{"id":8432,"date":"2021-08-17T15:28:01","date_gmt":"2021-08-17T07:28:01","guid":{"rendered":"https:\/\/www.jtcopper.com\/?p=8432"},"modified":"2021-08-17T15:28:01","modified_gmt":"2021-08-17T07:28:01","slug":"neng-yuan-zhuan-xing-zhi-cheng-tong-jia-zhi-ji-tong-kuang","status":"publish","type":"post","link":"https:\/\/www.jtcopper.com\/hghy\/8432","title":{"rendered":"\u80fd\u6e90\u8f6c\u578b\u652f\u6491\u94dc\u4ef7\u4e4b\u9645\uff0c\u94dc\u77ff\u76ee\u5149\u8f6c\u5411\u590d\u6742\u7684\u53f8\u6cd5\u7ba1\u8f96\u533a"},"content":{"rendered":"
\u636e\u5916\u75358\u670816\u65e5\u6d88\u606f\uff0c\u4e00\u5bb6\u89c4\u6a21\u8f83\u5c0f\u7684\u77ff\u5546\u5728\u63a5\u53d7\u6807\u666e\u5168\u7403\u666e\u6c0f\u80fd\u6e90\u8d44\u8baf(S&P Global Platts)\u91c7\u8bbf\u65f6\u8868\u793a\uff0c\u5168\u7403\u77ff\u5546\u6b63\u5f00\u59cb\u8003\u8651\u5728\u94dc\u80fd\u6e90\u8f6c\u578b\u8fc7\u7a0b\u4e2d\u4f7f\u7528\u590d\u6742\u7684\u53f8\u6cd5\u7ba1\u8f96\u533a\uff0c\u56e0\u4e3a\u4f20\u7edf\u77ff\u533a\u54c1\u4f4d\u4e0b\u964d\uff0c\u800c\u4ef7\u683c\u5c45\u9ad8\u4e0d\u4e0b\u3002<\/p>\n
<\/p>\n
\u201c\u6211\u4eec\u73b0\u5728\u770b\u5230\u4e86\u53d1\u5c55\u4e2d\u56fd\u5bb6\u91ca\u653e\u5176\u8d44\u6e90\u7684\u673a\u4f1a\uff0c”\u4e13\u6ce8\u4e8e\u4e9a\u592a\u5730\u533a\u91d1\u77ff\u5f00\u91c7\u7684\u51ef\u5357\u56fe\u8d44\u6e90\u516c\u53f8(Kainantu resources)\u9996\u5e2d\u6267\u884c\u5b98Matthew Salthouse\u8868\u793a\u3002<\/p>\n
<\/p>\n
\u51ef\u5357\u56fe\u6700\u8fd1\u5b8c\u6210\u4e86\u5bf9\u5df4\u5e03\u4e9a\u65b0\u51e0\u5185\u4e9a\u4e00\u4e2a\u94dc\u91d1\u77ff\u7684\u5b9e\u5730\u8003\u5bdf\uff0cSalthouse\u8bf4\uff0c\u653f\u5e9c\u70ed\u8877\u4e8e\u6253\u5f00\u77ff\u4ea7\u4f9b\u5e94\u7684\u6765\u6e90\uff0c\u5c31\u50cf\u5728\u4e1c\u5357\u4e9a\u5176\u4ed6\u5730\u533a\u53d1\u751f\u7684\u4e00\u6837\u3002<\/p>\n
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\u201c\u503c\u5f97\u5192\u9669……\u5728\u4f26\u6566\u3001\u6fb3\u5927\u5229\u4e9a\u548c\u52a0\u62ff\u5927\u4e0a\u5e02\u7684\u65e9\u671f\u52d8\u63a2\u516c\u53f8\u4e2d\uff0c\u6211\u4eec\u73b0\u5728\u770b\u5230\u4ed6\u4eec\u7f3a\u4e4f\u5bf9\u4e9a\u592a\u5730\u533a\u7684\u5173\u6ce8\u3002”\u4ed6\u8868\u793a\u3002<\/p>\n
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\u5df4\u5e03\u4e9a\u65b0\u51e0\u5185\u4e9a\u662f\u5168\u7403\u9ec4\u91d1\u4ea7\u91cf\u6700\u9ad8\u768415\u4e2a\u5730\u533a\u4e4b\u4e00\uff0c\u4e5f\u62e5\u6709\u5927\u91cf\u7684\u94dc\u3001\u954d\u548c\u94b4\u8d44\u6e90\u3002<\/p>\n
