Kopparmarknaden ser ut att få fortsatt mycket tight utbud under 2011. Nu spås underskott av koppar under året.
Copper Deficit May be 600,000 Tons, JPMorgan Says
"Jan. 15 (Bloomberg) -- The world refined copper market is expected to have a 500,000-metric-ton to 600,000-ton deficit in 2011, even with a significantly weaker demand scenario, according to JPMorgan Securities Ltd. Disruptions last year seemed to have wiped out most of mine supply growth, metals strategist Michael Jansen told a conference in Shanghai. “As demand further recovers into 2011, supply-side issues will become more influential,” he said."
Kopparbolag är nog inte fel att ha 2011. Go Duran och Amerigo!