嘉能可：计划在未来十年内将铜产量提高到每年160万吨

Group 1 - The core strategy of Glencore is to significantly increase copper production, aiming to reach approximately 1.6 million tons by 2035, nearly doubling current levels [1] - The company has adjusted its short-term production forecast, lowering the 2026 copper production target from 930,000 tons to a range of 810,000 to 870,000 tons due to operational setbacks at the Collahuasi mine in Chile [3] - The announcement of the expansion plan coincides with record-high copper prices, with prices surpassing $11,500 per ton, driven by long-term demand growth in sectors such as data centers, electric vehicles, and renewable energy [3] Group 2 - The expansion plan will focus on upgrading existing mines, with key projects including the Collahuasi mine in Chile and several important mining sites in Argentina, Peru, and the Democratic Republic of Congo [7] - Glencore has decided to restart the Bajo de la Alumbrera mine in northwest Argentina, which was closed in 2018 due to resource depletion and community opposition, with production recovery progressing under the current Argentine government's favorable foreign investment policies [7] - The company plans to advance the El Pachón project in Argentina with an estimated total investment of $9.5 billion, considering partnerships to share risks and reduce costs, marking a shift from the previous management's stance against new mine developments [8]