Group 1 - LME three-month copper rose by $118.50 or 1.25%, closing at $9,616.50 per ton on June 2 [1][2] - COMEX copper contracts reached a high of $4.9495 per pound, with the latest July contract up 3.74% at $4.8525 per pound [3] - The increase in U.S. aluminum and steel import tariffs to 50% announced by President Trump is impacting market dynamics, although copper was not directly mentioned [4][5] Group 2 - COMEX copper premium over LME copper expanded from $772 per ton to over $1,000 per ton [5] - Morgan Stanley reported that approximately 200,000 tons of additional copper have been imported into the U.S. over the past eight weeks, tightening the market outside the U.S. [6] - LME copper inventories have decreased by 45% since mid-February, reaching 148,450 tons, the lowest in nearly a year [7] Group 3 - The U.S. manufacturing sector has contracted for the third consecutive month, with the PMI at 48.5% in May, down from 48.7% in April [8][9] - China's manufacturing PMI rose to 49.5% in May, indicating a slight recovery in economic output [10] Group 4 - Goldman Sachs raised its forecast for aluminum prices in the second half of 2025 by $140 to $2,280 per ton, citing smaller-than-expected market oversupply [12]
金属均飘红 期铜收涨，纽铜较伦铜升水扩大【6月2日LME收盘】
Wen Hua Cai Jing·2025-06-03 01:12