米国の倉庫が65万2,000トンを抱え込む一方、LME在庫は3カ月ぶりの低水準に落ち込む
Chile's wholly state-owned copper company, Codelco is the world's largest single copper producer, supplying roughly 6% of global mine output and funding the Chilean treasury through statutory profit transfers.
詳細ファイル ›商務省は月末までに精製銅についてトランプ大統領に報告義務がある。推奨される15%から30%の関税は、チリ、DRC、ザンビアからの金属の流れを変える可能性がある
オーストラリアのBHPは世界時価総額上位3社に入る多角的鉱山会社であり、銅の生産量では世界第2位。重要鉱物の供給において重要な役割を果たしている
Chile holds the world's largest lithium reserves in the Atacama Desert; its 2023 state-majority nationalization model, pairing Codelco with SQM, defines the global critical-minerals sovereignty debate.
The most-used industrial metal after steel, copper underpins every electric grid, EV, and clean-energy system, making Chile, the DRC, and Peru the indispensable suppliers to a decarbonising world.
Producers and processors: the fifteen miners and refiners who set the critical minerals supply floor
From Chilean brine fields to Congolese copper pits, fifteen companies mine and refine the lithium, copper and cobalt the energy transition depends on.
The US company, headquartered in Phoenix, Arizona, that mines more copper than any other publicly traded firm, making it a swing factor in global critical-minerals supply.
The pyrometallurgical step that turns mineral concentrate into tradeable metal, smelting is where mining nations contest China's 51% share of global copper smelting to capture processing margin.
Chile's dominant lithium brine producer and the world's second-largest, SQM operates the Salar de Atacama under a 2023 state JV transferring control to Codelco by 2031.