高盛：铜_因关税引发对美国以外地区供应短缺的担忧加剧，上调 2025 年下半年价格预测

26 June 2025 | 12:29AM SGT Base Metals Analyst Copper: Raising Our 2H 2025 Price Forecast As Tariff-Driven Fears Of Ex-US Shortage Mount Copper: Raising Our 2H 2025 Price Forecast As Tariff-Driven Fears Of Ex-US Shortage Mount The ongoing US Section 232 copper investigation has continued to cause significant dislocation between LME (UK) and COMEX (US) copper prices. Significant over-imports of copper into the US have caused fears of a shortage in the rest of world, despite the global market being in surplus ...