SMM: Sektor Batang Katoda Tembaga Alami Pergeseran Inventaris, Perkirakan Kenaikan Tingkat Operasi 11% Bulan ke Bulan

US refined copper and copper alloy imports reached 225,094 mt in July, a record high, as traders continued to ship large volumes of copper ahead of potential US tariff hikes, according to official data released by the US Commerce Department on Thursday.The July imports reported by the Commerce Department were the highest monthly total since records began in 1990, up 78% MoM and 8% YoY, according to trade data monitoring agencies.The import surge comes as the market awaits clarity on proposed US import tariffs. The Commerce Department was originally due to submit an updated report on the copper market to President Donald Trump by June 30, but no announcement has been made since.

Penambang Afrika Selatan Sibanye-Stillwater mengumumkan bahwa dewannya telah menyetujui untuk memajukan proyek tembaga-emas Mt Lyell di Tasmania, Australia, dan proyek emas Burnstone di Afrika Selatan, karena harga logam yang lebih kuat telah memperbaiki posisi keuangannya. Perusahaan tambang yang berbasis di Johannesburg ini berencana menginvestasikan $7,5 juta dalam proyek Mt Lyell pada tahun 2026 untuk memulai kembali tambang bersejarah di dekat Queenstown, dengan proyek senilai $340 juta yang menargetkan produksi bijih pertama pada tahun 2029. Setelah mencapai produksi penuh, tambang ini diperkirakan akan menghasilkan hingga 26.000 ton tembaga, 16.000 ons emas, dan 116.000 ons perak setiap tahunnya.

A copper-zinc mine in northeastern Saskatchewan is about to achieve commercial production, and the Canadian federal government has designated it as a project of national significance.At a project update held in Saskatoon on Wednesday, Canadian miner Eldorado Gold said its Mcllvenna Bay underground mine produced copper concentrates in June and zinc concentrates in July, and plans to commence commercial production by the end of Q3 this year.