Base Metals
搜索文档
大宗商品：冲突、气候与分散配置的必要性Commodity Views_ Conflict, Climate and the Case for Commodity Diversification
2026-10-21 18:39
Conflict, Climate and the Case for Commodity Diversification Daan Struyven +1(212)357-4172 | daan.struyven@gs.com Goldman Sachs & Co. LLC Samantha Dart +1(212)357-9428 | samantha.dart@gs.com Goldman Sachs & Co. LLC Lina Thomas +44(20)7051-3062 | lina.thomas@gs.com Goldman Sachs International 20 October 2026 | 6:38AM EDT Commodities Research COMMODITY VIEWS Yulia Zhestkova Grigsby +1(646)446-3905 | yulia.grigsby@gs.com Goldman Sachs & Co. LLC Lavinia Forcellese +44(20)7774-9243 | lavinia.forcellese@gs.com Go ...
中国金属追踪：铜去库存弱于历史同期，铝去库存仍然强劲-China Metals Activity Tracker_ China Copper destocking weak vs historical trends whilst Aluminium destocking pace remains strong. Sun Sep 20 2026
2026-10-21 18:38
J P M O R G A N 8 Europe Equity Research 21 September 2026 China Metals Activity Tracker China Copper destocking weak vs historical trends whilst Aluminium destocking pace remains strong We present our high-frequency inventory trends for base metals and iron ore in China for the week ended 18 Sep'26. Our data plots China weekly metals inventory trends, a proxy for consumption. In the past week, China drawdown trends continued across industrial metals although strength in drawdown in Copper continues to be w ...
中国加大对房地产、投资和消费的政策支持-Greater China Materials- Weekly Monitor China steps up policy support for property, investment and consumption
2026-10-21 18:37
October 2, 2026 02:26 PM GMT Greater China Materials | Asia Pacific Weekly Monitor: China steps up policy support for property, investment and consumption Key Takeaways Base metals: Shanghai copper prices inched down 0.7% while inventories fell 17.8% WoW. Shanghai aluminum prices inched down 0.9% and inventories slipped 5.6% compared to a week ago. Battery metals: Domestic industrial- and battery-grade hydroxide prices decreased 7.9% and 7.9% WoW, respectively. Industrial- and battery-grade lithium carbonat ...
黄金：投资逻辑不止于利率交易-metal&ROCK-Gold More Than a Rates Trade
2026-10-21 18:36
October 13, 2026 06:53 PM GMT metal&ROCK | Europe Gold: More Than a Rates Trade Aug 2026+ Current 2026 Mar-July Jan 2025-Feb 2026 2023-2024 2022 2018-2021 Real Gold ($/oz) 10y TIPS % Real Gold Price ($/oz) vs US 10y TIPS (%) -1.50 -1.00 -0.50 0.00 0.50 1.00 1.50 2.00 2.50 3.00 3.50 6000 5500 5000 4500 4000 3500 3000 2500 2000 1500 y = -1784.6x + 8207.5 Source: Bloomberg, Morgan Stanley Research Gold's recent resilience suggests structural demand is increasingly offsetting macro headwinds. From here, easing ...