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WSJ: Mysteriöser Händler kauft Londoner Kupfermarkt leer
WSJ: Mysteriöser Händler kauft Londoner Kupfermarkt leer
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Dieser Beitrag wurde bereits 2 mal editiert, zuletzt von Osterhase ()
Simple Digressions schrieb:
Summary
According to the COT reports, the traders speculating in copper futures are building a base for another leg up in copper.
The copper fundamentals also support a medium-term bullish thesis on copper.
For example, the global stocks of refined copper have been steeply going down since the end of March 2018.
However, a technical picture of the copper market is still pretty gloomy. To trumpet a new bull market, copper prices have to break above a short-term resistance level at $2.88 per pound.
Smithm schrieb:
Ich hatte Kupfer eigentlich eher als Indikator für den Zustand bzw. die Aussichten der Weltwirtschaft auf dem Schirm ...
A 15-year trade dispute between Airbus and Boeing could send copper prices skyrocketing, with an even greater impact on U.S. manufacturers than the Section 232 tariffs had on steel and aluminum.
[...]
However, the following copper alloys and products could face a 100% — that is not a typo — duty if coming from the E.U.:
[...]
- 7407.10.50: Refined copper, bars and rods
- 7407.21.90: Copper-zinc base alloys (brass), bars and rods nesoi, not having a rectangular cross section
- 7409.11.50: Refined copper, plates, sheets and strip, in coils, with a thickness over 0.15 mm but less than 5 mm
- 7409.21.00: Copper-zinc base alloys (brass), plates, sheets and strip, in coils.
- 7409.29.00: Copper-zinc base alloys (brass), plates, sheets and strip, not in coils.
- 7409.31.50: Copper-tin base alloys (bronze), plates, sheets and strip, in coils, with a thickness o/0.15 mm but less than 5 mm and a width of 500 mm or more
- 7409.31.90: Copper-tin base alloys (bronze), plates, sheets and strip, in coils, w/thickness o/0.15 mm but less than 5 mm and a width of less than 500 mm
- 7409.40.00: Copper-nickel base alloys (cupro-nickel) or copper-nickel-zinc base alloys (nickel silver), plates, sheets and strip, w/thickness o/0.15 mm.
- 7409.90.90: Copper alloys (o/than brass/bronze/cupro-nickel/nickel silver), plates, sheets and strip, w/thickness o/0.15mm but less than/5 mm and width less 500 mm
- 7410.11.00: Refined copper, foil, w/thickness of 0.15 mm or less, not backed
Interessant, daß die Wieland-Werke (Voehringen) in den USA einige Werke übernommen haben.In the Section 232 steel and aluminum exclusion requests, some companies received exemptions where no domestic supply exists. That scenario certainly applies to some copper alloys — nobody produces the C101, C102, C103 up to C110 (oxygen-free copper) grades, nor does the U.S. cast C500 series (phosphor bronze).![]()
Wieland has petitioned to essentially create a virtual U.S. monopoly of more than 23 copper alloys.
Dieser Beitrag wurde bereits 3 mal editiert, zuletzt von Real de Catorce ()