COMEX Copper Net Longs Fall Steeply on Capital Flight

๊ฒŒ์‹œ๋จ: Sep 25, 2017 12:03
COMEX copper net longs held by hedge funds declined sharply in the week ended September 19, according to CFTC report.

SHANGHAI, Sept. 25 (SMM) – COMEX copper net longs held by hedge funds declined sharply in the week ended September 19, according to CFTC report.

WBMS: World Copper Deficit Intensifies Sharply during Jan-Jul

COMEX copper net longs fell 30% to 32,587 lots, as capital fled from the market. 

Chile Copper Output to Grow Dramatically in Next Decade

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๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
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ใ€Flash | Codelco H1FY2026 ๋ชฐ๋ฆฌ๋ธŒ๋ด ์ƒ์‚ฐ๋Ÿ‰ ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 14.5% ๊ฐ์†Œใ€‘
๋” ๋ณด๊ธฐ
ใ€Flash | Codelco H1FY2026 ๋ชฐ๋ฆฌ๋ธŒ๋ด ์ƒ์‚ฐ๋Ÿ‰ ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 14.5% ๊ฐ์†Œใ€‘
ใ€Flash | Codelco H1FY2026 ๋ชฐ๋ฆฌ๋ธŒ๋ด ์ƒ์‚ฐ๋Ÿ‰ ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 14.5% ๊ฐ์†Œใ€‘
์น ๋ ˆ ๊ตญ์˜ ์ฝ”๋ธ์ฝ”๋Š” 2026 ํšŒ๊ณ„์—ฐ๋„ ์ƒ๋ฐ˜๊ธฐ ๋ชฐ๋ฆฌ๋ธŒ๋ด ์ƒ์‚ฐ๋Ÿ‰์ด 6,500ํ†ค์œผ๋กœ 2025๋…„ ๊ฐ™์€ ๊ธฐ๊ฐ„์˜ 7,600ํ†ค ๋Œ€๋น„ 14.5% ๊ฐ์†Œํ–ˆ๋‹ค๊ณ  ๋ณด๊ณ ํ–ˆ๋‹ค. ๋ชฐ๋ฆฌ๋ธŒ๋ด ํŒ๋งค๋Ÿ‰์€ ์ด 7,600ํ†ค์œผ๋กœ ์ „๋…„ ๋™๊ธฐ์˜ 8,000ํ†ค ๋Œ€๋น„ 5% ๊ฐ์†Œํ–ˆ๋‹ค. ์ƒ์‚ฐ๋Ÿ‰ ๊ฐ์†Œ๋Š” ์ฝ”๋ธ์ฝ”์˜ ๋ถ€์‚ฐ๋ฌผ ๋ชฐ๋ฆฌ๋ธŒ๋ด ๊ณต๊ธ‰์ด ์ „๋…„ ๋Œ€๋น„ ๋ˆˆ์— ๋„๊ฒŒ ์œ„์ถ•๋˜์—ˆ์Œ์„ ์‹œ์‚ฌํ•œ๋‹ค.
