Global Research and Evidence Lab China smelter focus the market on copper supply constraints Since mid-23, we we have been pivoting towards a more constructive view on copper,
Global Research and Evidence Lab China smelter focus the market on copper supply constraints Since mid-23, we we have been pivoting towards a more constructive view on copper,
Global Research and Evidence Lab China smelter focus the market on copper supply constraints Since mid-23, we we have been pivoting towards a more constructive view on copper,核心数据:China smelter run rate from a record ~34ktpa in Feb (SMM refined +11% / 1.1mtpa in;delays rather than a dramatic cut. Smelters typically source 60-80% of conc under。
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