<div id="readability-page-1">11:47 AM EDT, 04/28/2026 (MT Newswires) -- Copper equities fell 5.5% over the past week driven by a pullback in gold, a firming U.S. dollar, and a sharp oil rally, as markets digest the spillover effects of the war in Iran, RBC Capital Markets said Monday.Sulfuric acid availability remains in focus as China plans to halt acid exports in May to prioritize domestic fertilizer and battery production. Prices are reaching about $1,000 per tonne, threatening leaching operations that represent 20% of global copper output, while operations in the Democratic Republic of Congo rely primarily on Middle Eastern acid.Ivanhoe Mines ( IVPAF ) stands out as a clear beneficiary of this acid supply squeeze, with the newly commissioned Kamoa-Kakula smelter producing 1,200 tonnes per day of acid that could generate over $400 million in annual byproduct revenues at spot prices.Capstone Copper ( CSCCF ) and Lundin Mining ( LUNMF ) face potential cost headwinds from theirChilean leaching operations, although local supply chains and term contracts could provide insulation in the near term, RBC said.Price: 78.52, Change: -3.72, Percent Change: -4.52 MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited.</div>

艾芬豪

COPJ

根据 RBC 资本市场的报告，铜股在过去一周下跌了 5.5%，受到黄金价格下跌、美元走强和油价飙升的影响。中国计划暂停硫酸出口的情况进一步加剧了这一局面，这可能会影响全球铜的产量。艾芬豪预计将从这一供应紧缩中受益，而 Capstone Copper 和 Lundin Mining 在其智利业务中可能面临成本挑战。目前铜价为 78.52 美元，下跌了 4.52%

RBC 表示，铜股票较上周下跌 5.5%