Pawan Joshi dives into the copper market and examines its post-tariff sell-off. He notes that it is the third-most used metal, and the U.S. has to import most of its supply. He expects to see “a lot more fluctuations” in price as the tariff impact settles. Because of pulled forward demand, he doesn’t expect prices to jump quickly but says they will come down the line. “It’s just a question of time, in my mind.”