库存持续攀升，CME评估在芝加哥设立铜仓库的申请

Group 1 - CME Group has received an application from Kodiak Warehouse LLC to establish a copper delivery warehouse in Lemont, Illinois, which would be the only approved base metal warehouse in the state if granted [2] - The total copper storage capacity of CME across the U.S. is 1.1 million short tons, with over half located in Louisiana, where the New Orleans hub is reportedly operating at full capacity [2] - In anticipation of potential import tariffs next year, traders have increased shipments to the U.S., resulting in COMEX copper inventories reaching a record 595,518 short tons (approximately 540,245 metric tons) [2] Group 2 - The application from Kodiak is the fourth new copper storage facility application received by CME this year, although one application has been withdrawn [2] - The London Metal Exchange (LME) has warehouses in Chicago, but they have not stored any copper since 2022 [2] - China, as the world's largest copper consumer, faces three major challenges: increasing dependence on foreign resources, overcapacity in the midstream processing sector, and suppressed downstream demand due to high copper prices [2]