金属市场观察：伊朗冲突持续，铜价短期内或跌破 12,000 美元 吨-Metal Matters Ongoing Iran conflict risks copper dip below 12kt near-term

Vi e w p o i n t | 03 Mar 2026 15:36:51 ET │ 8 pages Metal Matters Ongoing Iran conflict risks copper dip below $12k/t near-term CITI'S TAKE We highlight material copper price downside risk while the Iran conflict continues (see our oil note here for background). Our base case is the conflict eases within weeks and copper rebounds to $13.5-$14 k/t within three months. However, sub-$12k/t copper is certainly plausible in the coming weeks while disruption to gulf energy infrastructure and shipments persists, ...