中国计划增加钴、铜、镍和锂等关键工业金属的战略储备,以加强能源转型需求和地缘政治紧张局势下的供应弹性。彭博新闻社称,在国家发展和改革委员会(NDRC)发出加快库存工作的信号后,国家食品和战略储备管理局已对一些金属进行了价格询价和投标。政府对购买的时间和规模保持谨慎。最近的供应限制和贸易不确定性推高了金属价格,伦敦的铜价格达到每吨1万美元,刚果民主共和国的出口禁令导致钴价格飙升。与此同时,据报道,北京正在增加粮食、石油和化肥等基本商品的储存设施,同时使供应商多样化,以减轻贸易中断的风险,包括美国关税造成的风险。
China plans to increase its strategic reserves of key industrial metals, including cobalt, copper, nickel, and lithium, to strengthen supply resilience amid growing energy-transition demand and geopolitical tensions. The National Food and Strategic Reserves Administration has made price inquiries and bids for some metals, following signals from the National Development & Reform Commission (NDRC) to accelerate stockpiling efforts, Bloomberg News said. The government remains discreet about the timing and scale of purchases. Recent supply constraints and trade uncertainties have pushed metal prices higher, with copper reaching $10,000 per ton in London and cobalt surging due to an export ban in the Democratic Republic of Congo. Meanwhile, Beijing reportedly is adding storage facilities for essential commodities like grain, oil, and fertilizers while diversifying suppliers to mitigate risks from trade disruptions, including those caused by U.S. tariffs.