<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

根據 RBC 資本市場的報告，銅股在過去一週下跌了 5.5%，受到黃金價格下跌、美元走強和油價飆升的影響。中國計劃暫停硫酸出口的情況進一步加劇了這一局面，這可能會影響全球銅的產量。艾芬豪預計將從這一供應緊縮中受益，而 Capstone Copper 和 Lundin Mining 在其智利業務中可能面臨成本挑戰。目前銅價為 78.52 美元，下跌了 4.52%

RBC 表示，銅股票較上週下跌 5.5%