格隆汇3月4日|荷兰国际银行策略师Ewa Manthey在报告中表示,中东冲突为铝价及现货升水带来上行风险。她指出,海湾合作委员会约占全球铝产量的8.0%,但仅生产约3.0%的全球氧化铝以及约1.0%的铝土矿,这使得该地区在原材料方面高度依赖进口。若霍尔木兹海峡的航运长期受扰,可能阻断氧化铝流入并限制铝出口,从而显著收紧全球供应。霍尔木兹海峡受扰的持续时间,很可能决定铝价和升水的上行幅度。同时,...
Source Link格隆汇3月4日|荷兰国际银行策略师Ewa Manthey在报告中表示,中东冲突为铝价及现货升水带来上行风险。她指出,海湾合作委员会约占全球铝产量的8.0%,但仅生产约3.0%的全球氧化铝以及约1.0%的铝土矿,这使得该地区在原材料方面高度依赖进口。若霍尔木兹海峡的航运长期受扰,可能阻断氧化铝流入并限制铝出口,从而显著收紧全球供应。霍尔木兹海峡受扰的持续时间,很可能决定铝价和升水的上行幅度。同时,...
Source LinkDisclaimer: 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.