近期,全球铜矿仿佛陷入了“水逆期”。智利矿难致人伤亡,印尼格拉斯伯格矿宣布不可抗力,秘鲁铜矿受困于抗议活动,刚果金矿企因资金链断裂濒临停产……一系列突发事件不仅推高了铜价,更暴露了一个残酷的真相:全球铜矿供应体系已然脆弱不堪。表面上看,这些事件是孤立的“黑天鹅”。但深入剖析,它们共同指向一个结构性危机:全球主力铜矿正在集体“变老”,而易于开采的优质资源正逐渐耗尽。01 矿难频发:偶然背后的必然矿难...
Source Link近期,全球铜矿仿佛陷入了“水逆期”。智利矿难致人伤亡,印尼格拉斯伯格矿宣布不可抗力,秘鲁铜矿受困于抗议活动,刚果金矿企因资金链断裂濒临停产……一系列突发事件不仅推高了铜价,更暴露了一个残酷的真相:全球铜矿供应体系已然脆弱不堪。表面上看,这些事件是孤立的“黑天鹅”。但深入剖析,它们共同指向一个结构性危机:全球主力铜矿正在集体“变老”,而易于开采的优质资源正逐渐耗尽。01 矿难频发:偶然背后的必然矿难...
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