淡水河谷：正处于成为全球最大矿业公司的道路上。镍市场面临供应过剩问题，但镍业务仍具有战略价值。地缘紧张局势影响到全球GDP和大宗商品价格。

Group 1 - The core viewpoint is that Vale is on the path to becoming the largest mining company globally [1] - The nickel market is facing an oversupply issue, yet the nickel business still holds strategic value [1] - Geopolitical tensions are impacting global GDP and commodity prices [1]