North America Diversified Metals & Mining: Americas Metals & Mining Daily (8/4/2026)

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North America Diversified Metals & Mining: Americas Metals & Mining Daily (8/4/2026)

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04 Aug 2026 08:02:04 ET │ 9 pages

North America Diversified Metals & Mining

Americas Metals & Mining Daily (8/4/2026)

CITI'S TAKE

Daily news headlines.

CRITICAL MINERALS. Trump expected to attend event with mining execs amid

critical minerals push. “President Donald Trump is expected to attend a roundtable Alexander Hacking, CFAAC

on Friday with top mining executives hosted by the U.S. State Department, +1-212-816-6232

according to two people familiar with the planning. The event is part of the Trump alex.hacking@citi.com

administration's broader efforts to expand domestic and allied supplies of critical

minerals needed for energy, defense and advanced technologies. The agenda,

participants and other details remain fluid and could change, according to the

sources.” (Reuters, 8/3/2026)

COPPER. US Copper Inflows Surge as Market Awaits Trump Tariff Call. “Copper is

pouring into the US at the fastest rate in at least 12 years as traders position ahead

of President Donald Trump’s decision on tariffs on refined imports. More than

200,000 metric tons arrived in July, the biggest monthly inflow on record in IHS

Markit shipping data going back to 2014. The import surge will add to vast US

stockpiles that have accumulated over the past year, with combined Comex and

London Metal Exchange inventories exceeding 740,000 tons and LME data Friday

showing another 110,860 tons in private storage in US ports,” (Bloomberg,

8/3/2026)

COPPER. Chile Moves to Cut Mining Permits in a Bid to Speed Investment. “Chile’s

government has submitted changes to mining regulations that would sharply reduce

the number of sector-specific permits required for new projects as part of a bid to

accelerate investment.