한쪽은 물량이 부족하니 오른다는 입장 아래는 WSJ 기사.
https://www.wsj.com/articles/copper-shortage-threatens-green-transition-620df1e5
Copper Shortage Threatens Green Transition
Challenges in opening new mines are expected to leave production lagging behind rising demand.
www.wsj.com
다른 한 쪽은 경기 침체 오니 수요 죽어서 결국 떨어진다는 기사. marketwatch 기사.
Dr. Copper’s weak performance suggests more economic woes ahead
Copper’s performance has been less than stellar this year, with prices of the industrial metal for the second quarter on track to register their largest...
www.marketwatch.com
공급 쪽에서도 1분기는 일단 과잉 생산되었다는 내용.
In the first quarter of this year, preliminary data indicates that world copper mine production rose by about 2.2% and world refined copper production climbed by around 7.5%, according to a report from the International Copper Study Group. The report also showed that a preliminary rise of roughly 2.3% in global apparent refined copper usage.
Overall, the preliminary world refined copper balance in the first quarter indicates an apparent surplus of about 332,000 metric tons, “based on Chinese apparent usage,” the ICSG said. That compares to a supply deficit of 428,000 metric tons in 2022.
Anxiety around the state of the Chinese and global economy have led to price declines in the industrial metals complex, including copper, said John Caruso, senior market strategist at RJO Futures, told MarketWatch.
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