<p>工业金属在伦敦金属交易所（LME）飙升至历史新高，受中东战争导致供应中断后铝价上涨的推动，以及近期铜价的复苏。</p>
<p>LME 指数追踪六种主要金属，在过去四周内上涨了近 12%，并在周四（4 月 16 日）收盘时达到了历史最高点。自伊朗战争开始以来，铝价上涨了约 15%，中东地区约占全球铝产量的 9%。</p>
<p>铝在 LME 指数中占据最大权重，与铜一起，这两种金属几乎占据了该指数的四分之三。</p>
<p>摩根大通警告称，铝行业正朝着 “黑洞” 方向发展，因为在伊朗对阿布扎比和巴林的两个关键冶炼厂进行直接打击后，市场面临严重的、长期的供应短缺。美国和伊朗对霍尔木兹海峡的双重封锁也使得货物滞留。</p>
<p>但在水道仍然关闭的情况下，关于美国和伊朗之间停火的希望延续，以及双方可能接近和平协议的迹象，帮助了其他金属。由于战争导致能源成本飙升和全球经济放缓的担忧，它们曾受到冲击，但在近期迹象表明冲突可能趋于平息后有所回升。</p>
<p>美国总统唐纳德·特朗普周四声称，伊朗已同意其长期抵制的条款，包括放弃核武器的野心，但没有提供证据。德黑兰尚未确认其做出了让步。</p>
<p>另见</p>
<p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/c7824b7f44388871c8889b91995ab20914d21ee2f25c7bac909ccf1432710958/query-ZHByPTEmZj13ZWJwJnc9MjQw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/c7824b7f44388871c8889b91995ab20914d21ee2f25c7bac909ccf1432710958/query-ZHByPTEmZj13ZWJwJnc9MjQw"/></p>
<h3>特拉菲古拉向 LME 马来西亚仓库大量供应铝：消息来源</h3>
<p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/67d592156af28440df9074fecc894e2be1a07ae08a3d9172f285846d2078e4cd/query-ZHByPTEmZj13ZWJwJnc9MjQw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/67d592156af28440df9074fecc894e2be1a07ae08a3d9172f285846d2078e4cd/query-ZHByPTEmZj13ZWJwJnc9MjQw"/></p>
<h3>花旗计划从 LME 新加坡仓库撤回铅</h3>
<p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/8b8e12b9be0499f6b2433a1eaf37c284f2ff57581708454b5b87499e3f573ed3/query-ZHByPTEmZj13ZWJwJnc9MjQw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/8b8e12b9be0499f6b2433a1eaf37c284f2ff57581708454b5b87499e3f573ed3/query-ZHByPTEmZj13ZWJwJnc9MjQw"/></p>
<h3>中国计划出口锌，全球反弹为销售打开窗口</h3>
<h3>在新的全球秩序中导航亚洲</h3>
<p>获取洞察信息，直接发送到您的邮箱。</p>
<p>Mercuria Energy Group 和 BMO Capital Markets 本周预测，铜价将超过 1 月份创下的历史新高。他们提到中国买家重返市场，以及白宫即将做出的关税决定，鼓励更多货物运往美国。铜在过去四周上涨了 11%，距离其历史收盘价峰值约有 3% 的差距。</p>
<p>LMEX 金属指数本周截至周四上涨了 3.6%。大多数金属在周五下跌。铝在上海的价格下跌 0.4%，至每吨 3,629.50 美元，截止到上午 10:56。铜下跌 0.3%，而镍上涨 2.1%。彭博社</p>
<p>解码亚洲通讯：您在新的全球秩序中导航亚洲的指南。点击此处注册以获取解码亚洲通讯，直接发送到您的邮箱，免费。</p>

南山铝业

明泰铝业

华峰铝业

云铝股份

怡球资源

美国铝业

<p>工业金属在伦敦金属交易所（LME）飙升至创纪录高位，主要是由于中东冲突导致铝价上涨 15%。追踪六种主要金属的 LME 指数在四周内上涨近 12%。摩根大通警告铝供应即将出现赤字，伊朗对关键冶炼厂的袭击加剧了这一局面。尽管霍尔木兹海峡被封锁，但对停火的乐观情绪对其他金属产生了积极影响，铜价也出现了复苏</p>

