金属普涨 期铝创下三个月新高 因能源价格上涨【6月23日LME收盘】

Group 1: Market Reactions - LME three-month aluminum surged to a three-month high due to U.S. attacks on Iranian nuclear facilities, leading to rising energy prices and potential disruptions in aluminum transportation in the Middle East [1][4] - On June 21, LME three-month aluminum rose by $39, or 1.53%, closing at $2,588.50 per ton, with an intraday peak of $2,654.50, the highest since March 21 [1][2] Group 2: Energy Costs and Supply Concerns - In some regions of the Middle East, energy accounts for 40%-45% of aluminum smelting costs [3] - Concerns about escalating conflicts in the Middle East and potential disruptions in oil and gas supplies have intensified [4] - If the Strait of Hormuz is blocked, it could significantly impact transportation, as Middle Eastern countries produce nearly 9% of the world's aluminum [4] Group 3: Copper Market Dynamics - LME three-month copper increased by $34, or 0.35%, closing at $9,667.50 per ton, with spot copper contracts premium soaring to $340 per ton, the highest since October 2022 [5] - The rise in copper prices is partly attributed to a decline in copper inventory in LME-approved warehouses and U.S. investigations into potential tariffs on imported copper [5][6] - LME has imposed new restrictions on holders of large positions in near-month contracts due to low inventory levels [7]