Codelco公司CFO：将专注于公私合作伙伴关系 以提高产量

Core Insights - Codelco, the world's largest copper producer, is focusing on public-private partnerships to improve its financial situation and enhance its ability to develop new projects, aiming to increase production amidst rising global demand for copper and lithium during the energy transition [1][2] Group 1: Strategic Focus - The company emphasizes that public-private partnerships will be a "pillar of growth" rather than for major repairs or existing operations, adhering to nationalization regulations that prevent private funding in its mines [2] - Codelco's greenfield projects are considered a key part of its growth strategy and an opportunity for collaboration with third parties, which will also help diversify risks [2] Group 2: Partnerships and Collaborations - Codelco has established partnerships with Freeport-McMoRan at the El Abra mine and holds a 20% stake in Anglo American's resources, while also acquiring a 10% stake in Quebrada Blanca resources from Enami [2] - Recent agreements with Rio Tinto and BHP aim to explore new potential copper mines, with promising prospects reported [2] Group 3: Investment in Exploration - The company plans to increase its exploration budget to an average of $83 million per year for 2023 and 2024, and to $150 million per year from 2025 to 2029 [3] - Codelco announced a joint operation with Anglo American to manage nearby copper mines, projecting an annual increase of 120,000 tons over 21 years [3] Group 4: Resource Utilization - Collaborations with third parties are seen as a way to better utilize resources, complementing the company's own projects [4]