Chinese Infrastructure Spending Pledge Boosts Base Metals Prices

Chinese infrastructure spending pledge boosts baseNICKEL VOLATILITY
metals pricesNickel jumped 13 percent helped by short-covering as
Base metals prices have been boosted byinvestors who had bet on lower prices bought back
China’s $600 billion economic stimulus plan. Nickeltheir positions.
rose 13 percent and copper around 10 percent"We have seen that over the past couple of weeks
Copper jumped almost 10 percent on Monday, pullingwhere the gains from short covering have been really
all industrial metals higher, on hopes that China's $600quite substantial and that is a reflection of how large
billion economic stimulus plan will boost demand.a short position has been established on nickel," said
China (cnmining), the world's biggest copper user, onBerry.
Sunday approved 4 trillion yuan ($586 billion) in newThe volatility in nickel prices is likely to continue over
government spending between now and 2010.the next few months, she added.
"Overall this is good news for metal consumption butThe metal soared as high as $12,400 a tonne, from
it is going to take time," said Barclays Capital analystFriday's last bid of $10,975, and was last quoted at
Gayle Berry. "It was a slightly larger spending plan$12,100/12,150 in official rings.
than our economists had expected but it is needed"Nickel has probably fallen further below production
because the slowdown in the exports market hascost than any other base metal, so in the short term
been so rapid."it also has the greatest potential for recovery," said
London Metal Exchange copper rallied as high asCommerzbank in a note.
$4,120.5 a tonne, up 9.7 percent, from $3,755 aPrices have dropped over 50 percent so far this year
tonne at the close on Friday. It was trading at $4,025on lower demand from stainless steel producers and
in official rings.have remained below $20,000 a tonne since Sept. 1.
"While such an injection of cash is certaintyAluminium rose as high as $2,040, a 4.1 percent gain,
constructive, we are skeptical about the "stayingfrom $1,960 on Friday. It last traded at $2,030.
power" of this move on metal prices, and doubt it willLME inventories posted another jump -- up 11,125 to
be enough to propel the complex to a higher trading1.55 million tonnes -- but prices were supported by an
range," said MF Global in a note.announcement that a $10.6 billion aluminium joint
Prices for copper have slumped more than 50venture between Rio Tinto and Saudi-based Maaden
percent from a record high of $8,940 in July amidcould be delayed by one or two years due to the
slowing demand.global financial crisis.
Inventories of the metal, used in construction andZinc rallied 7.2 percent to a session high of $1,170
power, rose 6,050 tonnes to 260,850 tonnes, thefrom a last bid of $1,091 a tonne. It last traded at
highest since March 2004. Copper stocks have$1,141.
jumped almost 23,000 tonnes so far in November.Oz Minerals Ltd the world's second largest zinc miner
"This is not overly surprising given the state of theand a major supplier of copper, lead and nickel to
physical markets, particularly in the U.S. and Europe,"China (cnmining), was the latest miner to say it is
Berry said.reviewing operations amid sharply lower metals prices
China's stimulus plan and a pledge by the G20 group,and tighter credit markets.
representing 90 percent of the world's economy, toLead jumped 6.2 percent to $1,445, from $1,361 a
take all necessary measures to get financial marketstonne, and was quoted at $1,425/1,426. Tin gained
back on their feet lifted all industrial metals as did the4.8 percent to a high of $15,300 and was bid at
weaker dollar.$15,100 a tonne from the last bid of $14,600 on
A weaker U.S. currency makes dollar-priced metalsFriday.
cheaper for holders of other currencies.