智通财经网·2025-10-08 15:16Core Viewpoint - The copper market is experiencing a significant shift from surplus to shortage, primarily influenced by the upcoming Grasberg mine incident in Indonesia in September 2025, leading to a challenging supply-demand scenario in 2026 [1] Group 1: Market Performance - U.S. copper stocks saw a broad increase, with Southern Copper Corporation (SCCO.US) rising over 5%, Freeport-McMoRan Copper & Gold (FCX.US) increasing over 4%, and Rio Tinto (RIO.US) gaining over 2% [1] Group 2: Supply and Demand Dynamics - The copper market is projected to face a "low supply, low inventory, high deficit" situation in 2026, with the supply-demand gap expected to widen to 620,000 to 830,000 tons, marking the most severe level in nearly a decade [1] Group 3: Price Forecasts - Goldman Sachs has raised its copper price forecast for 2026 from $10,000 to $10,500 per ton, while maintaining a forecast of $10,750 per ton for 2027 [1]