铜价飙升至十年高点

   2021-03-01 互联网讯

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核心提示:     据今日油价网站2月25日消息 在周三的早盘交易中,3月份交割的铜价上涨1.53%,铜价期货换手价为每

     据今日油价网站2月25日消息 在周三的早盘交易中,3月份交割的铜价上涨1.53%,铜价期货换手价为每磅4.23美元(9306美元/吨)。

    本周,由于分析师预计电力和建筑行业的需求激增将压倒供应,这种红色金属的价格创下近10年来的新高。

    价格飙升促使摩根大通和高盛等顶级金融家预测,大宗商品将出现一个类似于21世纪初新兴国家需求激增时的“超级周期”。

    智利国家矿业协会主席Diego Hernández表示:“我不会称之为“超级周期”,但有人预计,我们将看到大约三年的好价格。”

    波兰铜生产商KGHM首席执行官Marcin Chludzinski向路透社表示:“2020年,在价格问题上,没有人足够聪慧能预测到增长会如此活跃。在需求方面,这段时间非常有趣,需求很高,而且还在上升。”

    “在价格方面,我们预计情况会比去年好。”

    Nexa资源公司首席执行官Tito Martins表示:“铜是当前、未来十年乃至未来几十年的矿产,公司正寻求在未来几年扩大铜资产。”

    世界第一铜生产商智利的矿业公司提醒称,由于工会和供应商也试图利用这一趋势获利,成本可能上升。

    圣地亚哥铜研究中心(CESCO)负责人Alejandra Wood表示:“如果谈判变得复杂,这可能导致中断,打击铜供应。”

    并补充说,大多数公司不太可能因铜价上涨而大幅改变投资计划,除了一些“边缘”项目可能会快速跟进。

    她说:“他们面临的挑战是,不要陷入这样一个陷阱:认为这种情况将是长期的,从而放弃维持低成本只是为了增加产量的原则。”

    王磊 摘译自 今日油价

    原文如下:

    Copper Prices Soar To 10-Year Highs

    In early trade on Wednesday, the copper price for delivery in March was up 1.53% with copper futures exchanging hands for $4.23 per pound ($9,306 a tonne).

    The price of the red metal hit a nearly 10-year high this week as analysts expect that surging demand from the power and construction industries will overwhelm supply.

    The price spike has prompted top financiers from JP Morgan to Goldman Sachs to predict a commodities “supercycle” similar to that of the early 2000s when demand boomed in emerging nations.

    “I wouldn’t call it a ‘supercycle’ but there are expectations that we will see about three years of good prices,” said Diego Hernández, president of Chile’s National Mining Society (Sonami), which represents the country’s top miners.

    “No one was smart enough in 2020 when it comes to prices. No one was able to predict that the growth would be so dynamic. These times are very interesting when it comes to demand – it is high and is rising,” Polish copper producer KGHM CEO Marcin Chludzinski told Reuters.

    In terms of prices, “we can expect a better situation than last year”, he said.

    “Copper is the mineral of the moment, of the decade and maybe the next decades,” said Nexa Resources CEO Tito Martins, adding that the Brazilian company is looking to expand its copper assets in the next few years.

    Mining firms in Chile, the world’s No.1 copper producer, warned that costs could rise as labor unions and vendors also try to cash in on the trend.

    “If negotiations get complex, this could lead to possible stoppages, hitting the copper supply,” said Alejandra Wood, Santiago-based head of the Center for Copper Studies (CESCO).

    She added most firms were not likely to dramatically alter investment plans due to the rally, except perhaps fast-tracking some “marginal” projects.

    “The challenge they face is not falling into the trap of thinking this scenario will be something long-term, and thus abandoning the discipline of maintaining costs low just to increase production,” she said.

 
 
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