全球矿业格局正在转变！世界矿业巨头们都将目标瞄向了哪里？
发布时间：2021-12-14 14:29
<section><section><section><section><section><section><section><h1 style="margin: 5px 0px 10px; padding: 0px; outline: 0px; font-weight: 400; font-size: 16px; max-width: 100%; line-height: 1.5em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; letter-spacing: 2px; font-size: 15px; box-sizing: border-box !important; overflow-wrap: break-word !important;">全球矿业格局正在转变！世界矿业巨头们都逐步剥离非核心业务，淡水河谷、必和必拓、力拓等开启转型，他们都将目标瞄向了哪里？</span></h1></section></section></section></section></section></section></section><p style="list-style: none; margin-right: 8px; margin-bottom: 10px; margin-left: 8px; padding: 0px; font-size: 17px; color: rgb(51, 51, 51); line-height: 1.5em; white-space: normal; outline: 0px; max-width: 100%; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; background-color: rgb(255, 255, 255); text-indent: 2em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; letter-spacing: 2px; font-size: 15px; box-sizing: border-box !important; overflow-wrap: break-word !important;">近日，淡水河谷发布了2022年产量预测，预计明年铁矿石产量为3.2亿至3.35亿吨，低于分析师普遍预期的3.46亿吨。</span></p><p style="list-style: none; margin-right: 8px; margin-bottom: 10px; margin-left: 8px; padding: 0px; font-size: 17px; color: rgb(51, 51, 51); line-height: 1.5em; white-space: normal; outline: 0px; max-width: 100%; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; background-color: rgb(255, 255, 255); text-indent: 2em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; letter-spacing: 2px; font-size: 15px; box-sizing: border-box !important; overflow-wrap: break-word !important;">鉴于近几个月铁矿石价格大幅下跌，淡水河谷已暂停一些质量较差的铁矿石供应，以捍卫利润率。不过，淡水河谷仍将其长期年度产能目标定在4亿吨，若能实现目标，淡水河谷将从力拓手中夺回因溃坝事故减产而丢失的全球第一大铁矿石生产商的宝座。</span></p><p style="list-style: none; margin-bottom: 10px; padding: 0px; font-size: 17px; color: rgb(51, 51, 51); line-height: 1.5em; white-space: normal; outline: 0px; max-width: 100%; clear: both; min-height: 1em; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; background-color: rgb(255, 255, 255); text-align: center; box-sizing: border-box !important; overflow-wrap: break-word !important;"><img class="rich_pages wxw-img" src="http://file.site.zhuzaotoutiao.com/site/390/upload/xw/upload/20211205/6377432833180398472076525.jpg" alt="mmexport1638702578652.jpg" title="mmexport1638702578652.jpg"/></p><p style="list-style: none; margin-right: 8px; margin-bottom: 10px; margin-left: 8px; padding: 0px; font-size: 17px; color: rgb(51, 51, 51); line-height: 1.5em; white-space: normal; outline: 0px; max-width: 100%; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; background-color: rgb(255, 255, 255); text-indent: 2em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="font-size: 15px; text-indent: 2em; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;">值得注意的是，淡</span><span style="font-size: 15px; text-indent: 2em; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; letter-spacing: 2px; color: rgb(103, 159, 246); box-sizing: border-box !important; overflow-wrap: break-word !important;"><strong style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important;">水河谷表示将继续剥离非核心资产</strong></span><span style="font-size: 15px; text-indent: 2em; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;">，如价值13亿美元的化肥生产商Mosaic Co．股份，以及煤炭、铝土矿和钢铁业务，从而</span><span style="font-size: 15px; text-indent: 2em; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; letter-spacing: 2px; color: rgb(103, 159, 246); box-sizing: border-box !important; overflow-wrap: break-word !important;"><strong style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important;">把重心放在铁矿石、镍和铜业务上</strong></span><span style="font-size: 15px; text-indent: 2em; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;">。淡水河谷预计，在2022-2023年期间将生产17.5万吨至19万吨用于可充电电池和不锈钢的镍，预计2022年铜产量将达33万至35.5万吨。