为了让这场"霸权闹剧"看起来更有说服力，美方还同步抛出了一系列配套措施，启动所谓的"金库计 划"，由美国进出口银行拿出100亿美元贷款，再引入近20亿美元私人资本，专门用于关键矿产的储备与 开采，五角大楼自身也有独立的矿产储备，一套组合拳打下来，仿佛真能在短期内改写全球关键矿产的 格局。更霸道的是，美方还设下了180天的谈判死线，要求全球供应商必须在今年7月13日前与美国达成 关键矿产协议，否则就要面临高关税、配额限制等贸易壁垒，这份居高临下的要挟，完全没把盟友的主 权放在眼里。 当地时间2月4日，美国华盛顿迎来一场声势浩大的国际会议，副总统万斯亲自坐镇主持，国务卿鲁比奥 全程站台发言，这场被美方定义为"重塑全球供应链安全"的关键矿产部长级会议，一口气召集了55个国 家的代表参会，韩国、印度、日本、德国、澳大利亚等美国传统盟友悉数到场，场面看似热闹非凡，实 则各怀心思。 编辑 美方在会上毫不掩饰自己的野心，高调宣布要牵头建立关键矿产"优惠贸易区"，核心就是给关键矿产设 定生产各阶段的参考价格作为价格下限，再搭配可调节关税，美其名曰"维护定价完整性"，说白了就是 想联手盟友夺取关键矿产的定价权，把中国排除在供应 ...

Core Viewpoint - Indonesia's Minister of Mining announced that the country is studying a potential ban on the export of several raw materials, including tin, starting next year [1] Group 1 - The Indonesian government is considering a ban on the export of tin, which is a significant raw material in various industries [1] - This potential export ban is part of a broader strategy to manage natural resources and enhance domestic processing capabilities [1] - The decision reflects Indonesia's ongoing efforts to increase the value-added processing of its mineral resources before exporting them [1]

西非经济门户网2月11日报道，科特迪瓦日前在南非开普敦举行的2026年矿业投资论坛上举办专场 推介会，向百余位国际投资者展示其矿业十年发展成就与改革进展。科矿业与地质总局局长库利巴利表 示，过去十年科特迪瓦矿业累计吸引投资超2万亿西非法郎，连续三年被弗雷泽研究所评为西非第一、 非洲前十大最具吸引力矿业投资目的地。科方重点推介其政治稳定、安全指数优越、基础设施完善及地 质潜力突出等优势，目前全国运营19座矿山，涵盖金、锰、铝土矿、镍等矿种，并发现锂、钴、铜、钻 石等多种战略资源。科方正推进矿业法典修订、矿籍管理现代化、加入"采掘业透明度倡议"及"金伯利 进程"等制度改革，持续优化投资环境。科特迪瓦代表团表示，该国已成为稳定、透明、具有竞争力的 矿业投资目的地，诚邀国际伙伴共建可持续合作与共赢发展。 （原标题：科特迪瓦在南非矿业投资论坛期间召开专场矿业投资推介会） ...

Core Viewpoint - The senator from Grand Cape Mount County in Liberia calls for a comprehensive revision of the mineral development agreement with Bia Mountain Mining Company to ensure community benefits from resource extraction [2] Group 1: Economic Impact - Despite the mining company extracting gold worth millions of dollars from the region, local residents remain in poverty and have not seen improvements in socio-economic conditions [2] - There is a lack of infrastructure, job opportunities, and basic social services for the community surrounding the mining area [2] Group 2: Employment and Training - The senator criticizes the company for failing to provide adequate employment and skills training for local youth [2] - Existing vocational training facilities are not being utilized to develop mining-related skills [2] Group 3: Community Welfare and Infrastructure - The slow relocation process of residents affected by a chemical leak in 2022 raises concerns, with the quality of housing provided by the company being inadequate [2] - The senator expresses disappointment over the decision to build football fields in other counties instead of prioritizing infrastructure investments in Grand Cape Mount County, which is a resource extraction area [2] Group 4: Recommendations for Agreement Revision - The senator urges that any revision of the agreement must clearly define and strengthen commitments to social development, compensation measures, and community welfare [2] - It is essential to ensure that local residents receive a fair share of the benefits from mineral extraction [2]

