
美国政府支持的一个财团已接近完成对嘉能可在刚果(金)铜钴矿山股份的收购,该财团的一位高层人士透露了这一消息。
A US government-backed group has nearly completed the acquisition of stakes in Glencore Plc’s copper-cobalt mines in the Democratic Republic of Congo, according to a senior figure in the consortium.
Orion CMC 成立于一年前,是美国及其盟友在全球争夺矿产交易的一个工具,目标资金池最终将达到 50 亿美元。今年 2 月,该合资企业宣布达成初步协议,拟收购嘉能可在刚果(金)两大主要业务中多数股权的 40%。
Orion CMC was set up a year ago as a tool in the push by the US and allies to secure minerals deals around the world, targeting an eventual pool of $5 billion. In February, the venture announced a preliminary deal to purchase 40% of Glencore’s majority interests in a pair of major operations in Congo.
Orion Resource Partners 首席执行官、专业矿业投资人奥斯卡·列夫诺夫斯基在接受彭博电视台主持人弗朗辛·拉夸采访时表示,该交易正处于“最后阶段”。他的公司是 Orion CMC 的三大创始方之一,另外两方分别是美国国际开发金融公司和阿布扎比的 L’imad Holding。
That transaction is in its “final phases,” Oskar Lewnowski, chief executive officer of specialist mining investor Orion Resource Partners, said in an interview on Bloomberg Television with Francine Lacqua. His firm was one of Orion CMC’s three founders alongside the US International Development Finance Corp. and Abu Dhabi’s L’imad Holding.
据列夫诺夫斯基透露,沙特阿拉伯也参与了 Orion CMC,他正在与“亚洲盟友”洽谈加入该财团。该合资企业旨在减少对中国在一系列矿产品上的依赖。
Saudi Arabia is also involved in Orion CMC, according to Lewnowski, who said he’s talking to “Asian allies” about joining the consortium. The venture aims to reduce dependence on China for a range of mineral products.
列夫诺夫斯基表示:“我们不是要与中国竞争,我们只是要建立一条供应链,不允许任何单一国家实行垄断行为。”这位高管称,Orion CMC 正在推进一项交易,对 Lifezone Metals Ltd. 在坦桑尼亚的 Kabanga 镍项目进行股权投资,该消息最早由彭博新闻社于 8 月报道。他还表示,该集团正在加拿大、印度尼西亚和越南寻求矿业交易。
“We’re not looking to compete with China,” said Lewnowski. “We’re just looking to create a supply chain that doesn’t allow for monopolistic behavior by any one country.”The executive said Orion CMC is advancing a deal to make an equity investment in Lifezone Metals Ltd.’s Kabanga nickel project in Tanzania, which was first reported by Bloomberg News in August. He said the group is also pursuing mining deals in Canada, Indonesia and Vietnam.
据列夫诺夫斯基称,支持 Chemaf SA(一家已被美国 Virtus Minerals Inc. 收购的刚果(金)铜钴矿商)的交易“仍有可能”,但 Orion CMC 目前专注于完成嘉能可交易。
A transaction to back Chemaf SA, a copper-cobalt miner in Congo that’s been acquired by the US’s Virtus Minerals Inc., “is still possible” but Orion CMC is focused on closing the Glencore deal, according to Lewnowski.
刚果(金)是世界第二大铜生产国和最大的电池金属钴来源国。中国企业主导这两种金属的产出,它们在该中非国家常伴生开采。
Congo is the world’s second-biggest copper producer and largest source of battery metal cobalt. Chinese firms dominate output of both metals, which are often mined together in the central African country.
铜交易员正密切关注唐纳德·特朗普总统最终是否会推进其对进口商品征收关税的提议。奥里昂公司首席执行官表示,政府内部在该问题上“相当分歧”。
Copper traders are fixated on whether President Donald Trump will eventually move ahead with his proposals to place tariffs on imports. The administration is “fairly divided” on that question, said the Orion CEO.
但如果不征收关税,“我认为美国政府很可能会认真考虑购买已在美国境内的大量铜吨位并将其储存起来。”
But if tariffs don’t happen, “I think the US government probably takes a hard look at buying significant amount of tonnage that’s already in the United States and storing it.”