최종 수요는 아직 개선되지 않고 있으나, 공급 부족과 가격 유지로 북중국 현물 구리 할인폭이 상승 [SMM North China Copper Spot]

Can Peru’s new government improve copper project execution? Fujimori’s government plan does not seek to redesign Peru’s mining regime, but rather to strengthen execution tools, including permitting, infrastructure, reinvestment incentives and revenue distribution. However, unless key constraints around communities, permitting, infrastructure and mature-mine depletion are materially addressed, Peru’s copper supply is unlikely to increase significantly in the short term.