节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
全球套利动态推动铜价飙升
摩科瑞能源（Mercuria Energy）金属业务负责人科斯塔斯·宾塔斯（Kostas Bintas）警告称，大量铜货流向美国可能引发铜价大幅上涨。交易商正利用纽约商品交易所（Comex）的高溢价和迫在眉睫的关税威胁获利，这加剧了套利流动。这些流动正令全球库存承压，即使在中国需求放缓的情况下仍造成市场趋紧。宾塔斯强调，持续流向美国的铜货可能耗尽亚洲和欧洲等地的阴极铜供应，市场正越来越多地受政策和贸易激励驱动，而非传统供需基本面。
与此同时，摩科瑞在金属交易领域的扩张已引发市场更多关注。其在铜和铝套利中的头寸已影响伦敦金属交易所（LME）的规则和定价结构。宾塔斯指出，市场参与者正...
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