金属与矿业 - 增长担忧加剧-metal&ROCK-Growth Worries Accelerate

Growth Worries Accelerate Higher energy prices are lifting metals cost curves, and Middle East events bring real supply loss to some metals. However, short term, demand concerns appear to be dominating, with additional pressure from changing central bank expectations. Key Takeaways Near-term pressures building: Events in the Middle East continue to dominate the metals outlook, with the focus shifting from supply impacts (e.g. here, here) to demand risks, weighing on prices which were mostly trading at eleva ...