供应忧虑
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供应恐慌与美元走软共推 基本金属全线走强,伦铜逼近历史新高!
智通财经网· 2026-01-12 07:03
Group 1 - The core viewpoint of the articles highlights a strong performance in base metals, particularly copper, driven by supply concerns and a weakening dollar, pushing copper prices close to historical highs [1][2] - Copper prices have increased over 20% since mid-November, with expectations of significant metal inflows into the U.S. before decisions on import tariffs by the Trump administration, potentially leading to supply shortages in other regions [1] - The LMEX Index has seen a strong rebound, rising for four consecutive weeks, marking its best performance since August of the previous year, as investors flock to physical assets amid U.S. monetary easing and supply chain disruptions [1] Group 2 - As of the latest update, LME copper has risen by 0.9% to $13,116.50 per ton, while aluminum is poised for its highest closing price since April 2022, and tin has increased over 3%, resulting in a 16% gain since the beginning of the year [2] - The copper inventory at the Comex has increased for 42 consecutive weeks, reaching record levels, indicating a significant shift in global inventory dynamics [1]
金属全线上涨 期铜升至近三个月高位,因美元疲软及供应忧虑【6月26日LME收盘】
Wen Hua Cai Jing· 2025-06-27 00:40
Group 1 - LME copper prices surged to a nearly three-month high, driven by a weak dollar, supply concerns, and speculative buying after key technical levels were breached [1][3] - As of June 26, LME three-month copper rose by $187, or 1.93%, closing at $9,899.5 per ton, marking the strongest level since March 27 [1][2] - The premium of LME spot copper contracts over three-month copper rebounded to $310 per ton, the highest since November 2021 [4] Group 2 - The dollar index fell to its lowest level since early 2022, weakening confidence in the robustness of U.S. monetary policy, which supports commodity prices [3] - Active buying in the Chinese copper market was noted, with Shanghai Futures Exchange copper contracts rising by 0.6% to 79,000 yuan (approximately $11,022.74), the highest since June 11 [6] - LME copper has increased by 22% since hitting a low of $8,105 per ton in April 2023 [6] Group 3 - Other base metals also saw price increases, with LME three-month zinc rising by $63.5, or 2.35%, to $2,768.0 per ton, and three-month tin increasing by $556, or 1.68%, to $33,749.0 per ton [2][6]