关税风险令美国铝和铜期货价格急剧上涨

Group 1 - The aluminum and copper markets are reacting to the potential tariffs proposed by the Trump administration, with significant price increases observed in U.S. futures markets [1][2] - As of February 10, aluminum futures prices rose by 2% to approximately $750 per ton, with expectations that tariffs could push premiums above $1,000 per ton [2] - The U.S. is highly dependent on copper imports, with 45% of its copper consumption expected to rely on imports in 2024, primarily from Chile, Canada, and Mexico [3] Group 2 - Concerns are growing that tariffs on copper could further widen price differentials, especially as the U.S. prepares to implement tariffs on imports from Canada and Mexico [3] - The aluminum premium for Japan is expected to rise due to reduced exports from China, reaching a 10-year high, impacting consumer costs significantly [4] - The CEO of a major U.S. aluminum company predicts that the tariffs could lead to the loss of approximately 100,000 jobs in the U.S. aluminum industry [3]