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俄烏危機衝擊全球大宗市場,鋅價觸及4000美元創15年新高

隨着歐美加大對俄羅斯的制裁力度,貿易動盪和能源成本上升推動工業金屬強勁上漲,鋅升至2007年以來的最高水平。

智通財經APP獲悉,倫敦金屬交易所(LME)鋅價一度上漲3.6%,達到每噸3999美元,鋁價再創歷史新高,鎳價也大幅上漲。

從金屬到石油和天然氣,大宗商品市場已被烏克蘭危機所顛覆,大企業紛紛撤出俄羅斯,貸款機構退出融資交易,而新制裁的威脅也令買家望而卻步。Bloomberg大宗商品價格指數週三創下歷史新高。

運輸金屬等大宗商品變得越來越困難,因爲全球近一半的集裝箱船將不再往返俄羅斯。不斷飆升的全球燃料價格提高了生產成本,給冶煉廠增加了壓力,從而加大了金屬價格的上行壓力。

美國最大的鋁生產商美國鋁業(AA.US)表示,將停止向俄羅斯公司出售產品,並停止從俄羅斯購買原材料。

烏克蘭危機爆發之際,全球金屬庫存已經很低,而且還在進一步下降。鋁訂單增加了7.07萬噸,爲去年6月份以來的最大增幅。鎳庫存降至2019年12月以來的最低水平,鋅庫存降至2020年7月以來的最低水平。

美聯儲關於收緊貨幣政策的安撫言論也提振了市場情緒。在美國國會作證時,美聯儲主席鮑威爾支持美聯儲適度加息和對通脹保持警惕。

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