节点:中游(冶炼、中间品)位置:中游情绪:中性参考度:2/10


1月13日,作为全球最大生产国的智利,其矿业组织表示,新政府通过精简繁文缛节与放松监管,有望打破长达20年的产量停滞局面。智利国家矿业协会(Sonami)主席Jorge Riesco当日称,同意候任总统José Antonio Kast团队近期观点,未来一两年内智利铜产量可能增长10-20%,该预测系Kast团队与Sonami磋商后得出。

取消投资限制作为经济增长议程的一部分,有望释放数十亿美元矿山扩张资金,对产量产生显著影响。Sonami预计,继去年铜年产量下滑至540万吨后,今年产量预计将达到550-570万吨,且高铜价或刺激更多供应。当前全球 ..00万吨,将受供应收紧的全球市场欢迎。

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