Group 1 - The core viewpoint of the articles indicates that copper prices are influenced by U.S. inflation data supporting expectations for a Federal Reserve interest rate cut, while rising inventories are limiting price increases [1][3] - London Metal Exchange (LME) three-month copper fell by 0.05% to $9,836.00 per ton, while Shanghai Futures Exchange (SHFE) September copper contract rose by 0.56% to ¥79,380 per ton, reflecting mixed market sentiments [1][2] - Analysts note that the increase in copper inventories at both LME and SHFE is a significant factor restraining price growth, with LME copper inventories rising by 11% and SHFE inventories increasing by nearly 13% in August [3][4] Group 2 - The increase in inventories is attributed to a prior surge in shipments to the U.S. in anticipation of a 50% tariff on copper, which has since been alleviated as refined copper was excluded from the tariff [4] - The broader industry sentiment is bolstered by the prospect of U.S. monetary policy easing, as indicated by a report from ANZ analysts [2] - Other metals on the LME showed varied performance, with aluminum up by 0.23% to $2,625.50 per ton, while nickel, lead, tin, and zinc experienced slight declines [5]
LME期铜在平盘上下震荡,美国降息前景提振市场信心
Wen Hua Cai Jing·2025-08-13 09:06