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\u8be5\u56fd\u77ff\u4e1a\u534f\u4f1a\u7f51\u7ad9\u79f0\uff0c\u77ff\u4e1a\u548c\u77f3\u6cb9\u5360\u5230\u5df4\u5e03\u4e9a\u65b0\u51e0\u5185\u4e9aGDP\u768426%\uff0c\u52d8\u63a2\u90e8\u95e8\u201c\u5145\u6ee1\u6d3b\u529b\u201d\u3002<\/p>\n
<\/p>\n
\u73b0\u6709\u8fd0\u8425\u5546\u5305\u62ec\u5df4\u91cc\u514b\u9ec4\u91d1(Barrick Gold)\u3001\u7d2b\u91d1\u77ff\u4e1a\u548cHarmony Gold Mining\u3002<\/p>\n
<\/p>\n
\u4e3b\u8981\u672a\u5f00\u53d1\u7684\u8d44\u6e90<\/strong><\/p>\n <\/p>\n \u6885\u6cb3\u4f4d\u4e8e\u5f17\u91cc\u8fbe\u5c9b\u7684\u4e3b\u8981\u77ff\u5e8a\u65c1\u8fb9\uff0c\u8be5\u77ff\u5e8a\u4e3b\u8981\u7531\u4e2d\u56fd\u8fd0\u8425\u5546\u5f00\u53d1\uff0c\u88ab\u5217\u4e3a\u4e16\u754c\u7b2c\u5341\u5927\u672a\u5f00\u53d1\u94dc\u77ff\u8d44\u6e90\uff0c\u4f30\u8ba1\u67091,200\u4e07\u5428\u94dc\u77ff\u77f3\u548c9,000\u4e07\u76ce\u53f8\u9ec4\u91d1\u3002<\/p>\n <\/p>\n \u793e\u533a\u6216\u653f\u5e9c\u7684\u53cd\u5bf9\u963b\u6b62\u4e86\u5bf9\u5168\u7403\u4e00\u4e9b\u6700\u5927\u7684\u672a\u5f00\u53d1\u94dc\u77ff\u8d44\u6e90\u7684\u5f00\u53d1\uff0c\u8fd9\u4e9b\u8d44\u6e90\u4f4d\u4e8e\u751f\u6001\u654f\u611f\u5730\u533a\uff0c\u6709\u571f\u8457\u5c45\u6c11\u3002<\/p>\n <\/p>\n \u7136\u800c\uff0c\u4e16\u754c\u7b2c\u4e09\u5927\u94dc\u77ff–\u4fc4\u7f57\u65af\u8fdc\u4e1c\u5730\u533a\u7684Udokan\u9879\u76ee\u4ecd\u5728\u8fdb\u5c55\u4e2d\u3002<\/p>\n <\/p>\n \u5f00\u53d1\u5546Udokan Copper\u6b63\u5728\u6d4b\u8bd5\u8bbe\u5907\uff0c\u5e76\u8ba1\u5212\u57282022\u5e74\u5e74\u4e2d\u542f\u52a8\u2014\u5bb6\u9009\u77ff\u5382\u3002<\/p>\n <\/p>\n \u5168\u7403\u4ea4\u6613\u5546\u6258\u514b\u516c\u53f8(Trafigura)\u7684\u9996\u5e2d\u6267\u884c\u5b98Jeremy Weir\u57286\u6708\u4e3e\u884c\u7684\u82f1\u56fd\u300a\u91d1\u878d\u65f6\u62a5\u300b\u5168\u7403\u5927\u5b97\u5546\u54c1\u5cf0\u4f1a\u4e0a\u79f0\uff0c\u5230\u8fd9\u4e2a10\u5e74\u5e95\uff0c\u94dc\u4f9b\u5e94\u91cf\u53ef\u80fd\u9700\u8981\u589e\u52a01,000\u4e07\u5428\uff0c\u5c4a\u65f6\u5e02\u573a\u53ef\u80fd\u8fbe\u52303,000\u4e07\u5428\uff0c\u56e0\u7535\u6c14\u5316\u9879\u76ee\uff0c\u5305\u62ec\u7535\u52a8\u6c7d\u8f66\u5145\u7535\u57fa\u7840\u8bbe\u65bd\u3001\u98ce\u529b\u53d1\u7535\u548c\u592a\u9633\u80fd\u88c5\u7f6e\uff0c\u5bf9\u94dc\u7684\u9700\u6c42\u4e0d\u65ad\u589e\u957f\u3002<\/p>\n <\/p>\n \u4ed6\u8868\u793a\uff0c\u8fc4\u4eca\uff0c\u9884\u8ba1\u53ea\u6709500\u4e07\u5428\u989d\u5916\u4ea7\u80fd\u6295\u4ea7\uff0c\u8fd9\u8868\u660e\u5e02\u573a\u4e25\u91cd\u77ed\u7f3a\u3002<\/p>\n <\/p>\n \u4ef7\u683c\u8868\u73b0\u5f3a\u52b2<\/strong><\/p>\n <\/p>\n