50%的铜关税扰动美国市场——买家削减进口推迟订单

Group 1 - The imposition of a 50% tariff on copper imports by the U.S. government has led to a significant decrease in demand for copper across various states, with companies like RM-Metals reducing their import orders by approximately 25% [1] - The price of copper in the U.S. has been consistently higher than the global benchmark due to tariff expectations, with Comex copper prices rising by 38% this year compared to a 10% increase in London Metal Exchange prices [2] - The uncertainty surrounding the specifics of the tariffs, including which products will be affected and potential exemptions, has caused companies like Aviva Metals to pause transactions and delay business decisions [3][4] Group 2 - The rising costs due to tariffs are expected to be passed on to customers, creating confusion and concern within the industry about how clients will respond to increased prices [5] - The current high inventory levels in the U.S. provide a buffer for manufacturers, but there is uncertainty regarding the speed and scale of future investments in the domestic copper industry [5] - Concerns about inflation during this period may pressure the U.S. to reconsider the implementation of tariffs, adding to the uncertainty faced by companies like RM-Metals [5]