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๋‚˜๋ฏธ๋น„์•„ ๋‰ด ํ˜ธ๋ผ์ด์ฆŒ ๊ตฌ๋ฆฌ ๊ด‘์‚ฐ, ์ฒ˜๋ฆฌ ๋Šฅ๋ ฅ 2๋ฐฐ ํ™•๋Œ€๋กœ 11์›” ์žฌ๊ฐ€๋™ ๋ชฉํ‘œ
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๋‚˜๋ฏธ๋น„์•„ ๋‰ด ํ˜ธ๋ผ์ด์ฆŒ ๊ตฌ๋ฆฌ ๊ด‘์‚ฐ, ์ฒ˜๋ฆฌ ๋Šฅ๋ ฅ 2๋ฐฐ ํ™•๋Œ€๋กœ 11์›” ์žฌ๊ฐ€๋™ ๋ชฉํ‘œ
๋” ๋ณด๊ธฐ
๋‚˜๋ฏธ๋น„์•„ ๋‰ด ํ˜ธ๋ผ์ด์ฆŒ ๊ตฌ๋ฆฌ ๊ด‘์‚ฐ, ์ฒ˜๋ฆฌ ๋Šฅ๋ ฅ 2๋ฐฐ ํ™•๋Œ€๋กœ 11์›” ์žฌ๊ฐ€๋™ ๋ชฉํ‘œ
๋‚˜๋ฏธ๋น„์•„ ๋‰ด ํ˜ธ๋ผ์ด์ฆŒ ๊ตฌ๋ฆฌ ๊ด‘์‚ฐ, ์ฒ˜๋ฆฌ ๋Šฅ๋ ฅ 2๋ฐฐ ํ™•๋Œ€๋กœ 11์›” ์žฌ๊ฐ€๋™ ๋ชฉํ‘œ
๋‰ดํ˜ธ๋ผ์ด์ฆŒ ์ฝ”ํผ๋Š” ๋‚˜๋ฏธ๋น„์•„์˜ ์˜› ์ฝค๋ฐ”ํŠธ ๊ตฌ๋ฆฌ ๊ด‘์‚ฐ ์ง€ํ•˜ ์ฑ„๊ตด ์žฌ๊ฐœ ์‹œ์ ์„ 2026๋…„ 11์›”๋กœ ์ •ํ–ˆ์œผ๋ฉฐ, ๋ฐฐ์ˆ˜ ์ž‘์—…์€ 9์›”, ์„ ๊ด‘์žฅ ๊ฐ€๋™์€ 10์›”๋กœ ์˜ˆ์ •๋˜์–ด ์žˆ๋‹ค. ์„ ๊ด‘์žฅ์€ ์›” ์ฒ˜๋ฆฌ ๋Šฅ๋ ฅ์„ 3๋งŒ ํ†ค์—์„œ 6๋งŒ ํ†ค์œผ๋กœ ํ™•์žฅ ์ค‘์ด๋ฉฐ, ์ถ”๊ฐ€ ํŒŒ์‡„ ๋ฐ ์„ผ์„œ ๊ธฐ๋ฐ˜ ์„ ๋ณ„ ๋Šฅ๋ ฅ๋„ ํ•จ๊ป˜ ๊ฐ–์ถ”๊ฒŒ ๋œ๋‹ค. ์ง€ํ•˜ ์ž‘์—…์€ ์ฃผ ๋ฐฐ์ˆ˜ ์‹œ์Šคํ…œ ๊ณ ์žฅ์œผ๋กœ 2025๋…„ 1์›”๋ถ€ํ„ฐ ์ค‘๋‹จ๋œ ์ƒํƒœ๋‹ค. ๊ฐ€๋™ ์ค‘๋‹จ ์ „์ธ 1์›” ๊ด‘์„ ์ƒ์‚ฐ๋Ÿ‰์€ ํ‰๊ท  ๊ตฌ๋ฆฌ ํ’ˆ์œ„ 1.62%๋กœ ์•ฝ 2๋งŒ 3์ฒœ ํ†ค์ด์—ˆ๋‹ค.
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๊ตฌ๋ฆฌ๊ฐœ๋ฐœํ˜‘ํšŒ, ์žฌํ™œ์šฉ ๊ตฌ๋ฆฌ ์กฐ๋‹ฌ ๋ฐ ํƒ„์†Œ ์„ฑ๊ณผ์— ๊ด€ํ•œ ์ƒˆ ์ง€์นจ ๋ฐœํ‘œ
