Woofun AI reports that the US Department of Commerce must submit its "232 Tariff" investigation report by June 30 to determine final copper tariff policies. Previously, refined copper was exempted while semi-finished products faced 50% tariffs, with phased additions planned from 2027. Goldman Sachs analysis suggests US buyers may stockpile if new tariffs are enacted, coinciding with COMEX copper inventories exceeding 650,000 tons at record levels. Supply constraints for AI-linked metals like tungsten, tin, tantalum, and indium are also anticipated.