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
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
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电解液隔膜隔膜电解液电芯

澳政府出手挽救关键铝资产托马戈冶炼厂获长期能源保障

2025-12-16 10:50:48 来源：北方有色网责任编辑：王欣悦

分享到：

打印

复制链接

在全球能源转型与本土工业转型的双重压力下，澳大利亚联邦政府近日宣布通过长期电力购买协议为必和必拓集团旗下力拓公司提供支持，确保年产能60万吨的托马戈铝冶炼厂在2028年后持续运营。这一干预措施的出台，源于该厂因能源成本高企濒临关闭的危机，也是阿尔巴尼斯政府"未来澳大利亚制造"产业战略的关键落地举措。

作为澳大利亚规模领先的铝冶炼设施，托马戈铝厂的存续问题自今年10月起便引发广泛关注。当时力拓集团明确警告，由于无法锁定可负担的新能源供应方案，该厂在2028年底现有电力合同到期后将面临关闭风险。这一危机并非个例——受澳大利亚电网仍以煤电、气电为主的能源结构影响，国内铝冶炼企业普遍面临碳成本上升与能源价格波动的双重压力，力拓旗下另一家年产能19万吨的贝尔湾铝厂已在11月正式申请低碳生产补贴。

根据阿尔巴尼斯总理12月12日在工厂现场公布的合作框架，此次支持的核心是一份固定价格的长期购电合同，为企业提供稳定的成本预期。作为对价，托马戈铝业承诺未来十年内向工厂投入10亿澳元，用于生产设备升级与低碳技术改造。力拓子公司托马戈铝业将在未来数月内与联邦及新南威尔士州政府组建专项工作组，敲定可再生能源接入、碳排放管控等具体实施方案。

工业部长蒂姆·艾尔斯强调，该协议的达成将保障托马戈铝厂的持续投资价值，但未披露购电价格、合同期限等核心细节。值得注意的是，就在协议公布前一天，艾尔斯刚就政府产业政策进行公开辩护，而托马戈项目已是近期政府支持的多家金属冶炼企业之一，凸显出澳大利亚对基础工业的战略保护姿态。

数据显示，托马戈铝厂在2025年保持稳定运营态势，1-9月按100%权益计算的产量达42.6万吨，其产业链直接关联数千个就业岗位，对新南威尔士州工业经济具有支柱性作用。政府的此次干预，正是通过政策工具将"未来澳大利亚制造"计划的227亿澳元产业投资落到实处，在能源转型期为本土工人保留就业岗位、巩固经济基本盘。

业内分析指出，该事件标志着澳大利亚工业政策的重大转向。面对全球清洁能源转型浪潮，该国正从传统资源出口依赖，转向通过政策引导推动高耗能产业低碳升级的新路径。力拓集团已在昆士兰州开展氢能替代天然气提炼氧化铝的试验项目，而托马戈铝厂的能源解决方案未来也将聚焦风能、太阳能等可再生能源接入，这与政府推动的"电池突破计划"等清洁能源战略形成产业协同。

随着贝尔湾铝厂的补贴申请进入审核流程，澳大利亚政府未来或形成"一厂一策"的个性化支持模式，通过电力保障、资金补贴等组合工具，帮助铝冶炼等关键产业度过能源转型阵痛期，维持其在全球市场的竞争力。

免责声明
北方有色网提供的信息仅供参考，不作为决策建议，客户需自主判断决策，并自行承担相关后果。本报告版权归北方有色网所有，仅限客户自身使用。如需引用，须联系申请授权；未经书面许可，任何机构或个人不得以任何形式传播、发布、篡改本报告。北方有色网保留追究任何侵权行为法律责任的权利。

日报

更多+

▪2025年12月18日钴市场日报[12-18]

▪2025年12月18日钛市场日报[12-18]

▪2025年12月18日稀土市场日报[12-18]

▪2025年12月18日锌市场日报[12-18]

▪2025年12月18日电解铝市场日报[12-18]

周报

更多+

▪《锆市场周报》第50周（12.8-12.12）[12-16]

▪《铜市场周报》第50周（12.8-12.12）[12-15]

▪《电解铝周报》第50周（12.8-12.12)[12-15]

▪《铅锌周报》第50周（12.8-12.12)[12-15]

▪《钛市场周报》第50周（12.8-12.12）[12-15]

研究报告

更多+

▪碳酸锂价格有望高位震荡-2025年11月碳酸锂月报[12-08]

▪《锌市场月报》第11月（10.1-10.30)[12-08]

▪《铝市场月报》第11月（11.1-11.30）[12-05]

▪《钛市场月报》第11月（11.1-11.30）[12-05]

▪《钛市场月报》第10月（10.1-10.31）[11-20]

主编视角

更多+

▪主编视角：稀土元素——半导体行业进步的多重推进器[11-21]

