Las importaciones de Cobre chinas han alcanzado su límite – Commerzbank
By: fxstreet es|2025/05/13 19:15:08
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En abril, China importó un récord de 2,92 millones de toneladas de mineral de cobre y concentrado. En los últimos 12 meses, se importaron un total de 28,8 millones de toneladas, lo que también es un récord histórico. Las importaciones de cobre de China han cambiado significativamente en los últimos años, señala Volkmar Baur, analista de divisas de Commerzbank. Entre 2010 y 2024, las importaciones aumentan más del 300% "Mientras que en 2010 China importó alrededor de 1,5 veces más mineral de cobre y concentrado que cobre sin trabajar y productos de cobre, esta proporción ha aumentado ahora a más de cinco. Entre 2010 y 2024, las importaciones de mineral y concentrado aumentaron más del 300%, mientras que las importaciones de cobre sin trabajar y productos solo aumentaron un 30% en total durante el mismo período. En consecuencia, la producción nacional de productos de cobre aumentó significativamente durante este período, más que duplicándose." "Sin embargo, los niveles récord actuales de importaciones de mineral de cobre y concentrado no deben oscurecer el hecho de que el crecimiento de las importaciones ha disminuido significativamente en los últimos meses. Aunque abril mostró un aumento interanual del 24,6%, al examinar un período de 12 meses se revela que el impulso de las importaciones se ha enfriado, cayendo de alrededor del 9% de crecimiento en abril del año pasado al 2,4% hoy." "Sin embargo, esto puede deberse más a la oferta global de mineral de cobre que a la demanda de China. Según el US Geological Survey, la oferta aumentó solo un 1,8% el año pasado, y China importó alrededor del 65% de todo el mineral de cobre y concentrado global en 2023."
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