铜的价格在2026年1月创下历史新高,原因是供需中断、采矿利润增加以及全球持续短缺。 Copper prices hit a record high in January 2026 due to strong demand and supply disruptions, boosting mining profits and signaling a lasting global shortage.

铜价在2025年暴涨,为BHP、Glencore和Teck Resources等主要采矿公司带来巨大的利润收益,BHP报告利润增长近28%,并成为世界顶尖铜生产商。 Copper prices surged in 2025, driving significant profit gains for major mining firms like BHP, Glencore, and Teck Resources, with BHP reporting a nearly 28% profit increase and becoming the world’s top copper producer. 可再生能源、电动车辆、数据中心和军事应用的需求已超过供应,智利、印度尼西亚和刚果民主共和国的中断以及地缘政治紧张局势加剧了供应速度。 Demand from renewable energy, electric vehicles, data centers, and military applications has outpaced supply, exacerbated by disruptions in Chile, Indonesia, and the Democratic Republic of Congo, along with geopolitical tensions. 伦敦金属交易所的价格上涨了40%,2026年1月创历史新高。 Prices rose 40% on the London Metal Exchange and hit a record high in January 2026. 专家警告说,可能会出现结构性供应赤字,因为采矿项目需要数年时间才能开发并需要高额投资,在每吨价格超过目前水平15 000美元之前,不可能出现新的矿场。 Experts warn a structural supply deficit is likely, as mining projects take years to develop and require high investment, with new mines unlikely until prices reach $15,000 per tonne—well above current levels. 战略储备可能缓解短期压力,但不会解决长期失衡问题。 Strategic stockpiling may ease short-term pressures but won’t resolve long-term imbalances.