Group 1 - Copper is increasingly recognized as essential for industries such as data centers and electric vehicles, with demand expected to continue expanding [2][3] - Goldman Sachs predicts that $10,000 will become a new price floor for copper, driven by supply constraints and rising demand from sectors like artificial intelligence [5][6] - The international price of copper has reached historical highs, with LME three-month futures hitting $11,200 per ton, the highest since May 2024 [2][5] Group 2 - The International Copper Study Group (ICSG) forecasts a 3.0% increase in copper consumption in 2025 and a 2.1% increase in 2026 [3] - Supply disruptions have been reported from major mines, including the Grasberg mine in Indonesia and others in the Democratic Republic of Congo and Chile, raising concerns about copper availability [2][6] - Japanese smelting companies, such as Mitsubishi Materials, are reducing copper production due to deteriorating ore procurement conditions, which may further exacerbate supply issues [7]
铜价步入1万美元时代
3 6 Ke·2025-11-24 02:58