智利铜矿生产受干扰持续承压，全球供应趋紧

Core Insights - Chile, the world's largest copper producer, experienced a 4.5% year-on-year decline in copper production in September due to mine operational disruptions and declining ore grades [1] Group 1: Production Challenges - The production recovery from August, following a fatal collapse at Codelco's largest mine, remains below last year's levels [1] - Several domestic mines underperformed, exacerbating the supply shortage that drove copper prices to new highs this week [1] Group 2: Specific Mine Issues - Codelco's El Teniente mine has been operating at low capacity since a deadly accident in late July that resulted in six fatalities [1] - Teck Resources' Quebrada Blanca mine is facing tailings management challenges [1] - The nearby Collahuasi mine is extracting from low-grade ore zones, with production losses exceeding expectations [1] Group 3: Global Production Impact - The world's largest copper mine, Escondida, saw a slight increase in production, which only partially offset the reductions from other mines [1]