Tebchaws Australia Peb Cov Ntiag Tug Hlau Uas Nyuaj Qhuav Open A New Wave Investment

Aug 22, 2018

Tso lus


Nyob hauv RioTinto tus thawj coj, Australia qhov kev lag luam loj tshaj plaws loj tshaj peb li ntawm 170 lab ton tshiab los hloov cov mines uas raug mob, thiab tab tom ua lag luam hauv vaj tse thiab khoom siv kom muaj peev xwm tshaj tawm. Cuag theem lub hom phiaj ntev. Raws li Deutsche Bank tau kwv yees, qhov tsim tawm ntawm peb qhov kev cog lus loj yuav nce li 9% ntawm 2022, mus txog 843 lab tons.

Raws li nws puv, qhov twv ua ntej ntawm Tuam Tshoj txoj kev lag luam steel slowdown tsis yog lawm. BHP Billiton tau hais tias qhov tseem tsis tau txog nws cov ncov thiab nws yuav tsis ncav kom txog 2025, thiab cov ntaub ntawv steelmaking yuav ua ntxiv rau 12 lub hlis tom ntej.

Tam sim no cov hlau ore nqe yog nyob ze rau plaub lub hlis siab.

Rio Tinto Chief Executive Jean-Sebastien Jacques tau teem sijhawm los siv lub tuam txhab $ 338 lab Silvergrass mine hnub Wednesday, thawj zaug ntawm kev hloov tshiab tshiab thiab qub kuv hloov chaw nyob hauv thaj av Pilbara ntawm Western Australia.

Raws li tsoomfwv txoj kev kwv yees, los ntawm 2019, Australia yuav suav txog 56 feem pua ntawm cov khoom lag luam thoob ntiajteb hlau export, piv nrog 54% dhau xyoo.

Raws li lub ntiaj teb thib hlau loj tshaj plaws exporter tom qab Brazil tus Vale, Rio Tinto cov ntawv tshaj tawm lub hlis no qhia tau tias nws tau pom zoo rau $ 100 lab hloov rau cov mines uas raug muab thiab yuav tau rov qab pom zoo rov tuaj rau peb lub xyoos tom ntej. $ 100 lab nyiaj hauv kev siv nyiaj.

Cov ntaub ntawv qhia tau hais tias Rio Tinto tseem tab tom kawm txog kev tsim kho thiab kev siv nyiaj tu cov cuab yeej cuab tam muaj nqis ntawm $ 4.4 billion.

BHP Billiton yuav nrhiav kev pom zoo rau xyoo tom ntej, siv txog $ 3.2 nphom los tsim Pilbara's SouthFlank mine mus hloov 80 lab tons ntawm cov khoom tsim xyoo. Nyob rau hauv lub Xya Hli xyoo, Deutsche Bank tau kwv yees hais tias lub tuam txhab tseem yuav nqis peev nyiaj $ 300 lab kom nce Australia txhua xyoo kev tsim tau mus txog 290 lab tons.

Dua li ntawm tus tshiab yoj ntawm peev, cov neeg siv nyiaj sab saum toj 'kev siv nyiaj tshiab tseem yog ib feem ntawm cov nyiaj tshuav nyob rau Tuam Tshoj txoj kev tawg nyob rau hauv kev xav boom.

Raws li tsab ntawv ceeb toom xa los ntawm Rio Tinto mus rau pawg tsoom fwv Australia Productivity Commission thaum Lub Rau Hli Ntuj, Rio Tinto tau nqis peev nyiaj lag luam A $ 28 nais los nthuav Pilbara cov mines thiab cov vaj tse ntawm xyoo 2009 thiab 2016.

Lub hlis no, BHP Billiton tshaj tawm tias khwv tau nyiaj, thiab Thawj Coj Executive Andrew Mackenzie tau hais tias lawv zoo siab txog Suav teb cov kev ua haujlwm los txhawb kev tsim kho kev lag luam, uas txhawb nqa kev xav tau.

Vim muaj kev tuaj yeem tsim tau los ntawm Tuam Tshoj, txoj kev loj hlob ntawm cov hlau ore los ntawm cov khoom loj loj yog qeeb dua qhov kev xav tau, thiab hlau cov nqi muaj nce txij li thaum nrab-Lub Rau Hli.

NevPower, CEO of FortescueMetalsGroup, said lub lim tiam dhau los: "Peb tab tom ua lag luam nyob rau yav tom ntej, muab cov me me hloov ua ntej thiab tuav cov khoom muag khoom tau 20 xyoo thaum peb xav tau lawv." Lub tuam txhab xav kom siv txog li ntawm $ 1.5 nphom ntawm Hloov Chaw Lag Luam lag luam uas yuav ua tsis tau lawm.

Chris Salisbury, chief executive ntawm Rio Tinto tus hlau ore lag luam, hais tias ntawm xyoo 2017 thiab 2018, cov neeg ua lag luam yuav ntxiv txog 100 lab tons ntawm cov khw muag khoom noj rau lub nkoj ua lag luam, nrog rau qhov tseem ceeb ntawm xyoo tom ntej. Raws li nws cov lus ua rau lub hlis no, vim yog qhov kev lag luam nyob rau hauv kev muag khoom thiab kev loj hlob ntawm kev lag luam tsheb, Tuam Tshoj tus steel demand proved yuav muaj zog tshaj hlau mills thiab traders.