特朗普8月起对半成品铜征收50%关税！纽约铜价暴跌逾18%

Group 1 - The U.S. government announced a 50% tariff on certain imported copper products, effective August 1, which includes semi-finished copper products and copper-intensive derivatives [1][2] - Following the announcement, the Comex copper futures price dropped over 18%, closing at $4.630 per pound, marking the largest single-day decline in history [1][2] - The initial market expectation was for a broader tariff covering the entire copper supply chain, but the announcement limited the tariffs to specific products, excluding key raw materials like copper ore and cathodes [1][2] Group 2 - The copper input materials such as copper ore, concentrates, and scrap are not subject to the tariffs under the Section 232 provisions [2] - The announcement negatively impacted U.S. copper producers, with Freeport-McMoRan Inc. shares falling approximately 10% and Southern Copper shares declining over 6% [2] - Prior to the announcement, U.S. copper prices were about 28% higher than the benchmark copper futures on the London Metal Exchange [2]