Turun lagi jadi 41.950


  ----- Original Message ----- 
  From: Handoyo Gozali 
  To: [email protected] ; [email protected] 
  Sent: Thursday, March 08, 2007 8:53 AM
  Subject: [saham] LME news


     LONDON, March 7 (Reuters) - Nickel surged nearly 5 percent on Wednesday to 
a record high of $42,350 a tonne as tight supply triggered more buying from 
speculators, traders said.
      Copper gained nearly 3 percent and other metals also perked up as wary 
investors returned to recovering financial markets.
      "Confidence seems to be coming back to all markets," said Adam Rowley, 
analyst at Macquarie Bank.
      "Non-exchange traded commodities like iron ore are still extremely 
strong. It shows the strength of demand and the ongoing difficulties of 
delivering supply."
      Three-month nickel <MNI3> on the London Metal Exchange closed up nearly 4 
percent at $42,000/42,005 a tonne, from $40,400 on Tuesday. Prices have risen 
by around 25 percent since the start of this year.
      "There was a burst of fund buying this afternoon," a LME trader said. 
"The betting is on higher prices ... Low stocks, tight supplies and still very 
strong demand."
      Stocks of nickel, used mostly to make stainless steel, fell 162 tonnes in 
LME warehouses to 3,648 tonnes on Wednesday. But only around 2,274 tonnes -- 
less than one day of global consumption -- is available for delivery.
      "A market deficit is expected in 2007, with continued upside likely from 
potential output disruptions," Standard Chartered said in a research note.
      The bank expects LME nickel prices to average $29,875 a tonne this year 
and $19,500 a tonne in 2008.
      TENTATIVE RECOVERY
      Sentiment on financial markets remained nervous, but European shares 
tentatively recovered and high-yielding currencies stabilised near recent lows.
      Stephen Briggs, economist with SGCIB, said the turbulence of the past 
week had been mainly a financial event, but might trigger a deeper move down in 
metals if it starts to have economic implications.
      "Aversion of risk, which leads to much wider credit spreads and so forth, 
all points to a tightening of monetary conditions, therefore less stimulative 
conditions and potentially slower growth," he said. "It could still do that."
      Copper futures <MCU3> ended up at $6,140 a tonne from $5,965 on Tuesday.
      In New York, copper for May delivery <HGK7> closed up 6.85 cents or 2.5 
percent at $2.7820 a lb on the New York Mercantile Exchange's COMEX division, 
its best settlement since Feb. 27, after trading a session range between 
$2.7125 and $2.7925.
      Traders took note of a fire overnight at Codelco's 300,000 tonne-per-year 
Radomiro Tomic plant in northern Chile, which hit production. [ID:nN06428695]
      But the news did not ignite a buying frenzy as stocks of copper, while 
still sparse by historical standards, are no longer critically low.
      Traders said Wednesday's options declaration went through without any 
fanfare. The focus had been on aluminium as there were a large number of 
outstanding contracts to buy metal at strikes between $2,900 and $3,000 a tonne.
      But as prices are well off that level, those contracts were no longer in 
play and the metal did not even break $2,700 -- where there were some more 
outstanding contracts -- during the morning session before declaration.
      Aluminium <MAL3> gained to $2,730 from $2,690.
      "It was fairly evident the calls weren't going to be declared on 
aluminium, copper straddled the strike at $6,000...there was no excitement, no 
fireworks," a trader said.
      Lead <MPB3> gained $30 to $1,850, tin <MSN3> added $275 to $13,600 and 
zinc <MZN3> ended at $3,360 from $3,310.
   

Kirim email ke