节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
据知情人士透露，特克资源有限公司曾与淡水河谷公司的基础金属部门断断续续开展合并谈判，最终该公司选择与英美资源集团达成合并意向。
特克公司周一披露，在与英澳矿业巨头安戈公司谈判期间，还同步与一家未具名公司（“方X公司”）进行协商。这些信息由特克公司向股东提供，用以支撑其与伦敦矿业巨头达成的400亿美元交易。相关人士称，该未具名求购方为维拉基础金属公司，因讨论内容涉及机密，相关人士要求匿名。特克公司和维拉公司均对此拒绝置评，此前《环球邮报》也曾报道维拉基础金属公司与特克公司有过谈判。
特克公司与方X公司的谈判始于2023年5月，因在估值及“治理考量”等方面存在分歧，谈判多次停滞。据11月10日文件显示，去年5月谈判破裂并终止，此后特克..铜、锌及铁矿石矿场，打造金属生产巨头。
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Why did the negotiations between Teck and Vera Basic Metals break down due to differences in valuation and “governance considerations”? And considering Teck’s attractive copper mine assets, could these “governance considerations” be related to competition for control over the valuable mines?