智媒关注铜价创历史新高
Shang Wu Bu Wang Zhan·2025-11-01 16:20

Core Insights - Copper prices on the London Metal Exchange reached an all-time high on October 29 due to supply disruptions from major mines in Chile, Africa, and Indonesia, leading to global supply tightness [1] - The Trump administration's tariff policies have resulted in significant copper inventory buildup in the United States [1] - Morgan Stanley predicts the most severe copper shortage in two decades by 2026 [1] - Stable demand from China, along with strong long-term demand from the renewable energy and electric vehicle sectors, is driving copper prices towards their best annual performance since 2017 [1] - As the world's largest copper exporter, Chile's currency has strengthened against the US dollar [1]