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俄乌危机冲击全球大宗市场,锌价触及4000美元创15年新高

随着欧美加大对俄罗斯的制裁力度,贸易动荡和能源成本上升推动工业金属强劲上涨,锌升至2007年以来的最高水平。

智通财经APP获悉,伦敦金属交易所(LME)锌价一度上涨3.6%,达到每吨3999美元,铝价再创历史新高,镍价也大幅上涨。

从金属到石油和天然气,大宗商品市场已被乌克兰危机所颠覆,大企业纷纷撤出俄罗斯,贷款机构退出融资交易,而新制裁的威胁也令买家望而却步。Bloomberg大宗商品价格指数周三创下历史新高。

运输金属等大宗商品变得越来越困难,因为全球近一半的集装箱船将不再往返俄罗斯。不断飙升的全球燃料价格提高了生产成本,给冶炼厂增加了压力,从而加大了金属价格的上行压力。

美国最大的铝生产商美国铝业(AA.US)表示,将停止向俄罗斯公司出售产品,并停止从俄罗斯购买原材料。

乌克兰危机爆发之际,全球金属库存已经很低,而且还在进一步下降。铝订单增加了7.07万吨,为去年6月份以来的最大增幅。镍库存降至2019年12月以来的最低水平,锌库存降至2020年7月以来的最低水平。

美联储关于收紧货币政策的安抚言论也提振了市场情绪。在美国国会作证时,美联储主席鲍威尔支持美联储适度加息和对通胀保持警惕。

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