彭博亚洲晚报-全球铜业竞赛.pdfVIP

MetalsarethelatestmarketupendedbyPresidentDonald

Trump

after

he

confirmedlong-toutedplansto

imposea50%import

tariff

oncopper

fromAugust.“Americawill,onceagain,buildaDOMINANTCopper

Industry,”Trumpwroteon

TruthSocial.Themoveislikelyto

hurt

Americanproducersofeverythingfromautomobilestoappliances

thatrelyonthemetal.

⾦属是唐纳德·特朗普总统在确认长期吹捧的计划后颠覆的必威体育精装版市场，将从8

⽉开始对铜征收50%的进⼜

关税

。“美国将再次建⽴⼀个占主导地位的铜

⼯业，”特朗普在TruthSocial上

写道。此举可能会伤害

从汽车到依赖这种

⾦属的电器等各种产品的美国⽣产商。

Copper

tradersare

scramblingtogetcargoesintotheUS

beforethenew

tariffcomesintoeffect.SomearelookingtoshiftdeliveriesintoHawaii

andPuertoRicotocutshipmenttimes.

ShipmentsfromAsiatoNew

Orleanstypicallytakeoveramonth,soanytraderssendingmetalnow

wouldriskbeingcaughtonthewrongsideofthetariff.Thejourneyto

Hawaiimeanwhileisroughlytendays.

铜贸易商争先恐后地在新关税⽣效之前将货物运到美国

。⼀些公司希望将

交货转移到夏威夷和波多黎各，以缩短运输时间。

从亚洲运往新奥尔良的

货物通常需要⼀个多⽉的时间，因此现在运送⾦属的任何贸易商都有可能被

加⼊关税的错误⼀⽅。与此同时，前往夏威夷的旅程⼤约需要10天。

若有侵权，请联系删除。V:qxcaijing2024

IfthetariffcomesintoeffectinAugustasannounced,itwouldbringtoan

enda

hugelyprofitablearbitragetradethathasgrippedtheindustryfor

months.EversinceTrumpfirstannouncedplanstoputtariffsoncopperin

February,theresultingsurgeinUSpricespromptedanindustry-widedash

todelivermetalintotheUS.Asaresult,

stockpilesinsidethecountryhave

soared,whiletherestoftheworldfaceda

mountingsupplysqueeze.

—

SamsonEllis

如果关税如宣布的那样在8⽉⽣效，它将结束困扰该⾏业数⽉的利润丰厚的

套利交易。⾃从特朗普在2⽉份⾸次宣布对铜征收关税的计划以来，由此导

致的美国价格飙升促使整个⾏业纷纷向美国输送⾦属。因此，该国国内的库

存飙升，⽽世界其他地区则⾯临⽇益严重的供应紧张。——萨姆森·埃利斯

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