Salthouse\u8868\u793a\uff0c\u5e02\u573a\u201c\u975e\u5e38\u5f3a\u52b2”\u5df2\u7ecf\u6709\u4e00\u6bb5\u65f6\u95f4\u4e86\uff0c\u56e0\u4e3a\u5728\u8bb8\u591a\u6210\u719f\u7684\u94dc\u751f\u4ea7\u7ba1\u8f96\u533a\uff0c\u54c1\u4f4d\u6b63\u5728\u4e0b\u964d\uff0c\u800c\u4e14\u51e0\u4e4e\u6ca1\u6709\u4efb\u4f55\u89c4\u6a21\u7684\u65b0\u53d1\u73b0\u3002<\/p>\n <\/p>\n \u4ed6\u8bf4\u9053\uff0c\u7531\u4e8e\u5bf9\u6c14\u5019\u53d8\u5316\u901f\u5ea6\u7684\u62c5\u5fe7\uff0c\u5f15\u53d1\u4e86\u65b0\u51a0\u80ba\u708e\u75ab\u60c5\u540e\u7684\u201c\u7eff\u8272\u590d\u82cf\u201d\uff0c\u94dc\u4ef7\u98d9\u5347\uff0c\u8fd9\u4fc3\u4f7f\u5404\u56fd\u653f\u5e9c\u5bfb\u6c42\u9501\u5b9a\u5305\u62ec\u94dc\u5728\u5185\u7684\u672a\u6765\u91d1\u5c5e\u4f9b\u5e94\u7684\u65b9\u6cd5\uff0c\u8bb8\u591a\u4eba\u8ba4\u4e3a\u8fd9\u662f\u201c\u6218\u7565\u6027\u201d\u7684\u3002<\/p>\n <\/p>\n \u7531\u4e8e\u4e3b\u8981\u751f\u4ea7\u56fd\u7684\u5de5\u4f1a\u52aa\u529b\u6269\u5927\u9ad8\u4ef7\u683c\u5e26\u6765\u7684\u597d\u5904\uff0c\u6700\u8fd1\u7684\u7f62\u5de5\u884c\u52a8\u4f7f\u4ef7\u683c\u575a\u633a\u3002<\/p>\n <\/p>\n \u6de1\u6c34\u6cb3\u8c37(Vale)\u65d7\u4e0b\u52a0\u62ff\u5927Sudbury\u9879\u76ee\u7f62\u5de5\u5728\u6301\u7eed\u4e869\u5468\u540e\uff0c\u4e8e8\u6708\u521d\u5ba3\u544a\u7ed3\u675f\u3002<\/p>\n <\/p>\n \u5168\u7403\u6700\u5927\u94dc\u77ff–\u667a\u5229Escondida\u94dc\u77ff\u57288\u670812\u65e5\u907f\u5f00\u4e86\u7f62\u5de5\uff0c\u8be5\u9879\u76ee\u5360\u5230\u5168\u7403\u94dc\u4f9b\u5e94\u662f\u76844-5%\u3002<\/p>\n <\/p>\n \u540c\u6837\u5728\u667a\u5229\uff0c\u5728\u622a\u81f38\u670813\u65e5\u7684\u4e00\u5468\u5185\uff0c\u56fd\u6709\u667a\u5229\u94dc\u4e1a\u516c\u53f8(Codelco)\u65d7\u4e0bAndina\u9879\u76ee\u3001Caserones\u94dc\u77ff\u9879\u76ee\uff0c\u4ee5\u53caAlbemarle\u7684\u9502\u9879\u76ee\u5728\u85aa\u8d44\u8c08\u5224\u7834\u88c2\u540e\u4e3e\u884c\u7f62\u5de5\u3002<\/p>\n <\/p>\n \u4e0d\u4ec5\u662f\u5de5\u4f1a\uff0c\u653f\u5e9c\u4e5f\u60f3\u4ece\u4e2d\u5206\u2014\u676f\u7fb9\u3002<\/p>\n <\/p>\n \u5728\u667a\u5229\uff0c\u2014\u9879\u65b0\u7684\u6cd5\u5f8b\u6cd5\u6848\u63d0\u8bae\u5c06\u94dc\u7684\u57fa\u7840\u7279\u8bb8\u6743\u4f7f\u7528\u8d39\u4e0a\u8c033%\uff0c\u79d8\u9c81\u4e5f\u5728\u8ba8\u8bba\u65b0\u7684\u6cd5\u5f8b\u3002<\/p>\n <\/p>\n \u201c\u667a\u5229\u76ee\u524d\u5360\u5168\u7403\u94dc\u4ea7\u91cf\u768428%\uff0c\u4f46\u8fc7\u53bb\u5341\u5e74\u6765\uff0c\u77ff\u77f3\u54c1\u4f4d\u4e0b\u964d\u548c\u9879\u76ee\u8001\u5316\u4f7f\u667a\u5229\u7684\u94dc\u5e02\u573a\u4efd\u989d\u5927\u5e45\u4e0b\u964d\u3002”\u7ecf\u7eaa\u5546SPAngel8\u67085\u65e5\u5728\u2014\u4efd\u62a5\u544a\u4e2d\u79f0\u3002<\/p>\n <\/p>\n \u79d8\u9c81\u7ea6\u5360\u5168\u7403\u94dc\u4f9b\u5e94\u91cf\u768412%\u3002<\/p>\n <\/p>\n Salthouse\u8868\u793a\uff0c\u6240\u6709\u8fd9\u4e9b\u90fd\u53ef\u80fd\u4e3a\u94dc\u77ff\u5f00\u91c7\u521b\u9020\u66f4\u6709\u5438\u5f15\u529b\u7684\u65b0\u53f8\u6cd5\u7ba1\u8f96\u533a\uff0c\u5305\u62ec\u5df4\u5e03\u4e9a\u65b0\u51e0\u5185\u4e9a\uff0c\u653f\u5e9c\u53ef\u4ee5\u5728\u90a3\u91cc\u83b7\u5f97\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u6216\u6d41\u6743\u6765\u652f\u6301\u5f00\u53d1\uff0c\u7279\u8bb8\u6743\u4f7f\u7528\u8d39\u53ef\u4ee5\u534f\u5546\u3002<\/p>\n <\/p>\n \u201c\u5168\u7403\u5c06\u4e0d\u5f97\u4e0d\u66f4\u5bc6\u5207\u5730\u5173\u6ce8\u5df4\u5e03\u4e9a\u65b0\u51e0\u5185\u4e9a\u8fd9\u6837\u7684\u53f8\u6cd5\u7ba1\u8f96\u533a\uff0c”\u8fd9\u4f4d\u9ad8\u7ba1\u8bf4\u3002<\/p>\n <\/p>\n Salthouse\u8868\u793a\uff0c\u201c\u867d\u7136\u6709\u4e9b\u4eba\u8ba4\u4e3a\uff0c\u5df4\u5e03\u4e9a\u65b0\u51e0\u5185\u4e9a\u662f\u4e00\u4e2a\u5177\u6709\u6311\u6218\u6027\u7684\u53f8\u6cd5\u7ba1\u8f96\u533a\uff0c\u4f46\u8be5\u56fd\u4e0e\u6fb3\u5927\u5229\u4e9a\u548c\u82f1\u8054\u90a6\u7684\u5bc6\u5207\u5173\u7cfb\u6709\u52a9\u4e8e\u786e\u4fdd\u5176\u6cd5\u5f8b\u6846\u67b6\u6613\u4e8e\u64cd\u4f5c\u3002\u201d<\/p>\n <\/p>\n","protected":false},"excerpt":{"rendered":" \u636e\u5916\u75358\u670816\u65e5\u6d88\u606f\uff0c\u4e00\u5bb6\u89c4\u6a21\u8f83\u5c0f\u7684\u77ff\u5546\u5728\u63a5\u53d7\u6807\u666e\u5168\u7403\u666e\u6c0f\u80fd\u6e90\u8d44\u8baf(S&P Global Platts […]<\/p>\n","protected":false},"author":6,"featured_media":8433,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[15],"tags":[],"bu":[],"acf":[],"_links":{"self":[{"href":"https:\/\/www.jtcopper.com\/wp-json\/wp\/v2\/posts\/8432"}],"collection":[{"href":"https:\/\/www.jtcopper.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.jtcopper.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.jtcopper.com\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/www.jtcopper.com\/wp-json\/wp\/v2\/comments?post=8432"}],"version-history":[{"count":0,"href":"https:\/\/www.jtcopper.com\/wp-json\/wp\/v2\/posts\/8432\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.jtcopper.com\/wp-json\/wp\/v2\/media\/8433"}],"wp:attachment":[{"href":"https:\/\/www.jtcopper.com\/wp-json\/wp\/v2\/media?parent=8432"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.jtcopper.com\/wp-json\/wp\/v2\/categories?post=8432"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.jtcopper.com\/wp-json\/wp\/v2\/tags?post=8432"},{"taxonomy":"bu","embeddable":true,"href":"https:\/\/www.jtcopper.com\/wp-json\/wp\/v2\/bu?post=8432"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}