节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：9/10
据矿业周刊援引路透社报道，高盛宣布，维持今年12650美元/吨的铜价预测不变，并估计铜过剩49万吨。然而，该行认为铜供应还面临可能的硫酸短缺风险，原因是霍尔木兹海峡通行受阻。
硫和硫酸是溶剂萃取电积法炼铜的关键原材料，此种工艺产铜占全球铜供应量的17%。高盛称，刚果（金）和智利受硫贸易中断影响最严重的产铜国。
中东冲突严重影响了能源产品和其...伊朗有效地封锁了重要的霍尔木兹海峡航运通道。美国总统特朗普周二称，他不想延长目前的停火期限，如果谈判失败，美国军队将“随时准备行动”。
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