摩科瑞被曝大举提货，铜市神经紧绷！海外减停产频发，纸浆期价“三连涨”！

Group 1: Gold Market - The World Gold Council (WGC) predicts that gold prices may rise by 15% to 30% by 2026 due to declining U.S. Treasury yields, heightened geopolitical risks, and increased demand for safe-haven assets [2] Group 2: Copper Market - Mercuria plans to withdraw a significant amount of copper from LME's Asian warehouses, with a record increase in copper withdrawal applications of 50,575 tons, reaching a total of 56,875 tons, which constitutes 35% of LME's total inventory [3] - The supply tightness in the copper market is exacerbated by mine disruptions in Indonesia and Chile, leading to historically low copper inventories in LME-certified warehouses [4] - Recent data indicates a slight retreat in copper prices after a record high, as the panic over supply tightness begins to ease [6] - The U.S. government has classified copper as a critical mineral under the Defense Production Act, aiming to secure domestic copper resources [3] Group 3: Pulp Market - Pulp futures prices have rebounded for three consecutive trading days, with a recent increase of 5.73%, driven by supply disruptions from overseas pulp mills [8] - Domtar announced the permanent closure of its Crofton plant, reducing annual pulp production by approximately 380,000 tons, while other mills are also considering temporary shutdowns [8] - The international market for wood chips remains tight, contributing to rising prices for hardwood pulp [9] - Despite recent price increases, the overall supply-demand situation in the pulp market remains limited, with concerns over downstream paper demand affecting price stability [10] - The market is closely monitoring the price changes of imported softwood and hardwood pulps, as well as the acceptance of price increases by downstream sectors [11]