Tarify zhoršia hroziaci globálny nedostatok medi

Odborníci vo všetkých oblastiach, od priemyselných analytikov až po bývalých baníckych manažérov, súhlasia s tým, že clá by primárne zvýšili ceny medi v USA, poškodili by výrobu a zhoršili globálnu krízu dodávok.

The global copper market will be coping with potential tariffs, particularly in the US, even as fundamental supply and demand dynamics point towards a significant shortage. This surge in imports, potentially breaking records, highlights the immediate impact of policy uncertainty.

Attempts to establish protectionist barriers through tariffs are deemed misguided, as domestic production cannot meet demand, and building new mines is a decades-long endeavor. Experts across the board, from industry analysts to former mining executives, agree that tariffs would primarily inflate US copper prices, harming manufacturing and exacerbating the global supply crunch.

This looming shortage is driven by a confluence of factors. Demand is projected to double by 2035, fueled by the burgeoning clean energy transition, electric vehicles, and advancements in AI.

Disrupting import flows could lead to unintended consequences, such as reduced refining in China and further tightening of global supplies.

In essence, the narrative around copper is shifting from potential trade disruptions to a fundamental scarcity. While tariffs represent an immediate concern and trigger market reactions, the long-term challenge lies in meeting the rapidly increasing global demand for this critical "mineral of electrification" amidst growing supply constraints. The world needs more copper, and policies that artificially inflate prices and hinder supply chains will only worsen the inevitable crunch.