荷兰国际:欧盟对俄金属禁令将加剧供应紧张
Xin Lang Cai Jing·2026-02-03 09:31

Core Viewpoint - The European Union is considering a ban on imports of platinum and copper from Russia, which would tighten market supply further [1] Group 1: Market Impact - The potential ban would primarily affect MMC Norilsk Nickel, Russia's largest mining company, which has not been sanctioned due to its critical position in the global supply chain [1] - The metal markets are already experiencing tight supply conditions, and any loss of Russian metal supply would exacerbate this supply tightness [1]