两大矿业巨头联手开发北美铜矿新项目

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

两大矿业巨头联手开发北美铜矿新项目

2025-12-12 17:08:02 来源：北方有色网责任编辑：郝炳文

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全球矿业领域迎来重要合作。2025年12月2日，淡水河谷与嘉能可宣布签署协议，将共同评估在加拿大萨德伯里盆地相邻矿区开展的铜矿开发项目。该消息于12月3日被多家财经媒体广泛报道。

根据协议，双方计划在对等持股基础上组建合资企业推进该项目。这个棕地开发项目预计总投资16亿至20亿美元，开采周期21年，累计铜产量可达88万吨。

合作背景

这次合作的背景是全球铜矿供应持续紧张。2025年以来，全球多地铜矿因事故、自然灾害频发减产，市场对新增产能的需求迫切。

对嘉能可而言，此次合作尤为重要。该公司铜产量已连续四年下降，股价表现疲软引发投资者不满。与淡水河谷的合作可为其带来新的产量增长点。就在合作消息公布次日（12月3日），嘉能可宣布了到2035年将铜产量提升至约160万吨的长期目标，但同时也下调了2026年的短期产量预期。

对淡水河谷来说，这是其“2030战略”的关键一步。公司计划到2030年将铜产量提升至42-50万吨，此次合作将直接支持这一目标实现。

双方产能现状

淡水河谷预计2025年铜产量约37万吨，2026年目标为35-38万吨，基本保持稳定。公司正积极通过多个项目提升未来产能。

嘉能可2026年铜产量预期已被下调至81-87万吨，公司表示这将是产量低谷，之后将逐步恢复，目标是2028年达到年产100万吨铜。

市场影响与前景

这次合作是全球铜业整合趋势的最新例证。此前，英美资源集团收购泰克资源，紫金矿业等中国矿企也在积极扩大产能。

萨德伯里盆地是全球著名的矿产富集区。该地区的棕地开发项目可利用现有基础设施，缩短建设周期，降低投资风险。

行业分析师认为，两大巨头的联手不仅能带来显著的协同效应，还可能缓解全球铜供应紧张局面。随着电气化、新能源和数据中心建设持续推进，铜的需求前景依然强劲。

淡水河谷与嘉能可的这次合作，反映了全球矿业企业面对市场挑战时的战略调整。在供应紧张与需求增长并存的背景下，行业整合与跨国合作将成为新常态。

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两大矿业巨头联手 开发北美铜矿新项目

合作背景

双方产能现状

市场影响与前景

有色金属报告推荐

两大矿业巨头联手开发北美铜矿新项目