欧亚资源集团：关键金属市场或长期供应紧张

Group 1 - The core viewpoint of the articles highlights the structural changes in the key metals market driven by global energy transition and industrialization in emerging economies, leading to a long-term supply tightness for metals like copper, aluminum, chromium, and HBI [1][2] - Eurasian Resources Group forecasts a 2.4% year-on-year growth in global copper demand by 2025, driven by energy transition, grid upgrades, and electrification processes [1] - The copper market is expected to remain in a supply-demand imbalance at least until 2027, necessitating copper prices to stay above $10,000 per ton to stimulate new mining projects [1] Group 2 - The aluminum price is supported by production restriction policies and increasing demand, while the chromium market continues to face supply tightness [1] - The global HBI market is projected to grow at a compound annual growth rate of 5%-8% over the next decade, becoming a core component of the green steel supply chain [1] - The CEO of Eurasian Resources Group emphasizes that the demand for copper, aluminum, chromium, and green steel is entering a phase of sustained structural shortage due to accelerated energy transition and industrialization in regions like India and Southeast Asia [2]