Trump’s copper tariff supercharges U.S. prices — but experts are divided if there is an investment opportunity
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最新报道：Former President Donald Trump's proposed 10% tariff on copper imports has sent U.S. copper prices soaring, with CME futures hitting record highs amid fears of supply shortages. Analysts warn the policy could create a speculative bubble, as domestic producers struggle to meet demand despite recent mine expansions. The CFTC reports surging speculative positions in copper contracts, while SHFE and Comex inventories remain near multi-year lows. Industry groups caution that the tariff may disrupt global supply chains and raise costs for manufacturers of electric vehicles and renewable energy equipment. Some traders are betting on a sharp correction once the initial panic subsides.
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