节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:5/10


据smmnn报道,淡水河谷贱金属部门表示,受益于美洲区域近期勘探成果,2024至2027年底其加拿大与巴西区域产资源储量预计增长20%。该公司同步披露储量增长目标、2025年勘探结果及2026年预期,但未明确2027年底具体储量增量。

截至2025年底,淡水河谷铜资源储量达5300万吨(同比增长6%),资源储量1400万吨(同比增长13%);按当前生产速度,铜资源量可支撑超50年生产。铜、镍及钴、铂、钯、金等资源储量增长,极大稳固了公司长期发展潜力

从储量(含证实储量与概略储量)看,铜矿石储量12.5亿吨、品位0.66%,对应铜金属储量820万吨(上年为810万吨);镍矿石储量4.193亿吨、品位1.42%,对应镍金属量590万吨(2024年底为560万吨)。

淡水河谷首席执行官古斯...未来10年拟将铜产量提升一倍。电动化进程加速及数据基础设施扩张,将推动未来数十年铜消费实现大幅增长。

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