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美国铜关税将引发最后一轮抢运潮
Wen Hua Cai Jing·2025-07-10 02:26

Group 1 - The U.S. is expected to accelerate copper imports ahead of the implementation of a new 50% tariff on all copper imports, as announced by President Trump [1] - The new tariff is anticipated to take effect around July 31 or August 1, according to U.S. Commerce Secretary [1] - Traders are moving copper from global warehouses to the U.S. to capitalize on the current price premium of approximately $2,600 per ton [1] Group 2 - Analysts predict that U.S. copper imports will decline in the months following the tariff implementation as users deplete their inventories [2] - Citigroup forecasts that copper prices outside the U.S. will drop to $8,800 per ton in the next three months, although any decline may be limited by ongoing global supply constraints [2] - A mining intelligence analyst suggests that while copper prices are under pressure, they may rebound after the tariff is finalized due to tight fundamentals in the short term [2]