowed us to lower Copper Sulfate prices. The expectation is that copper will be higher in 2025 as demand for EV accelerates. In addition, lower interest rates could increase...

      Chem One Ltd August 2024 WHAT'S NEW Copper metal continued declining retreating 20% from the May high. The fundamentals have not changed. What has changed is the expectations that traders had of high demand for copper. That demand will come at some point,...

      Chem One Ltd July 2024 WHAT'S NEW May brought us copper metal prices that hit an all-time high of $5.11 per pound and we commented that although long-term market fundamentals go as follows: tight mine supply, the lack of investment in new mines, growing...

    Chem One Ltd June 2024 WHAT'S NEW Well, it finally happened. Copper metal hit an all-time high. The metal went over $5.00 per pound and continued to rise to $5.11 per pound as the we moved through the second half of May. Long-term market fundamentals go as...

      Chem One Ltd May 2024 WHAT'S NEW Copper metal continues to rise hitting a level not seen since June 2022. This is also a 25% increase from March. Copper supply is the main driver of the increase however demand is also picking up in China. China consumes 50%...

      Chem One Ltd April 2024 WHAT'S NEW Not surprisingly, copper metal made a significant move higher in March. Historically copper moves higher during the first quarter as demand is up and supply levels are analyzed. During March the top Chinese producer cut...

      Chem One Ltd February 2024 WHAT'S NEW As expected, February brought us higher costs on many products as ocean freight increased and metal prices moved higher. For the customers that took a position on Copper Sulfate that turned out to be a wise move. Prices...

    Chem One Ltd February 2024 WHAT'S NEW Recently we have seen imports moving higher due to ocean freight. January’s newsletter led with “As we move into January, we see the last major round of price cuts as ocean freight bottoms. With the war and the severe drought...

    Chem One Ltd December 2023 WHAT'S NEW Now is the time to review your first quarter Copper Sulfate needs. The copper market has historically risen in the first quarter as manufacturing accelerates, especially in China. Copper metal has risen as we moved through...