LME行政总裁张柏廉：时机成熟会考虑增设人民币为结算货币

Core Insights - The London Metal Exchange (LME) is focusing on enhancing its services for the Chinese market, which accounts for 30% of its trading volume, and is considering the introduction of the renminbi as a settlement currency in the future [2][3][4] Group 1: Market Strategy and Developments - LME has suspended non-USD denominated metal options trading to modernize its options market, as all actual trades are currently conducted in USD [3][4] - The exchange is actively working to improve the liquidity of its options market by introducing electronic trading and optimizing collateral services for renminbi [3][4] - A roadmap for the development of the options market has been released, aiming to enhance liquidity, transparency, and market participation by introducing electronic trading for monthly contracts by the end of 2026 [4] Group 2: Sustainability Initiatives - LME is exploring pricing mechanisms for "green metals" and has launched a roadmap for sustainable metal premiums, focusing on responsible sourcing and carbon footprint standards [5][6] - The exchange has implemented new regulations requiring aluminum producers to upload carbon emission data to facilitate compliance with the EU's Carbon Border Adjustment Mechanism (CBAM) [6] Group 3: Market Observations and Trends - LME does not predict metal price trends but acknowledges the growing demand for copper in sectors like electric vehicles and AI data centers, which is attracting investor interest [8] - The exchange has noted the successful introduction of physical settlement contracts for lithium by the Guangzhou Futures Exchange, which LME is not currently pursuing due to the unique advantages of the region [8][9]