Aurubis와 Prysmian, 사상 최대 규모의 장기 동선 공급 계약 체결

BHP and Amazon have launched an industry-first Environmental Attribute Certificate (EAC) pilot for copper, using copper concentrate and SX-EW cathode produced at Chile's Escondida mine. The mechanism separates verified lower-emissions attributes from the physical copper itself: producers can create EACs associated with qualifying production, while downstream users can purchase and retire the certificates against emissions associated with copper in their own supply chains. The model addresses a key traceability challenge as physical copper moves through smelting, refining, fabrication and manufacturing before reaching the final user. Amazon can retire the certificates against copper used in its power, cooling and computing infrastructure, including AI-related circuit boards, interconnects and cold plates. The pilot will now test eligibility rules, verification, registry infrastructure and safeguards against double counting. If adopted more broadly, the framework could eventually create a separately tradable environmental value for lower-emissions copper, potentially influencing future copper procurement and offtake structures alongside conventional metal pricing and premiums.

SMM 모닝 미팅 요약: LME 구리: 시가 $14,668.5/mt, 고가 $14,691.5/mt, 저가 $14,568.5/mt, 종가 $14,632/mt로 0.1% 하락했다. 거래량은 10,000랏, 미결제약정은 262,000랏으로 전 거래일 대비 419랏 증가해 약세 포지셔닝을 나타냈다. 가장 활발하게 거래된 SHFE 구리 2610 계약: 추석 연휴로 휴장했다.