节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:6/10


澳大利亚Centaurus Metals已与嘉能可(Glencore)签署具有约束力的承购协议,协议覆盖巴西Jaguar硫化镍项目的产出。该协议锁定每年2万吨高品位镍精矿,年含镍量约6400吨,为全球加工环节提供稳定供应流。嘉能可将在加拿大萨德伯里(Sudbury)工厂加工该物料,交付自2029年启动并持续5年,同时Centaurus强化了其迈向生产的商业路径。

Centaurus与嘉能可的镍供应协议约占Jaguar项目计划产量的30%,Centaurus因此保留剩余产量的市场灵活度,该策略支持项目持续融资及投资规划。定价挂钩伦敦金属交易所(LME)镍基准价,支...

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