Mercado latino-americano de AC enfrenta pressão de curto prazo, mas promessa de longo prazo em meio à recuperação econômica

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.

Minutos da Reunião Matinal da SMM: Na madrugada, o cobre LME abriu a US$13.256,5/t, caiu para US$13.240/t no início da sessão, depois subiu gradualmente para tocar a máxima de US$13.398/t, antes de seu centro de preço recuar gradualmente e fechar, por fim, a US$13.285,5/t, queda de 0,34%. O volume de negociação atingiu 14.800 lotes e as posições em aberto ficaram em 250.000 lotes, um aumento de 8.743 lotes em relação ao dia útil anterior, indicando que os vendidos adicionaram posições. Na madrugada, o contrato mais negociado do cobre SHFE 2608 abriu a 102.470 yuan/t, subiu gradualmente no início para testar 102.960 yuan/t, depois seu centro de preço recuou e passou a operar de lado, atingindo a mínima de 102.280 yuan/t próximo ao fim da sessão, antes de fechar a 102.410 yuan/t, alta de 0,12%. O volume de negociação alcançou 34.800 lotes e as posições em aberto somaram 152.000 lotes, recuo de 3.155 lotes ante o dia útil anterior, refletindo redução nas posições vendidas.