Mar 14, 2025 Pustite sporočilo

Panama Cobre Copper Mine Restart je neizogiben, vpliv na trg bakra?

13. marca je panamski predsednik Jose Raul Mulino sporočil, da je Panama odobril prodajo bakrenega koncentrata iz bakrenega rudnika Cobre Panama Cobre Panama . Novice so v dveh mesecih na najvišji stopnji poslali 15 odstotkov, ki jih je treba na port, ki je bil na najvišji ravni, v dveh mesecih .. 17 milj (27 kilometrov) severno od rudnika, da bi podprli izvoz bakrenega koncentrata iz rudnika .

The Cobre Copper Mine is one of the largest copper mines in the world, with an annual output of 350,000 tons, accounting for 1.5% of global copper production. In 2023, the mine caused massive protests across the country due to environmental concerns, resulting in Panama's Supreme Court ruling that the copper contract signed by First Quantum and the then Panamska vlada je bila neustavna, nato pa je prejšnja panamska vlada najprej naročila, naj zapre rudnik odprtega bakra v poznem 2023. Poteza sproža vprašanja o vzdrževanju ogromnega rudnika in njegovih 120, 000 tone, ki je pričakovana, da je nastavitve COP COPPER . 1, ki je nastavitve COPR COPPER {{8}, kratkoročno: kratkoročno. supply shortage, may have a certain downward pressure on copper prices in the short term. Previously, due to the closure of the mine, the global copper concentrate market was tight, and processing fees (TC) and refining fees (RC) fell to historic lows. With the recovery of copper concentrate exports, the market supply tension is expected to ease, and copper prices may face the risk of correction. 2, long-term impact: Although the restart of Cobre copper mine will increase global copper supply, the global copper market still faces many uncertainties. For example, Chile and Peru, two major copper-producing countries in South America, are facing bottlenecks in increasing production. In addition, the growth of global copper demand and increased demand for copper from the Nova energetska industrija bo še naprej podpirala cene bakra . 3, tržno mnenje: Močan dvig cene delnice prvega kvantnega rudarjenja kaže na pozitivna pričakovanja trga za ponovni zagon rudnika bakra Cobre ., vendar lahko premik na trgu tudi privede do sprememb, ki lahko vplivajo na smeri COPPER -a, kar lahko vpliva na smeri COPPER -a, kar lahko vpliva na smeri COPPER -a, ki lahko vpliva na smeri COPPER -a, kar lahko vpliva tudi na smeri COPPER -A Cobre mine will increase global copper supply, the global copper market still faces many challenges. For example, global copper concentrate supply growth has declined, and the surplus of copper concentrate has narrowed, supporting its price. In addition, with the acceleration of the global energy transition, the application of copper in new energy vehicles, photovoltaic and other fields will increase, which will further promote the growth of Povpraševanje po bakra . Če povzamemo, bo ponovni zagon rudnika bakra Cobre določen vpliv na cene bakra, vendar bo vzorec ponudbe in povpraševanja na svetovnem trgu bakra in makroekonomskega okolja še vedno prevladoval v dolgoročnem trendu cen bakra ., da bodo morali investitorji, da bi se pozorni na tržno dinamiko na globalni trg.

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