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Friday, July 20, 2012

METALS-Copper drops from 2-week peak on Spain fears, China - Reuters

Fri Jul 20, 2012 9:57pm IST

  * Euro falls vs dollar after Spain's Valencia seeks debt help      * Beijing warns against lifting property purchase curbs      * June daily aluminium output falls - IAI          By Susan Thomas and Eric Onstad      LONDON, July 20 (Reuters) - Copper slid more than 2 percent on Friday,  weighed down by fresh worries about Spain's debt crisis, a stronger dollar and  top metals consumer China's warning against relaxing curbs on speculation in the  copper-hungry property sector.      Three-month copper on the London Metal Exchange closed 2.5 percent  weaker at $7,545 per tonne, touching the lowest level in a week.      It was a sharp reversal from Thursday when copper touched a two-week high of  $7,813 and the losses meant that copper ended the week 2 percent lower after   rising 2.2 percent last week.      "After seeming to have broken free from the influence of euro zone and  currency issues in recent days, it seems that link between the metals and euro  chaos has been temporarily re-established this morning," analyst Walter de Wet  of Standard Bank said in a note.      Spain's heavily indebted eastern region of Valencia said it would apply to  Madrid for financial help, complicating central government efforts to stave off  a full-blown bailout.        The euro plunged to more than two-year lows against the dollar and Spanish  10-year bond yields extended their rise above the 7 percent level that is seen  as unsustainable.       A stronger dollar makes commodities priced in the unit more expensive for  holders of other currencies.      Copper, used extensively in construction and seen as a bellwether for the  health of the global economy, has remained in a range between about $7,500 and  $7,800 per tonne so far this month.                "At some point we will get a trigger that's going to break prices out of  these ranges. But because it's not obvious in what direction that trigger will  take us it's very risky to take a directional position. Until we get a clear  macro picture, people are going to keep positions very light," Barclays analyst  Gayle Berry said.     Metals markets tracked lower in Asian trading after Beijing issued a reminder  to local governments to keep clamping down on property speculation, underlining  official concerns about renewed inflationary pressures even as China's broader  economy slows.       "The government's latest comments on property purchase curbs dashed the  hopes of those who were looking for a reversal on current restrictions," said  CIFO Futures analyst Zhou Jie.      China is the world's second biggest economy, using the most copper,  aluminium, iron ore, steel and coal, and the second-largest consumer of oil. But  after almost a decade of growing at about 10 percent a year, the economy is  slowing.      In Chile, world No. 1 copper producer Codelco said its underground  Chuquicamata mine is operating normally despite a strike by a group of contract  workers.              ALUMINIUM SPREADS      In aluminium, three month prices fell along with the rest of the markets,  finishing 2.5 percent lower at $1,895 a tonne, but certain spreads  tightened.       The September-October spread flipped into a backwardation as  high as $4.50 a tonne on Friday compared to a contango of $7.00 earlier this  week. One trader said long holders were taking advantage of shorts needing to  roll positions forward.       Daily average primary aluminium output in June dropped to 67,700 tonnes  compared with 67,900 in May and 70,000 in June 2011, figures from the  International Aluminium Institute (IAI) showed on Friday.      Including China, June's average output was 123.8 million tonnes, up from a  revised figure of 122.1 million tonnes in May.       In other metals, tin, ended down 0.9 percent at $18,930 a tonne  while zinc, used in galvanising, did not trade at the close, but was bid  at $1,839, down 2.5 percent from Thursday's close of $1,887.      Battery material lead slipped 1.5 percent to end at $1,901 a tonne  and nickel lost 0.6 percent to close at $15,950.       Metal Prices at 1615 GMT   Comex copper in cents/lb, LME prices in $/T and SHFE prices in yuan/T    Metal            Last      Change  Pct Move   End 2011   Ytd Pct                                                                move    COMEX Cu       342.65      -10.80     -3.06     344.75     -0.61    LME Alum      1891.50      -52.50     -2.70    2020.00     -6.36    LME Cu        7547.75     -187.25     -2.42    7600.00     -0.69    LME Lead      1890.50      -39.00     -2.02    2034.00     -7.06    LME Nickel   15950.00     -100.00     -0.62   18650.00    -14.48    LME Tin      18917.00     -178.00     -0.93   19200.00     -1.47    LME Zinc      1836.25      -50.75     -2.69    1845.00     -0.47    SHFE Alu     15590.00      -25.00     -0.16   15845.00     -1.61    SHFE Cu*     55990.00     -240.00     -0.43   55360.00      1.14    SHFE Zin     14705.00     -125.00     -0.84   14795.00     -0.61   ** Benchmark month for COMEX copper   * 3rd contract month for SHFE AL, CU and ZN   SHFE ZN began trading on 26/3/07  

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