全球第四大矿企，“激进”脱碳

Core Viewpoint - Fortescue Metals Group is advancing a green iron project that aims to reduce iron ore into green iron using green hydrogen, as part of its aggressive decarbonization strategy, targeting net-zero carbon emissions by 2040, which is 10 to 20 years ahead of its competitors [1][2]. Group 1: Decarbonization Strategy - The company plans to invest $6.2 billion from 2024 to 2028 for projects related to its decarbonization goals [1][3]. - Fortescue aims to produce 1 million tons of green iron annually for China, contributing to a reduction of 200 million tons of carbon emissions per year [1]. Group 2: Financial Performance - For the fiscal year 2025, Fortescue reported iron ore shipments of 19.84 million tons and a net profit of $3.4 billion [2]. - The company is making substantial progress towards its decarbonization targets, including the operation of a 100 MW solar power plant that meets 25% of the energy needs at its Iron Bridge project [2]. Group 3: Market Outlook - Fortescue's guidance for iron ore shipments in fiscal year 2026 is between 19.5 million and 20.5 million tons [3]. - Analysts expect iron ore prices to decline to $80 per ton by the end of 2026, despite short-term price increases [3].