高盛将2026年四季度铝价预测从2350美元上调至2500美元，但维持2027年铝价预测在2400美元不变。高 盛上调2026年上半年伦敦金属交易所（LME）铝价预测，从每吨2575美元上调至3150美元。高盛：将 2026年铝市场供应过剩预期小幅下调至80万吨，此前为110万吨；维持2027年供应过剩预期在160万吨； 并将2028年供应过剩预期从125万吨上调至230万吨。 ...

Group 1 - Standard Chartered Bank forecasts that the average copper price will be $12,213 per ton in 2026, with an expected average of $12,950 per ton in the first half and $11,475 per ton in the second half [2] - The bank also predicts that the average aluminum price will be $3,098 per ton in 2026, with an expected average of $3,143 per ton in the first half [2] Group 2 - China, as the largest copper consumer globally, faces three major challenges: increasing dependence on foreign resources in the upstream, overcapacity in the midstream processing sector, and downstream demand being suppressed by high copper prices [2] - To assist the industry in addressing these challenges, Shanghai Nonferrous Metals Network has collaborated with copper industry chain enterprises to compile the "2026 China Copper Industry Chain Distribution Map" in both Chinese and English [2]

c45a43530f604d12bcb9a82b5aa6b9f6 n We delay our bearish aluminium price forecast, now expecting the LME price to decline from $2,700/t currently to a low of $2,350/t in Q4 2026 (vs. prior forecast low of $2,100/t in March 2026). n Our expectations of slowing demand growth and cost deflation are playing out, and the market turned to a modest surplus in Q3. However, we expect still relatively low visible inventory, US Fed rate cuts, and a higher copper price to keep aluminium prices supported through to the e ...

智通财经6月2日电，高盛将2025年下半年铝价预测上调至每吨2280美元，涨幅为每吨140美元。预计铝 价将在2026年初降至每吨2100美元的低点。预计2026年和2027年的铝价将分别为每吨2230美元和2500美 元，低于之前预测的每吨2540美元和2800美元。 高盛上调下半年铝价预测 ...