about 銅關稅 - 轉帖

Tariffs raise the cost of imported copper, tightening domestic supply.

That can push copper prices up, especially in the U.S. market.
Investors may respond by buying copper futures, mining stocks, or ETFs (like COPX, PICK, or SCCO).

Long-term: Unclear.

If the U.S. can’t ramp up production fast enough, prices might keep rising.

But if demand drops due to higher prices or slower manufacturing, the surge might flatten or reverse.

???? Who benefits if copper prices rise?
Mining companies (e.g., Freeport-McMoRan, Southern Copper, Rio Tinto)
Copper ETFs
Investors holding copper futures or physical copper
Possibly companies in recycling, as scrap copper becomes more valuable

???? Caution: It’s not risk-free.
If the global economy slows, copper demand falls—even with tariffs.

If the tariff is temporary or gets challenged, the price bump could vanish.

High copper prices may lead to substitution with aluminum or other materials.