历史性供应紧张缓解 铜价创逾三周最大跌幅

格隆汇
Aug 19
由于交易商向伦敦金属交易所(LME)仓库大量交割铜,缓解了此前历史性的供应紧张局面,铜价创下逾三周以来的最大跌幅。LME追踪的现货铜库存周二增幅超过2万吨,创下4月以来最大增幅。报道称,托克集团是主要交割方,其他交易商也在安排将铜运入交易所。LME三个月期铜期货一度下跌0.5%,随后跌幅收窄。此前,铜价周二下跌1.2%,创7月23日以来最大单日跌幅。 由于对美出口激增,LME仓库的铜库存一度告急,而铜的到货缓解了部分压力。此次供应紧张主要是由于市场预期进口关税而进行的套利交易造成的,但美国商务部向特朗普提交建议的最后期限已于6月到期,白宫方面仍未发布任何公告。供应紧张缓解的另一个迹象是,市场密切关注的现货铜与三个月期铜之间的价差周二降至每吨248美元,而周一一度出现高达545美元的现货升水。另一个重要的单日价差指标“Tom/next”也有所回落,此前该价差一度飙升至2021年供应紧张时期以来的最高水平。

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