由于供应削减、需求强劲和地缘政治紧张,铜价在2026年1月创下每吨13 000美元创纪录。 Copper prices hit a record $13,000/ton in Jan 2026 due to supply cuts, strong demand, and geopolitical tensions.

2026年1月初,由于智利罢工造成供应中断、印度尼西亚生产持续削减以及美国在委内瑞拉采取军事行动后地缘政治紧张,铜价创下历史新高,创下历史新高,每公吨超过13 000美元。 Copper prices hit a record above $13,000 per metric ton in early January 2026 due to supply disruptions from strikes in Chile, ongoing production cuts in Indonesia, and geopolitical tensions following a U.S. military operation in Venezuela. 电动车辆和AI数据中心的强劲需求,加上人们对美国潜在关税的日益关切,在过去一年中刺激了40%的价格暴涨。 Strong demand from electric vehicles and AI data centers, combined with rising concerns over potential U.S. tariffs, has fueled a 40% price surge over the past year. 尽管据报全球出现顺差,美国Comex的库存增加了400%,但市场基本面仍然很紧,分析家预测2026年的赤字超过10万吨。 Despite a reported global surplus and a 400% increase in U.S. Comex inventories, market fundamentals remain tight, with analysts forecasting a 2026 deficit of over 100,000 tons. 冶炼厂面临创纪录低的炼油费造成的财政紧张,新的矿井需要超过13 000美元的价格才能可行,从而增加长期供应风险。 Smelters face financial strain from record-low refining fees, and new mines require prices above $13,000 to be viable, raising long-term supply risks.