摩根大通预警2026年铝市缺口23万吨，铜铝价格中枢或将大幅上移

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2月23日，摩根大通发布最新研究报告，对2026年全球铝市供需格局及价格走势作出预判。报告指出，预计2026年全球铝市将出现约23万吨的供应缺口，并据此给出2026年第二季度铝均价每吨3200美元的预测，同时认为2026年下半年铝价仍将获得有力支撑。值得关注的是，摩根大通同日还对铜市作出了类似的偏紧判断。报告预估2026年全球铜市将面临13万吨的供应缺口，并预测第二季度铜价为每吨13500美元，...

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