European Defense Spending

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基本金属追踪_铜过剩将使伦敦金属交易所铜价在年底前保持稳定,而 “反内卷” 对铝价的支撑作用减弱Base Metals Tracker_ Copper Surplus To Keep LME Price Stable Into Year-End, While Anti-Involution Price Support For Aluminium Unwinds
2025-09-01 00:21
Base Metals Tracker: Copper Surplus To Keep LME Price Stable Into Year-End, While Anti-Involution Price Support For Aluminium Unwinds LME base metals prices have been relatively stable over the past month as expectations of Fed rate cuts and cost support to some commodities (aluminium) from anti-involution headlines have been met with a simultaneous loosening in physical markets and weaker China activity data. We hold to our year-end LME copper price forecast of $9,700/t ($100/t below current levels), and r ...