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8月25日（周一），印度社会与经济进步中心（CSEP）发布最新报告。报告显示，因国内生产难以匹配能源转型、基础设施扩张及工业增长带来的需求增长，印度面临严重铜短缺风险。
报告指出，到2050年，全球铜需求预计达5000万吨，印度进口依赖度可能加深，除非提升国内生产与再回收能力。
能源转型致需求增加
铜是印度绿色转型关键要素，为电网、电动汽车、建筑及先进制造业供能。《铜业报告：应对供需缺口》预测，到2030财年，传统行业国内需求将达324万吨，仅能源转型领域需求就达27.4万吨。虽印度储量巨大，但因勘探成功率低、技术落后及私营部门参与有限，仍是净进口国。Tuticorin冶炼厂关闭，致阴极铜产量减少40%，进口依赖加剧。
全球供应链存脆弱性
从全球看，铜供应链高度集中，中国掌控超44%加工能力。..印尼计划禁止铜精矿出口为例，凸显供应侧风险。
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