미국 창고에 65만 2,000톤이 쌓이는 반면 LME 재고는 3개월 만에 최저치로 떨어지다
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.
전체 파일 ›상무부는 월말까지 정제 구리에 대해 트럼프에게 보고해야 한다. 권고된 15% 후 30% 관세는 칠레, 콩고민주공화국, 잠비아로부터의 금속 흐름을 재편할 것이다
호주의 BHP는 시가총액 기준 세계 3대 광산 기업 중 하나이자 세계 2위 구리 생산업체로, 핵심 광물 공급에 있어 중추적인 역할을 한다
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.