<p>INDUSTRIAL metals jumped to a record high on the London Metal Exchange (LME), driven by gains in aluminium after the Middle East war disrupted supplies, as well as a recent revival in copper.</p>
<div class="lb-trans"><p>工业金属在伦敦金属交易所（LME）飙升至历史新高，受中东战争导致供应中断后铝价上涨的推动，以及近期铜价的复苏。</p>
</div><p>An LME Index, which tracks six major metals, has rallied by almost 12 per cent over the past four weeks and was at an all-time peak on the close on Thursday (Apr 16). Aluminium has risen about 15 per cent since the start of the Iran war, with around 9 per cent of global output coming from the Middle East.</p>
<div class="lb-trans"><p>LME 指数追踪六种主要金属，在过去四周内上涨了近 12%，并在周四（4 月 16 日）收盘时达到了历史最高点。自伊朗战争开始以来，铝价上涨了约 15%，中东地区约占全球铝产量的 9%。</p>
</div><p>Aluminium has the biggest weighting on the LME gauge and, together with copper, the two metals make up almost three-quarters of the index.</p>
<div class="lb-trans"><p>铝在 LME 指数中占据最大权重，与铜一起，这两种金属几乎占据了该指数的四分之三。</p>
</div><p>JPMorgan Chase has warned the aluminium industry was heading towards a “black hole” as a serious, prolonged supply deficit is hitting the market after supply losses escalated dramatically in the wake of Iranian strikes directly targeting two key smelters in Abu Dhabi and Bahrain at the end of last month. A double blockade of the Strait of Hormuz – by the US and Iran – is also keeping shipments stranded.</p>
<div class="lb-trans"><p>摩根大通警告称，铝行业正朝着 “黑洞” 方向发展，因为在伊朗对阿布扎比和巴林的两个关键冶炼厂进行直接打击后，市场面临严重的、长期的供应短缺。美国和伊朗对霍尔木兹海峡的双重封锁也使得货物滞留。</p>
</div><p>But while the waterway remains closed, hopes that a ceasefire between the US and Iran will be extended and signs the two sides may be moving closer to a peace deal have aided other metals. They were hit by soaring energy costs and fears of slowing global growth due to the war, but have recovered in recent weeks on signs the conflict might be winding down.</p>
<div class="lb-trans"><p>但在水道仍然关闭的情况下，关于美国和伊朗之间停火的希望延续，以及双方可能接近和平协议的迹象，帮助了其他金属。由于战争导致能源成本飙升和全球经济放缓的担忧，它们曾受到冲击，但在近期迹象表明冲突可能趋于平息后有所回升。</p>
</div><p>US President Donald Trump claimed on Thursday, without evidence, that Iran had agreed to terms it has long resisted, including giving up ambitions for a nuclear weapon. Teheran has not confirmed it’s made concessions.</p>
<div class="lb-trans"><p>美国总统唐纳德·特朗普周四声称，伊朗已同意其长期抵制的条款，包括放弃核武器的野心，但没有提供证据。德黑兰尚未确认其做出了让步。</p>
</div><p>SEE ALSO</p>
<div class="lb-trans"><p>另见</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/c7824b7f44388871c8889b91995ab20914d21ee2f25c7bac909ccf1432710958/query-ZHByPTEmZj13ZWJwJnc9MjQw" alt="" original-src="https://cassette.sphdigital.com.sg/image/businesstimes/c7824b7f44388871c8889b91995ab20914d21ee2f25c7bac909ccf1432710958?w=240&amp;dpr=1&amp;f=webp"/></p>
<h3>Trafigura floods LME Malaysia warehouses with aluminium: sources</h3>
<div class="lb-trans"><h3>特拉菲古拉向 LME 马来西亚仓库大量供应铝：消息来源</h3>
</div><p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/67d592156af28440df9074fecc894e2be1a07ae08a3d9172f285846d2078e4cd/query-ZHByPTEmZj13ZWJwJnc9MjQw" alt="" original-src="https://cassette.sphdigital.com.sg/image/businesstimes/67d592156af28440df9074fecc894e2be1a07ae08a3d9172f285846d2078e4cd?w=240&amp;dpr=1&amp;f=webp"/></p>
<h3>Citigroup plans to pull lead from LME Singapore warehouses</h3>
<div class="lb-trans"><h3>花旗计划从 LME 新加坡仓库撤回铅</h3>
</div><p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/8b8e12b9be0499f6b2433a1eaf37c284f2ff57581708454b5b87499e3f573ed3/query-ZHByPTEmZj13ZWJwJnc9MjQw" alt="" original-src="https://cassette.sphdigital.com.sg/image/businesstimes/8b8e12b9be0499f6b2433a1eaf37c284f2ff57581708454b5b87499e3f573ed3?w=240&amp;dpr=1&amp;f=webp"/></p>
<h3>China plans zinc exports as global rally opens window for sales</h3>
<div class="lb-trans"><h3>中国计划出口锌，全球反弹为销售打开窗口</h3>
</div><h3>Navigate Asia in  a new global order</h3>
<div class="lb-trans"><h3>在新的全球秩序中导航亚洲</h3>
</div><p>Get the insights delivered to your inbox.</p>
<div class="lb-trans"><p>获取洞察信息，直接发送到您的邮箱。</p>
</div><p>Mercuria Energy Group and BMO Capital Markets forecast this week that copper would surpass a record high hit in January. They cited Chinese buyers coming back to the market and a looming decision on tariffs from the White House that’s encouraging more shipments to the US. Copper has rallied 11 per cent in the last four weeks, and is around 3 per cent off its all-time closing price peak.</p>
<div class="lb-trans"><p>Mercuria Energy Group 和 BMO Capital Markets 本周预测，铜价将超过 1 月份创下的历史新高。他们提到中国买家重返市场，以及白宫即将做出的关税决定，鼓励更多货物运往美国。铜在过去四周上涨了 11%，距离其历史收盘价峰值约有 3% 的差距。</p>
</div><p>The LMEX Metals Index was up 3.6 per cent this week to Thursday. Most metals were down on Friday. Aluminium fell 0.4 per cent to US$3,629.50 a tonne as of 10.56 am in Shanghai. Copper dipped 0.3 per cent, while nickel rose 2.1 per cent. BLOOMBERG</p>
<div class="lb-trans"><p>LMEX 金属指数本周截至周四上涨了 3.6%。大多数金属在周五下跌。铝在上海的价格下跌 0.4%，至每吨 3,629.50 美元，截止到上午 10:56。铜下跌 0.3%，而镍上涨 2.1%。彭博社</p>
</div><p>Decoding Asia newsletter: your guide to navigating Asia in a new global order. Sign up here to get Decoding Asia newsletter. Delivered to your inbox. Free.</p>
<div class="lb-trans"><p>解码亚洲通讯：您在新的全球秩序中导航亚洲的指南。点击此处注册以获取解码亚洲通讯，直接发送到您的邮箱，免费。</p>
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伦敦金属指数因对铝 ‘黑洞’ 的担忧达到历史新高