Inflation and CPI Analysis - January CPI year-on-year growth was 0.2%, down 0.6 percentage points from the previous value, primarily due to declines in food and energy prices[5] - Core CPI, excluding gold prices, showed a year-on-year increase of only 0.35%, indicating persistent deflationary concerns and insufficient internal demand[6] PPI Trends and Projections - January PPI year-on-year was -1.4%, an increase of 0.5 percentage points from the previous value, with new price increase factors turning positive for the first time in 41 months[7] - The PPI decline is mainly driven by upstream mining and raw material sectors, with a projected recovery path dependent on these industries[21] Scenarios for PPI Movement - Scenario one: Upstream prices rise slightly, leading to a mid-year PPI peak followed by minor fluctuations[21] - Scenario two: Upstream prices continue to rise (>10%), resulting in PPI approaching zero or turning positive by mid-year[21] - Scenario three: Upstream prices decline, causing PPI improvements to stagnate and potentially drop again[21] Market Implications - Historical precedents show that when PPI approaches -1%, markets often initiate re-inflation trades, suggesting potential investment opportunities[3] - The current economic environment indicates a structural, upstream-led weak recovery rather than a broad-based demand-driven rebound[22] Risk Factors - Key risks include fluctuations in upstream prices and the possibility that re-inflation may not meet expectations[23]

Core Viewpoint - Vietnam's industrial production index (IIP) experienced a significant year-on-year growth of 21.5% in January, indicating a robust recovery and expansion in various sectors [1] Group 1: Overall Industrial Growth - The manufacturing sector saw a remarkable growth of 23.6% year-on-year [1] - The electricity production and distribution sector grew by 14.1% [1] - Water supply, waste management, and sewage treatment increased by 13.6% [1] - The mining sector recorded a growth of 10.3% [1] Group 2: Key Industrial Segments - Non-metallic mining exhibited the fastest growth rate at 41.9% [1] - The automotive manufacturing sector grew by 36.6% [1] - Metal manufacturing increased by 35.4% [1] - The chemical and chemical products industry saw a growth of 35.2% [1] - The paper industry grew by 31.9% [1] - Beverage production increased by 26.1% [1] - The rubber and plastics sector grew by 25.8% [1] - Tobacco manufacturing saw a growth of 25.6% [1] - The apparel industry increased by 25.3% [1] - Wood processing and bamboo, rattan industries grew by 21.7% [1] - Electrical equipment manufacturing increased by 21.1% [1] - The production of electronic products, computers, and optical products grew by 20.9% [1] - The food processing industry saw a growth of 17.7% [1]

本次发行的债券也是中国采矿类民企全国首笔境外高级无抵押债券，募集资金用于符合国家发展改革委 及兴业银锡《可持续金融框架》相关要求的境内外项目建设以及补充营运资金。 受海外资本市场环境和贵金属价格波动影响，近期境外债券市场整体波动较大，但兴业银锡在专业机构 的协助下制定了完备的发行计划并与海外投资人开展实地交流，向市场投资人展示了集团在战略发展、 业务运营、财务指标等方面的诸多亮点。同时，公司充分研究市场情况并精准把握发行窗口，此次发行 成功吸引众多海内外投资者参与。 展望未来，兴业银锡将继续坚持"根植内蒙，专注资源主业；面向全球，布局产业延伸"的战略方向，争 取成为主业领先、储备丰富、科技一流、国际知名的综合矿业企业，为股东创造更大的价值。 中证报中证网讯（记者 胡雨）2月10日，兴业银锡通过全资子公司兴业黄金（香港）矿业有限公司成功 发行3年期2亿美元高级无抵押可持续发展债券，发行结构为担保。担保方主体评级为中诚信亚太BBBg- （展望稳定），债项评级为中诚信亚太BBBg-。 据悉，自项目启动以来，在2025年12月至2026年1月期间，兴业银锡和兴业黄金管理层在多地进行了多 场非交易路演，会见了超过30家 ...

