突然暴涨！库存告急

Group 1 - The core viewpoint of the articles highlights that global copper prices have reached historical highs due to tightening supply and concerns over potential tariffs from the U.S. government [1][3] Group 2 - Global copper supply is tightening, with Glencore announcing a reduction in copper production capacity to 850,000 to 875,000 tons for the year, a nearly 40% decrease from 2018 levels [1] - The market anticipates potential tariffs on copper by the Trump administration next year, leading to increased shipments of metals, including copper, to the U.S. to avoid tariffs [1] - There is a strong demand for copper driven by upgrades in electrical grids and power infrastructure, contributing to the rising prices [1] Group 3 - The International Energy Agency projects that even with high production levels, the global copper supply gap will reach 20% by 2035 [3] - Goldman Sachs forecasts that copper prices will enter a new high-price trading phase starting next year [3]