Group 1 - Freeport Indonesia may be forced to suspend operations at its Manyar smelter by the end of October due to insufficient copper concentrate supply following a landslide at the Grasberg mine [2] - The Indonesian Ministry of Energy estimates that the supply of Grasberg copper concentrate can only last until the end of this month [2] - The landslide incident has resulted in the death of seven workers and has halted operations at the Grasberg mine for nearly a month [2] Group 2 - Grasberg is not expected to return to pre-incident operational levels until at least 2027 [2] - The Manyar smelter, which cost $3.7 billion, was previously damaged by a fire last October and only resumed operations in May of this year [2] - China, as the world's largest copper consumer, faces three major challenges: increasing dependence on foreign upstream resources, overcapacity in the midstream processing sector, and suppressed downstream demand due to high copper prices [2]
Kontan报道：供应问题可能迫使印尼自由港公司暂停Manyar冶炼厂生产
Wen Hua Cai Jing·2025-10-14 05:57