【镍:天气影响镍矿生产 镍价节后能否高歌猛进?】金十期货10月9日讯,1. 菲律宾雨季即将到来,同时印尼地区镍矿配额限制依旧存在,市场本就担忧原料供应紧张,与此同时10月6日晚间,淡水河谷公司披露其位于帕拉州的昂卡·普马镍矿因强风导致的运营中断情况。这次强风破坏了当地的电力传输网络,初步估计,此次事件将导致其第四季度镍产量减少1500至2000吨。2. 假期期间外盘强劲上行为国内镍价形成支撑,镍矿生产受阻无疑是镍市场的“强心剂”,本应持续上涨的镍价却在昨晚夜盘出现松动,这主要是因为国内需求刺激不及预期,市场担忧情绪导致价格理性回调。卓创资讯预计,短期原料供应紧张不能从根本上改善供需失衡现状,镍价节后高歌猛进难度依旧大,建议刚需备货谨慎看涨。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.