S&T SELL

GS McGeoch Materials, Copper ATH 17 Aug 2026

Aug 17, 20264 pages

From the report报告摘录Copper Supply Scarcity: Korea Eximbank $1bn Glencore loan, China's TC/RC records, scrap <75% utilization, and tariff threats drive copper to $6.82/lb ATH amid supply crunch.

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