라틴 아메리카 AC 시장, 경제 회복 속 단기적 압박에 직면하지만 장기적 전망은 밝다.

Peru declared a 60-day state of emergency across 796 districts on July 2 due to the ongoing El Niño phenomenon and the heightened risk of heavy rainfall and major natural disasters. According to SMM's market survey, the production and operations of Peru's major copper mines remain largely unaffected, with mining activities continuing as normal. However, logistics activities—including ore transportation, the delivery of production supplies, worker commuting and vessel schedules—may experience some disruptions. Mines that primarily rely on rail transportation are expected to face relatively limited impacts. Based on feedback from local industry sources, large-scale operations such as Antamina and Quellaveco, which utilize rail transport, are expected to experience relatively limited logistics pressure.

Peru has declared a 60-day state of emergency across 796 districts in several regions, including Ancash, Arequipa and Piura, due to the ongoing El Niño phenomenon and the heightened risk of heavy rainfall and natural disasters. During the emergency period, the government will implement disaster prevention, emergency response and recovery measures. Market participants believe that if severe weather disrupts transportation networks, ports or mining-related infrastructure, copper mine logistics and concentrate shipments could face temporary disruptions. Further developments and potential impacts on mining operations will continue to be closely monitored.

SMM 모닝 미팅 요약: 간밤 LME 구리는 $13,256.5/mt에 개장, 장 초반 $13,240/mt까지 하락 후 점차 상승해 $13,398/mt의 고점을 기록했으나 이후 가격 중심이 낮아지며 최종 $13,285.5/mt로 마감, 0.34% 하락했다. 거래량은 14,800 로트, 미결제약정은 250,000 로트로 전 거래일 대비 8,743 로트 증가해 매도 포지션 증가를 나타냈다. 간밤 SHFE 구리 2608 주력 계약은 102,470 위안/mt에 개장, 장 초반 상승해 102,960 위안/mt를 테스트한 후 가격 중심이 하락하며 횡보, 장 막판 102,280 위안/mt의 저점을 터치한 후 최종 102,410 위안/mt로 마감, 0.12% 상승했다. 거래량은 34,800 로트, 미결제약정은 152,000 로트로 전 거래일 대비 3,155 로트 감소, 매도 포지션 감소를 반영했다.