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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

两大矿业巨头联手开发北美铜矿新项目