瑞银：中东供应风险推升铝价与动力煤价上调今年预测各13%及10%

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智通财经APP获悉，瑞银发布研报称，近期中东供应风险推升国际铝价与动力煤价，指在石油与天然气之后，料铝与动力煤是最受中东冲突影响的商品。该行指，动力煤受天然气转煤的替代效应支撑，能源价格风险溢价短期内可能持续，推升煤价。而铝方面，中东供应受阻，能源成本上升推高成本曲线。已有约65万吨铝供应中断，若霍尔木兹海峡航运受阻持续数周，可能导致约400万吨冶炼产能关闭，短期铝价上行风险加大。该行指，上调了铝...

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瑞银：中东供应风险推升铝价与动力煤价 上调今年预测各13%及10%

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瑞银：中东供应风险推升铝价与动力煤价上调今年预测各13%及10%