第一量子矿业全力争取重启巴拿马铜矿经济命脉待解

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

第一量子矿业全力争取重启巴拿马铜矿经济命脉待解

2025-02-26 17:26:34 来源：北方有色网责任编辑：韩泽楷

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加拿大矿业巨头First Quantum Minerals及其在巴拿马的工人、供应商正加速展开多方游说，试图推动关闭逾一年的巴拿马Cobre铜矿重启运营。该矿曾是巴拿马经济支柱，其停产导致数千人失业，并拖累国家经济增长。

在2023年12月因社区抗议被迫关闭后，First Quantum持续开展公关攻势：不仅推出矿场全天候公众开放日活动，还通过国际媒体宣传矿场的经济价值。最新社区调查显示，96%受访者支持政府重新谈判采矿合同，多项民调也显示公众对矿场的态度正发生微妙转变。

作为全球第12大铜生产商，该矿关闭前贡献了巴拿马5%的GDP和全球1.5%的铜产量。停产以来，First Quantum已裁减数千岗位，并警告若无法复产将进一步裁员。巴拿马经济遭受双重打击：2024年GDP增速降至1.8%（较矿场关闭前下降3.2个百分点），财政赤字扩大至 GDP 的6.5%，标普等评级机构已将其列入负面观察名单。

去年7月上任的亲商派总统穆利诺表示，将在推动社会保障改革通过后着手解决矿场问题。议会预计将在未来几周表决改革方案。与此同时，政府正对矿场展开全面审计，重点评估环境风险、制定缓解措施并测算永久关闭的经济成本。

First Quantum已承诺全面配合审计工作，并向政府提交了包含环境保护、安全管理等内容的综合方案。若方案获批，该公司计划优先出口库存的12.1万吨铜精矿，预计可带来约6.8亿美元外汇收入。分析指出，矿场重启与否将直接影响巴拿马能否维持投资级信用评级。

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第一量子矿业全力争取重启巴拿马铜矿 经济命脉待解

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第一量子矿业全力争取重启巴拿马铜矿经济命脉待解