节点：上游（原材料/资源端）位置：上游情绪：利好参考度：10/10


必和必拓（BHP）周五透露，其位于加拿大萨斯喀彻温省的詹森钾矿项目第一阶段成本将比原计划高出30%，且投产时间推迟一年。

原本预计第一阶段花费57亿美元，现在预计支出70亿到74亿美元。首次投产时间从原计划提前至2027年。必和必拓称，设计与范围变更、通胀压力和较低的生产效率，是成本超支与进度延误的0027;因。

同时，詹森项目第二阶段的投产时间也推迟到2031年，较之前规划晚两年。必和必拓暂停了第二阶段49亿美元的投资计划，并收回成本预估，以待进一步研究。延迟源于中期市场可能出现额外的钾肥供应，以及投资框架下对资本项目排序的Ÿ..

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