节点:中游(冶炼、中间品)位置:中游情绪:利空参考度:5/10
外电12月15日消息,俄罗斯矿业巨头诺里尔斯克镍公司(Nornickel)表示,其将今年的镍供应过剩量预估上调一倍,并将2026年的过剩量预估上调超过一倍。
关于钯金市场,Nornickel预计,剔除投资需求后,今年钯金市场将实现平衡;若包含投资需求,则钯金市场将..剔除投资需求后将存在10万盎司的供应短缺。
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