Core Viewpoint - Agnico Eagle Mines is focusing on significant events in 2026, emphasizing business progress and planning based on the Q3 2025 performance meeting and subsequent announcements [1] Group 1: Project Advancement - The Hope Bay project pre-feasibility study (PFS) is scheduled for completion in 2026, with the aim of preparing for construction to start in 2027 [2] - The Detour Underground resource update is expected to be completed in 2026, targeting an annual production increase to 1 million ounces [2] - The Upper Beaver project shaft sinking commenced in Q4 2025, with infrastructure adjustments continuing throughout 2026 [2] - The San Nicolas copper project will continue critical infrastructure work and government permitting discussions in 2026 to facilitate development [2] Group 2: Performance Strategy - The company anticipates an overall cost inflation rate of 6-7% in 2026, which will be partially offset by productivity enhancement measures such as remote operation technologies [3] - The exploration budget for 2026 remains high at $525 million, focusing on resource expansion in areas like Detour and Hope Bay [3] - The production guidance for 2025 is set at 3.4 million ounces, with plans for adjustments in 2026 based on resource updates and project progress [3] Group 3: Industry Policy Status - Geopolitical tensions, particularly between the U.S. and Iran, may increase gold's safe-haven demand, indirectly affecting mining stock sentiment, although the uncertainty of such external factors should be noted [4]

北京时间周三午后，随着印尼韦达湾镍矿（PT Weda Bay Nickel）传出面临大幅限产的消息，伦镍期货拉涨超2%，延续第四日上涨。 以下文章来源于创业板观察 ，作者史正丞 创业板观察 . 创业板观察致力于发布深交所创业板的市场发展、政策变化、监管导向、上市企业动态等的及时信息，提供有价值的市场资讯。 作为背景， 韦达湾镍矿是世界上最大的镍矿 ，由青山控股、法国艾瑞镁特集团和印尼国企PT Aneka Tambang合资所有。 周三的消息称， 韦达湾镍矿今年的矿石生产配额将只有1200万吨，显著低于2025年经调整后的4200万吨。 截至发稿，艾瑞镁特集团发布 公告，确认已经收到印尼当局的初步通知，要求提交一份反映年产销为1200万吨的工作计划和预算（RKAB）。 （来源：艾瑞镁特官网） 据悉，印尼当局通过发放RKAB来控制矿商产量，年初制定的限额可以在年中进行调整，因此实际产出可能会与年初的数字不同。艾瑞镁特 介绍称， 2025年初印尼当局批准的RKAB为3200万吨，随后在7月上调至4200万吨 。 从更宏观的视角来看， 印尼目前计划将今年的镍矿开采配额削减至约2.6亿吨，低于去年的3.79亿吨 。随着 ...

（原标题：加纳计划提升外汇储备至200亿美元） 据"乐在线"2月6日报道，加纳总统马哈马宣布计划到2029年将外汇储备增加到200亿美元以上，标志着 加纳在实现经济稳定和韧性方面迈出了重要一步。 建立强大的外汇储备对于保障国民经济至关重要，并确保国家能够在不过度依赖外部融资的情况下履行 义务。强劲的外汇储备将保护加纳免受外部冲击，稳定塞地汇率，并增强投资者信心。加纳正积极利用 其自然资源禀赋、生产部门和战略伙伴关系来扩大储备，举措包括增加黄金出口、实现采矿业增值环节 的本土化以及采取审慎的财政和货币政策，并倡导将存于西方金融机构的非洲外汇储备调回并进行投 资。 马哈马总统表示，如果将非洲30%的外汇储备重新投入非洲金融机构，能为基础设施、工业化和经济转 型创造巨大的资金池。到2029年，加纳目标将外汇储备提升至超过200亿美元，这将为国家安全、稳定 和可持续增长提供平台。 ...