节点:中游(冶炼、中间品)位置:中游情绪:中性参考度:2/10


4月16日,智利国家业公司(Codelco)与英美资源集团(Anglo American)计划分别向监管机构提交共建Andina-Los Bronces铜的环境研究报告,采用双轨模式以简化审批流程——这一模式被双方称为“前所未有”。

该文件显示,两家公司拟于12月提交两份基本一致的申请,针对共同开采的铜矿区域。智利作为全球最大铜生产国,在全球铜供应或现紧缩的背景下,该模式或为其他矿商共享基础设施、提升产量提供参考框架,同时可加快双方行动节奏并降低项目风险。

Codelco与英美资源于2025年9月敲定合作协议,计划2030-2051年间年增产约12万吨铜,创造至少50亿美元税前价值。

在作业重叠区域,两家公司提议采用相同环保措施。因智利宪法要求Codelco保留采矿特许权所有权,单一申请在法律上不可行;此前曾考虑“一企一Ļ..

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