</span></p><p style="list-style: none; margin-right: 8px; margin-bottom: 10px; margin-left: 8px; padding: 0px; font-size: 17px; color: rgb(51, 51, 51); line-height: 1.5em; white-space: normal; outline: 0px; max-width: 100%; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; background-color: rgb(255, 255, 255); text-indent: 2em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; font-size: 15px; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;">无独有偶，</span><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; letter-spacing: 2px; color: rgb(103, 159, 246); box-sizing: border-box !important; overflow-wrap: break-word !important;"><strong style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important;">自2020年以来，必和必拓出售了大部分煤炭业务</strong></span><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;">，并将其油气资产与澳大利亚的伍德赛德石油公司合并。</span><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; letter-spacing: 2px; color: rgb(103, 159, 246); box-sizing: border-box !important; overflow-wrap: break-word !important;"><strong style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important;">同时采取了积极的战略，以扩大其在其所谓的“面向未来”的商品（铜、镍和铜）中的足迹。</strong></span></span></p><p style="list-style: none; margin-right: 8px; margin-bottom: 10px; margin-left: 8px; padding: 0px; font-size: 17px; color: rgb(51, 51, 51); line-height: 1.5em; white-space: normal; outline: 0px; max-width: 100%; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; background-color: rgb(255, 255, 255); text-indent: 2em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; letter-spacing: 2px; font-size: 15px; box-sizing: border-box !important; overflow-wrap: break-word !important;">目前，已是全球最大铜矿生产商的必和必拓向加拿大镍铜矿商Noront Resources提出了3.25亿加元的收购要约，以扩大其镍的布局。必和必拓首席商务官曾表示，未来30年全球对铜的需求将是过去30年的两倍，而对镍来说，这个数字将是原来的四倍。</span></p><p style="list-style: none; margin-bottom: 10px; padding: 0px; font-size: 17px; color: rgb(51, 51, 51); line-height: 1.5em; white-space: normal; outline: 0px; max-width: 100%; clear: both; min-height: 1em; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; background-color: rgb(255, 255, 255); text-align: center; box-sizing: border-box !important; overflow-wrap: break-word !important;"><img class="rich_pages wxw-img" src="http://file.site.zhuzaotoutiao.com/site/390/upload/xw/upload/20211205/6377432836229223627596025.jpg" alt="mmexport1638702581567.jpg" title="mmexport1638702581567.jpg"/></p><p style="list-style: none; margin-right: 8px; margin-bottom: 10px; margin-left: 8px; padding: 0px; font-size: 17px; color: rgb(51, 51, 51); line-height: 1.5em; white-space: normal; outline: 0px; max-width: 100%; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; background-color: rgb(255, 255, 255); text-indent: 2em; text-align: center; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="font-size: 15px; text-indent: 2em; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;">此外，</span><span style="font-size: 15px; text-indent: 2em; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; letter-spacing: 2px; color: rgb(103, 159, 246); box-sizing: border-box !important; overflow-wrap: break-word !important;"><strong style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; box-sizing: border-box !important; overflow-wrap: break-word !important;">力拓也在不遗余力的布局铜和镍</strong></span><span style="font-size: 15px; text-indent: 2em; margin: 0px; padding: 0px; outline: 0px; max-width: 100%; letter-spacing: 2px; box-sizing: border-box !important; overflow-wrap: break-word !important;">，2020年，力拓以总共2000万美元或者支付费用及其他现金等价物的代价，从Bluejay处获得了芬兰的Enonkoski镍项目75%的权益。