Group 1 - Copper prices reached $11,000 per ton, a significant milestone in the London Metal Exchange's history, raising questions about the sustainability of this price level [2] - Current trading price of copper is around $10,718 per ton, following a recent decline due to escalating trade tensions [2] - Analysts emphasize the need for strong demand growth, particularly from China, to maintain upward momentum in copper prices [2][3] Group 2 - Key copper mines, including Indonesia's Grasberg, have faced production halts this year, contributing to market speculation about supply shortages versus speculative trading [2] - The International Copper Study Group forecasts a 150,000-ton deficit in 2026, despite maintaining a surplus estimate of 17,800 tons for the current year [2] - China's copper industry faces three main challenges: increasing reliance on foreign resources, overcapacity in the midstream processing sector, and suppressed downstream demand due to high copper prices [3]
分析师：伦铜冲高还需强劲的需求提供助力
Wen Hua Cai Jing·2025-10-14 11:58