Copper Climbs Kudzokera Pamusoro pe $ 10,000 / mt, Kusvika nguva yese yakakwira

Brass faucet inopa mitengo yakawedzera zvakare uye zvakare, ikozvino kune kuwedzera kutsva kwemutengo nekuda kwemhangura inokwira kumashure pamusoro pe $ 10,000 / mt.

London - Mhangura yakadzosa mari inopfuura $10,000/mt kumashure kwedhora risina simba uye neChina ichidzokera kubasa mushure mechiitiko chemazuva matatu chenyika., neLondon Metal Trade yemwedzi mitatu yemhangura mutengo wekuchinjana pa $10,117.50/mt. ($4.59/lb) panguva 1749 GMT, mashoma $72.50/mt pfupi yenguva yayo yese yakareba ye $10,190/mt kubva munaFebruary 2011.

Vaongorori veScotiabank vakati LME yemwedzi mitatu mhangura yakarova $10,028.50/mt pakati pekutanga kwaMay. 6 kuchinjanisa, nesimbi yakatsvuka inodonha kusvika $9,993/mt pa 9:00 GMT, imwe nguva ichangopfuura U-kutendeuka uye kukwira pamusoro pe $ 10,000 / mt. Mhangura yakakwira kuburikidza nemadhora gumi / mt kekutanga mukati 10 nguva refu munaEpril 29.

“Izvi zvinoratidza kune vatengesi vesimbi kuti kune vatengesi vari kubuda kubva kuChina — sezvavanoita kunge vari muUS yekutengesa zvikamu — uye musika uri kuwana manzwiro ekutya achipinda mairi,” Scotiabank akadaro.

“China haisi kutenga mhangura izvozvi, izvo zvinoita kuti kuvhiya kwazvino uku kwakasiyana nezvakaitika kutenderera 10 makore apfuura. Nepo vanoisa mari nevatengesi muEurope neUnited States vave vakasarudza kusimudzira pamutengo wemhangura, mutengi wepamusoro wemusika, China, ane tariro shoma, kuwedzera chenjedzo kune rally yesimbi yakatsvuka-inopisa nekuisiyanisa kubva kumisika yemombe yapfuura. — kusanganisira iyo 'supercycle’ kwema2000s,” vaongorori vakadaro.

Scotiabank yakati nepo China iri kutora matanho akasimba kudzikamisa hupfumi hwayo, kuverenga kudhonza kukwereta ndisipo pane yakanyanyisa kupisa yekugara showcase, iyo US yakanga yanyatsopika kuwedzera mari, iyo yaisanganisira Mutungamiri weUS, VaJoe Biden $2.25 trillion framework kuronga.

Mukati mekushambadzira kwenyama, Scotiabank yakati kutora vatariri kwaive kutendeuka kuita marara, nepo vagadziri vewaya nemabhawa vaive nemukurumbira kuti maoda aive aramba, izvo zvakaunza mune mashoma kuvhara pasi kugadzirwa.

“NeChina, zvinoita sekunge paine fungidziro yekuti kuda kune inelastic, asi nharo iyoyo haisi kubata mvura izvozvi,” Scotiabank akadaro.

Supply side

Padivi rekupa, Chile's Lower House yakasimbiswa muna Chivabvu 6 mhosva yekuzvitonga iyo inogona kukwira zvakasimba mhosva pamabasa ekuchera mhangura munyika. Chile ndiyo yakakura kwazvo inogadzira mhangura munyika uye inoverengera ingangoita 27% chechizvarwa chemhangura chakacherwa pasi rose.

“Izvi zvinotadzisa mari yekunze, mukuona kwedu, uye kutungamirira kumutengo wakakwirira wemhangura,” vaongorori vezvekudyara bhanga Jefferies Group vakati mune imwe tsamba.

StoneX Group musoro wesimbi uye bulks zvemari zvibvumirano, Michael Cuoco, akadaro: “Tine kumativi 42% yemhangura yepasi rose (pakati peChile nePeru) ndiyo mukana munzira shoma, chimiro kana furemu. Kana iwe uchida kukuvadza fungidziro muChilean zviwanikwa, kana iri mhangura, lithium kana imwe yakajairika asset, zvirongwa zvekuchaja zviri kutaurwa/kukurukurwa ndeimwe nzira yekuzviita!”

Peru ndiyo yechipiri pakukura pakugadzira mhangura pasi rose, uye zvisarudzo zvakarongwa muna June 6 vari kukonzera tsinga mukati meshowcase.

ED&F Man Capital Markets muongorori Edward Meir akati mune chinyorwa kuti mutengo wemhangura ungangokwira kumusoro mukati mekutungamira kumijaho yePeruvia., uko mumiriri Pedro Castillo aityaira tsika yake yakaenzana naKeiko Fujimori.

“Castillo akavimbisa kupa hurumende kutonga kwehupfumi, kutsigira zvikumbiro zvakadai sekudzora mitengo uye mitero yakakwirira papurofiti yezvicherwa, kunyangwe achiratidzika kunge akadzokera kumashure pfungwa dzekutanga makambani ekuita nyika (zvikuru kune vanoisa mari kune dzimwe nyika),” Meir akadaro.

“Mukwikwidzi wake, Ms. Fujimori, ari kubatwa nemhosva dzehuori, uye kunyangwe achiita seari kuwedzera simba munguva pfupi yapfuura musarudzo, achiri kungoramba ari pamusoro 10 mapoinzi kumashure,” muongorori akawedzera.

Kuwedzera kumusoro kugona

Nechizvarwa chemhangura pasi gore negore muChile nePeru mukati mekutanga nemwedzi miviri yegore, pamwe chete nemijaho iri kuuya muPeru pamwe nemisika yemitoro inoramba yakasimba, ED&F's Meir akati kukurudzira kukwira kuri mukati memakadhi, ne $9,580-$10,320/mt exchangeing band for May.