Core Viewpoint - Trade companies are competing to ship more copper to the U.S. as President Trump plans to reconsider tariffs on raw copper next year, leading to a surge in copper futures prices and creating an opportunity for traders to import before any tariffs are implemented [1] Group 1: Market Dynamics - Recent weeks have seen an increase in competition among trade companies to transport copper to the U.S. [1] - The surge in New York copper futures prices provides traders with an opportunity to import copper ahead of potential tariffs [1] Group 2: Price Expectations - Kostas Bintas from Mercuria anticipates that copper prices will rise to record levels in the coming weeks due to increased trading momentum [1] - Manufacturers are expected to pay higher prices as exports to the U.S. accelerate and exchange inventories decrease [1] Group 3: Supply Concerns - Bintas warns of a significant issue where other parts of the world may face a severe shortage of cathode copper if current trends continue [1] - Mercuria has reportedly notified plans to withdraw over 40,000 tons of copper from LME's Asian warehouses this week [1]
被曝大笔注销LME仓单的摩科瑞上周预测：明年Q1铜将面临严重短缺
Ge Long Hui A P P·2025-12-04 23:25