期铜升至16个月最高，受助于供应担忧【10月2日LME收盘】

Core Insights - Copper prices on the London Metal Exchange (LME) reached a 16-month high due to supply disruptions causing concerns over shortages [1][4] - The three-month copper contract rose by $111.5, or 1.07%, closing at $10,490.5 per ton, with an intraday peak of $10,531, the highest since May of the previous year [1][2] Price Movements - Three-month copper: $10,490.50, up $111.50 (+1.07%) [2] - Three-month aluminum: $2,692.50, up $4.00 (+0.15%) [2] - Three-month zinc: $3,020.50, up $32.90 (+1.10%) [2] - Three-month lead: $2,024.00, up $13.50 (+0.67%) [2] - Three-month tin: $36,888.00, up $875.00 (+2.43%) [2] Supply Disruptions - Recent supply issues stem from the Grasberg copper mine in Indonesia, which halted operations after a deadly landslide on September 8 [4] - Other significant disruptions occurred earlier this year at the Kamoa-Kakula mine in the Democratic Republic of Congo and the El Teniente mine in Chile [4] Economic Factors - The rise in copper prices is also attributed to pressure on the US dollar due to a government shutdown and economic slowdown concerns [4] - The ongoing partisan divide has led to a lack of funding agreements, resulting in a partial government shutdown [4] Zinc Market Dynamics - LME zinc inventories have decreased by 66% since mid-July, reaching the lowest level since March 2023 at 40,350 tons [4] - Concerns over zinc supply have led to a significant premium for spot zinc over the three-month contract, reaching around $80 per ton, the highest in three years [4]