Group 1 - The global largest copper cable manufacturer, Prysmian SpA, welcomes the 50% copper tariff announced by President Trump, stating it will strengthen the U.S. supply chain, although costs will be borne by customers [1] - Prysmian's investor relations and sustainability head, Maria Cristina Bifulco, indicated that the company is in regular communication with U.S. officials to prepare for the tariff set to take effect on August 1 [1] - The tariff announcement has caused turmoil in the metal market, with traders shipping record amounts of copper to the U.S. ahead of the tariff implementation [1] Group 2 - Bifulco expressed that the tariff will further strengthen the leadership of local businesses, positioning Prysmian favorably in competition [2] - There are differing opinions in the industry regarding the tariff's impact, with some analysts warning that significant copper production growth in the U.S. will take years and require more incentives [2] - U.S. copper prices have surged due to tariff expectations, and while Encore has managed to pass on cost increases so far, future demand resilience remains uncertain [2] Group 3 - Since its spin-off from Pirelli in 2005, Prysmian has expanded through acquisitions, including the purchase of Encore Wire to enhance its position in low-voltage electrical applications, crucial for data centers [3] - Bifulco noted that the cable industry is becoming increasingly attractive, as the company is at the core of electrification and digitalization processes [3]
特朗普铜关税引发市场震荡 全球电缆巨头却看到扩张良机
智通财经网·2025-07-15 01:59