大宗商品价格更新_供应缺口显现,需求成焦点-Commodity price update_ Supply falls short. Eyes on demand
2025-11-28 17:29
Accessible version European Metals & Mining Commodity price update: Supply falls short. Eyes on demand Price Objective Change Uncertainty rules (still) into 2026. Eyes on US, China. Our strategists update price forecasts (Link: Metal Strategist). After 12 months of policy "surprises" we don't discount further volatility as new policy actions & reactions play out. That said, we keep bullish views on copper, aluminium, uranium & gold and silver. Our bulks & lithium views are more balanced although we think Li ...