全球第二大矿业巨头力拓集团周三公布，其位于澳大利亚的皮尔巴拉铁矿二季度产量达8370万公吨，创2018年以来同期最高纪录。不过同期铁矿石发货量同比微降1%至7990万吨，公司维持全年发货量预期将处于3.23亿至3.38亿吨区间下限。
在铝业务板块，力拓披露上半年因美国对加拿大铝制品征收关税产生约3亿美元成本。尽管美国市场金属溢价迅速调整以应对一季度25%的关税税率，但截至二季度末，溢价水平仍未能完全覆盖随后调升至50%的关税冲击。公司表示已通过灵活调整销售定价、产品组合及运输路线来优化贸易流向。
值得关注的是，皮尔巴拉矿区在经历一季度飓风冲击后产能强势反弹。该核心利润来源的复苏态势强劲，当季铁矿产量较去年同期增长5%。分析人士指出，矿区运营效率的显著提升抵消了恶劣天气的初期影响，但全球贸易政策变动仍是影响盈利的关键变量。
力拓在财报中强调，当前正通过供应链动态管理应对关税环境变化。市场观察家认为，这种灵活的贸易策略或将重塑全球铝产品流通格局，而铁矿产能的持续释放有望缓解近期紧张的原材料供给局面。
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