力拓宣布雅文氧化铝厂2026年起减产40% 以延长运营寿命至2035年

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

力拓宣布雅文氧化铝厂2026年起减产40% 以延长运营寿命至2035年

2025-11-18 17:15:15 来源：北方有色网责任编辑：王欣悦

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全球矿业巨头力拓集团近日发布重磅公告，宣布将于2026年10月起，对其位于澳大利亚格拉德斯通的雅文(Yarwun)氧化铝厂实施40%的产量削减。据了解，该工厂建成产能约为325万吨，此次减产将使其年氧化铝产量减少约120万吨。力拓方面表示，此举核心目的是将雅文氧化铝厂的运营寿命延长至2035年，为探索进一步的寿命延长及现代化升级方案争取关键时间。

减产核心动因：尾矿设施容量逼近上限

产量调整的直接诱因源于工厂尾矿设施的容量危机。按照当前生产速率测算，雅文氧化铝厂的尾矿存储设施预计将在2031年达到容量上限，这意味着若维持现有生产规模，工厂将面临被迫停产的风险。力拓铝业太平洋运营董事总经理阿曼多·托雷斯解释称，企业曾长期探索为该工厂建设第二个尾矿设施的可行性，但该方案所需投资规模极为庞大，在当前市场环境下缺乏经济可行性，因此减产成为延长运营周期的最优选择。

托雷斯强调：“从2026年10月开始减产，使我们能够将氧化铝生产持续到2035年，并试验确保雅文工厂长期未来的可行路径。这是一个艰难但必要的决定，它保留了该基地未来的选择，并支持其持续的经济贡献。”

运营影响：180个岗位受波及核心业务保持稳定

此次产量缩减将直接影响雅文氧化铝厂约180个工作岗位。对此，力拓已明确将跨格拉德斯通各运营点的人员重新部署规划作为关键优先事项，以最大限度降低裁员风险。据了解，雅文氧化铝厂目前雇佣约725名员工，年产氧化铝约300万吨，其产品主要供应给力拓自有铝冶炼厂及国际客户。

值得注意的是，尽管年产能将减少120万吨，但力拓明确表示，此次调整不会影响客户需求保障及集团其他关联业务的正常运转。其旗下的铝土矿开采业务和铝冶炼厂将继续维持满负荷运营状态，这一安排有效缓解了市场对产业链稳定性的担忧。

技术突围：聚焦尾矿处理与脱碳创新锚定长期发展

雅文氧化铝厂仍是力拓在澳大利亚铝产业布局中的核心资产，企业正通过技术创新为工厂长远发展破局。在尾矿处理领域，力拓将重点推进中和技术及基于离心机的干式尾矿处理等创新方案的应用，这些技术有望从根本上解决尾矿存储瓶颈。

脱碳转型也成为工厂升级的重要方向。力拓计划采用生物燃料替代锅炉中使用的煤炭和天然气，并全力推进一项由澳大利亚可再生能源署资助的全球首创项目——氢气煅烧项目。这些举措不仅契合全球低碳发展趋势，也将提升工厂在未来能源转型中的竞争力。

行业背景：澳大利亚氧化铝产业面临多重挑战

力拓的这一决策恰逢澳大利亚氧化铝产业调整期。近期数据显示，澳大利亚氧化铝产量在过去三年呈下降趋势，美国铝业等企业已出现关闭老旧炼油厂的案例。成本高企、铝土矿品位下降、印尼等新兴产区的竞争压力，共同构成了澳大利亚氧化铝产业的发展挑战。在此背景下，力拓通过减产换时间、以技术谋发展的策略，为行业提供了应对周期波动的参考路径。

雅文氧化铝厂的减产难以扭转海外氧化铝供需过剩的整体格局，随着2026年海外新增氧化铝项目的逐步投产，预计海外氧化铝价格仍将维持震荡走弱态势。

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力拓宣布雅文氧化铝厂2026年起减产40% 以延长运营寿命至2035年

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