智利国家铜业公司(Codelco)和力拓集团(Rio Tinto Group)的智利锂矿合资项目正按计划推进。力拓集团 首席执行官兼锂业负责人与智利国家铜业公司董事长会面，讨论了Maricunga锂项目和智利铜矿勘探项 目。 智通财经APP获悉，智利国家铜业公司(Codelco)董事长表示，尽管总部位于伦敦的矿业公司力拓集团 (Rio Tinto Group)发出将放缓其进军电池金属步伐的信号，但是Codelco与力拓集团在智利的锂合资企业 仍按计划常态推进。 力拓一边在塞尔维亚项目上踩刹车且强调对锂资源采取"分阶段策略"，一边继续和Codelco推进位于智 利的Maricunga大型锂矿项目，并讨论具体的提锂工艺，这些大型矿企大矿并不是"不玩锂矿"的悲观态 度，而是不再为任何一块锂资源无脑开支。力拓最新的这种以"期权"的方式布局锂矿 ——等到下一轮 锂需求与价格共振时，可以迅速放量。而就当前全球储能需求大规模兴起之势来看，下一个锂周期可能 不久后将到来。 Codelco 与力拓在智利锂项目上的携手推进，不会立刻扭转锂价走势，但却清晰传递出一个信号：在储 能与电动汽车长期强劲需求拉动下，全球矿业巨头并未退出锂 ...

Key TakeawaysThe Trump administration is reportedly expanding its travel ban list to include over 30 countries, as stated by US Homeland Security Secretary Kristi Noem.Japan's Ministry of Finance is actively managing its bond market, offering ¥4.3 trillion in Treasury Discount Bills today and planning a ¥20 billion government bond buyback on December 8.Trading in Guangdong–Hong Kong Greater Bay Area shares on the HKEX was halted at 9:03 A.M. HKT on December 5, though the specific reason for the halt remains ...

PERTH, Australia--(BUSINESS WIRE)--Australia's first Cat® 793 XE Early Learner battery-electric haul trucks have arrived at BHP's Jimblebar iron ore mine in the Pilbara, marking the start of on-site testing, in collaboration with Rio Tinto, of Caterpillar's battery-electric heavy haulage technology in the region that powers the nation's economy. The two Early Learner trucks, delivered through an industry-first collaboration between BHP, Rio Tinto and Caterpillar represent a major step toward a. ...

PresentationRachel Arellano Fantastic. Good morning, everyone, and a warm welcome to Rio Tinto's Capital Market Day. It's fantastic to see so many of you here with us in London and equally great to have so many joining from around the world. We really appreciate you taking your time today to be part of today's conversation. But before we get underway, a quick safety note for those with us in the room. In the unlikely event of an emergency, you will hear an alarm, and our venue team will guide you to the ne ...

美股周四尾盘，力拓（RIO）下跌0.5%，此前该公司新任CEO Simon Trott介绍筹集至多100亿美元以再 投资于核心业务的计划，同时缩减包括锂业务在内的宏大目标，以期打造一个专注于铁矿石和铜等核心 领域的精简型矿业公司。 美股周四尾盘，力拓（RIO）下跌0.5%，此前该公司新任CEO Simon Trott介绍筹集至多100亿美元以再 投资于核心业务的计划，同时缩减包括锂业务在内的宏大目标，以期打造一个专注于铁矿石和铜等核心 领域的精简型矿业公司。 力拓列出了一系列关键的增长和成本削减目标，并表示将通过资产剥离、出售少数股权和重组部分现有 融资，从其资产基础中释放50亿至100亿美元的"现金收益"。 责任编辑：张俊 SF065 力拓列出了一系列关键的增长和成本削减目标，并表示将通过资产剥离、出售少数股权和重组部分现有 融资，从其资产基础中释放50亿至100亿美元的"现金收益"。 责任编辑：张俊 SF065 ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

12月4日（周四），沪铜创下历史新高，原因是伦敦金属交易所（LME）仓库的注销仓单激增，同时市 场对美联储本月降息的押注增加。 LME周三的数据显示，韩国和中国台湾仓库的新净注销量为50,725吨，使LME仓库的注册仓单降至7月 份以来的最低水平105,275吨，铜因此获得支撑。 一位分析师在报告中说，LME注销仓单的急剧增加表明，美国以外市场供应收紧的预期开始成为现 实。 嘉能可(Glencore)周三下调了其2026年铜产量预期，但表示仍预计到2035年产量将上升。 力拓周四表示，因蒙古奥尤陶勒盖（Oyu Tolgoi）铜金矿项目运营加速，公司上调了2025年铜产量预 测。 上海期货交易所（SHFE）最活跃的铜合约日间收盘大涨2.26%，至每吨90,980元，当天早些时候曾创下 91,450元的历史新高。 LME三个月指标期铜周三创下每吨11,540美元的历史新高。北京时间16:10，伦敦期铜下跌0.45%，报每 吨11,436美元。 力拓预计，2025年合并铜产量将达86万至87.5万公吨之间，高于此前预测的78万至85万公吨。 该矿商还预计，2026年铜产量将在80万至87万公吨之间。 高盛（Gold ...

