锰硅期货跳水,原因找到了!
2024-06-13 05:02:53
金十期货6月13日讯,6月13日,E25调查Butcherbird项目重启可能,盘中锰硅多合约触及跌停。E25调查Butcherbird项目重启可能,考虑生产与扩建同步进行,情绪上利空。但E25矿产较小,且品味中品,难以弥补当前高品锰矿缺口,实际锰矿供应还是偏紧。锰矿价格高位短期难以改变,锰硅生产成本仍有支撑,价格大幅下挫后有反弹空间。对高品锰矿全球供应能产生较大影响的还是加蓬,持续关注加莲锰矿生产及发运情况。
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