节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：7/10
印尼自由港公司首席执行官托尼·韦纳斯表示，旗下格拉斯伯格铜矿当前产能已恢复至50%，预计今年下半年提升至65%，2027年底前有望全面投产。该矿此前因2022年9月泥石流事故停产，目前除事故点格拉斯伯格块状崩落区刚恢复开采外，其他矿区已正常作业。
产量目标方面，2026年计划产铜8亿磅（约36.3万吨ϼ..00万盎司。由于事故后矿石含水量偏高，公司正改造溜槽并新建基础设施以防范意外。
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