Summary of Rio Tinto Group's 2025 Capital Markets Day Company Overview - **Company**: Rio Tinto Group (NYSE: RIO) - **Event**: 2025 Capital Markets Day - **Date**: December 04, 2025 Key Industry Insights - **Metals and Mining Industry**: The focus is on operational excellence, project execution, and capital discipline to enhance returns and maintain a strong social license [4][6][9]. Core Themes and Strategies 1. **Operational Excellence**: - Emphasis on safety and productivity improvements through a Safe Production System [5][7]. - Leveraging deep ore body knowledge and mining processes to drive productivity [6][9]. 2. **Project Execution**: - Commitment to delivering projects reliably and safely, with a focus on organic growth options [7][10]. - Highlighted successful projects include Oyu Tolgoi (OT) and Simandou, with the latter achieving first ore ahead of schedule [14][47]. 3. **Capital Discipline**: - Aiming for a 3% compound annual growth rate (CAGR) through 2030, with a focus on maintaining a strong balance sheet [11][19]. - Plans to release $5-$10 billion in cash from the asset base, emphasizing disciplined capital allocation [16][26]. Financial Performance and Projections - **Production Growth**: Expected to grow at over 3% CAGR for the rest of the decade, translating to a 20% increase by 2030 [19]. - **Cost Management**: Targeting a 20% reduction in costs per copper equivalent unit by 2030, with a focus on removing fixed costs [20][24]. - **EBITDA Growth**: Anticipated increase of 40%-50% at long-term consensus pricing due to production increases and cost reductions [24]. Commodity Focus - **Iron Ore**: Strong demand expected due to tight supply and depletion; the market requires around 950 million tons of new capacity to meet demand [10][38]. - **Aluminum**: Demand growth driven by energy transition and construction, with supply challenges as China nears production caps [32][33]. - **Lithium**: Rapidly growing market driven by electric vehicles and energy storage; focus on expanding production capacity to 200,000 tons by 2028 [60][62]. - **Copper**: Significant demand growth anticipated from the energy transition, with a need for new mine supply to meet future demand [35][36]. Sustainability and Community Engagement - **Decarbonization Goals**: Commitment to a 50% emissions reduction target by 2030, leveraging third-party investments [17][25]. - **Community Relationships**: Emphasis on building strong partnerships with local communities and stakeholders to earn trust and support [16][49]. Leadership and Organizational Changes - **Executive Team**: Streamlined leadership structure with a focus on accountability and performance [12][18]. - **Simplification Strategy**: Reduction of complexity in operations to enhance decision-making and productivity [13][21]. Conclusion - Rio Tinto is positioning itself to become the most valued metals and mining business by focusing on operational excellence, disciplined capital allocation, and sustainable practices, while also addressing the growing demand for key commodities in a changing market landscape [11][18].

特罗特表示："关键在于聚焦对我们来说最大的机遇。如果试图无所不为，最终将一事无成。"据悉，力 拓正在审查的资产包括集团的钛和硼酸盐业务。 力拓指出，将在本十年末之前，每年削减平均运营单位成本4%。其他改进措施包括：通过简化内部运 营、暂停非核心项目和研究，在明年第一季度末前实现6.5亿美元的生产效益提升。 曾掌管力拓铁矿石部门的特罗特旨在精简这个被批评者认为近年来变得臃肿——尤其是辅助职能部门 ——的组织机构。他已削减部门编制，裁减部分高级员工，并着手剥离或关闭非核心业务。 Barrenjoey Markets Pty Ltd.的金属与矿业研究主管格林.劳考克(Glyn Lawcock)表示："他们提及了电站、 海水淡化厂等基础设施的售后回租方案。这存在资本成本套利空间。我认为特罗特的思路是正确的。" 矿业巨头力拓(RIO.US)新任首席执行官西蒙.特罗特(Simon Trott)概述了筹集至多100亿美元以再投资于 核心业务的计划，同时缩减包括锂业务在内的宏大目标，以打造一个专注于铁矿石和铜等核心领域的精 简型矿业公司。 力拓列出了一系列关键的增长和成本削减目标，并表示将通过资产剥离、出售少数股权和重组部分 ...

力拓称，从2024年到2030年，将把单位成本削减4%。 力拓表示，资本纪律、其商品价格的上涨以及铜产量的20%增长，有望在本个10年末帮助公司的盈利增 加多达一半。 力拓预计，2025年铝土矿产量将超过此前的5,900万至6,100万吨指导区间，铝产量将达到325万-345万吨 指导区间的高端。 以下为力拓最新的生产指导： 力拓预计，2025年合并铜产量将达86万至87.5万公吨之间，高于此前预测的78万至85万公吨。 该矿商还预计，2026年铜产量将在80万至87万公吨之间。 虽然力拓的利润主要来自于铁矿石，但该矿商正将其重点转向铜，目标到2030年实现铜年产量100万 吨。 力拓周四表示，因蒙古奥尤陶勒盖（Oyu Tolgoi）铜金矿项目运营加速，公司上调了2025年铜产量预 测。 铜价已达到纪录高位，并且预计在向绿色能源转型期间，铜需求将高企。 力拓表示，今年在奥尤陶勒盖铜矿的产量仍有望提高50%以上，2026年提高约15%。 | Production guidance | 2025 | 20267 | | --- | --- | --- | | | (including updates) | | | ...