节点:上游(原材料/资源端)位置:上游情绪:利空参考度:8/10
8月1日(周五),智利国家铜业公司(Codelco)工会领袖Amador Pantoja宣称,旗下旗舰项目El Teniente铜矿削减铜开采作业,不过选矿厂与冶炼厂依旧保持运行。此前,该项目发生事故。
周四,该项目发生坍塌事故,致使一名工人不幸遇难,另有五人被困。此次事故对铜矿开采作业造成直接影响,导致开采环节不得不进行削减。而选矿厂和冶炼厂能继续运行,或许是因其作业相对独立,未受坍塌事故的直接冲击。
此次事故及后续作业调整,无疑会对El Teniente铜矿的铜产量产生影响。开采..矿产出减少,虽选矿和冶炼环节还在运行,但整体的铜产量大概率会有所下滑。
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