Buying the Q2 commodity lows has been a profitable strategy in each of the past two years and we think that pattern will hold this time.....

China’s April copper imports fell, a beginning and Commerzbank looks for more declines. Commerzbank AG is the second-largest bank in Germany, after Deutsche Bank.....

Politics are going to be a bigger risk to the base metals this year than has been the case for some time with elections in France, Greece and the US and the hand over of power in China, said Barcla....

Copper prices to reach $9,000 a metric ton in late 2012, said Banque Nationale de Paris Paribas (BNP Paribas), in a commodities briefing. BNP Paribas is the eurozone's largest bank by deposits.....

China to export some copper, with the end result likely to be a collapse in nearby tightness in London Metal Exchange spreads but a tighter Chinese market, said Barclays Capital in a commodity brie....

LME copper appears to be drawing its support lately more-so from the physical market rather than investor flows, said Commerzbank in a commodity briefing.....

Following the Chilean copper confab, CESCO, there was little change in the conviction in the view of copper prices by conference-goers, said Deutsche Bank in commodity research note.....

Base metals are sharply lower. “A confluence of events is behind the negative start to the week, with political developments out of Europe being at the forefront of what is most troubling the....

Analysts with Barclays Capital say their visit to the CESCO/CRU copper conference in Chile last week confirmed their view that the near-term fundamental outlook offers downside risks to copper pric....

Reduced Chinese copper imports—and even some exporting—may keep copper under pressure. Final Chinese customs data show China imported some 345,700 metric tons of copper in March, 8% les....

The enduring narrative of lower-than-expected copper supplies is occurring again so far in 2012, said Morgan Stanley in a briefing.....

Global aluminum production increased to 2.121 million metric tons in March from a revised 1.999 million in February, as per the latest report released by International Aluminum Institute.....

LME base metals finished mixed as “relative value plays,” with technically oriented trading and currency-related activity dominating flows, said RBC Capital Markets in a research note.....

Cost inflation has become a major theme for metals producers over the past decade and this is likely to intensify over the next several years, said Deutshe Bank in a briefing.....

China’s economy may avoid a so-called hard landing, but nevertheless weakness may limit base metals for the foreseeable future, said Commerzbank in a research note.....

Copper prices closed sharply lower on economic worries, said Triland Metals in a research note.....

Barclays Capital has revised downward its 2012 copper price forecast from $9,000 to $8,803 a metric ton to allow for a weaker-than-normal sequential rise in the second quarter, but expects a streng....

Union Bank of Switzerland (UBS) forecasts global copper demand growth of 3.7% to 20.7 million metric tons this year, driven by a 7% rise in Chinese demand to 8.2 million.....

A combination of factors contributed to a sharp fall in copper prices, said Triland Metals in a research note.....

Weakness has occurred in front-end time spreads for copper, said Barclays Capital in a commodity research note.....