期铜逼近16个月高位，受助于矿山生产中断忧虑【10月7日LME收盘】

Group 1: Copper Market Overview - LME copper prices rose by 1% to $10,761.00 per ton, approaching a 16-month high due to concerns over mining production disruptions outweighing the impact of a stronger dollar [1][2] - Year-to-date, LME copper has increased by 22%, driven by production interruptions in major copper mines in Chile, the Democratic Republic of Congo, and Indonesia [2][3] - The Grasberg copper mine in Indonesia, one of the largest globally, has been suspended for nearly a month following a landslide that resulted in seven fatalities [2][3] Group 2: Price Forecasts and Market Sentiment - Citigroup raised its target price for LME three-month copper from $10,500 to $11,000 per ton, anticipating that economic growth recovery in 2026 could push prices to $12,000 per ton [3] - Dan Smith from Commodity Market Analytics noted that LME copper is nearing a critical resistance zone between $10,750 and just below $11,000, which has previously been a barrier in May 2021, March 2022, and May 2024 [3] Group 3: Chilean Copper Exports and Global Nickel Market - Chile's copper exports in September amounted to $4.39 billion, a decrease of 2.03% compared to the same month last year [4] - Sumitomo Metal Mining forecasts a continued surplus in the global nickel market for the third consecutive year, with a projected surplus of 256,000 tons in 2026, slightly down from 263,000 tons in 2025 [5] - The International Nickel Study Group (INSG) expects global nickel demand to rise to 3.82 million tons in 2026, up from 3.6 million tons in 2025, while production is anticipated to increase to 4.09 million tons [6][7]