Core Insights - The article discusses the recent increase in London copper futures prices, driven by a ceasefire agreement in the Middle East and an intensifying global shortage of refined copper [1] Group 1: Market Dynamics - The ceasefire agreement has contributed to a more stable geopolitical environment, which may positively influence copper prices [1] - The global shortage of refined copper is becoming more pronounced, potentially leading to sustained upward pressure on prices [1] Group 2: Price Trends - The article raises the question of whether the recent price increase in London copper futures can be maintained in the long term [1]

摩科瑞：铜短缺可能推动铜价创下历史新高 金十期货5月21日讯，据外媒报道，摩科瑞能源贸易集团（Mercuria）金属与矿业研究主管周三表示， 该公司预测今年铜精矿将出现70万吨的短缺，精炼铜金属则将短缺30万吨，这可能推动铜价创下历史新 高。摩科瑞的知名铜多头Nicholas Snowdon表示，他预期铜价创新高只是早晚的事。Snowdon在香港举 行的LME亚洲周会议上表示，"目前铜市处于极度脆弱的状态，对我们来说，问题不是会不会进入短缺 状态，而是什么时候，这种情况很可能在今年下半年发生。" ...

能源交易商摩科瑞：预计今年铜精矿短缺70万吨，精炼铜短缺30万吨。 ...