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美国废铜市场正转向LME定价模式

2025-07-17 10:34:08 来源：北方有色网责任编辑：韩泽楷

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美国废铜市场参与者表示，正寻求将伦敦金属交易所（LME）而非COMEX铜合约作为计算折扣率的基准价格——这一举措在7月11日当周COMEX价格剧烈波动后获得支持。

“消费端正在转型或开始探讨如何切换，”一位废铜行业人士表示。“LME将被视为美国及全球范围内的国际基准价格。”

围绕此类转换的讨论已持续数月，背景是COMEX价格波动及COMEX与LME价格间处于历史高位的套利水平。随着美国于7月8日（周二）宣布对铜进口征收50%关税，相关讨论显著升温。

行业人士表示，多家冶炼厂已开始从使用COMEX价格计算转为使用LME价格，甚至直接拒绝使用COMEX定价，称“所有人都将转向基于LME的定价公式，这已成定局。”

Marex分析师Ed Meir在7月9日发布的一份报告中指出，“铜市场对美国宣布关税政策反应迅速而激烈。”

据央视新闻客户端报道，当地时间7月12日，美国总统特朗普在社交媒体平台“真实社交”上发布致墨西哥和欧盟的信件，宣布自2025年8月1日起，美国将对来自墨西哥和欧盟的输美产品征收30%的关税。

据回收材料协会（ReMA）国际贸易与全球事务副总裁Adam Schaffer称，符合《美墨加协定》（USMCA）标准的商品仍被认为可豁免。根据第232条款宣布的50%铜关税可能包括废铜。

尽管美国废铜供应的大部分用于出口，但铜价上涨的影响已对废铜折扣产生影响，尤其考虑到伦敦金属交易所（LME）与纽约商品交易所（COMEX）之间的套利水平处于历史高位。

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