Codelco to raise copper production by 10,000 tonnes; RBC flags $6/lb valuation gap

CPERCPER

Codelco plans to boost its copper production to 1.344 million metric tonnes in 2026, adding roughly 10,000 t versus last year. RBC Capital Markets notes spot copper has topped US$6/lb while long-term implied futures trade at US$4.39–4.49/lb, highlighting valuation gaps that may influence copper ETF returns.

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RP