瑞银2026年9月18日《每日大宗商品笔记》指出，铁矿石因中国钢厂国庆节前增加海运采购而走高，61%品位CFR中国价格上涨1.1%至96.00美元/干吨；铜因中国需求改善迹象上涨1.6%至6.56美元/磅；金价因投资者消化美联储加息及可能进一步紧缩的信号上涨1.9%至4343美元/盎司；布伦特原油因有报道称沙特通过阿曼提供额外船货而下跌1.4%至104.16美元/桶（WTI跌0.6%至92.18美元/桶）。其他品种：优质硬焦煤跌0.4%至280.80美元/吨，纽卡斯尔动力煤持平于148.56美元/吨，广期所碳酸锂涨3.8%至13.118万元/吨，锂辉石持平于1785美元/吨。行业要闻方面，印尼镍冶炼商协会称能源部新基准价格公式将带来运营确定性，沙特东西管道两座泵站遭袭受损。重点研究方面，Minerals 260达成4.5亿美元权益金与股权融资里程碑并维持买入评级；
UBS Daily Commodities Note dated 18 September 2026: Iron ore rose as Chinese steelmakers increased seaborne purchases ahead of the national holiday, with Iron Ore 61% cfr N China up 1.1% to $96.00/dmt. Copper gained 1.6% to $6.56/lb on signs of improving China demand after the price pullback, and gold rose 1.9% to $4,343/oz as investors digested the Fed rate hike and signals of potential further tightening. Brent eased 1.4% to $104.16/bbl (WTI -0.6% to $92.18/bbl) on reports of Saudi Arabia offering extra crude cargoes through Oman. Other moves: HCC PLV -0.4% to $280.80/t, Thermal Coal NEWC unchanged at $148.56/t, GFEX lithium +3.8% to RMB131,180/t and spodumene unchanged at $1,785/t. In resources headlines, an Indonesian nickel smelters group said the Energy Ministry's new benchmark price formula will provide operational certainty, and two pumping stations along the Saudi East-West Pipeline were damaged in a recent attack. Key UBS research includes Minerals 260 achieving a $450m royal