节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：4/10
9月29日（周一），美国银行（BofA）因供应担忧，上调2026年和2027年铜价预估，同时指出欧洲需求反弹。
美国银行将2026年铜价预估从每吨10,188美元提升至11,313美元，2027年铜价预估从每吨12,000美元上调至13,500美元。
上周，自由港麦克默伦公司宣布印尼Grasberg铜矿项目遭遇不可抗力，三季度铜综合销售量预计下滑。Grasberg项目是全球第二大铜矿，仅次于智利埃斯康迪达项目。
美国银行在报告中称，仅自由港Grasberg项目问题，就可能使明年市场缺口增加27万吨。该行补充，今年矿产供应量很可能远低...
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
