节点:中游(冶炼、中间品)位置:中游情绪:利空参考度:3/10


英澳业巨头力拓集团(Rio Tinto)披露,计划于2030年代中期启动亚利桑那州Resolution铜矿开采,鉴于美国冶炼行业面临的经济挑战,或需出口部分铜精矿。本月,公司历经多年法律诉讼后,正式获得该全球最大铜矿之一的土地使用权——此前项目因美国铜需求增长与圣卡洛斯阿帕奇部落宗教权益存在冲突。

力拓铜业务主管表示,正全力推进项目投产,目标锁定2030年代初期至中期;Resolu...

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