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๊ตฌ๋ฆฌ๊ฐœ๋ฐœํ˜‘ํšŒ, ์žฌํ™œ์šฉ ๊ตฌ๋ฆฌ ์กฐ๋‹ฌ ๋ฐ ํƒ„์†Œ ์„ฑ๊ณผ์— ๊ด€ํ•œ ์ƒˆ ์ง€์นจ ๋ฐœํ‘œ
๋” ๋ณด๊ธฐ
๊ตฌ๋ฆฌ๊ฐœ๋ฐœํ˜‘ํšŒ, ์žฌํ™œ์šฉ ๊ตฌ๋ฆฌ ์กฐ๋‹ฌ ๋ฐ ํƒ„์†Œ ์„ฑ๊ณผ์— ๊ด€ํ•œ ์ƒˆ ์ง€์นจ ๋ฐœํ‘œ
๊ตฌ๋ฆฌ๊ฐœ๋ฐœํ˜‘ํšŒ, ์žฌํ™œ์šฉ ๊ตฌ๋ฆฌ ์กฐ๋‹ฌ ๋ฐ ํƒ„์†Œ ์„ฑ๊ณผ์— ๊ด€ํ•œ ์ƒˆ ์ง€์นจ ๋ฐœํ‘œ
๋ฏธ๊ตญ ๊ตฌ๋ฆฌ๊ฐœ๋ฐœํ˜‘ํšŒ(CDA)๊ฐ€ ์žฌํ™œ์šฉ ๊ตฌ๋ฆฌ ํ•จ๋Ÿ‰, ํƒ„์†Œ ์„ฑ๊ณผ ๋ฐ ์ˆœํ™˜์„ฑ ํ‰๊ฐ€๋ฅผ ์œ„ํ•œ ์ƒˆ๋กœ์šด ์ง€์นจ์„ ๋ฐœํ‘œํ–ˆ๋‹ค. CDA๋Š” ์žฌํ™œ์šฉ ํ•จ๋Ÿ‰ ์š”๊ฑด์„ ๋†’์ธ๋‹ค๊ณ  ํ•ด์„œ ๊ตฌ๋ฆฌ ํšŒ์ˆ˜ ์ด๋Ÿ‰์ด ๋ฐ˜๋“œ์‹œ ๋Š˜์–ด๋‚˜๋Š” ๊ฒƒ์€ ์•„๋‹ˆ๋ผ๊ณ  ์ฃผ์žฅํ•˜๋Š”๋ฐ, ํ•œ์ •๋œ ์Šคํฌ๋žฉ์ด ๋‹จ์ˆœํžˆ ์ œํ’ˆ ๊ฐ„์— ์žฌ๋ถ„๋ฐฐ๋  ์ˆ˜ ์žˆ๊ธฐ ๋•Œ๋ฌธ์ด๋‹ค. 2020๋…„ ๋ฌผ์งˆ ํ๋ฆ„ ์˜ˆ์‹œ์— ๋”ฐ๋ฅด๋ฉด ํšŒ์ˆ˜๋œ ์Šคํฌ๋žฉ์€ ๋ฐ˜์ œํ’ˆ ๊ตฌ๋ฆฌ ์ˆ˜์š”์˜ ์•ฝ 42%๋กœ ์ถ”์ •๋˜๋ฉฐ, ํ˜„์žฌ ์ง‘๊ณ„๋˜์ง€ ์•Š์€ ์‚ฌ์šฉ ํ›„ ์Šคํฌ๋žฉ์„ ์ด๋ก ์ ์œผ๋กœ ๋ชจ๋‘ ํšŒ์ˆ˜ํ•˜๋”๋ผ๋„ ์•ฝ 59%์— ๊ทธ์นœ๋‹ค. CDA๋Š” ์žฌํ™œ์šฉ ํ•จ๋Ÿ‰๊ณผ ์ œํ’ˆ ํƒ„์†Œ ์ง‘์•ฝ๋„๋ฅผ ๋ณ„๋„๋กœ ๋ณด๊ณ ํ•˜๊ณ , ๊ตฌ๋ฆฌ ๋กœ๋“œ, ํŠœ๋ธŒ, ์™€์ด์–ด, ์••์—ฐ ์ œํ’ˆ ๋ฐ ํ•ฉ๊ธˆ ์ „๋ฐ˜์— ๊ฑธ์ณ ์ผ๋ฅ ์ ์ธ ์žฌํ™œ์šฉ ํ•จ๋Ÿ‰ ๋ชฉํ‘œ๋ฅผ ์ ์šฉํ•˜์ง€ ๋ง ๊ฒƒ์„ ๊ถŒ๊ณ ํ•œ๋‹ค.
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COMEX Copper Net Longs Fall Steeply on Capital Flight - Shanghai Metals Market (SMM)