Manufacturers received the clarity of the US Tariff before Copper Cockpiles Dwindle

Global manufacturers are begging for clarity for Donald Trump’s tariff policy, as they decreased shareholders and more than 50 percent are applied to the fact that the time hit the existing contracts.

The US President promised to be higher tariff The level of compliance in the metal, steel and all imports of aluminum on August 1. However, it is unknown whether the funding will be applied to all copper products and a concern in the industry.

Competents of the deepening of companies nail Because they are with higher costs of Trump’s growing commercial war, the bride, the sale of construction equipment from the US cars and trucks, was struck by political unnecessary.

Analysts will be aware of the results of the requirements of prices and requirements permanently, because metal electric vehicles, chips and protection equipment, as well as home appliances and wires.

According to Morgan Stanley, in 2024, in 2024, the import of the metal, which accounted for about 53 percent of the demand for example.

John O’Leary, Daimler’s North American Boss, so far, they have been annoyed since they expected the clarity in tariff policy. This week, the group announced a 20 percent discount on the second quarterly truck sales in North America, because the procurement was stopped due to uncertainty.

“It is clear that there is no tariff, but if something happens, we can say what it is and we can continue with life and how it will act with life,” he said.

So far, O’Leary said that the company opposes the ratifications violent tariffs to increase prices for the long-term purchase deals on aluminum and steel.

“The contracts we protect us until this point, but of course, began to run out in time and then what happens again.”

Whether the white house applies to the details of the tariffs, including half-finished copper products such as wires and sticks, and not to include restrictions on the export of copper crumbs.

In addition to long-term contracts, a sieve On the expectations of higher tariffs to the United States this year. As a result, analysts say that the end users of the Misper’s enders are not possible to be shot completely until the exhaust of their warehouses.

“I would say that this is six to nine months in order to use this buffer built into the supplement, then when it can start seeing the full price of 50 percent of the tariff” Morgan Stanley.

Pre-procurement says American industrial companies have so far the metal healthy reserves have so far, “they will have to raise prices to replace higher copper expenses that can demand the collapse of the road,” he said.

Companies and investors are still hopeful that Trump leadership will solve for lower copper tariffs. Arbitration between US prices and elsewhere exploded only 28 percent, and 50 percent of the market did not believe that tariffs would enter into force.

“The best guess is that the implementation of the effects of 50 percent of the 50 percent of the tariff will be understood before feeling felt,” said Florida-based investment group alternative choices.

Barclays estimated that 50 percent can add up to $ 110 to $ 110 for a gasoline vehicle price and the electric car in metallic wires, engine and inverters can add up to $ 110 per 110.

However, it is likely to filter indirectly for carmakers, because often the suppliers who buy metal. Trump also promised to increase the importance of the automotive industry to the import of foreign vehicles, which will not be collected in metals.

Before earning analysts on Wednesday, Germany’s BMW, Bernstein, Germany’s BMW described the impact of higher copper tariffs as “insignificant.”

The United States Trade Group Aerospace Industrial Association has estimated that critical minerals can be transferred to a new supplier of critical minerals for the complex nature of aerospace and protection chains, aerospace and defense supply chains.

“We encourage access to these minerals with reliable sources of this mineral to prevent a price that will feel the most by our small and medium-sized suppliers in the near future,” he said.

It is not clear whether the medium term of copper prices will be trend. Analysts expect the global price in the London Metal Exchange to decrease after continuing the courses of the arbitral. If the prices remain high, users could pass aluminum as an aluminum, such as aluminum, which caused copper prices to reduce copper prices.

For some, copper tariffs offer an opportunity. Cable Maker Prysmian, the largest copper recipient outside China, said that the tariffs, this is the company’s positive.

Milan’s list of Milan has already made the majority of US products in the United States – Freeport McMoran and repeated scrap materials. He then makes wire and cable in its own facilities in the United States.

“We are very little exposed to import the rest of the country and the sector.”

However, copper prices directly based on customers, based on benchmark prices, he admitted that higher copper prices may require.

“In our situation, we passed with raw materials to customers. Thus, the true effect of the tariff is not on us, it is the latest customers. Raw material price trends affect demand behavior.”

Additional report by Sylvia Pfeifer in London, Tokyo and Martha Muir in New York Harry Dempsey