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Deutsche Bank-Metals Mining Copper mine supply vs demand signals. Yunna...-107202435

2024-03管理咨询22Deutsche Bank

Yunnan restarts. ANTO. Valuations Global Copper: mine production stalling, demand signals subdued Combined output across Chile and Peru, the world's two largest copper producing

报告摘要

Yunnan restarts. ANTO. Valuations Global Copper: mine production stalling, demand signals subdued Combined output across Chile and Peru, the world's two largest copper producing

核心要点

  1. 24 March 2024

报告信息

文件全名
Deutsche Bank-Metals Mining Copper mine supply vs demand signals. Yunna...-107202435.pdf
适合读者
战略规划行业研究员
核心数据
  1. countries, was flat YoY in January, a sharp deceleration from 7% YoY growth in July
  2. we forecast 2024 mine supply growth of only ~1%, leaving the market in a ~300kt
  3. costing >20% more than expected. (3) The backdrop for copper and zinc smelting
  4. ending 14 Mar stood at 82.6%, down 0.5ppt WoW (peak of ~93% in late
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《Deutsche Bank-Metals Mining Copper mine supply vs demand signals. Yunna...-107202435》主要包含哪些内容?

Yunnan restarts. ANTO. Valuations Global Copper: mine production stalling, demand signals subdued Combined output across Chile and Peru, the world's two largest copper producing核心数据:countries, was flat YoY in January, a sharp deceleration from 7% YoY growth in July;we forecast 2024 mine supply growth of only ~1%, leaving the market in a ~300kt;costing >20% more than expected. (3) The backdrop for copper and zinc smelting。

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本报告由Deutsche Bank发布,发布于 2024 年。

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覆盖 2024 年,全文约 22。

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