You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
高盛发报告指铜为「新石油」 料铜价2025年底前涨逾六成
阿思达克 04-15 16:46
高盛发表报告,指铜为减少碳排放及以新能源作为石油代替品的关键材料,但市场面临供应短缺,预计每吨铜价将由目前9,000美元上涨至2025年的1.5万美元,升幅逾六成。报告指铜在风力、太阳能及地热等清洁能源的生产、储存及分配中扮演重要角色,并形容铜为「新石油」。在没有大幅增加使用铜及其他关键材料下,讨论石油需求见顶及以可再生能源代替石油将不能发生。

报告预计全球对铜需求将较目前增长9倍,到2030年升至870万吨,即使绿色能源应用增长放缓,全球对铜需求仍将增长6倍至540万吨。高盛认为铜市未预备好应对需求上升,过去一年铜价已上涨八成,但供应未有跟上。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account