Eagle Mines Ltd. 警告称，柴油价格上涨可能导致明年生产黄金的成本每盎司增加高达 80 美元，这表明矿业面临的通胀压力正在加剧。
Eagle Mines Ltd. warned that rising diesel prices risk raising the cost of producing gold by as much as $80 per ounce next year, signaling mounting inflationary pressures for the mining industry.
这家全球第二大黄金生产商的首席财务官 Jamie Porter 周四在与分析师的电话会议上表示，预计柴油价格居高不下将在第四季度使成本每盎司增加约 50 至 60 美元，高于前一时期的每盎司约 30 美元。矿商严重依赖柴油为卡车和其他设备提供动力。
The world’s second-biggest gold producer expects elevated diesel prices to add about $50 to $60 an ounce to its costs in the fourth quarter, up from roughly $30 an ounce in the prior period, Chief Financial Officer Jamie Porter said during a call with analysts Thursday. Miners rely heavily on the fuel to power trucks and other equipment.
这家加拿大公司的股价在多伦多一度下跌 4.5%，伴随整个矿业板块的广泛抛售。
Shares in the Canadian company fell as much as 4.5% in Toronto, alongside a broader selloff across the mining sector.
矿业公司正在应对劳动力和其他关键投入成本的上升。受中东冲突导致的供应中断以及霍尔木兹海峡燃料流量减少的影响，柴油、硫磺和硫酸价格均已上涨。与此同时，金、铜等金属价格处于历史高位，在一定程度上缓冲了对部分矿商的冲击。
Mining companies are grappling with rising costs for labor and other key inputs. Prices for diesel, sulfur and sulfuric acid have climbed amid supply disruptions stemming from the conflict in the Middle East and reduced fuel flows through the Strait of Hormuz. At the same time, historically elevated metal prices, such as gold and copper, have helped cushion the impact for some miners.
Porter 表示，Agnico 在一定程度上受到保护，因为其大部分产量来自安大略省北部和魁北克省的矿山，这些矿山接入的电网主要由水电和核电供电。即便如此，柴油仍占该矿商运营成本的约 11%。
Agnico is somewhat insulated because much of its production comes from mines in northern Ontario and Quebec that are connected to electricity grids powered largely by hydroelectric and nuclear generation, Porter said. Still, diesel accounts for about 11% of the miner’s operating costs.
首席执行官 Ammar Al-Joundi 在电话会上说：“我们对 2027 年的长期柴油价格并不比其他人有更多洞察。”他补充称，公司已对部分需油量进行了套期保值。
“We don’t have any more insight into long-term diesel prices in 2027 than anyone else,” Chief Executive Officer Ammar Al-Joundi said on the call, adding that the company had hedged some of its fuel needs.
总部位于多伦多的 Agnico 还面临成本上升的问题，因为美国和加拿大继续在关税问题上争执。该公司在周三发布的最新成本指引中，纳入了每盎司约 5 美元的预估影响。Porter 警告称，如果贸易紧张局势持续，明年这一负担可能会加重。
Toronto-based Agnico is also facing higher costs as the US and Canada continue to quarrel over tariffs. The company incorporated an estimated impact of about $5 an ounce into its latest cost guidance, released Wednesday. Porter warned that the burden could grow next year if trade tensions persist.
他说：“如果达不成贸易协议，我们实际上预计 2027 年该影响会增加。”
“If there isn’t a trade deal, we’d actually expect that impact to increase in 2027,” he said.
根据周三发布的报告，该公司第三季度全维持成本上升至每盎司1648美元，目前预计该指标将在2026年接近其每盎司1400美元至1550美元指引区间的上限。
The company’s all-in sustaining costs rose to $1,648 an ounce in the third quarter, and it now expects the measure to finish 2026 near the upper end of its $1,400-to-$1,550-an-ounce guidance range, according to the Wednesday report.