节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：7/10
亿万富翁、艾芬豪矿业创始人罗伯特·弗里德兰发出最新警告，日益加剧的地缘紧张局势正致使“国际秩序瓦解”，这将对全球供应链产生深远影响。
弗里德兰接受采访时称，“我们正目睹国际秩序崩溃” 。贸易紧张使得矿业公司获取所需设备愈发困难且成本更高，进而导致项目延期。他还提到，“这些紧张关系正让全球经济‘巴尔干化’，铜行业对此深有体会”，不管订购何物，交付期都在延长，同时新矿建设成本也不断攀升。“巴尔干化”是地缘政治学术语，指国家、地区等分裂成多个相互敌对或不稳定单元，致统一体碎片化并可能引发冲突动荡。
弗里德兰补充，“全球出现极为严重的紧张局势，这是我从未见过的”。自特朗普重返白宫，铜、铝等产品成为美国新进口关税目标，加之近期供应中断消息不断，铜价大幅上涨。上周..
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