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尽管短期增长面临阻力,2026 年铜消费或将强劲增长-Metal Matters_ Stronger copper consumption looms from 2026 despite near-term growth headwinds
2025-09-15 21:17

V i e w p o i n t | 11 Sep 2025 05:27:39 ET │ 14 pages Metal Matters Stronger copper consumption looms from 2026 despite near-term growth headwinds CITI'S TAKE In this note we revise our copper supply and demand balance, update our global copper end-use trackers for July, and review our latest soft manufacturing indicators for August. Global manufacturing sentiment remains broadly subdued despite ticking up slightly in August. We anticipate softer y/y copper consumption growth through H2'25 on growth headwi ...