商品市场持仓与资金流向-随着美国关税政策逐渐明晰，全球商品流动降至 10 年来平均水平以下-Commodity Market Positioning & Flows
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(44-20) 7134-6732 tracey.l.allen@jpmorgan.com J.P. Morgan Securities plc Gregory C. Shearer (44-20) 7134-8161 gregory.c.shearer@jpmorgan.com J.P. Morgan Securities plc Natasha Kaneva J P M O R G A N Global Commodities Research 04 August 2025 Commodity Market Positioning & Flows Global commodity flows decline below 10-year average levels as US tariff clarity begins to emerge Global Commodities Research Tracey Allen {[{xTcfaSlj-ZSQMv-ljRpIM6lugQv_pp1nlvYdrybTZAsKyAHAdSsVxQ}]} • The estimated value of global c ...