刚果民主共和国于8月6日重新实施铜和钴精矿出口禁令，阻止未加工原矿离境；TRT非洲将此举评价为刚果努力在国内获取更大采矿价值的重大升级

美国仓库囤积65.2万吨，LME库存跌至三个月低位

商务部须在月底前就精炼铜问题向特朗普汇报；建议的15%进而30%关税将使金属流向偏离智利、刚果民主共和国和赞比亚

必和必拓是全球市值最大的三家矿业公司之一，也是全球第二大铜生产商，在关键矿产供应链中举足轻重

China's CMOC Group supplies roughly one-third of global cobalt from its DRC mines, making it the dominant actor in battery-metal supply chains and a flashpoint in US-China resource competition.

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.

This beat tracks copper, aluminium, zinc and tin, whose mine disruptions and trade policy shifts signal the pace and cost of global electrification.

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.

Switzerland-based Glencore, one of the world's largest commodity traders and miners, dominates global cobalt supply and is central to Western strategies to secure critical minerals from the DRC.

Russia's largest mining company and the world's dominant palladium producer, whose Arctic ore bodies and sanctions exposure make it a structural variable in global critical-mineral supply chains.

UK-Australian mining group dual-listed in London and Sydney; the world's second-largest miner, dominant in Pilbara iron ore and a fast-expanding force in copper and lithium.

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.

Brazil's Vale S.A. is the world's largest iron ore producer and a top-three nickel miner, central to critical-mineral supply chains and defined by two lethal dam collapses.

China's largest gold and copper miner, a Fujian-based state-adjacent conglomerate operating in 12-plus countries, central to Chinese control of global critical-mineral supply chains.

SGS于6月19日提交政府委托审计报告；巴拿马预计将在6月截止日期后就矿山全面重启作出裁决，自2023年以来每年33万吨的全球供应量仍处于停产状态

刚果（金）将洛阳钼业2026年钴出口配额设为3.12万吨，而2025年产量达11.75万吨；6月1日停工加剧铜产量风险，洛阳钼业维持全年76万至82万吨铜产量指引

2025年9月矿石溜井的泥浆涌出使块状崩落矿山进入不可抗力状态；自由港将全年铜产量修正为31亿磅、黄金为65万盎司；摩根士丹利因复产不确定性下调评级

Vale Base Metals在推进与Glencore在萨德伯里盆地的合资项目之际，报告第一季度铜产量创纪录、镍产量接近纪录；随着Vale寻求将基础金属与铁矿石进行战略分离，2026年计划投入54亿至57亿美元资本支出

冶炼厂于2025年12月首次出炉，按年产50万吨设计产能的60%运行；一季度阳极产量为71,417吨；日产1,350吨硫酸支撑当地化肥计划；科德尔科与嘉能可正研究一座2032年投产、年产150万吨的智利冶炼厂

必和必拓2026财年上半年铜产量因埃斯孔迪达处理量提升与奥林匹克坝冶炼恢复创下公司纪录，必和必拓签署法拉第铜业30%股权意向书，并于2026年4月化解与中国CMRG的精矿定价争端

Mutanda与KCC股权转让使华盛顿间接掌控刚果（金）两座最大矿山之一；针对力拓这桩巨型合并的六个月收购委员会冷静期将于2026年8月到期

2026年1月26日宣布的Allied Gold交易，为紫金矿业增添了科特迪瓦、马里和埃塞俄比亚的非洲金矿资产；位于冈底斯成矿带的巨龙二期使西藏铜产能增至三倍，是全球海拔最高的大型铜矿

安托法加斯塔与中国冶炼厂将2026年年度TC/RC定为0美元/吨；现货费用转为负值，低至-70美元/吨，迫使中国头部冶炼厂减产10%