Chilean Copper Commission tau nce nws qhov kev kwv yees rau tus nqi tooj liab hauv 2026.

London, Lub Yim Hli 12th (Argus) - Chilean Copper Commission (Cochilco) tau nce nws qhov kev kwv yees rau tus nqi tooj liab nruab nrab xyoo 2026 los ntawm yav dhau los $ 5.55 ib phaus rau $ 5.95 toj ib phaus (13,117 US las ib tonne), hais txog qhov txuas ntxiv thoob ntiaj teb kev txwv thiab kev xav tau muaj zog. Nyob rau tib lub sijhawm, nws tau txo nws qhov kev cia siab rau Chile cov khoom siv tooj liab. Lub koom haum tswj hwm nws qhov kev kwv yees rau 2027 tus nqi tooj liab ntawm $ 5.10 ib phaus. Cochilco kwv yees tias lub ntiaj teb tooj liab mine ntau lawm yuav ncav cuag 23.5 lab tons hauv 2026, nce tsuas yog 0.2% xyoo-rau- xyoo, vim tias muaj peev xwm tshiab tawm tsam los cuam tshuam kev ua haujlwm cuam tshuam, txo qis ore qib, thiab qeeb hauv qhov project ramp- nce. Cochilco hais tias kev rov qab qeeb qeeb ntawm Freeport-McMoRan's Grasberg tooj liab mine hauv Indonesia, cov teeb meem ntsib los ntawm Ivanhoe Mines 'Kamoa-Kakula project hauv Democratic Republic of Congo, thiab kev poob qis hauv kev tsim khoom ntawm mines xws li Codelco, Escondida, thiab Spence yuav tsum muaj kev txwv ntxiv. Qhov kev hloov pauv kev kwv yees no los ntawm lub sijhawm thaum cov khoom siv hauv ntau theem ntawm kev lag luam tooj liab yog nruj. Vim muaj kev sib tw ntawm cov smelters rau kev txwv cov tooj liab concentrates, tooj liab concentrate ua nqi (TC) tseem nyob rau hauv ib qho kev sib sib zog nqus tsis zoo; Lub sijhawm no, ntau cov tooj liab ua kom zoo nkauj ntws mus rau hauv cov tsev khaws khoom sab nraud Tebchaws Meskas kuj tau ua rau muaj kev nruj ntawm cov khoom siv tooj liab hauv cov cheeb tsam sab nraud Tebchaws Meskas. Kev txhawb nqa los ntawm kev poob qis hauv cov khoom lag luam sib pauv thiab cov kev txhawj xeeb nce ntxiv hauv kev ua lag luam txog kev khawb thiab ua kom zoo tooj liab ntau lawm, LME peb -hli tooj liab tsis ntev los no tseem nyob siab dua $ 14,000 ib tonne. Cochilco kwv yees tias kev thov tooj liab thoob ntiaj teb yuav nce 1.9% hauv 2026 txog 2.78 lab tons, nrog rau Tuam Tshoj kev noj khoom haus nce 2.7% mus rau 160 lab tons, suav txog 57.6% ntawm tag nrho cov kev xav tau thoob ntiaj teb. Kev thov tooj liab thoob ntiaj teb xav tias yuav nce ntxiv los ntawm 2.1% hauv 2027 txog 2.845 lab tons. Txawm li cas los xij, raws li qhov kev thov rau lub tsheb hluav taws xob nkag mus rau theem paub tab thiab ntau cov khoom siv tooj liab nkag mus rau hauv kev ua lag luam, kev loj hlob ntawm Tuam Tshoj tus tooj liab noj yuav tsum tau qeeb mus rau 1.4%. Cochilco kwv yees tias lub ntiaj teb refined tooj liab ua lag luam yuav muaj 22.5-tonne tshaj tawm hauv 2026, sib npaug rau 0.8% ntawm kev siv thoob ntiaj teb. Tab sis lub tuam txhab tau taw qhia tias qhov no tsis tau txhais hais tias muaj cov khoom lag luam loj tshaj plaws hauv kev ua lag luam, vim tias cov khoom muag feem ntau yog nyob hauv Tebchaws Meskas, thiab cov chaw muag khoom hauv lwm cheeb tsam tseem nruj. Qhov seem ntawm refined tooj liab yuav tsum nqaim mus rau 17.9 tonnes hauv 2027, suav txog 0.6% ntawm kev siv thoob ntiaj teb. Chile qhov kev kwv yees ntau lawm tooj liab tau qis dua. Cochilco kwv yees tias Chile cov tooj liab ntau lawm hauv 2026 yuav poob los ntawm 2.6% xyoo-rau- xyoo rau 5.27 lab tons, vim qhov tsis muaj zog ntawm ntau lub mines loj hauv lub tebchaws hauv thawj ib nrab xyoo no. Nyob rau hauv thawj ib nrab ntawm lub xyoo no, Chile cov tooj liab ntau lawm poob los ntawm 6.6%, txawm hais tias nws nce los ntawm 5.2% nyob rau hauv Lub rau hli ntuj. Qhov kev nce no feem ntau yog vim Escondida mine nyob rau hauv BHP, raws li lub hauv paus rau lub xyoo dhau los kuj tsis tshua muaj, thiab nws cov khoom tsim nyob rau hauv Lub Rau Hli tau nce 46% piv rau xyoo dhau los. Cochilco kwv yees tias Chile cov tooj liab tsim nyob rau hauv ib nrab ntawm 2026 yuav ib nrab rov qab los, txhawb nqa los ntawm cov khoom xws li txhim kho kev tsim khoom ntawm Codelco's El Teniente mine thiab lwm yam mines, nrog rau kev nce qib ntawm Rajo Inca project. Tsis tas li ntawd, kev ua haujlwm ruaj khov ntawm Quebrada Blanca mine nyob rau hauv Teck Resources thiab rov qab mus rau qhov qub ntawm Mantoverde mine hauv Capstone Copper yuav muab kev txhawb nqa rau kev tsim khoom. Kev txhim kho hauv ore tej yam kev mob thiab kev nce hauv cov peev txheej dej kuj tseem muaj txiaj ntsig rau Collahuasi mine kom nce ntau lawm. Nyob rau hauv 2027, Chile cov tooj liab ntau lawm yuav tsum rov qab los ntawm 5.2% mus rau 5.55 lab tons, feem ntau tau txais txiaj ntsig los ntawm kev sib piv qis hauv xyoo 2026 thiab kev tsim cov mines ntau ntxiv xws li Codelco, Quebrada Blanca, Escondida, Collahuasi, Los Pelambres thiab Mantoverde. Ntawm lawv, txoj haujlwm Rajo Inca xav tias yuav dhau los ua qhov tseem ceeb hauv kev tsav tsheb txhim kho ntawm Codelco cov khoom lag luam. Cov kev kwv yees no tau hais qhia tias txawm tias tus nqi tooj liab yog nyob rau hauv keeb kwm siab, kev tso tawm ntawm cov khoom siv tooj liab tshiab tseem ntsib cov teeb meem tseem ceeb. Kev cuam tshuam ntawm kev ua haujlwm, txo qis ore qib, thiab qhov project ramp-up speeds qis tshaj qhov xav tau txuas ntxiv txwv lub peev xwm ntawm cov neeg tsim khoom los teb sai sai rau qhov kev thov muaj zog.