淡水河谷(VALE.US)CEO发声：中东冲突未导致金属需求崩塌，上调全年铁矿石均价预期至112美元/吨

智通财经06-09

智通财经APP获悉，全球最大铁矿石生产商淡水河谷(VALE.US)首席执行官Gustavo Pimenta表示，目前尚未看到全球金属市场出现与战争相关的需求崩塌迹象;受伊朗冲突扰动原材料流通影响，公司利润率正持续扩张。Pimenta周一在里约热内卢表示，这家巴西矿商当前的重心是挖掘自有资产价值，而非寻求并购。他补充称，全球关键矿物的需求环境对淡水河谷而言“极为有利”。霍尔木兹海峡的运输扰动推高了...

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Pimenta表示，目前尚未看到全球金属市场出现与战争相关的需求崩塌迹象;受伊朗冲突扰动原材料流通影响，公司利润率正持续扩张。Pimenta周一在里约热内卢表示，这家巴西矿商当前的重心是挖掘自有资产价值，而非寻求并购。他补充称，全球关键矿物的需求环境对淡水河谷而言“极为有利”。霍尔木兹海峡的运输扰动推高了淡水河谷等矿商的燃油价格与运费成本，导致公司一季度的成本压力抵消了价格与销量上涨带来的收益。淡水河谷将核心铁矿石业务的全年自由现金流预期上调15亿美元，以反映伊朗战争爆发以来铁矿石价格的上涨行情。公司目前预计，今年铁矿石均价将达到112美元/吨，高于冲突前预测的102美元/吨。Pimenta在采访中表示，对公司全年前景“非常乐观”。尽管中国钢铁产量大概率已见顶，但淡水河谷认为，东南亚、欧洲、美国等其他地区将成为需求增长的主要驱动力。印度钢铁业务Pimenta称，未来十年印度粗钢产量将翻倍，将成为淡水河谷的主要增长引擎。此前，淡水河谷以战争相关的物流限制为由，已将阿曼球团厂的重启时间推迟至第三季度。淡水河谷的阿曼项目年产能为900万吨铁矿石球团，约占公司总产量的29%。Pimenta周一表示，该工厂的重启需等待冲突局势缓和。他称，尽管中东局势动荡，淡水河谷仍将阿曼视为向该区域客户供货的战略枢纽。稀土业务规划淡水河谷一直在评估进军稀土业务是否符合公司战略，包括评估在巴西的相关机会。巴西拥有除中国外全球最大的稀土储量，而稀土是能源转型关键的17种元素。不过Pimenta表示，目前仍存在诸多疑问，尤其是在业务规模以及淡水河谷能否与成熟的国际稀土生产商有效竞争方面。他指出，当前淡水河谷的优先事项是聚焦自身具备专业优势与规模效应的业务领域，例如铜和镍业务。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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