节点:中游(冶炼、中间品)位置:中游情绪:利空参考度:9/10
9月29日(周一),评级机构穆迪(Moody)发布消息称,智利国营铜公司Codelco旗下的El Teniente铜矿在7月底发生事故后停产。这一情况,极有可能延缓该公司恢复至2020 – 2021年每年160万吨产量水平的进程。
尽管如此,穆迪并未改变对Codelco的信用评级以及稳定展望。Codelco于周一宣布,将分两批发行14亿美元高级无担保债券,到期时间分别为2035年和2055年。
不过,穆迪同时指出,业务中断势必会对Codelco...
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