瑞银发布每日商品笔记（2026年10月15日），指出美国9月通胀数据整体与核心均强于预期，推升美元并加大市场对美联储再度加息的预期，从而压制金属价格。价格方面：铁矿石61% CFR华北微跌0.1%至90.30美元/吨，焦煤PLV持平于268.80美元/吨，纽卡斯尔动力煤持平于146.50美元/吨，GFEX锂期货跌4.3%至10.09万元/吨，锂辉石跌5.5%至1,385美元/吨，铜跌1.0%至6.55美元/磅，铝跌1.6%至1.36美元/磅并创年内最低收盘价，镍跌0.4%至7.04美元/磅，黄金跌1.5%至4,093美元/盎司，布伦特原油跌0.2%至106.10美元/桶，WTI持平于92.85美元/桶，JKM LNG涨0.4%至26.38美元/百万英热。
UBS Daily Commodities Note (15 October 2026): Stronger US inflation lifts US dollar, weighs on metals. Prices: Iron Ore 61% cfr N China -0.1% $90.30/dmt; HCC PLV unch $268.80/t; Thermal Coal NEWC unch $146.50/t; GFEX Li -4.3% RMB100,900/t; Spodumene -5.5% $1,385/t; Cu -1.0% $6.55/lb; Al -1.6% $1.36/lb; Ni -0.4% $7.04/lb; Au -1.5% $4,093/oz; Brent -0.2% $106.10/bbl; WTI unch $92.85/bbl; JKM LNG +0.4% $26.38/mmbtu. Bulks: iron ore was broadly steady on slow Chinese mill margin growth and elevated port stocks. Base Metals: copper closed 1% lower and aluminium ended at its lowest closing price this year after the US dollar firmed following stronger-than-expected US inflation. Precious Metals: gold ended 1.5% lower below US$4,100/oz. Oil: benchmarks little changed on potential Russian diesel supply. Lithium: GFEX futures fell 4.3% and spodumene fell below US$1,400/t as demand concerns persisted. The note also covers Rio Tinto, Evolution Mining, Fortescue and Regis Resources updates, plus re