金十数据10月30日讯,消息人士称,全球大宗商品贸易商摩科瑞(Mercuria)正从马来西亚巴生港向美国新奥尔良运送超过3万吨铝,据信该公司是为了满足其美国客户的需求。多位业内人士表示,自今年5月以来,摩科瑞长期持有超过90%的LME铝质押仓单。他们指出,这一持仓是导致LME近月铝合约溢价高于远月合约的主要原因。数据提供商Kpler的资料显示,装载了大约3.2万吨铝的“Astro Denebola”号已于10月24日离开巴生港,预计12月9日抵达新奥尔良。
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