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力拓(RIO.US)Q3铜产量增长10% 核心矿场创纪录 以市场满足需求上升
智通财经网· 2025-10-14 02:17
在力拓的其他商品中,铝土矿的产量增长了 9%,而铝的产量则增长了 6%。 在 8 月份接任这一职务后,Trott采取了其首个重大举措,即对公司的领导架构进行了调整,撤销了澳大 利亚分公司和矿产部门的负责人职位。 目前尚不清楚Trott是否会延续力拓向电池金属领域的转型趋势(这一趋势在该公司前首席执行官Jakob Stausholm的领导下尤为明显,当时他收购了备受瞩目的锂业公司Arcadium Lithium),以及他将如何应 对更广泛的并购机会。 与此同时,铜价自4月初以来持续走高,过去六个月累计上涨逾20%。周一,LME期铜升破10800美元。 瑞银在近日发布的研报中表示,铜的市场前景正越来越多地受到供应端因素推动,该行对铜价的预测继 续显示出更多的上涨潜力,且这一潜力的实现速度正在加快。瑞银认为,未来几个季度铜价可能在每吨 10,000美元至11,500美元区间内运行。该行将2026年9月的铜价预测上调至每吨11,500美元(此前为每吨 11,000美元),同时将其他时间点的铜价预测整体提前一个季度。 智通财经APP获悉,力拓(RIO.US)第三季度的铜产量较上年同期增长了 10%,这家全球第二大矿业公 ...
Rio Tinto releases third quarter 2025 production results
Businesswire· 2025-10-13 21:26
MELBOURNE, Australia--(BUSINESS WIRE)--Rio Tinto Chief Executive Simon Trott said: "Safety remains our number one priority. We are deeply saddened by the tragic death of Mohamed Camara at the SimFer mine site and are committed to learning across our business to prevent future incidents. This has been a time for huge reflections on safety across the group. "We continue to strengthen performance from our assets, setting back-to-back quarterly production records in our bauxite business and at Oyu. ...
美国防部拟斥资10亿美元,加速抢购钴锑等关键矿产
Hua Er Jie Jian Wen· 2025-10-13 08:58
美国国防部正寻求采购价值高达10亿美元的关键矿产,作为全球库存储备计划的一部分,以应对关键金 属供应链面临的挑战。 周一,据媒体援引美国国防部的相关文件,该计划涵盖多种战略矿产的大规模采购。国防后勤局最近的 采购意向包括计划购买价值高达5亿美元的钴、从美国锑业公司采购价值2.45亿美元的锑、从一家未披 露的美国公司采购价值1亿美元的钽,以及从力拓和总部位于伊利诺伊州的APL工程材料公司共采购价 值4500万美元的钪。 这些关键矿产对国防部而言具有优先地位,对几乎所有武器系统以及雷达和导弹探测系统等技术都至关 重要。分析师指出,市场参与者对国防后勤局要求的数量感到震惊,许多人认为这些数量在拟议的五年 时间框架内不切实际。 特朗普政府的"一项重大综合法案"包含75亿美元用于关键矿产,其中20亿美元用于加强国家防务储备, 国防部计划在2026年底或2027年初之前花费这笔资金。 储备规模远超历史水平 国防部此次储备活动标志着特朗普政府对关键矿产重新关注推动的显著加速。一位前国防官员表示,10 亿美元的规模相比以往储备努力有了显著提升。 该机构还寻求潜在采购222吨铟锭的信息,这与美国2024年精炼铟消费量约250吨 ...
《国企要参》海外视点丨中国展示铁矿石购买力可能为时已晚
Xin Lang Cai Jing· 2025-10-11 12:37
(来源:企业思想家) 长期以来,北京一直试图通过资助海外矿山和制定定价基准来改变定价权的平衡,但收效甚微。中国矿产资源集团有限公司(CMRG)应运而生:这家成 立于2022年的国有企业旨在与全球最大的几家矿业公司进行集体谈判,并赋予中国更大的影响力。 最近,中矿与必和必拓在铁矿石价格问题上的争端升级,表明中矿正在展示实力,看看在不损害与矿商关系的情况下能走多远。但就在中国在定价方面变 得更加激进之际,基本面因素正开始对其不利。 尽管中矿仍然占据市场主导地位——去年中国购买了约四分之三的海运铁矿石——但这一地位开始显得岌岌可危。 印度正处于基础设施建设热潮之中,并与中东地区一样,正在构建自己的钢铁供应链。随着地缘政治逐渐渗透到贸易领域,航运路线的成本和风险也随之 增加。 而在国内,中国正在从刺激经济、建筑业和重工业的"大爆炸"项目转向先进制造业和服务业——这些行业对钢铁的需求正在减少。 中矿或许能帮助中国更明智地采购,但它无法完全消除这些更深层次的影响。 彭博新闻社10月11日报道:四十多年来,中国的崛起与钢铁息息相关。 这始于20世纪70年代末,宝山钢铁公司在上海郊区成立。宝钢和其他公司利用日本的技术和澳大利 ...
Copper's Risk Trifecta Leaves A Surprising Winner - Barrick Mining (NYSE:B), Global X Copper Miners ETF (ARCA:COPX)
Benzinga· 2025-10-10 10:13
Copper has surged past $11,000 per ton for the first time since May 2024. The red metal is up around 21% year-to-date in a rally driven by more than just long-term demand. It is a combination of regulatory pressure, political instability, and a narrow supply base.The world's biggest producers are stumbling, and environmental disputes freeze some of the best mines and projects. ESG regulations are locking up millions of tons of untapped supply. Unlike gold's de-dollarization breakout, copper gains are rooted ...
