突发！嘉能可澳洲 McArthur River 锌矿暂停作业

基础金属	铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁
稀有金属	稀土稀土矿稀土氧化物稀土金属钕铁硼稀散金属锑铋铟锗镓硒钽锆贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒
新能源	锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

基础金属

铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁

稀有金属

稀土稀土矿稀土氧化物稀土金属钕铁硼 稀散金属锑铋铟锗镓硒钽锆 贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒

新能源

锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰 锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

突发！嘉能可澳洲 McArthur River 锌矿暂停作业

2025-01-16 10:37:38 来源：北方有色网责任编辑：管理员

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事件回顾

2024 年 3 月 21 日，嘉能可发布声明称，受周一登陆的飓风带来的暴雨影响，其位于澳大利亚的 McArthur River 锌矿和铅矿暂时停止生产145。该地区本周出现了超 1974 年记录的前所未有的降雨15。嘉能可表示会继续监测洪水情况，评估对作业的影响134。

可能产生的影响

对嘉能可的影响：McArthur River 锌矿和铅矿在嘉能可的业务中占据重要地位，2023 年锌和铅产量分别达到 26.22 万吨和 5.04 万吨3。该矿的停产可能导致嘉能可 2024 年锌矿产量减少，影响公司业绩，打乱其生产计划和销售安排，增加运营成本，还可能影响公司在锌市场的供应份额和市场地位。

对锌市场的影响

供应方面：McArthur River 锌铅矿是全球重要的锌精矿供应来源之一，其停产会使全球锌精矿供应减少，加剧市场上锌精矿供应紧俏的局面。若暴雨持续对矿山设施造成长期损害，延长停产时间，锌精矿供应紧张状况将进一步恶化4。

价格方面：供应减少会增加锌价上涨的压力。在供应减少而需求相对稳定或增长的情况下，市场供需平衡被打破，锌价可能会上涨。不过，锌价还受到其他因素影响，如全球经济状况、下游需求情况等4。

对相关产业链的影响

冶炼厂：锌精矿供应减少可能导致冶炼厂原料不足，部分冶炼厂可能面临减产或停产风险，压缩冶炼厂的利润空间，还可能影响冶炼厂与上下游企业的合作关系，增加采购成本和采购难度。

下游企业：如建筑、汽车等行业是锌的主要消费领域。锌价上涨会增加下游企业的生产成本，若无法将成本转嫁到产品价格上，会挤压企业利润空间，影响企业的生产计划和经营效益，可能促使下游企业寻找替代材料或调整产品结构。

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突发！嘉能可澳洲 McArthur River 锌矿暂停作业

事件回顾

可能产生的影响

对锌市场的影响

价格方面：供应减少会增加锌价上涨的压力。在供应减少而需求相对稳定或增长的情况下，市场供需平衡被打破，锌价可能会上涨。不过，锌价还受到其他因素影响，如全球经济状况、下游需求情况等4。

对相关产业链的影响

冶炼厂：锌精矿供应减少可能导致冶炼厂原料不足，部分冶炼厂可能面临减产或停产风险，压缩冶炼厂的利润空间，还可能影响冶炼厂与上下游企业的合作关系，增加采购成本和采购难度。

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