必和必拓称澳大利亚的金属竞争力岌岌可危
Australia’s metals competitiveness at risk: BHP
必和必拓澳大利亚总裁Geraldine Slattery警告说，在开采能源转型所需的金属方面，许多低成本竞争对手比澳大利亚“更有优势”。
Many low-cost competitors are ‘better placed’ than Australia in mining for metals needed for the energy transition, warns BHP’s Australia president Geraldine Slattery.
Slattery周一在布里斯班举行的昆士兰科技大学商业领袖论坛上发表演讲时说，世界正在转向脱碳所需的资源和金属，如铜、镍、锂、稀土金属和低碳钢。
In a speech to the QUT Business Leaders Forum in Brisbane on Monday, Slattery said the world is shifting to resources and metals needed for decarbonisation, such as copper, nickel, lithium, rare earth metals, and lower carbon steel.
她强调说：“在这个不断变化的世界里，有许多竞争者都在积极追求市场份额和能够降低供应成本的技术。他们往往比澳大利亚更有优势。”
“In this shifting world, there are many competitors aggressive in their pursuit of market share and the technology that unlocks a lower cost of supply,” she highlights. “Often better placed than Australia.”
这位负责人说：“近期镍市场的变化最能说明这一点。”
“The shift in the nickel market tells this story best in the recent past,” the executive continues.
在全球镍市场供过于求的情况下，这家澳大利亚矿业巨头于7月份表示，将暂停其西澳大利亚镍矿的运营，直至2027年2月，Slattery称这一决定“困难但必要”。Kallanish（开阑商务信息咨询）获悉，印尼低成本镍供应的增加和电动汽车需求的下降导致去年镍价暴跌。
The Australian mining giant in July said it would suspend its Western Australia Nickel operations until February 2027 amid an oversupply in the global nickel market – a decision Slattery calls “difficult but necessary.” An increase in the supply of low-cost nickel from Indonesia and a drop in EV demand has seen nickel prices plummet in the past year, Kallanish understands.
此外，日益严峻的全球挑战进一步凸显了澳大利亚确保长期竞争力的必要性。
In addition, the growing global challenges further stress the need for Australia to ensure long-term competitiveness.
Slattery强调说：“世界的一体化程度已经降低。我们正在从贸易和全球化的世界中退却，而这正是近四十年来影响商业发展的趋势。我们随处可见孤立主义的抬头。民族主义、关税和贸易壁垒。三大洲的战争和地缘政治紧张局势。”
“The world has become less integrated,” the president highlights. “We are retreating from a world of trade and globalisation – the trends that have shaped business for nearly four decades. Everywhere we see the rise of insularity. National champions. Tariffs and trade barriers. War and geopolitical tensions on three continents.”
Slattery说，在竞争加剧的同时，通货膨胀、劳动力短缺、经济不确定性和监管壁垒也给各行各业带来“不利因素”，并补充说：“在这种更加动荡、竞争更加激烈的环境中，澳大利亚正处于十字路口。”
While competition grows, inflation, labour shortages, economic uncertainty, and regulatory barriers are also causing “headwinds” in every industry, Slattery says, adding: “In this more tumultuous, competitive environment, Australia sits at a crossroads.”
面对这些挑战，必和必拓总裁呼吁集体干预和领导行动，倡导领导者“挑战现状”。她补充说，应对“复杂的挑战”需要“稳定且具有全球竞争力”的政策环境。
Amid these challenges, the BHP boss has called for collective intervention and leadership action, advocating for leaders to “challenge the status quo.” Navigating the “complex challenge,” she adds, would require “stable and globally competitive” policy settings.
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