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高盛:基本金属_铜_对更高铜关税的定价分析
Goldman Sachs· 2025-07-11 01:05
9 July 2025 | 1:20PM SGT Base Metals Comment: Copper: Pricing a Higher Copper Tariff Eoin Dinsmore +65-6889-2401 | eoin.dinsmore@gs.com Goldman Sachs (Singapore) Pte Lavinia Forcellese +44(20)7774-9243 | lavinia.forcellese@gs.com Goldman Sachs International Aurelia Waltham +44(20)7051-2547 | aurelia.waltham@gs.com Goldman Sachs International Daan Struyven +1(212)357-4172 | daan.struyven@gs.com Goldman Sachs & Co. LLC Samantha Dart +1(212)357-9428 | samantha.dart@gs.com Goldman Sachs & Co. LLC Alec Phillips ...
X @Bloomberg
Bloomberg· 2025-07-09 12:21
Freeport Surges on Copper Tariff News. Get caught up on the day's gainers and decliners on the latest Stock Movers report https://t.co/HxsWnNg4Bn ...
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
Goldman Sachs· 2025-06-26 14:09
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 ...