LME铜价从15个月高点回落,因自由港恐慌情绪消退
Ge Long Hui·2025-09-26 00:09
Core Viewpoint - The London Metal Exchange (LME) copper prices have retreated from a 15-month high as panic over the Freeport Grasberg mine's force majeure begins to dissipate [1] Group 1: Price Movements - Despite the recent pullback, LME copper has increased by 2.84% this week, 3.52% this month, and 16.87% year-to-date [1] Group 2: Supply Concerns - Freeport-McMoRan announced that its Indonesian subsidiary's production for 2026 is expected to be 35% lower than previously anticipated, prompting traders to cover short positions [1] - Citigroup forecasts a global refined copper supply deficit of approximately 400,000 tons in 2026, with a potential deficit of 350,000 tons in 2027 if copper prices do not rise [1]