Group 1 - Copper prices surpassed $13,000 per ton for the first time due to a strike at a copper mine in Chile, raising concerns about supply shortages and low inventory levels at London Metal Exchange (LME) certified warehouses [1] - The strike at Capstone Copper's Mantoverde mine in northern Chile is expected to impact production between 29,000 to 32,000 tons, which, while a small fraction of the global copper production of approximately 24 million tons this year, intensifies market expectations of supply insufficiency [1] - UBS analysts project a 3% increase in copper demand by 2026, while refined copper supply is expected to grow by less than 1%, leading to a supply gap of 300,000 to 400,000 tons, which may widen to about 500,000 tons by 2027 [1]
铜价升穿1.3万美元创新高，智利铜矿罢工加剧供应担忧
Ge Long Hui·2026-01-05 17:49