Metals Market Digest — 12 September 2026

🧱 LME Base Metals

• Dollar falls for third day; crude oil extends gains; base metals show domestic strength, overseas weakness; LME copper pulls back; palladium drops nearly 3% [SMM Midday Commentary] - SMM Metal
• COMMENTARY: LME metals whipsawed by war and peace in first half of 2026 - Reuters
• LME Aluminum Stocks Are 95% Russian and Buyers Are Feeling the Gap - stonex.com
• CHART: Copper price, aluminum ‘black hole’ fears lift LME base metals index to record high - Mining.com
• LME base metals tumble on renewed Iran tensions, U.S. rate hike expectations (AA:NYSE) - Seeking Alpha

🥇 Precious Metals

• If these key gold price levels fail, expect accelerated near-term selling – TD Securities - KITCO
• Gold Price Heading Toward $4,700? Why the Rally Could Continue - SMM Metal
• Gold and Silver Price Forecast: Strong Dollar Keeps Precious Metals Under Pressure - FXEmpire
• Silver and gold prices stage a cautious rebound — but analysts see slim hopes for a sustained rally - CNBC
• Platinum could outperform gold price as debasement trade regains momentum – WPIC - KITCO

📈 Metals Pricing & Other Markets

• What new tariff walls in U.S.-Canada trade war mean for the economy’s critical metals - CNBC
• Michael Fuljenz Wins NLG Award for Metals Market Report - CoinNews
• Precious Metals Market at 6.2% CAGR to Grow from USD 326.9 Billion in 2026 to USD 561.9 Billion by 2035 - The Killeen Daily Herald
• 4 ways tariffs and geopolitics are impacting commodity markets - wastedive.com
• UK Rare Earth Metals Market Size, Share,Trends, Growth Analysis Report, 2030 - marketsandmarkets.com