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彭博社

力拓与中国国有买家就铁矿石供应达成协议Rio Tinto and China State Buyer Agree Deal on Iron Ore Supplies

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中国国有背景的铁矿石买家与力拓集团就这种炼钢主要原料的供应达成了一项多年期协议,这是该集团与全球主要生产商达成的一系列协议中的最新一项。

China’s state-backed iron ore buyer and Rio Tinto Group have reached a multiyear agreement on supplies of the steel-making staple, adding to deals that the group has struck with leading global producers.

知情人士透露,中国矿产资源集团有限公司与力拓于本月早些时候达成了这项长期协议。因讨论私密事务,知情人士要求匿名。知情人士称,该合同将涵盖今年11月至2028年5月期间。

China Mineral Resources Group Co. and Rio Tinto reached the long-term agreement earlier this month, according to people familiar with the matter, who asked not to be named discussing a private matter. The contract will cover the period from November this year to May 2028, the people said.

自2022年成立以来,中国矿产资源集团迅速扩大了其在全球铁矿石市场的影响力,其宗旨是整合中国钢铁制造商的采购业务,并增强其与顶级供应商的议价能力。《彭博社》9月报道称,随着与该矿企的合同谈判进入关键阶段,中国矿产资源集团曾知会部分钢厂暂缓采购力拓的皮尔巴拉混合矿(Pilbara Blend)。

CMRG has rapidly expanded its influence in the global iron ore market since it was established in 2022 to consolidate purchases by Chinese steelmakers and strengthen their bargaining power with top suppliers. Bloomberg reported in September that CMRG told some mills to hold off on purchases of Rio Tinto’s Pilbara Blend, as contract talks with the miner reached a critical point.

中国是全球最大的铁矿石进口国,进口量遥遥领先,其大部分货源来自澳大利亚和巴西这两个最大生产商,以满足该国庞大钢铁产业的需求。今年,该大宗商品的基准价格已下跌约15%,近期在新加坡跌破每吨90美元。

China is the world’s largest iron ore importer by a wide margin and takes the bulk of its cargoes from Australia and Brazil, the biggest producers, to feed the nation’s vast steel industry. Benchmark prices of the commodity have fallen about 15% this year, recently dropping below $90 a ton in Singapore.

力拓在回应《彭博社》置评请求时表示:“力拓与中国客户拥有长期且成功的合作关系,跨越60多年。我们不对保密商业谈判的细节发表评论。”中国矿产资源集团未立即置评。

“Rio Tinto has a long and successful relationship with our customers in China, spanning more than 60 years,” the company said in response to a Bloomberg request for comment. “We don’t comment on the detail of confidential commercial negotiations.”CMRG didn’t immediately comment.

对于力拓的主要澳大利亚竞争对手来说,与中国矿产资源集团的谈判已被证明充满挑战。与必和必拓集团(BHP Group)的对峙持续了数月,最终以一项延续至2027年6月的一年期协议告终,其中包括更多地使用人民币定价。与此同时,FMG集团(Fortescue Ltd.)本周警告称,在与中国矿产资源集团谈判期间对其销售的限制可能会拖累全年收益。

Negotiations with CMRG have proved challenging for Rio Tinto’s main Australian rivals. A standoff with BHP Group lasted for months before ending with a one-year deal through June 2027 that included greater use of yuan pricing. Fortescue Ltd., meanwhile, warned this week that restrictions on its sales during talks with CMRG could weigh on full-year earnings.

中国矿产资源集团还与昆巴铁矿石公司(Kumba Iron Ore Ltd.)达成了一项协议,这家与英美资源集团(Anglo American Plc)有关联的生产商达成了一项自4月起至2027年3月的协议。

CMRG has also struck an agreement with Kumba Iron Ore Ltd., with the Anglo American Plc-linked producer reaching a deal from April until March 2027.

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