美“232调查”再出招，铜关税50%引爆市场

Group 1 - The U.S. President announced a plan to impose a 50% tariff on all imported copper, which is expected to take effect around late July or August 1 [1][2] - Following the announcement, copper futures in New York surged by 13%, marking the largest single-day increase in nearly 56 years, reaching $5.69 per pound [1] - Analysts warn that this move could signify a turning point for the copper market in 2025, potentially leading to supply shortages and price surges due to increased demand [1] Group 2 - The tariff decision stems from a "232 investigation" initiated on February 25, which assesses the impact of copper imports on U.S. national security, economy, and industrial resilience [1] - The U.S. reliance on imported copper has raised concerns about national security, as domestic smelting and refining capabilities are insufficient [1] - Legal experts caution that "232 investigations" can extend beyond the product itself to its derivatives, creating broad implications for various industries [2] Group 3 - The copper tariff coincides with the U.S. plans to impose tariffs on multiple trade partners, including the EU, with rates ranging from 25% to 40% [2] - The ongoing geopolitical tensions and fluctuating U.S. tariff policies are increasing uncertainty in global trade, compelling companies to adjust their strategies [2] - The impact of these tariffs on key sectors, such as steel and aluminum, remains uncertain, particularly regarding potential reductions in tariffs [2]