智利铜业改革后有望出现两位数增长

Group 1 - Chile's mining organization indicates that under the new government, the country may break a 20-year production stagnation through regulatory relaxation and streamlining [2] - The president of the National Mining Association (Sonami), Jorge Riesco, agrees with the incoming president José Antonio Kast's team that copper production could increase by 10-20% in the next one to two years [2] - Sonami projects that after a decline to 5.4 million tons last year, copper production is expected to reach 5.5-5.7 million tons this year, with high copper prices potentially stimulating more supply [2] Group 2 - Chile's mining experience reflects global mining industry challenges, with current production levels comparable to those 20 years ago due to declining ore grades and rising project costs [3] - Sonami anticipates that the average copper price will be around $4.50 per pound this year, significantly lower than current levels, as factors driving price increases gradually fade [3] - Total mining investment in Chile is expected to reach $26.8 billion from 2025 to 2029, although spending is projected to decline by about 20% this year [3]