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智利国家铜业公司矿难致全球铜供应承压：El Teniente矿区停产冲击产能

2025-08-07 11:24:05 来源：北方有色网责任编辑：韩泽楷

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7月31日，智利国家铜业公司(Codelco)一处隧道发生坍塌，致使地下采矿作业暂停。受此影响，该公司随后停止了其位于智利的最大铜矿的矿石加工业务。

这家国有矿业巨头表示，由于El Teniente矿区的矿石库存已消耗殆尽，不得不对包括Caletones冶炼厂在内的所有工厂进行停产检修。目前约有5,000名工人被调派至地面设施，开展设备检修工作，为后续复产做准备。

此次事故已造成六名矿工遇难，其影响可能很快将传导至全球市场。预计此次停产将导致每月减少约3万吨铜产量，相当于Codelco总产能的四分之一，这些铜主要用于电线、电子产品和建筑材料的生产。

Codelco在周一提交的公告中表示，公司正努力在确保安全的前提下尽快恢复生产。目前正在组建国际专家组对矿井进行全面评估，以查明事故具体原因。

据知情人士透露，该国有矿企已制定方案，计划在El Teniente矿区未受塌方影响的区域逐步恢复地下采矿作业。Codelco周三晚间称，已就矿山监管部门Sernageomin和劳工局提出的三次信息问询作出了详细答复。

虽然该复产方案能否获批尚存不确定性，但若能恢复采矿，即便是在减产情况下，也将为全球金属供应带来积极信号。

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