▪主编视角：钼金属——半导体微型化的新引擎[11-21]

▪刚果（金）“掐住”钴咽喉，中国新能源如何破局？[11-20]

▪印尼按下“暂停键”，全球镍产业迎来大变局？[11-20]

▪Empire Metals公司在吉隆坡TZMI大会展示Pitfield钛项目，揭示全球钛产业新焦点[11-14]

热点

更多+

▪投资5亿！武汉6万吨铁锂电池回收项目投产，干法技术领跑行业[12-18]

▪2025光伏行业盈利改善亏损持续收窄[12-18]

▪封关启幕：金融“活水”筑牢海南自贸港开放基石[12-18]

▪印尼拟大幅下调2026年镍矿产量目标[12-18]

▪深圳27人走私管制金属锑锭166余吨出境主犯被判12年[12-18]

基本文件流程错误 SQL 调试

/websites/wwwroot/cmcc/public/index.php ( 0.75 KB )
/websites/wwwroot/cmcc/thinkphp/start.php ( 0.72 KB )
/websites/wwwroot/cmcc/thinkphp/base.php ( 2.60 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Loader.php ( 21.07 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Error.php ( 3.75 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Config.php ( 6.38 KB )
/websites/wwwroot/cmcc/thinkphp/convention.php ( 10.37 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/App.php ( 21.51 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Request.php ( 49.78 KB )
/websites/wwwroot/cmcc/application/config.php ( 10.22 KB )
/websites/wwwroot/cmcc/application/database.php ( 1.96 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Hook.php ( 4.71 KB )
/websites/wwwroot/cmcc/application/tags.php ( 0.96 KB )
/websites/wwwroot/cmcc/application/common.php ( 28.86 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Env.php ( 1.21 KB )
/websites/wwwroot/cmcc/thinkphp/helper.php ( 17.30 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Lang.php ( 7.41 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Log.php ( 6.05 KB )
/websites/wwwroot/cmcc/thinkphp/lang/zh-cn.php ( 11.81 KB )
/websites/wwwroot/cmcc/application/route.php ( 2.86 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Route.php ( 60.23 KB )
/websites/wwwroot/cmcc/application/index/controller/News.php ( 29.18 KB )
/websites/wwwroot/cmcc/application/index/controller/Base.php ( 3.63 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Controller.php ( 6.07 KB )
/websites/wwwroot/cmcc/thinkphp/library/traits/controller/Jump.php ( 4.90 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/View.php ( 6.77 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/view/driver/Think.php ( 5.64 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Template.php ( 44.90 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/template/driver/File.php ( 2.24 KB )
/websites/wwwroot/cmcc/application/common/library/RedisUtil.php ( 0.83 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Cache.php ( 6.10 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/cache/driver/Redis.php ( 6.54 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/cache/Driver.php ( 5.98 KB )
/websites/wwwroot/cmcc/application/admin/model/Para.php ( 0.09 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Model.php ( 69.14 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Db.php ( 6.67 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/db/connector/Mysql.php ( 3.89 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/db/Connection.php ( 29.97 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/db/Query.php ( 93.77 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/db/builder/Mysql.php ( 4.53 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/db/Builder.php ( 31.55 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Debug.php ( 7.13 KB )
/websites/wwwroot/cmcc/application/admin/model/News.php ( 3.74 KB )
/websites/wwwroot/cmcc/application/admin/model/Cate.php ( 0.59 KB )
/websites/wwwroot/cmcc/application/admin/model/Admin.php ( 0.09 KB )
/websites/wwwroot/cmcc/application/common/consts/NewsConst.php ( 0.28 KB )
/websites/wwwroot/cmcc/application/admin/model/IndexCate.php ( 0.45 KB )
/websites/wwwroot/cmcc/runtime/temp/ae754a079b49dad486f0fa457bc10d5b.php ( 131.67 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Url.php ( 12.72 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/Response.php ( 8.28 KB )
/websites/wwwroot/cmcc/thinkphp/library/think/debug/Html.php ( 4.17 KB )

