Goldman Sachs Cuts Copper Price Forecast Amid Slowing Western Manufacturing, But Bank Of America Bets On Higher Copper Prices, Citing A Surge In Demand From China

๊ฒŒ์‹œ๋จ: May 24, 2023 17:31
On Sunday, a slowdown in Western manufacturing prompted Goldman Sachs to cut its average copper price forecast for this year to $8,698/mt from $9,750/mt.

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋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
์žฌ๊ณ  ์‚ฌ์ƒ ์ตœ์ €, ๊ณต๊ธ‰์‚ฌ ์ ๊ทน์  ๊ฐ€๊ฒฉ ๋ฐฉ์–ด, ํ”„๋ฆฌ๋ฏธ์—„ ์ฃผ๊ฐ„ ๋ˆ„์  230์œ„์•ˆ/ํ†ค ๊ธ‰๋“ฑ [SMM ๋‚จ์ค‘๊ตญ ํ˜„๋ฌผ ๊ตฌ๋ฆฌ]
1์‹œ๊ฐ„ ์ „
์žฌ๊ณ  ์‚ฌ์ƒ ์ตœ์ €, ๊ณต๊ธ‰์‚ฌ ์ ๊ทน์  ๊ฐ€๊ฒฉ ๋ฐฉ์–ด, ํ”„๋ฆฌ๋ฏธ์—„ ์ฃผ๊ฐ„ ๋ˆ„์  230์œ„์•ˆ/ํ†ค ๊ธ‰๋“ฑ [SMM ๋‚จ์ค‘๊ตญ ํ˜„๋ฌผ ๊ตฌ๋ฆฌ]
๋” ๋ณด๊ธฐ
์žฌ๊ณ  ์‚ฌ์ƒ ์ตœ์ €, ๊ณต๊ธ‰์‚ฌ ์ ๊ทน์  ๊ฐ€๊ฒฉ ๋ฐฉ์–ด, ํ”„๋ฆฌ๋ฏธ์—„ ์ฃผ๊ฐ„ ๋ˆ„์  230์œ„์•ˆ/ํ†ค ๊ธ‰๋“ฑ [SMM ๋‚จ์ค‘๊ตญ ํ˜„๋ฌผ ๊ตฌ๋ฆฌ]
์žฌ๊ณ  ์‚ฌ์ƒ ์ตœ์ €, ๊ณต๊ธ‰์‚ฌ ์ ๊ทน์  ๊ฐ€๊ฒฉ ๋ฐฉ์–ด, ํ”„๋ฆฌ๋ฏธ์—„ ์ฃผ๊ฐ„ ๋ˆ„์  230์œ„์•ˆ/ํ†ค ๊ธ‰๋“ฑ [SMM ๋‚จ์ค‘๊ตญ ํ˜„๋ฌผ ๊ตฌ๋ฆฌ]
1์‹œ๊ฐ„ ์ „
๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ ์ƒ์Šน์œผ๋กœ ํ•˜๋ฅ˜ ๊ตฌ๋งค ์˜์š•์ด ์œ„์ถ•๋˜๋ฉฐ, ์‹œ์žฅ์ด ๋‹ค์‹œ ๋ƒ‰๊ฐ [SMM ํ™”๋ฒ ์ด ํ˜„๋ฌผ ๊ตฌ๋ฆฌ]
1์‹œ๊ฐ„ ์ „
๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ ์ƒ์Šน์œผ๋กœ ํ•˜๋ฅ˜ ๊ตฌ๋งค ์˜์š•์ด ์œ„์ถ•๋˜๋ฉฐ, ์‹œ์žฅ์ด ๋‹ค์‹œ ๋ƒ‰๊ฐ [SMM ํ™”๋ฒ ์ด ํ˜„๋ฌผ ๊ตฌ๋ฆฌ]
๋” ๋ณด๊ธฐ
๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ ์ƒ์Šน์œผ๋กœ ํ•˜๋ฅ˜ ๊ตฌ๋งค ์˜์š•์ด ์œ„์ถ•๋˜๋ฉฐ, ์‹œ์žฅ์ด ๋‹ค์‹œ ๋ƒ‰๊ฐ [SMM ํ™”๋ฒ ์ด ํ˜„๋ฌผ ๊ตฌ๋ฆฌ]
๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ ์ƒ์Šน์œผ๋กœ ํ•˜๋ฅ˜ ๊ตฌ๋งค ์˜์š•์ด ์œ„์ถ•๋˜๋ฉฐ, ์‹œ์žฅ์ด ๋‹ค์‹œ ๋ƒ‰๊ฐ [SMM ํ™”๋ฒ ์ด ํ˜„๋ฌผ ๊ตฌ๋ฆฌ]
์˜ค๋Š˜ ํ™”๋ถ ์ง€์—ญ ํ˜„๋ฌผ 1ํ˜ธ ๋™ ์บ์†Œ๋“œ์˜ ์ตœ๊ทผ์›”๋ฌผ ๊ณ„์•ฝ ๋Œ€๋น„ ํ• ์ธํญ์€ ํ†ค๋‹น 260~140์œ„์•ˆ์œผ๋กœ, ํ‰๊ท  ํ• ์ธ์€ 200์œ„์•ˆ์œผ๋กœ ์ „ ๊ฑฐ๋ž˜์ผ๋ณด๋‹ค 10์œ„์•ˆ ํ•˜๋ฝํ–ˆ๋‹ค. ํ‰๊ท  ๊ฑฐ๋ž˜ ๊ฐ€๊ฒฉ์€ ํ†ค๋‹น 104,490์œ„์•ˆ์œผ๋กœ ์ „ ๊ฑฐ๋ž˜์ผ ๋Œ€๋น„ 1,460์œ„์•ˆ ์ƒ์Šนํ–ˆ๋‹ค.
1์‹œ๊ฐ„ ์ „
๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ ํ•˜๋ฝ์œผ๋กœ ์ฃผ๋ฌธ ์ฆ๊ฐ€, ๊ฐ€๋™๋ฅ  ์ด๋ฒˆ ์ฃผ ๋ฐ˜๋“ฑ [SMM ์ „์„  ๋ฐ ์ผ€์ด๋ธ” ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
1์‹œ๊ฐ„ ์ „
๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ ํ•˜๋ฝ์œผ๋กœ ์ฃผ๋ฌธ ์ฆ๊ฐ€, ๊ฐ€๋™๋ฅ  ์ด๋ฒˆ ์ฃผ ๋ฐ˜๋“ฑ [SMM ์ „์„  ๋ฐ ์ผ€์ด๋ธ” ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
๋” ๋ณด๊ธฐ
๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ ํ•˜๋ฝ์œผ๋กœ ์ฃผ๋ฌธ ์ฆ๊ฐ€, ๊ฐ€๋™๋ฅ  ์ด๋ฒˆ ์ฃผ ๋ฐ˜๋“ฑ [SMM ์ „์„  ๋ฐ ์ผ€์ด๋ธ” ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ ํ•˜๋ฝ์œผ๋กœ ์ฃผ๋ฌธ ์ฆ๊ฐ€, ๊ฐ€๋™๋ฅ  ์ด๋ฒˆ ์ฃผ ๋ฐ˜๋“ฑ [SMM ์ „์„  ๋ฐ ์ผ€์ด๋ธ” ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
1์‹œ๊ฐ„ ์ „