Barclays: Bull Run for Much Inflated Copper May End Soon, Copper Price to Slide in 2018

๊ฒŒ์‹œ๋จ: Aug 23, 2017 13:57
Barclays commodity analyst Dane Davis is cautious toward copper prices, expecting copper prices to average $5,950 per tonne in Q4 2017, about 10% below current level.

SHANGHAI, Aug. 23 (SMM) – Barclays commodity analyst Dane Davis is cautious toward copper prices, expecting copper prices to average $5,950 per tonne in Q4 2017, about 10% below current level.

Citibank Bullish toward Base Metals in Next Few Months

Copper prices are expected to slide further to $5,725 per tonne in 2018.

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LME ๊ตฌ๋ฆฌ ์žฌ๊ณ , ์ดํ‹€ ์ƒˆ 1๋งŒ ํ†ค ์ด์ƒ ์ฆ๊ฐ€, ๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ ์ €์ ์—์„œ 1๋งŒ 4,000๋‹ฌ๋Ÿฌ ํ„ฐ์น˜
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LME ๊ตฌ๋ฆฌ ์žฌ๊ณ , ์ดํ‹€ ์ƒˆ 1๋งŒ ํ†ค ์ด์ƒ ์ฆ๊ฐ€, ๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ ์ €์ ์—์„œ 1๋งŒ 4,000๋‹ฌ๋Ÿฌ ํ„ฐ์น˜
๋” ๋ณด๊ธฐ
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LME ์ „๊ธฐ๋™ ์žฌ๊ณ ๊ฐ€ 2๊ฑฐ๋ž˜์ผ ์—ฐ์† ์ฆ๊ฐ€ํ–ˆ๋‹ค. 8์›” 14์ผ LME ์ „๊ธฐ๋™ ์žฌ๊ณ ๋Š” 2,850ํ†ค ์ฆ๊ฐ€ํ•œ 207,800ํ†ค์„ ๊ธฐ๋กํ–ˆ์œผ๋ฉฐ, 8์›” 17์ผ์—๋Š” ์žฌ๊ณ ๊ฐ€ 15,700ํ†ค ๋” ๋Š˜์–ด๋‚œ 223,600ํ†ค์„ ๊ธฐ๋กํ–ˆ๋‹ค. 2๊ฑฐ๋ž˜์ผ ๋™์•ˆ์˜ ๋ˆ„์  ์ฆ๊ฐ€๋Ÿ‰์€ 18,600ํ†ค์œผ๋กœ, ์ฆ๊ฐ€์œจ์€ ์•ฝ 9.1%์— ๋‹ฌํ–ˆ๋‹ค. ํŠนํžˆ 8์›” 17์ผ ์ฐฝ๊ณ  ์œ ์ž…๋Ÿ‰์ด 17,500ํ†ค์— ๋‹ฌํ•˜๋ฉฐ ๋‹น์ผ ์žฌ๊ณ ๊ฐ€ ๊ธ‰๊ฒฉํžˆ ๋ฐ˜๋“ฑํ–ˆ๋‹ค. ์›Œ๋ŸฐํŠธ ๊ตฌ์กฐ ์ธก๋ฉด์—์„œ, 8์›” 17์ผ ๊ธฐ์ค€ LME ์ „๊ธฐ๋™ ๋“ฑ๋ก ์›Œ๋ŸฐํŠธ๋Š” 123,100ํ†ค์œผ๋กœ 8์›” 14์ผ ๋Œ€๋น„ 20,000ํ†ค ์ฆ๊ฐ€ํ–ˆ๋‹ค. ๋“ฑ๋ก ์›Œ๋ŸฐํŠธ๊ฐ€ ํฌ๊ฒŒ ์ฆ๊ฐ€ํ•˜๊ณ  ์ทจ์†Œ ์›Œ๋ŸฐํŠธ ๋น„์ค‘์€ ํ•˜๋ฝํ–ˆ์œผ๋ฉฐ, ์žฌ๊ณ  ์ฆ๊ฐ€ ์†์— ์žฅ์ค‘ ์ „๊ธฐ๋™ ๊ฐ€๊ฒฉ์€ ์•ฝ $14,000/ํ†ค์˜ ์ €์ ์„ ๊ธฐ๋กํ–ˆ๋‹ค.
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์ƒํ•˜์ด๊ถˆ์ถ”๏ผŒ2027 SMM ์ค‘๊ตญ ๊ตฌ๋ฆฌ ์‚ฐ์—… ์ฒด์ธ ๋ถ„ํฌ๋„ ์ค‘ยท์˜ ์ด์ค‘ ์–ธ์–ดํŒ ์ œ์ž‘ ์ง€์›
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์ƒํ•˜์ด๊ถˆ์ถ”๏ผŒ2027 SMM ์ค‘๊ตญ ๊ตฌ๋ฆฌ ์‚ฐ์—… ์ฒด์ธ ๋ถ„ํฌ๋„ ์ค‘ยท์˜ ์ด์ค‘ ์–ธ์–ดํŒ ์ œ์ž‘ ์ง€์›
๋” ๋ณด๊ธฐ
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Barclays: Bull Run for Much Inflated Copper May End Soon, Copper Price to Slide in 2018 - Shanghai Metals Market (SMM)