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智利矿工罢工威胁推动铜价逼近历史高点Copper prices near record highs over threat of Chile mine strike

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伊万·阿尔瓦拉多/路透社Ivan Alvarado/Reuters

智利拉埃斯孔迪达矿业公司——全球最大铜矿——工人罢工的威胁(后已化解)使铜价逼近历史高点,凸显该拉美国家在行业中的日益重要作用。

The threat of a worker’s strike — which has since been averted — at Chile’s La Escondida, the world’s biggest copper mine, sent prices for the metal near record levels, underscoring the Latin American country’s growing role in the industry.

智利其他铜矿近期因工人事故和福利争议导致的临时停产也推高了国际铜价。这些矿山占全球产出的近四分之一。

Other recent temporary closures in some of Chile’s copper mines, which are responsible for almost a quarter of global output, because of worker accidents and benefits disputes have also pushed up international prices.

受全球人工智能数据中心和电动汽车生产热潮推动,铜需求激增,各国纷纷争夺供应。尽管2025年产量将升至历史新高,但瑞银仍预计明年供应缺口将达到历史最高水平。

Demand for the metal has surged on the back of the AI data center and EV production boom, with countries globally racing to lock up supplies. But despite production rising to record levels in 2025, UBS nonetheless expects shortfalls to reach an all-time high next year.