节点:中游(冶炼、中间品)位置:中游情绪:利好参考度:4/10


加拿大工业部长梅兰妮·乔利周三宣布,该国已启动对英美资源集团(伦敦证交所代码AAL)与特克资源公司(多伦多证交所代码TECK.A、TECK.B;纽约证交所代码TECK)拟议合并案的国家安全审查。此次审查依据投资加拿大法开展,渥太华将在未来数月内给出最终决定。乔利强调,安全审查是外资交易评估的常规流程,但政府期望交易方作出更长期的加拿大本土化承诺,审查核心聚焦交易对关键产及相关供应链的影响,而在加国被列为关键矿产。

双方已承诺未来五年在加拿大投入约45亿加元,不过其中大部分资金为特克资源此前已公布的项目,包括延长海洛德山谷铜矿开采期限。英美资源还提出将全球总部从伦敦迁至温哥华,合并后公司更名为安格洛特克,并调整高层管理团队,涵盖首席执行官邓肯·万布拉德与首席财务官约翰·赫..

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