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差几天就少赚数千万美元!多艘满载铜矿的船只朝着美国港口狂飙
财联社·2025-07-22 23:25

Core Viewpoint - The announcement of a 50% tariff on imported copper by the U.S. government has led to a rush of cargo ships carrying copper to American ports, creating significant profit opportunities for traders who can deliver before the tariff takes effect [1][5]. Group 1: Market Dynamics - As of now, the copper futures price on the London Metal Exchange is approximately $9,900 per ton, meaning U.S. buyers will need to pay an additional $4,950 in tariffs for each ton imported [3]. - Traders can potentially achieve profits nearly equivalent to the tariff amount if they can complete imports within two weeks [3]. Group 2: Shipping and Logistics - At least four ships loaded with copper are currently en route to U.S. ports, with one ship, Kiating, having altered its destination to Hawaii to expedite delivery and potentially save 20 days of travel time [4]. - The typical bulk carrier, with a capacity of 15,000 tons, could see a profit difference exceeding $70 million if it clears customs before the tariff takes effect [4]. Group 3: Industry Impact - Companies such as Glencore, Mercuria Energy, and Trafigura have been shipping large quantities of copper to U.S. ports since February, capitalizing on the tariff situation for unprecedented profits [5]. - There is uncertainty regarding the specifics of the copper tariff, including whether there will be a grace period for ships that depart before the tariff's implementation [5].