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伦铜走高,市场权衡美国就业数据
Wen Hua Cai Jing· 2025-12-17 10:51
12月17日(周三),伦敦金属交易所(LME)期铜上涨,交易商和投资者在美国劳动力市场数据喜忧 参半的背景下,评估供应短缺忧虑的影响。该数据显示11月就业增长反弹,但失业率仍处高位。 北京时间17:29,LME三个月期铜上涨0.89%,报每吨11,695.5美元。 上海期货交易所(SHFE)主力期铜日间收盘上涨0.40%,报每吨92,820元。 伦铜持续维持在每吨11,600美元以上,受供应忧虑及数据中心与能源转型带动需求激增的前景支撑。 其他金属方面,LME指标期铝上涨0.28%,至每吨2,884.5美元。沪铝上涨0.55%,至每吨21,915元。 LME其他金属中,三个月期锌上涨0.18%,报每吨3,047美元;三个月期锡上涨2.1%,至每吨41,885美 元;三个月期铅上涨0.44%,至每吨1,950.5美元。 上海金属中,沪锌主力合约下跌0.73%,至每吨22,970元;沪铅下跌0.83%,至每吨16,735元;沪锡上涨 1.73%,至每吨328,600元。 (文华综合) 铝价上涨,此前澳大利亚矿商South32周二表示,由于未能与莫桑比克政府达成电力协议,该公司将在 明年3月之前将其位于莫桑比克的M ...
X @Bloomberg
Bloomberg· 2025-12-17 03:52
A Chinese court has convicted 27 people for smuggling antimony ingots out of the country without export permits, in a symbolic case highlighting Beijing’s determination to tighten its grip on strategic minerals https://t.co/aR6kA0ZPdR ...
Rhodes Ridge Joint Venture partners begin $191 million feasibility study on up to 50Mtpa Pilbara iron ore mine
Businesswire· 2025-12-15 21:33
PERTH, Australia--(BUSINESS WIRE)--The Rhodes Ridge Joint Venture has approved a $191 million (A$294 million) (Rio Tinto share $96 million, A$147 million) feasibility study to progress development of the first phase of the Rhodes Ridge project, one of the world's best undeveloped iron ore deposits, in Western Australia's Pilbara. The feasibility study will assess development of an operation with initial annual production capacity of 40 to 50 million tonnes of iron ore. The joint venture partner. ...
US to Back Korea Zinc’s $7.4 Billion Critical Minerals Plant
Yahoo Finance· 2025-12-15 17:15
Photographer: SeongJoon Cho/Bloomberg Korea Zinc Co. plans to build a smelter in the US for about $7.4 billion, backed by the American government and other investors, to bolster supplies of materials essential for chip-making, defense and aerospace. The firm, the world’s biggest smelter of the metal, is seen as a strategic player in efforts by the US and its allies to secure supply chains for critical minerals. Most Read from Bloomberg The decision to set up a foreign joint venture, called Crucible JV ...
Russian court rules in favour of Rusal in $1.32 billion lawsuit against Rio Tinto
Yahoo Finance· 2025-12-15 14:23
MOSCOW, Dec 15 (Reuters) - A Russian court has ruled in favour of Rusal in the aluminium giant's 104.75-billion-rouble ($1.32 billion) lawsuit against global mining and metals company Rio Tinto, according to court documents. The ruling intensifies a legal battle over a joint alumina refinery in Queensland, Australia, that Rio took sole control of after Australia imposed sanctions on Russia over its war in Ukraine. The lawsuit was heard in closed session, and its details have not been disclosed. Rusal ...
南华期货铜产业周报:预期比现实更重要,铜价面临调整-20251214
Nan Hua Qi Huo· 2025-12-14 13:06
南华期货铜产业周报 ——预期比现实更重要,铜价面临调整 南华有色金属研究团队 傅小燕 投资咨询证号:Z0002675 联系邮箱:fxiaoyan@nawaa.com 投资咨询业务资格:证监许可【2011】1290号 2025/12/14 第一章 核心矛盾与策略建议 1.1 核心矛盾 上周美联储如期降息,符合市场预期,铜价短暂休憩后借助市场情绪再创新高。但CME"美联储观察"将明 年1月降息25个基点的概率为24.4%,维持利率不变的概率为75.6%。到明年3月累计降息25个基点的概率为 40.4%,维持利率不变的概率为52%,累计降息50个基点的概率为7.6% 。降息预期偏弱,投机资金高位减 仓。 基本面上,下游加工企业采购时畏高情绪仍在,但卖家高价出售意愿增强,市场继续呈现"有价无市"的状 态。LME铜注销仓单维持在60000吨上方,局部供应紧张支撑中国保税区铜溢价回升,目前出口窗口依然打 开。 展望下周,国内外将公布投资、失业率等宏观经济数据,可能增加铜价波动。临近年底,下游企业开工率预 期回升,供需双方将继续寻求平衡,预期铜价只能以回落来刺激需求,因此回落幅度相对受限。 趋势研判,阴极铜当前阶段: 上涨 ...
A Look Into Wheaton Precious Metals Inc's Price Over Earnings - Wheaton Precious Metals (NYSE:WPM)
Benzinga· 2025-12-11 19:00
In the current session, the stock is trading at $113.45, after a 0.55% increase. Over the past month, Wheaton Precious Metals Inc. (NYSE:WPM) stock increased by 12.14%, and in the past year, by 95.74%. With performance like this, long-term shareholders are optimistic but others are more likely to look into the price-to-earnings ratio to see if the stock might be overvalued.Wheaton Precious Metals P/E Ratio Analysis in Relation to Industry PeersThe P/E ratio measures the current share price to the company's ...
P/E Ratio Insights for New Gold - New Gold (AMEX:NGD)
Benzinga· 2025-12-11 17:00
In the current session, the stock is trading at $8.40, after a 7.34% increase. Over the past month, New Gold Inc. (AMEX:NGD) stock increased by 15.61%, and in the past year, by 203.43%. With performance like this, long-term shareholders are optimistic but others are more likely to look into the price-to-earnings ratio to see if the stock might be overvalued.New Gold P/E Compared to CompetitorsThe P/E ratio is used by long-term shareholders to assess the company's market performance against aggregate market ...
Talon Metals Extends High-Grade Vault Zone with Step-Out Drilling in Multiple Sulphide Stacks
Newsfile· 2025-12-11 12:30
Talon Metals Extends High-Grade Vault Zone with Step-Out Drilling in Multiple Sulphide StacksNew Drill Holes Confirm Lateral Extension of Massive Sulphide Mineralization Predicted by Borehole Electromagnetic SurveysDecember 11, 2025 7:30 AM EST | Source: Talon Metals Corp.Tamarack, Minnesota--(Newsfile Corp. - December 11, 2025) - Talon Metals Corp. (TSX: TLO) (OTCID: TLOFF) ("Talon" or the "Company") is pleased to report multiple successful step-out drill holes from the previously reported ex ...
Deep Value Still Dominates: Energy and Financials Lead This Week’s Acquirer’s Multiple Screen
Acquirersmultiple· 2025-12-09 22:52
This Week’s Deep-Value LandscapeEnergy and Financials once again dominate the upper tier of this week’s Acquirer’s Multiple® Large Cap Screen, reinforcing a now-familiar pattern: the market continues to discount highly cash-generative cyclical businesses despite leaner balance sheets, disciplined capital allocation, and structurally improved economics.Energy Still Sets the Pace in Deep ValueEquinor (EQNR) retains the No. 1 ranking with an Acquirer’s Multiple of 2.3 and a 11.9% free cash flow yield. Integrat ...