Projeto Car2Car da BMW eleva o potencial de recuperação de cobre de alta qualidade de veículos em fim de vida útil para 68%

Minsur is advancing the Sumac Wayra greenfield copper-molybdenum exploration project in Ihuarí, Huaral province, in Peru’s Lima region. According to Peru’s Ministry of Energy and Mines, the project involves an estimated investment of around $7 million and is located at elevations of 1,600–3,000 metres. Copper is the main exploration target, with molybdenum as an associated mineral. The plan includes 109 drill holes across 28 drilling platforms, along with the reuse of nine existing platforms and auxiliary facilities. Minsur had previously planned around 15,000 metres of drilling at Sumac Wayra. The project remains at an early exploration stage, with work aimed at defining the characteristics and scale of potential mineralisation. It has no direct near-term impact on copper supply.

Minera Escondida has submitted a “Proyecto Fehaciente” request to Chile’s National Electric Coordinator for the NEHVTI project, which would connect new electrical infrastructure to the 1×220 kV Zaldívar–Escondida transmission line, around 2.7 km from the existing Escondida substation. The project includes the construction of the Nueva Escondida substation and associated 220 kV and 69 kV transmission works. The project is designed to maintain power supply capacity for Escondida’s operations in the event that the current Escondida substation is taken out of service, a move linked to the dismantling of the Los Colorados concentrator. According to the company’s schedule, the first stage is expected to connect to the 220 kV system in June 2029, while the second stage, involving 69 kV network modifications and reconfiguration, is planned for August 2029. The project does not directly affect near-term copper output but supports Escondida’s longer-term operational continuity.

No dia 19 de agosto, o preço do contrato 2609 de cátodo de cobre da SHFE recuou em relação ao dia anterior, negociando principalmente na faixa de 106.650 yuan/t a 106.900 yuan/t durante a sessão. Com a queda do centro dos preços do cobre, o sentimento de compra dos usuários finais melhorou. Segundo a SMM, o desempenho recente dos pedidos de algumas empresas a jusante melhorou significativamente em relação à semana anterior, e a disposição para adquirir cátodo de cobre se fortaleceu. No entanto, algumas cargas com warrant que não foram casadas para entrega começaram a fluir para o mercado à vista, exercendo certa pressão de baixa sobre os prêmios à vista. Enquanto a demanda melhorava, a oferta de cargas circulantes no mercado à vista aumentou, as contrapropostas dos compradores a jusante foram notáveis e os prêmios ficaram sob alguma pressão.