铜价突破1.4万美元大关,美国进口潮收紧全球供应

格隆汇
Aug 04
由于交易员密切关注美国境内不断增加的铜库存,以及美国总统特朗普预计将就进口关税作出决定,LME三个月期铜自6月3日以来首次突破14,000美元/吨。根据IHS Markit的航运数据,自2014年开始记录以来,今年7月抵达美国港口的铜超过20万吨,创下单月最高纪录。这进一步加剧了美国仓库和港口的铜库存积压,并导致世界其他地区买家的铜供应紧张。尽管精炼铜关税计划存在不确定性,但美国铜的流入速度仍在加快。美国商务部原定于6月30日前提出建议,但目前尚未公布决定。美国铜价仍高于LME铜价,跨市场套利交易依然具有盈利空间。

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