SMM8月8日讯:安托法加斯塔集团 (Antofagasta Plc) 的首席执行官伊万路阿里加达(Ivan Arriagada)周四在墨尔本的一次演讲中表示,目前印度对铜的需求每年都增长8%左右。
*美国经济在复苏,欧盟需求回暖; 因而该公司预计,中长期需求的增长率会达到每年1 - 2%左右
*对电动汽车(EVs)需求的影响尚未完全了解; 而且其需求的爆炸性增长可能要比预期来得早
* 该公司预估今年铜市可能会出现供不应求的小缺口; 至于价格,可能会持续波动
*注: 依据杰富瑞集团 (Jefferies) 的分析师克里斯托弗路拉菲纳(Christopher LaFemina)的分析,从2018年底到2019年初,预计铜将面临着持续的供不应求。
(上海有色网 闫雪松)
原文如下:
IndiaCouldSurpriseonCopperDemand,AntofagastaCEOSays
2017-08-0303:32:45.858GMT
ByDavidStringer
(Bloomberg) -- Demand in India currently growing ~8% a year, Antofagasta Plc CEO Ivan Arriagada says Thursday in a Melbourne speech.
* Growth recovery in U.S., EU also providing support for demand;
co. sees mid-to-long term demand growth at 1-2% a year
* Implications for demand from EVs not fully understood; demand boost to happen sooner than expected
* Co. sees small market deficit likely this year on supply factors; prices likely to remain volatile
* NOTE: Copper faces a persistent deficit from late 2018 to early 2019, according to Jefferies analyst Christopher LaFemina
* READ: Gun-Shy Copper Producers to Support Prices, Antofagasta Says
来源:上海有色网