美国银行：和市场周期脱钩铜价出现重大危机

上海有色网04-15

据外电4月13日消息，美国银行（Bank of America）分析师表示，随着铜越来越“自娱自乐”，预计到2026年，铜价将达到每吨12,000美元左右。该行的分析师正在追踪能源转型和科技驱动的金属与传统大宗商品市场及更广泛经济周期的脱钩。该行大宗商品策略师Michael Widmer在一份报告中表示，铜矿供应日益紧张正在制约精炼铜的生产，并称缺乏矿山项目最终开始影响市场。“明显缺乏新矿项目已经...

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Franklin Income A MDIS SGD-H1"},"translate_title":"Bank of America: Decoupled from the market cycle, copper prices have a major crisis","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BAC":1,"OCFCP":0.9},"content_text":"据外电4月13日消息，美国银行（Bank of America）分析师表示，随着铜越来越“自娱自乐”，预计到2026年，铜价将达到每吨12,000美元左右。该行的分析师正在追踪能源转型和科技驱动的金属与传统大宗商品市场及更广泛经济周期的脱钩。该行大宗商品策略师Michael Widmer在一份报告中表示，铜矿供应日益紧张正在制约精炼铜的生产，并称缺乏矿山项目最终开始影响市场。“明显缺乏新矿项目已经开始产生影响，并限制了精炼铜的产量，凸显出多年以来铜勘探和开发投资不足的问题，”Widmer写道。矿山资本成本上升，而铜价赶上的速度较慢，需求和供应之间的紧张局面导致价格预估大幅上涨，以及短期内对铜可用性的担忧。该行的价格预估反映出在需求上升之际，供应制约的严重性。美国银行预计，今年铜市短缺32.4万吨，到2026年增至74.3万吨。过去两个月，铜价飙升超过15%，4月8日达到每吨9,419.50美元的近15个月高位，此前中国冶炼厂宣布调整生产计划。这些冶炼厂占到全球供应的一半以上。伦敦金属交易所（LME）三个月期铜最新报每吨9,451.50美元。三个月期铜下滑6美元或0.06%，报每吨9,451.50美元；LME三个月期铜曾在2021年5月创下纪录高位，受中国需求强劲以及新冠疫情相关造成的供应中断提振。尽管存在潜在的供应限制，但受绿色科技的投资、全球经济反弹、补库努力以及可能的降息驱动，铜的需求依然强劲。其在可再生能源技术、电动汽车和基础设施开发中的重要性，令其在全球向可持续发展的转变中不可或缺。Widmer表示，铜的地位进一步加剧了供应限制的影响。作为铜市的主要参与者，美国银行警告称，中国的投资决策，尤其是绿色科技方面会对全球铜需求产生重大影响。Widmer的报告中强调了减少绿色投资的风险，可能会缓解需求面，但仍存在供应受到制约的问题。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2427020517"}

美国银行：和市场周期脱钩 铜价出现重大危机

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美国银行：和市场周期脱钩铜价出现重大危机