[ DB ] CONNECT:[ UseTime:0.000429s ] mysql:host=127.0.0.1;port=3306;dbname=ysscdb;charset=utf8mb4
[ SQL ] SHOW COLUMNS FROM `tb_para` [ RunTime:0.000693s ]
[ SQL ] SELECT * FROM `tb_para` WHERE `id` = 1 LIMIT 1 [ RunTime:0.000430s ]
[ SQL ] SHOW COLUMNS FROM `tb_news` [ RunTime:0.000532s ]
[ SQL ] SELECT * FROM `tb_news` WHERE `id` = 7585 LIMIT 1 [ RunTime:0.000393s ]
[ SQL ] SHOW COLUMNS FROM `tb_cate` [ RunTime:0.000446s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 102 LIMIT 1 [ RunTime:0.000301s ]
[ SQL ] SHOW COLUMNS FROM `tb_admin` [ RunTime:0.000458s ]
[ SQL ] SELECT * FROM `tb_admin` WHERE `id` = 4 LIMIT 1 [ RunTime:0.000355s ]
[ SQL ] SELECT `id`,`title`,`url` FROM `tb_news` WHERE `cate_id` = 98 ORDER BY `submit_date` DESC LIMIT 10 [ RunTime:0.004165s ]
[ SQL ] SHOW COLUMNS FROM `tb_index_cate` [ RunTime:0.000478s ]
[ SQL ] SELECT * FROM `tb_index_cate` WHERE `cate_aid` = 1 ORDER BY `sortid` ASC [ RunTime:0.000355s ]
[ SQL ] select dt,num from tb_price where check_status=1 and cate_aid=1 and cate_bid=10 and cate_cid=27 and area_aid=1 and area_bid=9 and area_cid=41 and mode01=113 and mode02=-1 and mode03=941 and mode04=-1 and mode05=1899 order by dt desc limit 2 [ RunTime:0.000435s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 10 LIMIT 1 [ RunTime:0.000289s ]
[ SQL ] select dt,num from tb_price where check_status=1 and cate_aid=1 and cate_bid=11 and cate_cid=38 and area_aid=1 and area_bid=14 and area_cid=91 and mode01=184 and mode02=621 and mode03=1095 and mode04=-1 and mode05=1899 order by dt desc limit 2 [ RunTime:0.000338s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 11 LIMIT 1 [ RunTime:0.000279s ]
[ SQL ] select dt,num from tb_price where check_status=1 and cate_aid=1 and cate_bid=12 and cate_cid=46 and area_aid=1 and area_bid=9 and area_cid=41 and mode01=325 and mode02=-1 and mode03=1231 and mode04=-1 and mode05=1899 order by dt desc limit 2 [ RunTime:0.000320s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 12 LIMIT 1 [ RunTime:0.000274s ]
[ SQL ] select dt,num from tb_price where check_status=1 and cate_aid=1 and cate_bid=13 and cate_cid=49 and area_aid=1 and area_bid=9 and area_cid=41 and mode01=377 and mode02=696 and mode03=1275 and mode04=-1 and mode05=1899 order by dt desc limit 2 [ RunTime:0.000372s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 13 LIMIT 1 [ RunTime:0.000285s ]
[ SQL ] select dt,num from tb_price where check_status=1 and cate_aid=1 and cate_bid=14 and cate_cid=54 and area_aid=1 and area_bid=9 and area_cid=41 and mode01=419 and mode02=-1 and mode03=1400 and mode04=-1 and mode05=1899 order by dt desc limit 2 [ RunTime:0.000381s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `id` = 14 LIMIT 1 [ RunTime:0.000281s ]
[ SQL ] SHOW COLUMNS FROM `tb_advert` [ RunTime:0.000512s ]
[ SQL ] SELECT * FROM `tb_advert` WHERE `id` = 1 LIMIT 1 [ RunTime:0.000316s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 10 AND `id` < 3242 ORDER BY `sortid` ASC LIMIT 8 [ RunTime:0.001289s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 11 AND `id` < 3242 ORDER BY `sortid` ASC LIMIT 8 [ RunTime:0.001371s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 2 AND `id` < 3242 ORDER BY `sortid` ASC LIMIT 6 [ RunTime:0.001265s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 12 AND `id` < 3242 ORDER BY `sortid` ASC LIMIT 5 [ RunTime:0.001350s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 13 AND `id` < 3242 ORDER BY `sortid` ASC LIMIT 5 [ RunTime:0.001245s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 3 AND `id` < 3242 ORDER BY `sortid` ASC LIMIT 6 [ RunTime:0.001255s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 10 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001251s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 11 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001245s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 12 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001338s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 13 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001323s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 14 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001333s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 19 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001244s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 15 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001337s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 16 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001293s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 17 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001337s ]
[ SQL ] SELECT * FROM `tb_cate` WHERE `pid` = 3 AND `id` < 3242 ORDER BY `sortid` ASC [ RunTime:0.001255s ]
[ SQL ] SELECT * FROM `tb_advert` WHERE `id` = 48 LIMIT 1 [ RunTime:0.000303s ]
[ SQL ] SELECT * FROM `tb_advert` WHERE `id` = 49 LIMIT 1 [ RunTime:0.000288s ]
[ SQL ] SELECT * FROM `tb_advert` WHERE `id` = 50 LIMIT 1 [ RunTime:0.000291s ]
[ SQL ] SELECT * FROM `tb_para` WHERE `id` = 1 LIMIT 1 [ RunTime:0.000360s ]

澳政府出手挽救关键铝资产 托马戈冶炼厂获长期能源保障

澳政府出手挽救关键铝资产托马戈冶炼厂获长期能源保障