国庆假期期间,LME的铜基准期货价格突破10500美元/吨,为2024年5月以来首次。分析人士认为,本轮铜价上涨是供应中断、宏观政策与供需格局变化等多重因素交织、共同作用的结果。“此轮铜价上涨的导火索是位于印度尼西亚的全球第二大铜矿——Grasberg发生重大事故,导致市场供应预期急剧收紧。”中泰期货有色金属分析师彭定桂表示,Grasberg停产直接导致市场下调2025年至2026年全球铜矿供应...
Source Link国庆假期期间,LME的铜基准期货价格突破10500美元/吨,为2024年5月以来首次。分析人士认为,本轮铜价上涨是供应中断、宏观政策与供需格局变化等多重因素交织、共同作用的结果。“此轮铜价上涨的导火索是位于印度尼西亚的全球第二大铜矿——Grasberg发生重大事故,导致市场供应预期急剧收紧。”中泰期货有色金属分析师彭定桂表示,Grasberg停产直接导致市场下调2025年至2026年全球铜矿供应...
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