???? 據今日油價網站2月25日消息 在周三的早盤交易中,3月份交割的銅價上漲1.53%,銅價期貨換手價為每磅4.23美元(9306美元/噸)。
????本周,由于分析師預計電力和建筑行業的需求激增將壓倒供應,這種紅色金屬的價格創下近10年來的新高。
????價格飆升促使摩根大通和高盛等頂級金融家預測,大宗商品將出現一個類似于21世紀初新興國家需求激增時的“超級周期”。
????智利國家礦業協會主席Diego Hernández表示:“我不會稱之為“超級周期”,但有人預計,我們將看到大約三年的好價格。”
????波蘭銅生產商KGHM首席執行官Marcin Chludzinski向路透社表示:“2020年,在價格問題上,沒有人足夠聰慧能預測到增長會如此活躍。在需求方面,這段時間非常有趣,需求很高,而且還在上升。”
????“在價格方面,我們預計情況會比去年好。”
????Nexa資源公司首席執行官Tito Martins表示:“銅是當前、未來十年乃至未來幾十年的礦產,公司正尋求在未來幾年擴大銅資產。”
????世界第一銅生產商智利的礦業公司提醒稱,由于工會和供應商也試圖利用這一趨勢獲利,成本可能上升。
????圣地亞哥銅研究中心(CESCO)負責人Alejandra Wood表示:“如果談判變得復雜,這可能導致中斷,打擊銅供應。”
????并補充說,大多數公司不太可能因銅價上漲而大幅改變投資計劃,除了一些“邊緣”項目可能會快速跟進。
????她說:“他們面臨的挑戰是,不要陷入這樣一個陷阱:認為這種情況將是長期的,從而放棄維持低成本只是為了增加產量的原則。”
????王磊 摘譯自 今日油價
????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.