美国正在“吸走”全球的铜?铜,新时代的“石油”

波士财经
Dec 06, 2025

贸易商们发现,世界各地的铜正悄悄改变流向,一场围绕这种“新石油”的资源争夺战已在关税与库存的数字游戏中悄然打响。12月初,摩科瑞公司从伦敦金属交易所的亚洲仓库一次性提走了超过4万吨铜。这批价值4.6亿美元的金属很快改变了目的地——美国。与此同时,纽约商品交易所的铜库存已突破40万吨,占据全球三大交易所总库存的62%。而在太平洋的另一端,伦敦金属交易所的可用库存却在持续下降。资源迁移全球铜库存版图...

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