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
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
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。
本报告由Deutsche Bank发布,发布于 2024 年。
覆盖 2024 年,全文共 22 页。
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