5 Jun 2026, 15:01 UTC39 views5 reactionsread 31 August 2026 Video
Mixed-grade secondary copper materials, stored under controlled conditions, waiting to be processed into refined metal. This is what our partner warehouse in Valencia looks like.
This is the starting point of the industrial cycle that the Alcum protocol is built around. Before the smelting, before the refining, before the NAV calculation.
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29 May 2026, 15:08 UTC83 views9 reactionsread 31 August 2026 Video
This May, our team had the privilege of attending the 2026 Global Renewable Metal Industry Chain Summit in Tokyo. It’s one of the most significant gatherings in the renewable metals space, bringing together over 600 delegates, 50+ speakers, and industry leaders from across the globe.
Our Chief Legal and Structuring Officer, Justas Pangonis, had the opportunity to speak with the Shanghai Metals Market team, sharing t…
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28 May 2026, 14:42 UTC37 viewsread 31 August 2026 🔹 RWA tokenization approaches the problem from a different starting point. Fractional access replaces minimum lot sizes. On-chain settlement ensures a continuous audit trail. And the structure can reflect price exposure and the value created by an actual industrial cycle.
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28 May 2026, 14:42 UTC33 viewsread 31 August 2026 Photo
For most of financial history, exposure to commodities was either deeply inconvenient or deeply incomplete. You could own the real thing, or you could own a financial product that tracked it, and accept that you were never actually touching the underlying asset.
Every attempt to solve it introduced a new limitation. Here's what that looked like in practice:
🔹 Physical ownership delivers full exposure to the asset a…
21 May 2026, 15:13 UTC30 views6 reactionsread 31 August 2026 Photo
Who's actually buying copper in 2026?
You may not know this, but four major industries need more copper than the world can currently produce. And none of them are willing to wait.
Want to learn more? Read the full story on the images attached to this post
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20 May 2026, 15:00 UTC27 views6 reactionsread 31 August 2026 Photo
The copper supply gap is forming right now. TheStreet just published a full breakdown of what's driving it, and our COO, Vytautas Mackonis, weighs in on what it means for the market.
Read the full article here ✔️
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15 May 2026, 13:23 UTC31 views2 reactionsread 31 August 2026 ➡️ Three characteristics make copper distinct from a standard commodity cycle position:
Demand inelasticity: EV mandates, grid targets, and AI infrastructure buildouts are policy-committed and don't pause in downturns.
Supply irreversibility: the gap forming in the late 2020s cannot be closed by current price levels within the window.
Geopolitical concentration: China controls 45% of global refining capacity, crea…
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15 May 2026, 13:23 UTC24 views2 reactionsread 31 August 2026 ➡️ Three institutions, one conclusion
Goldman's own long-term desk maintains a $15,000-per-tonne price target for 2035. The bank's analysts argue that grid and energy infrastructure will account for 60% of global copper demand growth through 2030.
Trafigura's chief economist was direct: "We already have a 5M tonne deficit gap by 2030."
The IEA's Global Critical Minerals Outlook 2025 identifies a potential 30% copp…
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15 May 2026, 13:23 UTC24 viewsread 31 August 2026 Photo
In April 2026, the copper market presents institutional observers with a clear-cut analytical challenge: separating near-term price volatility from a long-term structural thesis that has only strengthened over the past 18 months.
➡️ The near-term picture is complicated
LME copper is trading near $12,250/mt (down from a January 2026 peak, but still up more than 30% year-over-year). Goldman Sachs has flagged a potent…
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