Citigroup: Harga Tembaga Akan Menemukan Support di $13.000/mt, Perlu Kewaspadaan di Tengah Ketegangan AS-Iran

Jain Resource Recycling telah mengoperasikan pabrik anoda tembaganya dan melanjutkan operasional di Unit-2 setelah kecelakaan pada bulan Juli. Tembaga kini menyumbang sekitar 67% pendapatan, sementara perusahaan terus melakukan ekspansi hilir ke katoda tembaga, batang kawat, dan produk bernilai tambah lainnya. Usaha patungan daur ulangnya di Ahmedabad juga akan mengolah limbah motor dan kabel sebagai bagian dari operasi pemrosesan limbah yang direncanakan sebesar 72.000 ton per tahun.

SMM Morning Meeting Minutes: Last Friday night, LME copper opened at $14,141/mt. At the beginning of the session, it swung wildly and hit a high of $14,173/mt. Then the center of copper prices shifted straight downward, dipping to $14,006/mt near the end of the session, and finally settled at $14,022/mt, down 0.5%. Trading volume reached 19,800 lots, and open interest stood at 258,000 lots, up 3,254 lots from the previous trading day, indicating an increase by bears. Last Friday night, the most-traded SHFE copper 2609 contract opened at 108,010 yuan/mt. It immediately rose to 108,140 yuan/mt at the beginning, then the center of copper prices consolidated lower, dipping to 107,130 yuan/mt near the end, and finally settled at 107,160 yuan/mt, down 0.8%. Trading volume reached 45,000 lots, and open interest stood at 215,000 lots, down 6,056 lots from the previous trading day, indicating a reduction by bulls.