2024 年 ： 金属和采矿展望

The report, "Metals Strategist Year Ahead 2024: Metals and Mining Outlook," discusses the impact of the energy transition on metals prices. The author believes that green spending and subdued supply growth will continue to support prices in 2024, potentially supported by a weaker USD and an end to destocking. The report recommends iron ore as a 1Q trade, gold in summer, and copper/ aluminum in 2H24. The author notes that investors should be aware of potential conflicts of interest that may affect the objectivity of the report and should consider it as only one factor in making investment decisions.