Почему меня это не удивляет?
China’s economic stimulus spending has led to increased speculation in commodities on the Shanghai Futures Exchange, said Andreas Hommert, an analyst at Touradji Capital Management LP.
“A lot of the stimulus money seems to have gone into speculative activity, and a large part of the money has gone into speculative activity into commodities,” Hommert told a CRU cable and wire conference in Rome today. “No doubt copper has been one of the preferred investments for that kind of money.”
Copper has climbed 61 percent this year on the London Metal Exchange and 74 percent on the Shanghai Futures Exchange as China bought metal for stockpiles and investors bet government spending programs will revive economic growth.
Open interest, or the number of futures contracts outstanding, in copper on the Shanghai Futures Exchange has doubled to the equivalent of about 2 million metric tons in a year, Hommert said.
http://www.bloomberg.com/apps/news?pid=20601012&sid=aoyF_Lqx9vGs&refer=commodities
Годовое потребление меди в Китае где-то в районе 5 млн тонн, если не ошибаюсь.