中国分析师：霍尔木兹危机冲击铜生产并推高成本
Hormuz crisis tarnishing copper production, raising costs, Chinese analysts say - South China Morning Post
中东局势导致硫磺流通受阻，已严重冲击全球湿法铜冶炼所需的硫酸供应。在刚果（金）、智利等核心产铜区有大量湿法冶炼项目的中资铜钴企业，将直接面临生产成本急升和潜在的停产风险。
中国五矿经济研究院周二发布报告称，中东冲突威胁全球20%铜产量，导致从非洲经中国到南美的供应链原材料流动中断且成本上升。报告指出，刚果（金）和智利作为湿法炼铜中心极易受硫磺供应影响，美以对伊战争扰乱了硫磺运输，致使硫酸这一铜浸出关键试剂的生产受阻，而湿法炼铜占全球铜供应的五分之一。
Conflict in the Middle East threatens 20 per cent of world copper production due to disrupted raw material flows and higher costs across a supply chain ranging from Africa through China to South America, a Chinese state-owned metals company’s research institute has warned.
As leading hubs for hydrometallurgical copper production, the Democratic Republic of Congo and Chile were highly exposed to the supply shock, the China Minmetals Economic Research Institute said in a report issued on Tuesday.
It said disruptions to sulphur shipments resulting from the US-Israeli war on Iran had crippled the production of sulphuric acid, a vital reagent for copper leaching operations.
Hydrometallurgical copper accounted for one-fifth of the world’s supply of the metal, the report said.
Given its role as a key industrial metal, copper is often viewed as a bellwether for the global economy. It is also the primary conductor in integrated circuits, making it essential for high-performance computing and energy-efficient devices.
The Strait of Hormuz, which Iran and the United States have blockaded, accounted for about 50 per cent of the global seaborne sulphur trade and its closure had pushed sulphuric acid prices up 55 per cent, Goldman Sachs said in a research note issued on April 21.
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