节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：6/10


淡水河谷确认镍钴锰（NCM）和磷酸铁锂（LFP）阴极市场
淡水河谷基础金属强调，镍钴锰（NCM）和磷酸铁锂（LFP）电池将在市场中共存。首席运营官阿尔弗雷多·桑塔纳表示，镍对于航空航天、国防及其他工业用途仍至关重要。尽管因成本优势LFP的应用不断增加，但在需要更高能量密度的领域，NCM的需求依然存在。
全球镍供应，尤其是来自印度尼西亚的供应充足，但电池生产商的需求并未成比例增长。桑塔纳补充称，淡水河谷专注于运营效率，保持在成本曲线的下半段以维持竞争力。

扩大铜和低碳生产
淡水河谷计划到2035年将铜年产量翻...
该公司还在推进镍和铜的低碳举措，借助巴西的清洁能源矩阵和循环利用措施。这些脱碳努力与淡水河谷引领可持续金属生产的战略相符。

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