6 maj 2011 Raaka-ainenoteeraukset LME Metalli 3m USD % 3mSEK C-3M, USD Kupari 8730,75-0,73 54,43 C -26 Lyijy 2237-2,96 13,95 B 14,5 Sinkki 2085-1,47 13,00 C -17 Alumiini 2590-1,86 16,15 C -9 Nikkeli 24200-1,33 150,88 C -16 Tina 28500-1,38 177,69 C -40 Alumiiniseos 2410-0,42 15,03 B 10 Molybdeeni 37500 0,00 233,80 C -300 Koboltti 38500 0,00 240,03 B 200 Teräsaihiot 560 0,00 3,49 C -7 C = Contango B = Backwardation LME Varasto Tonnia Muutos Kupari 467 175-275 Lyijy 311 450 0 Sinkki 823 375 1150 Alumiini 4 600 325-3025 Nikkeli 116 244-120 Tina 21 415 335 Alumiiniseos 69 500 0 Molybdeeni 294 0 Koboltti 394 0 Teräsaihiot 57 590 1235 Jalometalli Spot, USD Kulta 1481,15 Hopea 34,74 Platina 1782,74 Palladium 716,25 Maataloustuotteet Öljytuotteet Valuutat Muut raaka-aineet Spot 3 kk CBOT-vehnä 709,25 WTI 96,68 USD/SEK 6,2032 6,2346 Mo Platts Md 17,00 Soijapavut 13,27 Brent-öljy 108,01 EUR/USD 1,4527 1,4488 Henry Hub 4,239 Kaura 321,50 Jetfuel 993,25 EUR/SEK 9,0215 BalticDry Ind 1314 1 sopimus, EUR Vehnä - Matif 212,75 Kaasuöljy 893,75 Polttoöljy 1% 689 GBP/SEK 10,1750 GBP/USD 1,6395 Rautamalmi 172 Rapsi - Matif 419,00 ULSD 10 CIF 918,25 USD/CNY 6,4926 Papperimassa Energiamarkkinat Shanghai Sähkömarkkinat 1 sopimus, 1 sopimus, CNY 1 sopimus, EUR NBSK PIX 1008,50 Coal Api2 129,5 Kupari 67200 NordPool neljännes 55,1 BHKP PIX 589,17 CO2 (EUR) 16,78 Alumiini 16430 NordPool vuosi 50,8 Massiivista laskua Sijoittajayhteisö myi raaka-aineita laajalla rintamalla, minkä vaikutukset tuntuivat eilen raaka-aineissa. Hinnat laskivat kaikissa kategorioissa energiasta maatalouteen. Markkinoihin vaikuttivat sekä huolet globaalista suhdanteesta että heikot työmarkkinaluvut Yhdysvalloissa, jossa työttömien määrä nousi korkeimmalle tasolle kahdeksaan kuukauteen ja lisäksi tuottavuus laski. Brent-öljy laski 8 % 112 dollariin. Öljy on laskenut alle viikossa 126 dollarista 112 dollariin. Kulta laski 2,5 % lukemaan 1 480 ja hopea kokonaiset 8,3 %, eli laskua on kertynyt hopealle viikon aikana 28 %! EKP päätti olla nostamatta korkoa toukokuussa, minkä jälkeen euro laski jyrkästi dollariin nähden. Euro laski tasolle 1,455 avauduttuaan lukemassa 1,49. LME:ssä tina laski eniten eli 7 %, alumiini päätyi 4 %:n laskuun tasolle 2 640 ja nikkeli laski 5 % 24,525 dollariin. Kuparin vaihto oli päivän aikana suuri, ja se päätyi 3,4 %:n laskuun. Vaikka pitkän aikavälin näkymät ovat ennallaan, tätä lyhytaikaista korjausliikettä voi olla vielä vähän jäljellä, kun luvut yllättävät kielteisesti suhdanneodotuksien noston jälkeen. Odotusten täytyy laskea, ennen kuin saamme hintoja tukevia lukuja. Juuri nyt keskipisteessä on Kiinan johtajien kyky hillitä maan inflaatiokehitystä. 6 maj 2011 1
Alumiinitermiinit 3 000 2 900 2 800 2 700 2 600 2 500 2 400 2 300 2 200 2 100 2 000 1 900 1 800 1 700 1 600 1 500 1 400 1 300 1 200 MAY1 MAY2 MAY3 MAY4 MAY5 2011-05-06 2011-05-02 2011-02-10 Alumiini: LME varastotaso(vasemmalla) ja 3 kk:n hinta (oikealla) 5150000,00 3000,00 4650000,00 2800,00 4150000,00 2600,00 3650000,00 2400,00 3150000,00 2200,00 2650000,00 2000,00 2150000,00 1800,00 1650000,00 1600,00 1150000,00 1400,00 650000,00 1200,00 MAL3 MAL-Stocks Kuparitermiinit 11 000 10 500 10 000 9 500 9 000 8 500 8 000 7 500 7 000 6 500 6 000 5 500 5 000 4 500 MAY1 MAY2 MAY3 MAY4 MAY5 Kupari: LME-varastotaso (vasemmalla) ja 3 kk:n hinta (oikealla) 550000,00 500000,00 8800,00 450000,00 400000,00 7800,00 350000,00 6800,00 300000,00 250000,00 5800,00 200000,00 4800,00 150000,00 3800,00 50000,00 2800,00 2011-05-06 2011-04-26 2011-02-07 MCU3 MCU-Stocks Nikkelitermiinit 30 000 28 000 26 000 24 000 22 000 20 000 18 000 16 000 14 000 12 000 MAY1 NOV1 MAY2 NOV2 MAY3 NOV3 MAY4 2011-05-06 2011-04-26 2011-02-07 Nikkeli: LME-varastotaso (vasemmalla) ja 3 kk:n hinta (oikealla) 160000,00 33000,00 140000,00 120000,00 28000,00 23000,00 80000,00 60000,00 18000,00 40000,00 13000,00 20000,00 0,00 8000,00 MNI3 MNI-Stocks 6 maj 2011 2
Sinkkitermiinit 3 000 2 800 2 600 2 400 2 200 2 000 1 800 1 600 1 400 1 200 MAY1 NOV1 MAY2 NOV2 MAY3 NOV3 Sinkki: LME-varastotaso (vasemmalla) ja 3 kk:n hinta (oikealla) 900000,00 2900,00 800000,00 2700,00 700000,00 2500,00 600000,00 2300,00 2100,00 500000,00 1900,00 400000,00 1700,00 300000,00 1500,00 200000,00 1300,00 1100,00 0,00 900,00 2011-05-06 2011-04-13 2011-02-01 MZN3 MZN-Stocks WTI futuurit 145,00 135,00 125,00 115,00 105,00 95,00 85,00 75,00 65,00 55,00 45,00 35,00 2011-05-06 2011-05-02 2011-04-13 WTI, 1 sopimus 150,00 140,00 130,00 120,00 110,00 100,00 90,00 80,00 70,00 60,00 50,00 40,00 30,00 jul-10 okt-10 jan-11 apr-11 Kaasuöljyfutuurit Kaasuöljy 1050 850 1400,00 1200,00 1000,00 650 800,00 450 600,00 400,00 2011-05-06 2011-05-06 2011-04-13 200,00 aug-10 nov-10 feb-11 6 maj 2011 3
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