Core Viewpoint - Morgan Stanley has adjusted its price forecasts for aluminum, zinc, nickel, and lead for 2026, indicating a mixed outlook for these metals based on supply and demand dynamics [1] Group 1: Price Forecasts - Aluminum price is expected to reach $3,250 per ton in Q2 2026 [1] - Zinc price is projected to slightly decline to $2,900 per ton in 2026 [1] - Nickel price is anticipated to fall to $15,500 per ton due to balanced demand and supply growth [1] - Lead price is forecasted to average slightly above $2,000 per ton, with high LME inventories indicating a surplus market [1] Group 2: Market Dynamics - A copper market deficit of 260,000 tons is expected in 2025, which is projected to widen to 600,000 tons in 2026 [1] - The copper market's significant deficit suggests limited room for supply disruptions [1]
摩根士丹利调整2026年基本金属价格预测
Wen Hua Cai Jing·2025-12-17 02:34