美国铜价“脱钩”全球！消费者恐成最大输家？

Group 1 - The announcement of a 50% tariff on imported copper by Trump has led to a sharp increase in copper prices in the U.S., creating a significant price disparity with other regions [1][2] - Nearly half of the copper used in the U.S. is imported, and it is essential for various sectors including machinery, electronics, appliances, housing, and infrastructure projects [1] - Analysts warn that the tariff will have a substantial impact on businesses and the overall U.S. economy, with potential increases in consumer prices for goods like refrigerators and air conditioners [2][3] Group 2 - The price of copper in the U.S. surged over 13% to a historical high of $5.69 per pound, marking the largest single-day increase since 1989, while the London Metal Exchange (LME) price only rose by 0.3% [1] - The Comex-LME price spread has fluctuated between $500 and $1500 since February, with a recent spike of 138% to over $2600 per ton [2] - If the 50% tariff takes effect, U.S. consumers may face prices around $15,000 per ton for copper, compared to approximately $10,000 in other global markets [2] Group 3 - There are significant barriers to increasing domestic copper production, including long permitting delays for mining projects and high costs for developing new facilities [2] - The potential shift to using cheaper aluminum instead of copper in some projects could arise, despite aluminum's higher long-term maintenance costs [2] - Analysts suggest that the upcoming tariffs could mark a pivotal moment for the copper market, potentially closing the window for U.S. copper imports until late 2025 [3]