特朗普突放50%铜关税信号 纽约铜价一夜冲天创历史纪录

Group 1 - The announcement of a 50% tariff on imported copper by President Trump has led to a significant increase in New York copper futures prices, potentially causing major supply chain disruptions in the global metals market [1][5] - On Tuesday, Comex copper futures surged by 17%, marking the largest single-day increase on record, with New York copper prices reaching an all-time high of $5.8955 per pound before closing at $5.6855 [3][5] - The imposition of tariffs could lead to increased costs across various sectors in the U.S. economy, including consumer electronics, automotive, and residential construction, due to the widespread reliance on copper [5][6] Group 2 - Analysts predict that prices will rise sharply in the short term as market expectations for lower tariff rates were previously held, leading to a surge in purchases before the tariffs take effect [6] - U.S. copper importers have warned that the tariffs could undermine Trump's goals of revitalizing manufacturing and challenging China's industrial dominance, as restrictions on copper imports may lead to severe supply shortages domestically [6][7] - The global copper industry has been preparing for tariffs since February, when Trump ordered a study on the feasibility of imposing tariffs under national security grounds, facing resistance from manufacturers reliant on imports [6][7] Group 3 - The U.S. Commerce Department has completed its investigation into copper tariffs, with expectations that they may be implemented by the end of July or early August [7][10] - Despite the high prices, there is currently sufficient domestic copper supply available for manufacturers, as traders have been shipping record amounts of copper to the U.S. to capitalize on price differences [7][10] - Chile, the largest supplier of copper to the U.S., exports approximately 500,000 tons of refined copper annually, which constitutes a significant portion of U.S. imports [10][11] Group 4 - Analysts expect that once the tariffs are in place and the rush to transport copper subsides, Comex prices may cool down [11] - The U.S. is projected to consume about 1.6 million tons of refined copper in 2024, with domestic mines producing around 850,000 tons, necessitating reliance on imports from major trading partners [11]