铜价变动不大 市场关注智利供应动态

格隆汇
Oct 14
据市场消息,周三铜价持稳,因市场对智利的供应担忧抵消了油价上涨带来的压力,同时市场也在关注主要铜矿的动态。油价上涨,交易员权衡供应风险,而能源成本高企令市场持续关注通胀顽固和经济增长放缓的问题。道明证券分析师表示,智利的供应风险仍是铜的关键焦点,罢工投票、运营中断以及矿山重启的新消息帮助维持了供应风险溢价。由于这些风险仍在演变,智利局势的任何升级都将在短期内为价格提供额外支撑。 此外,市场继续应对关税不确定性和持续的库存调整。必和必拓位于智利的Escondida铜矿的监督人员工会表示,在争取新集体劳动合同的调解努力失败后,将于周三开始罢工。与此同时,智利Centinela铜矿和两个罢工工会于周二重返谈判桌,旨在解决已持续一周的停工。工人称罢工正在影响运营。

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