
由于全球最大铜矿的工人威胁将立即采取罢工行动,加之美联储一位官员淡化了今年除再加息一次外还需要更多加息的必要性,铜价上涨至每吨14700美元附近。
Copper rose toward $14,700 a ton as workers at the world’s biggest copper mine threatened imminent strike action, while a Federal Reserve official played down the need for more than one additional rate hike this year.
代表必和必拓集团(BHP Group)旗下智利埃斯孔迪达(Escondida)铜矿约四分之一直接雇员的工会表示,由于薪资谈判未能达成协议,罢工将于当地时间周三上午8点开始。任何停工都将使智利本已波折的铜供应雪上加霜。
Unions representing about a quarter of direct employees at BHP Group’s Escondida mine in Chile said a strike would begin from 8:00 a.m. local time on Wednesday after wage talks failed to produce an agreement. Any stoppage would add to a bumpy year for copper supply from Chile.
上个月,铜价曾创下近14900美元的纪录,此后在美联储政策不确定性以及中东战争影响的背景下,一直徘徊在这一水平附近。周三即将公布的美国消费者价格数据将受到密切关注,因为它可能会引导美联储在继2023年以来的首次加息后的下一步行动。
Copper reached a record near $14,900 last month, and his since hovered not far from that level against a backdrop of uncertainty about Fed policy and the impact of war in the Middle East. Data on US consumer prices due Wednesday will be closely watched as it could steer the Fed’s next move after September’s first hike since 2023.
在通胀数据公布前,纽约联邦储备银行行长约翰·威廉姆斯表示,他仍然认为今年再加息一次是合适的,且他不认为2027年还有必要再加息。较高的利率会通过冷却经济和增加成本,对金属价格构成阻力。
Ahead of the inflation figures, the Fed’s Bank of New York President John Williams said he still sees one more interest-rate hike as appropriate this year, and that he doesn’t believe another will be necessary in 2027. Higher rates can be a headwind for metals by cooling the economy and raising costs.
伦敦铜价一度上涨0.8%,至每吨14695美元,创下9月23日以来的最高水平,随后在上海时间下午12点29分报14666美元。铝、镍和锌的价格也随之上涨。
Copper in London rose as much as 0.8% to $14,695 a ton — its highest since Sept. 23 — before trading at $14,666 by 12:29 p.m. Shanghai time. Aluminum, nickel and zinc also advanced.