英美资源集团继续重组铜业务，重申生产指导目标
Anglo American continues copper reshaping, reiterates production guidance
英美资源集团周四称，其铜业务的重组仍在继续，两家Los Bronces工厂中较老的一家已进入维护和保养阶段。
Anglo American said Thursday the reshaping of its copper operations continues to progress with the older of the two Los Bronces plants placed on care and maintenance.
规模较小和成本较高的Los Bronces工厂约占工厂总产能的40%。7月底宣布的关闭计划导致Los Bronces工厂的产量下降20%至3.66万吨。
The smaller and more costly Los Bronces plant corresponds to around 40% of the total plant capacity. Its planned closure, which was announced at the end of July, resulted in a decline of 20% in production at the Los Bronces plant to 36,600 t.
英美资源集团解释说：“目前的开采阶段造成的品位较低和矿石硬度的持续特征将继续影响运营，直到下一阶段的开采，预计下一阶段的品位会更高，矿石会更软。正如之前所披露的，这一阶段的开发工作正在进行中，预计将从2027年初开始在生产中受益。”
“The ongoing characteristics of lower grade and ore hardness as a result of the current mine phase will continue to impact operations until the next phase of the mine, where grades are expected to be higher and the ore softer,” Anglo explains. “As previously disclosed, development work for this phase is underway and is expected to benefit production from early 2027.”
英美资源集团第三季度铜产量下降13%至18.13万吨，但该公司重申全年有望实现73万至79万吨的指导目标。随着品位和回收率的提高，秘鲁Quellaveco矿的产量有望在第四季度增加。总体单位成本指导保持不变，仍为1.57美元/磅。
Anglo saw its Q3 copper production decline 13% to 181,300 t, but it reiterates it’s on track to meet full-year guidance of 730,000-790,000 t. Production at the Quellaveco mine in Peru is expected to increase in the fourth quarter as grades and recovery improve. The overall unit cost guidance remains unchanged at $1.57/lb.
Kallanish（开阑商务信息咨询）获悉，第三季度的实际铜价同比增长9%，达到4.21美元/磅，其中智利的价格增长幅度大于秘鲁。
Realised copper prices in Q3 increased 9% y-o-y to $4.21/lb, with prices growing more in Chile than in Peru,Kallanish learns.
首席执行官Duncan Wanblad表示：“我们在简化投资组合方面取得了卓越的进展，创造了一个令人兴奋的差异化投资主张，重点关注我们的世界级铜矿、优质铁矿石和作物营养素资产，所有这些都是面向未来的产品。”
“We are making excellent progress with our portfolio simplification to create an exciting and differentiated investment proposition focused on our world-class copper, premium iron ore and crop nutrients assets - all future-enabling products,” comments ceo Duncan Wanblad.
他继续说：“这种现金生成能力强、利润率高得多的投资组合将在周期性波动中提供更强的韧性，并受益于重要的高质量、有序的增长方案，包括到2030年代初将铜年产量提高到100万吨以上的明确途径。”
“This highly cash generative and much higher margin portfolio will offer greater resilience through cycles with the benefit of significant high quality and well sequenced growth options, including a clear path to increase annual copper production to more than 1 million tonnes by the early 2030s,” he continues.
该矿商还指出，其镍业务的“运营表现强劲”，使其全年产量指引得以在单位成本降低的情况下上调。英美资源集团预计今年的镍产量为3.8-3.9万吨，而之前的目标是3.6-3.8万吨。单位成本从5.50美元/磅降至5.30美元/磅。
The miner also notes a “strong operational performance” at its nickel business, enabled a full-year production guidance hike at lower unit costs. Anglo expects to produce 38,000-39,000 t of nickel this year, compared to a previous target of 36,000-38,000 t. Unit cost fell from $5.50/lb to $5.30/lb.
第三季度，镍产量增长6%，达到9,900吨，尽管实际价格下跌16%，降至6.93美元/磅。该季度的锰产量下降60%，降至40.6万吨，主要原因是3月份的热带气旋导致澳大利亚业务持续暂停。分阶段采矿活动于6月份开始，但主要工程仍在继续。
In Q3, nickel production rose 6% to 9,900 t, despite a 16% drop in realised price to $6.93/lb. Manganese production in the quarter collapsed by 60% to 406,000 t mainly due to the ongoing temporary suspension of Australian operations due to a tropical cyclone in March. Phased mining activities started in June, but major works continue.
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