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Lu99

Kupfer

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krett
Posted

Vielleicht kommen dann ja bald nachkauf Kurse :)

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reko
Posted · Edited by reko

Darauf könnte ich auch verzichten. Positiv ist allenfalls, dass etwas Pessimismus den Bau neuer Minen bremsen kann.

Entscheidend wird ob COVID tatsächlich nochmal zurückkommt und ob die geplante Infrastruktur tatsächlich gebaut wird.

China hat gerade andere Prioritäten und die Anordnung weniger Stahl zu verbrauchen bedeutet auch weniger Kupfer.

Die USA hat zwar auch Infrastruktur angekündigt, aber braucht weit weniger Kupfer als China.

2021/07/01 Global copper mining output likely to increase by 7.8%

2021/07/29 cru-macro-themes-mid-year-update

cru-macro-themes-2021-4-china-copper-dem

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reko
Posted · Edited by reko

China hat keine neuen COVID Fälle gemeldet.

2021/08/25 Copper price rises as Chinese buyers come back to the market

“That dynamic is obviously unusual and doesn’t make economic sense, but it’s a sign that perhaps the selloff was getting ahead of fundamentals,” .. “We do have some initial signs that Chinese buyers have stopped destocking and are coming back to the market.”

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reko
Posted · Edited by reko

Ohne Strom keine Kupferverarbeitung. Ähnlich bei anderen Metallen. Dafür steigt Kohle und LNG.

Ab 1. Oktober sind in China eine Woche Ferien.

2021/09/29 Copper price falls on China power squeeze worries

2021/09/29 ‘Very tight’ copper belies market turmoil, industry leader says

Zitat

The supply-demand equation for copper is “very tight,” even amid market-wide uncertainties fueled by Chinese property turmoil and a global energy crunch, said Hernandez, who’s a former chief executive of Codelco and Antofagasta Plc.

.. “We shouldn’t have big surprises through year-end,” he said. “Supply and demand in the coming years should remain fairly tight so prices should be not extraordinary, but good — higher than long-term projections.” 

 

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