中国原材料行业 -北京之行第一天的收获

April 7, 2025 03:22 PM GMT China Materials | Asia Pacific Trip Takeaways: Day 1 – Beijing On day one of our trip, we met with copper, coal, and aluminium producers. Copper: MMG highlighted DRC political instability, which has led to electricity rationing in the last few weeks, prompting more reliance on diesel power. We see some read-across for other DRC operations such as Glencore's Katanga/Mutanda. However, the conflict remains distant (>1,000km), constituting minimal risks of stoppages. Mining costs are ...