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全球最大铜矿为避免罢工做最后努力,铜价上涨World’s Top Copper Mine in Final Bid to Avert Strike as Prices Rally

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2024年,智利北部安托法加斯塔大区拉埃斯孔迪达矿的入口。摄影师:埃米利亚诺·古斯曼/法新社/盖蒂图片社The entrance to La Escondida mine in La Escondida, Antofagasta Region, northern Chile, in 2024. Photographer: Emiliano Guzman/AFP/Getty Images

智利巨型埃斯孔迪达铜矿工会正进入调解工资谈判的最后一天,就在安托法加斯塔公司(Antofagasta Plc)矿区的罢工工人重返谈判桌之际,矿山运营商必和必拓(BHP Group)改进了其报价。

A union at the massive Escondida copper mine in Chile is heading into the final day of mediated wage talks after operator BHP Group improved its offer, just as striking workers at an Antofagasta Plc mine return to the negotiating table.

詹姆斯·阿特伍德报道,接近历史最高水平的铜价正鼓舞工人争取更大份额的采矿利润,而公司则试图遏制成本通胀,这正在全球最大产铜国加剧劳资紧张局势。与此同时,进一步中断的威胁正在加剧供应担忧,而供应担忧又有助于推动金属价格上涨。

By James Attwood Near-record copper prices are emboldening workers to seek a greater share of mining profits as companies look to contain cost inflation, fueling labor tensions in the top producing country. At the same time, the threat of further disruptions is adding to supply concerns that have helped drive the metal’s rally.

必和必拓表示,其最新提议将巩固埃斯孔迪达主管和员工在其行业细分领域中作为最高薪专业人员的地位。虽然工会承认新报价解决了其一些诉求,但表示仍存在重大分歧。

BHP said its latest proposal would reinforce the position of Escondida supervisors and staff as the best-compensated professionals in their segment of the industry. While the union acknowledged the new offer addressed some of its demands, it said significant differences remain.

埃斯孔迪达第2监督及员工工会负责人亚历克西斯·巴雷拉(Alexis Barrera)表示,作为更广泛福利方案一部分的约25,500美元每名工人的拟议奖金,“低于市场水平”,考虑到公司的意外利润。周二铜期货基本持平,过去一年上涨约35%。

A proposedg bonus of roughly $25,500 per worker, as part of a broader benefit package, is “below market” given the company’s windfall profit, said Alexis Barrera, head of Escondida’s No. 2 Supervisors and Staff Union. Copper futures, little changed Tuesday, are up about 35% over the past year.

如果双方周二未能达成协议,超过1,000名成员的罢工可能从周三开始。或者,双方也可能同意延长调解过程。

If the two sides fail to reach an agreement Tuesday, a strike by more than 1,000 members could begin Wednesday. Alternatively, the two sides could agree to extend the mediation process.

全球最大铜矿的谈判正在进行中,与此同时,安托法加斯塔及其辛特拉作业区(Centinela operation)的罢工工人周二恢复调解,以结束工会称已经在抑制矿山活动的停工。

Negotiations at the world’s biggest copper mine are unfolding as Antofagasta and striking workers at its Centinela operation resume mediation Tuesday in an effort to end a stoppage that unions say is already curbing mine activity.

安托法加斯塔表示,在罢工期间它“保持了运营的连续性”,但未提供产量数据。这与工会的说法形成对比,工会称矿山活动已被削减。工会称,根据他们获得的运营报告,平均每班有25辆自卸卡车在运行,而正常水平为67辆。

Antofagasta said it has “maintained continuity of operations” during the strike, without providing production figures. That contrasts with unions’ claims that mine activity has been curtailed. An average of 25 haul trucks have been operating per shift, compared with a normal level of 67, the unions said, citing operational reports they obtained.

森特尼拉争议的焦点在于,从事类似工作但隶属于不同工会的工人在薪酬和福利方面存在差异。工会表示,三名在圣地亚哥安托法加斯塔公司办公室外进行绝食抗议的工人,在五天未进食后开始出现健康恶化的迹象,此前他们已在谈判恢复前发表了上述声明。

The Centinela dispute centers on differences in pay and benefits between workers performing similar jobs but belonging to different unions. Three workers staging a hunger strike outside Antofagasta’s corporate offices in Santiago have begun showing signs of deteriorating health after five days without food, the unions said ahead of the resumption of talks.

劳资紧张局势叠加了一系列矿业中断和产量失望,导致铜市供应趋紧。最新情况发生在周日,当时一场雪崩袭击了智利科德尔科的埃尔特尼耶特矿,进一步加剧了人们对供应是否能跟上数据中心和电网扩张带来的需求增长的担忧。

The labor tensions add to a string of mine disruptions and production disappointments that are tightening the copper market. The latest came Sunday, when an avalanche struck Codelco’s El Teniente mine in Chile, compounding concerns over whether supply can keep pace with demand growth from data centers and expanding power grids.