中国不想再当“卑微甲方”
Hu Xiu· 2025-10-10 04:13
Core Viewpoint - Recent actions by China regarding strategic mineral resource management have garnered significant attention, indicating a potential shift in its pricing strategy in the global commodities market [1][7]. Group 1: China's Actions in Mineral Resource Management - On September 30, 2023, it was reported that China Mineral Resources Group requested domestic buyers to suspend purchases of BHP's iron ore cargo priced in USD, causing a stir in international raw material markets [2][4]. - On October 9, 2023, China's Ministry of Commerce announced export controls on rare earth-related technologies and items, further emphasizing its strategic approach to resource management [5]. Group 2: China's Position in the Global Market - China is the largest consumer of iron ore globally, importing 1.237 billion tons in the previous year, which is nearly five times the amount imported two decades ago, accounting for approximately 75% of global seaborne iron ore imports [8][9]. - Despite being a major buyer, China has historically lacked pricing power, often forced to accept prices set by suppliers, particularly Australian mining giants [9][11]. Group 3: Historical Context of Pricing Power - From 2003 onwards, China has been the largest buyer of Australian iron ore but has been subjected to unfavorable pricing mechanisms, such as the "first-mover-follow" pricing strategy employed by major mining companies [11][12]. - Significant price increases have been imposed on China, with instances of price hikes reaching as high as 96.5% in 2008, reflecting the lack of negotiation power [13][16]. Group 4: Industry Consolidation Efforts - The fragmentation of Chinese enterprises in the commodities market has contributed to its weak pricing power, prompting the establishment of the China Mineral Resources Group in 2022 to consolidate procurement efforts [21][24]. - The group has initiated centralized procurement for iron ore, representing a significant shift from the previously fragmented purchasing approach of over 600 steel companies [25][26]. Group 5: Future Outlook and Global Infrastructure - China's pursuit of global pricing power in commodities is not aimed at economic hegemony but rather to secure fair benefits for its economic development, especially in light of a new global infrastructure cycle [34][40]. - The anticipated infrastructure investments in the Middle East and emerging economies present opportunities for China to leverage its position in the iron ore and rare earth markets, which are critical for construction and new energy projects [35][39].
Rio Tinto (NYSE:RIO) Maintains Positive Outlook with Morgan Stanley's "Overweight" Rating
Financial Modeling Prep· 2025-10-09 00:03
Core Viewpoint - Rio Tinto is actively investing in its operations and maintaining a positive outlook, as indicated by Morgan Stanley's upgraded price target and ongoing projects in the Pilbara region [2][3][4]. Investment and Financial Performance - Morgan Stanley has maintained an "Overweight" rating for Rio Tinto, raising the price target from 5,500 GBp to 5,810 GBp, reflecting a positive outlook for the company's future performance [2][6]. - The current stock price of Rio Tinto is $67.69, with a market capitalization of approximately $109.91 billion [5]. Project Investments - Rio Tinto plans to invest $733 million in the West Angelas Sustaining Project, which aims to enhance the annual capacity of the West Angelas hub to 35 million tons [3][6]. - The company has announced a broader investment plan of $13 billion in mine and plant developments from 2025 to 2027, emphasizing its commitment to long-term growth in the Australian iron ore sector [4][6]. Strategic Partnerships - The investment in the West Angelas project is in collaboration with Mitsui and Nippon Steel, highlighting Rio Tinto's strategy to deepen partnerships and engage with local communities, including the Yinhawangka and Ngarlawangga Peoples [4][6].
美股异动 | 铜业概念股普涨 南方铜业(SCCO.US)涨逾5%
智通财经网· 2025-10-08 15:16
智通财经APP获悉,周三,美股铜业概念股普涨,南方铜业(SCCO.US)涨逾5%,麦克莫兰铜金 (FCX.US)涨逾4%,力拓(RIO.US)涨逾2%。分析人士称,2025年9月的印尼Grasberg矿难是本轮铜市场供 需格局逆转的关键拐点,标志着市场已由过剩转向短缺。展望2026年,铜市场将面临"低供应、低库 存、高缺口"的严峻格局。供需缺口预计将扩大至62-83万吨,达到近十年内的最严峻水平。此外,高盛 将其2026年的铜价预测从10,000美元上调至10,500美元/吨,并维持2027年10,750美元/吨的预测。 ...
Robe River JV to invest $483m in West Angelas Sustaining Project
Yahoo Finance· 2025-10-08 09:27
Rio Tinto, Mitsui and Nippon Steel have committed to investing A$733m ($482.8m) to develop the West Angelas Sustaining Project, with Rio Tinto's contribution being A$389m. This project is part of the Robe River joint venture (JV) in the Pilbara region of Western Australia. The Robe River JV is owned by Rio Tinto (53%), Mitsui Iron Ore (33%) and Nippon Steel (14%). The West Angelas Sustaining Project aims to develop new iron ore deposits and has received necessary state and federal government approvals. ...
Rio Tinto to Jointly Invest $733M in West Angelas Sustaining Project
ZACKS· 2025-10-07 17:30
Key Takeaways Rio Tinto, Mitsui and Nippon Steel will jointly invest $733M in the West Angelas Sustaining Project.The project extends the West Angelas hub's 35M-ton annual capacity and mining life.Rio Tinto plans $13B in mine and plant investments in 2025-2027, reinforcing its Australian iron ore focus.Rio Tinto Group (RIO) announced that it will jointly invest to develop the West Angelas Sustaining Project as part of its Robe River Joint Venture with Mitsui & Co. (MITSY) and Nippon Steel. This move showcas ...