Report published August 13, 2026
Goldman Sachs Materials Market Update: August 13, 2026 – Copper Scarcity and Sector Insights
Source and citation context
- Issuer
- Goldman Sachs
- Report date
- August 13, 2026
- Analysis as of
- Not stated in source
Authors / editors: James McGeoch (Vice President)
Finvaulta summarizes Goldman Sachs's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.
This daily update reviews performance and outlooks for key materials and mining names, including ANTO, RWE, and EON, alongside commentary on commodity price trends for Copper, Gold, and Steel.
Key Takeaways
- 1.ANTO reported inline EBITDA but cut production guidance; the desk suggests a small downward move in the stock.
- 2.Copper prices are showing signs of scarcity, reaching a record high on CMX.
- 3.Gold continues to attract allocator interest following CPI data, with CTA short cover appearing complete.
Table of Contents
- ANTO
- RWE
- Gold - Post CPI
- RIO
- EON
- Steel
- Solar
- Two calls
- China
- Commodity and FX Forecast
Report data
Commodity and FX Forecast
| Metric | Estimate | Context |
|---|---|---|
| ANTO 1H EBITDA | 2.84 US$bn | Actual vs Consensus |
| Copper Price | 6.71 US$/lb | CMX record high |
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Authors / Editors
Reported Data Context
- ANTO 1H EBITDA: 2.84 US$bn (1H26) · Source: GIR
- Copper Price: 6.71 US$/lb (Daily)
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