有色金属热点速评:美伊局势扰动铝供应 铝价或将加速上行

中金公司
Mar 05

事件3 月3 日至4 日,中东电解铝公司卡塔尔铝业和巴林铝业相继宣布遭遇不可抗力,其中卡塔尔铝业年产能63.6 万吨,巴林铝业年产能162 万吨,全球占比分别为0.8%和2.0%。受此消息影响,LME铝价持续攀升,3 月3 日上涨2.5%,3 月4 日夜盘一度涨至5%,触及3418 美元/吨,创下2022 年以来新高。评论对于本次美伊冲突,我们认为如果影响的持续性较长,对中东区域铝产业链以及全球铝...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10