节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：4/10
近期，铜市场因印尼Grasberg铜矿遭遇不可抗力而备受关注。昨日夜盘，铜价呈现高开高走态势，增仓约5万手，价格逼近83000一线。早在9月8日，Grasberg矿难已发生，而昨日该矿山宣布不可抗力，并下调明年产量目标。
Grasberg铜矿自2021年爬产放量后，地位显著提升，成为全球产量前五、印尼最大的铜矿，年产矿产铜约70万吨，原计划2026年产量达77万吨 。此次事件若按公告影响，预计产量减少26万吨左右。
从供需层面分析，今明两年铜矿产量增速预期下调。此前预计增速约3%，现可能 ..
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