US copper cathode imports to slow in November as October beats breakbulk record

US breakbulk imports of copper cathode are on track to exceed 230kt in October, a monthly record, but Kpler expects deliveries to fall to 100kt in November now that the LME–COMEX arbitrage has closed. The pending Section 232 tariff verdict will decide whether the US draws in more copper, and what happens to the estimated ...