중국 광시성 집단감염에 알루미늄 가격 13년 반 만에 최고(종합)
https://www.yna.co.kr/view/AKR20220209084151083
우리나라 테마주도 영향을
알루미늄값 14년來 최고…테마주 고공행진
https://www.sedaily.com/NewsView/2622PDJTA0
Aluminium nears record high on supply disruptions
Strong demand and Ukraine tensions also boost prices of key industrial metal(유료)
https://www.ft.com/content/353605ab-e495-4a82-be06-357f45b4b5af
The Commodity Gauges That Underpin Goldman’s Uber-Bullish View
-Top Goldman Sachs analyst says ‘we’re out of everything’
-The most commodities contracts are in backwardation since 1997
https://www.bloomberg.com/news/articles/2022-02-08/the-commodity-gauges-that-underpin-goldman-s-uber-bullish-view
가랏!
알루미늄 외에도 백워데이션이 된 코모디티가 많습니다.
참고로
콘탱고와 백워데이션
https://www.cmegroup.com/ko/education/learn-about-trading/courses/introduction-to-ferrous-metals/what-is-contango-and-backwardation.html