</span><img class="rich_pages wxw-img" src="http://file.site.zhuzaotoutiao.com/site/390/upload/xw/upload/20211205/6377432838799147446676681.jpg" alt="mmexport1638702584577.jpg" title="mmexport1638702584577.jpg"/></p><p style="list-style: none; margin-right: 8px; margin-bottom: 10px; margin-left: 8px; padding: 0px; font-size: 17px; color: rgb(51, 51, 51); line-height: 1.5em; white-space: normal; outline: 0px; max-width: 100%; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; background-color: rgb(255, 255, 255); text-indent: 2em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; letter-spacing: 2px; font-size: 15px; box-sizing: border-box !important; overflow-wrap: break-word !important;">铜矿方面，力拓的埃斯康迪达和科力托铜矿较低的回收率和产量下降将被奥尤陶勒盖露天矿预期中的更高品位铜产出所抵消，力拓2020年矿产铜产量为52.8万吨，2021年矿产铜产量目标为50-55万吨，2020年精铜产量为15.5万吨，2021年精铜产量目标为21-25万吨。</span></p><p style="list-style: none; margin-bottom: 10px; padding: 0px; font-size: 17px; color: rgb(51, 51, 51); line-height: 1.5em; white-space: normal; outline: 0px; max-width: 100%; clear: both; min-height: 1em; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; background-color: rgb(255, 255, 255); text-align: center; box-sizing: border-box !important; overflow-wrap: break-word !important;"><img class="rich_pages wxw-img" src="http://file.site.zhuzaotoutiao.com/site/390/upload/xw/upload/20211205/6377432841594557769869948.jpg" alt="mmexport1638702587593.jpg" title="mmexport1638702587593.jpg"/></p><p style="list-style: none; margin-right: 8px; margin-bottom: 10px; margin-left: 8px; padding: 0px; font-size: 17px; color: rgb(51, 51, 51); line-height: 1.5em; white-space: normal; outline: 0px; max-width: 100%; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; background-color: rgb(255, 255, 255); text-indent: 2em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="font-size: 15px; letter-spacing: 2px; text-indent: 2em;">长期以来，因具有高导电性和耐用性，铜一直作为大多数电线、发电、输电、配电和电路中的常见组件，由于它具有良好的机械强度和延展性，难熔耐高温，并具有很高的化学稳定性，在空气中不氧化等特征，因此是一种十分重要的有色金属原料，被用来制造不锈钢、高镍合金钢和合金结构钢，广泛用于飞机、雷达、导弹、坦克、舰艇、宇宙飞船、原子反应堆等各种军工制造业。</span></p><p style="list-style: none; margin-right: 8px; margin-bottom: 10px; margin-left: 8px; padding: 0px; font-size: 17px; color: rgb(51, 51, 51); line-height: 1.5em; white-space: normal; outline: 0px; max-width: 100%; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; background-color: rgb(255, 255, 255); text-indent: 2em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="margin: 0px; padding: 0px; outline: 0px; max-width: 100%; letter-spacing: 2px; font-size: 15px; box-sizing: border-box !important; overflow-wrap: break-word !important;">从化石燃料向新能源转型的过程中，铜用于电动汽车的布线、充电站和其他可再生能源基础设施，而镍可用于电动汽车电池，在新能源时代的地位不逞多让。这两种元素的需求将在未来30年中呈指数级增长，以满足可再生能源发电、电池存储、电动汽车、充电站和相关电网基础设施的需求。</span></p><p style="list-style: none; margin-right: 8px; margin-bottom: 10px; margin-left: 8px; padding: 0px; font-size: 17px; color: rgb(51, 51, 51); line-height: 1.5em; white-space: normal; outline: 0px; max-width: 100%; clear: both; min-height: 1em; font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; letter-spacing: 0.544px; background-color: rgb(255, 255, 255); text-align: center; box-sizing: border-box !important; overflow-wrap: break-word !important;"><img class="rich_pages wxw-img" src="http://file.site.zhuzaotoutiao.com/site/390/upload/xw/upload/20211205/6377432845207837259629469.jpg" alt="mmexport1638702590412.jpg" title="mmexport1638702590412.jpg"/><br/></p><p style="list-style: none; margin-right: 8px; margin-bottom: 10px; margin-left: 8px; padding: 0px; font-size: 14px; color: rgb(98, 98, 98); line-height: 1.5em; font-family: "Microsoft YaHei", 微软雅黑; white-space: normal; outline: 0px; max-width: 100%; background-color: rgb(255, 255, 255); text-indent: 2em; box-sizing: border-box !important; overflow-wrap: break-word !important;"><span style="color: rgb(51, 51, 51); font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 15px; letter-spacing: 2px; text-indent: 2em;">全球能源和矿业格局正在转变，传统矿企的转型之路已悄然开始，机遇与挑战并存，如何抓住机遇，弯道超车，为企业谋发展，提高资源安全保障能力，中国矿企，任重道远。（</span><span style="color: rgb(51, 51, 51); font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;"><span style="font-size: 15px; letter-spacing: 2px;">参考来源：矿业汇、腾讯新闻、钢铁老板）</span></span></p><p><br/></p>
