生意社01月06日讯
外媒1月6日消息:标普全球商品洞察的分析师预测,2025年精炼铜过剩将不断增加;但是由于矿山供应不足,铜精矿市场将出现短缺。
随着冶炼厂产能扩大,而第一量子矿业的巴拿马科布雷矿长期关闭的情况下,供应短缺将继续困扰精矿市场。
标普全球预计,2024年铜精矿供应缺口为52,495吨,2025年将进一步扩大至847,764吨。
标普全球首席分析师罗尼?塞西尔预计2025年全球铜需求将增长3.7%,但是考虑到特朗普的关税威胁,风险倾向于下行。
塞西尔和其他人表示,中国将需要使用更多刺激措施,这通常有助于支撑铜价。
(文章来源:生意社)
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