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67/100 Neutral 05.07.2026 · 15:31 Finrend AI ⏱ 1 dk 👁 7 TR

Ferrari and Tesla Move Away from Copper: $4.1 Billion Deal Points to Substitute Metal

Leading automakers such as Ferrari and Tesla are shifting away from copper, a critical raw material in electric vehicle production, toward an alternative metal. Behind this transformation lies a major $4.1 billion deal, indicating that a substitute metal capable of replacing copper will play a significant role in the supply chain. Automotive giants are making this strategic move to reduce costs and ensure production continuity amid rising copper prices and supply bottlenecks. While copper is heavily used in the motors, wiring, and battery systems of electric vehicles, the new substitute metal is reported to be lighter and more conductive. This is expected to enhance vehicle performance while significantly lowering production costs. The $4.1 billion deal encompasses substantial investment in the extraction and processing of the substitute metal, including the opening of new mining sites and the establishment of refining facilities, particularly in North America and Europe. Analysts predict that this move could alter the supply-demand balance in the copper market and potentially suppress copper prices in the long term. Ferrari and Tesla's step may set a benchmark for other automakers. While this industry transformation pushes copper mining companies to seek alternative markets, it creates new opportunities for suppliers of the substitute metal. Experts suggest that this metal could become standard in the electric vehicle sector in the coming years. This is not investment advice.

📊 TSLA — Piyasa Yorumu

▼ down · 65%

TSLA closed with a 3.96% decline, bringing its RSI to 37, approaching oversold territory. The MACD line remains below the signal line and in negative territory, indicating weak short-term momentum. The stock is trading below its 20-day SMA (413.12) and nearing its 50-day SMA (396.93); a break below this level could accelerate the downtrend. News that Tesla is abandoning copper may offer cost advantages but also introduces uncertainty during the material transition. In the short term, selling pressure is likely to persist, though oversold conditions could trigger a technical rebound.

RSI 14
37.3
MACD
-2.62
24h Δ
-3.96%

📊 COPPER — Piyasa Yorumu

▼ down · 60%

The news indicates that major automotive companies are moving away from copper and turning to substitute metals. This development could be perceived as a negative signal for copper demand. In technical indicators, the RSI is approaching the overbought zone at 66, increasing the likelihood of a short-term correction. Although the MACD remains positive, the selling pressure generated by the news may pull prices down in the near term. While being above the SMA20 and SMA50 supports the medium-term trend, the news impact could dominate in the short term.

RSI 14
66.4
MACD
0.02
24h Δ
0.70%

📊 FCX — Piyasa Yorumu

▼ down · 65%

The news indicates a significant drop in copper demand, which is negative for copper producers such as FCX. Technical indicators also confirm the weakness: the price is below the 20- and 50-day moving averages, the RSI is at 45, in neutral territory but with a downward bias, and the MACD is below the signal line and negative. Selling pressure is likely to persist in the short term.

RSI 14
45.0
MACD
-0.63
24h Δ
-1.16%

📊 SCCO — Piyasa Yorumu

▼ down · 60%

The news indicates a significant decline in copper demand. Major players such as Ferrari and Tesla are moving away from copper, which is a negative development for copper producers like SCCO. Technically, the price is trading below the 20- and 50-day moving averages, and the MACD is in negative territory. Although the RSI is below 50, it is not in oversold territory, suggesting that the downward potential may continue. Selling pressure is likely to increase in the short term.

RSI 14
49.7
MACD
-0.58
24h Δ
2.00%
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