232 investigation deadline June 30, Goldman Sachs urges hoarding, but inventories first break historical highs — this script is familiar, policy expectations and actual actions always have one running ahead. Tungsten, tin, tantalum, indium and other computing metals, under a tight supply-demand balance, any tariff disturbance acts as a volatility amplifier.

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CoinWorld News: The U.S. government’s tariff plan on copper is expected to be finalized by the end of June. The U.S. Department of Commerce must submit a Section 232 tariff investigation report and make a decision by June 30. Goldman Sachs analysts say that if the U.S. rolls out a new round of tariff policies targeting copper, U.S. purchasers may begin large-scale stockpiling. Currently, U.S. COMEX copper inventories have already surpassed 650,000 tons, reaching the highest level in history. In the international market, supply tightness for small metals such as tungsten, tin, tantalum, and indium—whose supply is closely tied to the AI computing power industry chain—may intensify.
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