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川普下令對美國銅進口進行新的關稅調查

https://is.gd/b2sFdh

路透

作者：David Lawder和Andrea Shalal

2025 年 2 月 26 日上午 7:39

概要：
1.商務部長盧特尼克：“是時候讓銅回歸本土了”
2.政府再次以國家安全為由
3.川普顧問認為中國的目標是主導銅市場
4.川普關稅大招拖累股市與消費者信心






一位不願透露姓名的白宮官員向記者表示，任何潛在的關稅稅率都將由調查結果決定，並補
充說，川普更喜歡關稅而不是配額。

這是川普推翻數十年來企業對自由貿易的支持的最新舉措。









川普誓言放鬆企業監管以促進美國經濟成長。
瞄準中國

白宮貿易顧問彼得· 納瓦羅表示，調查將「按照川普時間」迅速完成。

納瓦羅表示，中國正在利用國家補貼和過剩產能來破壞競爭，並控制全球銅生產，就像現在
中國主導鋼鐵和鋁生產一樣。

儘管如此，根據美國人口普查局的數據，受美國新銅關稅影響最大的國家將是智利、加拿大
和墨西哥，這三個國家是 2024 年精煉銅、銅合金和銅製品的最大供應國。

https://i.imgur.com/YIDSPK9.png
美國銅進口的主要來源



他說：“美國工業依賴銅，所以銅應該在美國生產，沒有豁免，沒有例外。” “現在是銅
回家的時候了。”





該官員表示，由於對太陽能技術和全球電氣化的需求增加，能源部將銅視為中期關鍵材料，
並指出銅是美國武器平台中第二廣泛使用的材料。
需要更多產能

該官員表示，基於目前對電動車和高耗電人工智慧應用的需求，未來美國將出現銅短缺，除


在周二的簽署儀式上，盧特尼克還表示，川普政府將追究那些對谷歌、蘋果和亞馬遜等美國

科技公司徵收數位服務稅的國家的責任。川普週五命令美國貿易代表辦公室重啟對這些稅收
的關稅調查。

盧特尼克說：“朋友和敵人都一直把美國科技公司當成我們的公司是他們的存錢罐。” “
這一切現在就要結束了。我的目標是創造公平的競爭環境，終止這些襲擊。”

原文：
Summary：
1.Commerce chief Lutnick: "Time for copper to come home"
2.Administration again cites national security grounds
3.Trump advisers think China aims to dominate copper market
4.Trump tariff blitz weighs on stocks, consumer confidence


WASHINGTON, Feb 25 (Reuters) - President Donald Trump opened yet another front o
n Tuesday in his assault on global trade norms, ordering a probe into potential
new tariffs on copper imports to rebuild U.S. production of a metal critical to
electric vehicles, military hardware, the power grid and many consumer goods.
Trump, looking to thwart what his advisers see as a move by China to dominate th
e global copper market, signed an order at the White House directing Commerce Se
cretary Howard Lutnick to start a national security probe under Section 232 of t
he Trade Expansion Act of 1962. That is the same law Trump used in his first ter
m to impose 25% global tariffs on steel and aluminum.

A White House official, briefing reporters on condition of anonymity, said any p
otential tariff rate would be determined by the investigation, adding that Trump
 preferred tariffs over quotas.
The move is the latest by Trump to upend decades of business support for free tr
ade that he railed against as both candidate and president for hollowing out the
 U.S. industrial base, an upheaval now aimed at long-time U.S. allies like Canad
a and Mexico as well geopolitical adversaries like China.

He has issued a cascade of tariff orders since taking up residency in the White
House for a second term last month. While only a new 10% levy on all imports fro
m China is in place, 25%duties on goods from Canada and Mexico are set to take e
ffect next week and others aimed at steel, aluminum and motor vehicles will foll
ow shortly afterward or are in fast-track development.
Trump's blitz has begun to take a toll on consumer confidence, which had initial
ly surged following his election victory in November over former President Joe B
iden as Trump promised to bring down living costs. Earlier on Tuesday the Confer
ence Board reported the largest drop in consumer confidence in three-and-a-half
years, with households expecting a resurgence in inflation.

Ahead of the copper announcement, stocks fell on Wall Street for a fourth straig
ht day, a drop pinned on growing uncertainty about Trump policies on trade in pa
rticular.
But there were pockets of upside among perceived winners: Shares of the world's
largest copper producer, Phoenix-based Freeport-McMoran (FCX.N), opens new tab s
hot up 5% in after-hours trading. The company, which produced 1.26 billions of c
opper in the U.S. last year, did not immediately respond to a request for commen
t.

London-based Antofagasta (ANTO.L), opens new tab declined to comment on Trump's
action. The company is trying to develop the $1.7 billion Twin Metals copper and
 nickel mine in Minnesota, but saw its mineral rights blocked under former presi
dent Biden's administration over water pollution concerns.
Trump has vowed to ease regulations on businesses to boost U.S. economic growth.
TARGETING CHINA

White House trade adviser Peter Navarro said the investigation would be complete
d quickly, "in Trump time."

Navarro said China was using state subsidies and excess capacity to undermine co
mpetition and gain control over global copper production, in much the same way i
t now dominates steel and aluminum production.
That said, the countries set to be most affected by any new U.S. copper tariffs
would be Chile, Canada and Mexico, which were the top suppliers of refined coppe
r, copper alloys and copper articles in 2024, according to U.S. Census Bureau da
ta.

"Like our steel and aluminum industries, our great American copper industry has
been decimated by global actors attacking our domestic production," Lutnick said
 during the White House signing session, vowing to end unfair trade practices th
at have put Americans out of work.
"American industries depend on copper, and it should be made in America, no exem
ptions, no exceptions," he said. "It's time for copper to come home."
A White House fact sheet said the investigation would assess the national securi
ty risks from growing U.S. dependence on imported copper "in all its forms," cit
ing data showing the U.S. depended on imports for 45% of its copper consumption
last year, up sharply from the early 1990s.
The White House official said the investigation, which also includes the U.S. Tr
ade Representative's office, would look at imports of raw mined copper, copper c
oncentrates, copper alloy, scrap copper and derivative products made from the me
tal. The official declined to identify any specific derivatives, saying that wou
ld prejudge the investigation.
The official said the Department of Energy recognized copper as a critical mater
ial in the medium term due to increased demand for solar energy technologies and
 global electrification, noting that it was the second most widely used material
 in U.S. weapons platforms.
MORE CAPACITY NEEDED

The official said based on current demand for electric vehicles and power-hungry
 artificial intelligence applications, there will be a U.S. copper shortage in t
he future, and the United States cannot develop adequate copper smelting and ref
ining capacity unless there is a reasonable certainty of long-lasting trade prot
ection for the sector.
During Tuesday's signing, Lutnick also said the Trump administration would hold
countries accountable for imposing digital services taxes on U.S. technology fir
ms including Google, Apple and Amazon. Trump on Friday ordered USTR to revive ta
riff investigations into these taxes.
"Both friend and foe have been treating American tech companies, partially, as i
f our companies are their piggy bank," Lutnick said. "This will now end. It is m
y objective to level the playing field and end these attacks."


心得評論：
川普最新關稅戰又來了，繼
4月（25%）：「汽車、半導體、晶片、藥品、藥物、木材」
3月12日（25%）：「鋼鋁關稅全無豁免、涵蓋下游成品」
3月4號（25%）：「加拿大、墨西哥」
之後，最新出爐的是銅關稅研究中

Make America Inflation Again

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※ 作者: cosmite 2025-02-26 14:12:10
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