节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:6/10
smmnn11月25日消息,巴里克矿业公司临首席执行官马克·希尔表明,公司坚决推进巴基斯坦RekoDiq铜矿项目。此前市场有公司因战略调整可能撤出的传闻,但希尔强调该项目是公司长期发展战略重要部分,不会退出。
该项目位于巴基斯坦俾路支省,此地局势动荡。它是全球最大未开发铜矿床之一,总投资70亿美元,巴里克与巴基斯坦政府各占50%股份,预计2028年底投产。近期有消息称巴里克董事会考虑拆分部分资产,包括潜在出售RekoDiq及非洲矿业资产,引发市场担忧。
RekoDiq对巴基斯坦意义重大,是其矿产战略核心,政府希望借此吸引海外投资,推动资源产业发展。不过...
该项目能为巴里克在2024年新增1300万盎司黄金储量,一期年产铜预计20万吨,扩建后产能翻倍,37年生命周期可产生超700亿美元自由现金流,是公司未来核心增长引擎。尽管部分投资者担忧公司在高风险地区业务影响估值,但巴里克仍坚定推进。2022年法律争端解决恢复合作后,RekoDiq成为巴基斯坦吸引外资旗舰项目,其成败影响巴基斯坦矿业改革信心与外资流入前景。
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If Barrick is so determined to push forward the Reko Diq copper project, how will it effectively address the security issues in Balochistan, where separatist and armed attacks are frequent? Also, with the rumored asset split, how can it ensure the project’s stable progress? And can the over – $26 – …