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

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📄 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: 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
ending 14 Mar stood at 82.6%, down 0.5ppt WoW (peak of ~93% in late
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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(部分)

24 March 2024

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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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