Mensajepor chewbaca » Mar Feb 08, 2022 4:55 pm
alcoa mete un +9, aluminio en maximos otra vez, inventarios en minimos en londres y asia, plantas cerrando en china -covid- y espana -alcoa-, costos energia subiendo -considerando lo intensiva que es en este insumo-, todo dado para que bese los 0.50 usd denuevo
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Jeff Currie, the closely-followed head of commodities research at Goldman Sachs Group Inc., says he’s never seen commodity markets pricing in the shortages they are right now.
“I’ve been doing this 30 years and I’ve never seen markets like this,” Currie said in a Bloomberg TV interview. “This is a molecule crisis. We’re out of everything, I don’t care if it’s oil, gas, coal, copper, aluminum, you name it we’re out of it.”