事件影响 - 自由港麦克莫兰印尼Grasberg矿区因矿难于9月8日暂时停产 该矿区为全球第二大铜矿 [1] - 矿难导致大量湿泥涌入矿洞并扩散至多层工作面 [1] - 公司对今明两年铜产量降幅预测超出市场预期 [1] 供需预测 - 2025年全球精炼铜总产量预测2785.3万吨 总需求量2758.6万吨 供需平衡差26.7万吨 [1] - 2026年全球精炼铜总产量预测2806.2万吨 总需求量2848.2万吨 供需平衡差负42.1万吨 [1] - 2027年全球精炼铜预测供需平衡差负51万吨 2029年进一步扩大至负122.4万吨 [1] 行业展望 - 事件加剧2026年全球铜市场预期供给缺口 [1] - 瑞银重申对铜价乐观展望 [1] - 矿股重点推荐英美资源、泰克资源、Antofagasta及紫金矿业 [1]

Almonty Industries Inc. (ALM) shares rallied 12.3% in the last trading session to close at $5.95. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 23.5% gain over the past four weeks.Almonty Industries shares have gained following its announcement that it has commenced a large-scale drilling program at its Sangdong Molybdenum Project in Yeongwol, Gangwon Province, South Korea. A total of 26 drill holes, spanni ...

Hayasa Announces Closing of $2M Private Placement LIFE Offering of UnitsSeptember 24, 2025 6:30 AM EDT | Source: Hayasa Metals Inc.Vancouver, British Columbia--(Newsfile Corp. - September 24, 2025) - Hayasa Metals Inc. (TSXV: HAY) (OTCQB: HAYAF) ("Hayasa" or the "Company") is pleased to announce the closing of its previously announced and over-subscribed, non-brokered private placement (the "Private Placement") consisting of a total of 11,165,282 units (the "Units") at a price of $0.17 per uni ...

Anglo American’s NGLOY planned merger with Teck Resources TECK would create a combined company with a pro forma market capitalisation of about $56 billion and targeted annual pre-tax synergies of $2.2 billion, according to J.P. Morgan.The analysts led by Dominic O’Kane estimated the pre-tax synergies carry a net present value of $7 to 8 billion, equivalent to 12 to 14% of the group’s size.They said Anglo American’s earnings per share are projected to fall 13% in 2027 and narrow to 5% in 2030 if coal and dia ...

The proposed merger between Teck Resources and Anglo American has encountered opposition from the Osoyoos Indian Band in Canada, according to a Bloomberg report. The Osoyoos Indian Band is demanding consultations on the expansion of a smelter in southern British Columbia (BC). The indigenous group has expressed its intention to employ political and legal measures against the merger if the companies fail to engage in consultations regarding the expansion plans for a zinc and lead smelter in Trail, BC. Ch ...

合并交易概况 - 泰克资源与英美资源集团同意合并 将创造价值超过500亿美元的矿业巨头 [1] - 交易包括在Trail业务投资至多7.50亿加元 用于探索增加铜加工和扩大锗及其他金属产量的方法 [1] - 公司承诺将联合总部迁至泰克资源温哥华基地 并在加拿大投资45亿加元 [1] 土著团体反对意见 - Osoyoos印第安部落声称Trail锌铅冶炼厂位于其负责的土地上 要求就扩建计划进行磋商 [1][2] - 酋长Clarence Louie指控泰克资源未就Trail业务合并和投资进行有意义的谈判 [1] - 该冶炼厂面临历史污染投诉 始建于一个多世纪前 [1][2] 潜在法律政治挑战 - 土著团体誓言提出政治和法律挑战 除非就Trail冶炼厂扩建进行协商 [1] - 可能援引《加拿大投资法案》要求政府阻挠交易 [1][2] - 要求讨论土著居民参与环境文化问题 以及就业和收入分享可能性 [2]

财务表现与流动性 - 公司在2025年第二季度维持89亿美元流动性 其中包括48亿美元现金[1] - 当季度通过股份回购和股息向股东返还5.48亿美元现金 其中股份回购4.87亿美元 基础股息6100万美元[2] - 年初至今已向股东返还总额超过11亿美元现金[2] 业务运营表现 - 锌业务部门第二季度表现强劲 折旧摊销前毛利润增长137%至1.59亿美元[3] - 锌业务净现金单位成本改善至每磅0.49美元[3] - QB运营面临挑战 尾矿管理设施开发工作限制了工厂在线时间并导致修订生产展望[3] 分析师评级与目标价 - 加拿大丰业银行将公司目标价从55加元上调至70加元 维持"跑赢大盘"评级[1] - 公司被列为当前最佳加拿大股票之一[1] 公司业务概况 - 公司在亚洲、美洲和欧洲从事矿产资源的勘探、开发、加工、冶炼、精炼和回收业务[4] - 公司主要经营铜和锌两个业务部门[4]

(Bloomberg) -- An Indigenous group in Canada vows to bring political and legal challenges against Teck Resources Ltd.’s merger with Anglo American Plc, unless the companies consult with them over expansion plans for a smelter in southern British Columbia. Teck’s zinc-and-lead smelter in Trail, BC, is on lands that are the responsibility of the Osoyoos Indian Band, according to Chief Clarence Louie. He said Teck hasn’t meaningfully talked to the group about its proposed merger and investments for the Trail ...

合并交易 - 英美资源集团与泰克资源提议合并 此举旨在重启智利北部两大主要矿场的基础设施共享计划[1] 潜在挑战 - 分析师认为该计划可能面临障碍 需要获得相关方的支持[1]

By Daina Beth Solomon and Fabian Cambero SANTIAGO (Reuters) -The proposed Anglo American-Teck merger has revived long-standing ambitions to share infrastructure at two major mines in northern Chile, but analysts say the plan could face hurdles to gain buy-in from Swiss miner and trader Glencore. Glencore is an equal partner with London-listed Anglo at Collahuasi, one of the world's largest copper deposits that sits about 10 kilometers (6.21 miles) from Canadian miner Teck's flagship Quebrada Blanca mine. ...