No one should be shocked that the positive correlation between the world’s two leading industrial commodities has broken down over the past month. Oil has surged 15 per cent on supply concerns while copper is off 9 per cent from its record London high of $10,190 a tonne, in part due to fears of what more expensive crude might do to the world economy. But developments in the Middle Kingdom, not just the Middle East, are affecting copper prices.
在過去一個月裏，世界上兩種主要工業大宗商品之間失去了正相關性。對此人們不應感到震驚。油價因供應擔憂飆升了15%，而倫敦銅價從10190美元/噸的創紀錄高點下跌了9%，一定程度上是因爲擔憂油價上漲可能對全球經濟造成的影響。但中國（而不只是中東地區）的動態正在影響銅價。
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