铜矿石的短缺感正推高行情。电线、铜加工制品不可或缺的铜，其国际价格正在急剧上涨。国际基准价 9月24日一度上涨4%，2024年5月创下的历史最高价（每吨1万1104.5美元）已在望。此前一直受到关注 的矿石短缺问题，因全球最大级别铜矿发生事故而进一步引发市场关注。 作为铜国际基准价的伦敦金属交易所（LME）三个月期货，24日一度达到每吨1万364美元，创约1年4 个月来的新高。按收盘价计算的涨幅也是约5个半月以来最大。 铜矿石(资料图) "在短期内格拉斯伯格矿山无法恢复运作的情况下，铜价在矿石短缺背景下将继续保持坚挺走势"…… 铜矿石短缺忧虑加剧。中国铜冶炼产能扩张，矿石供应跟不上需求的声音不少。2023年，因环保破坏等 抗议，巴拿马的科布雷·巴拿马（Cobre Panamá）铜矿也被迫停产。市场风险顾问公司（Market Risk Advisory）联合代表新村直弘表示："在短期内格拉斯伯格矿山无法恢复运作的情况下，铜价在矿石短 缺背景下将继续保持坚挺走势"。 版权声明：日本经济新闻社版权所有，未经授权不得转载或部分复制，违者必究。 日经中文网 https://cn.nikkei.com 美国矿业巨头自由港 ...

Group 1 - The core issue in the copper market is the increasing difficulty in obtaining high-grade copper ore, leading to a supply shortage that is not keeping pace with rising demand [5][6]. - Copper prices have remained high, with the London Metal Exchange (LME) three-month futures hovering around $9,773.5 per ton as of August 15, reflecting a more than 20% increase from the low point following the announcement of tariffs by the Trump administration in April [4]. - The demand for copper is expected to rise due to the growth of electric vehicles (EVs) and data centers, which could further exacerbate the supply issues if smelting companies reduce production due to unprofitable conditions [9]. Group 2 - The mining industry is facing significant challenges, highlighted by the tunnel collapse at the El Teniente copper mine in Chile, which has raised concerns about copper ore supply shortages [6]. - The closure of the Cobre Panama mine in Panama, which accounted for over 1% of global copper production, due to environmental protests, indicates a trend of supply constraints that may persist until at least 2025 [8]. - Japanese smelting companies, such as JX Metals and Mitsubishi Materials, are considering production cuts due to deteriorating conditions for purchasing ore, which has led to a significant compression of processing fees [8].