Copper — 供应链风险与 CRMA 合规

Copper backs electrification — from HV cables to traction windings. Chile supplies most mine output; Cochilco forecasts and Atacama strikes often hit LME and COMEX with a four-to-eight-week lag. CRMA and LkSG require documented chain risks even for base metals. Terminal-market volatility, port delays and FX swings in South America keep copper scores elevated. Teams without early warning react only when contracts must be renegotiated.

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