U.S. copper tariffs would be welcome news for China, but there might not be a long-term boost: BMI

  • Sabrin Chowdhury, head of commodities research at BMI, says that there is a huge shortage of copper ore in China at the moment so any rerouting of Chilean copper ore originally heading to the U.S. would be good for China in the short-term, however in the long-term, domestic demand in China must rise significantly for there to be any meaningful effects.