必和必拓CEO回应加拿大铀矿投资传闻:现阶段聚焦四大核心大宗商品,会持续研究其他品种的潜在机会

智通财经
Aug 18
【必和必拓CEO回应加拿大铀矿投资传闻:现阶段聚焦四大核心大宗商品,会持续研究其他品种的潜在机会】8月18日,在必和必拓2026财年业绩电话会上,针对近期市场传闻“加拿大铀矿商NexGen Energy表示必和必拓或将洽谈投资其位于加拿大萨斯喀彻温省北部的铀矿项目”,首席执行官布兰登·克雷格回应称,铀业务在必和必拓的资产组合中主要是南澳奥林匹克坝矿山的副产品,公司目前约占全球铀市场5%的份额。他强调,必和必拓现阶段的核心任务是管好现有业务,聚焦当前四大核心大宗商品投资,重心集中在铜业务上,包括南澳大利亚、阿根廷以及智利地区的铜增长项目。“在这些投资落地之后,我们才会进一步评估是否继续扩大铀业务规模,”克雷格称。他同时表示,必和必拓不会对有关考察加拿大其他铀矿项目的市场猜测发表评论,但会持续研究其他品种的潜在机会。他表示,公司对现有的四大核心品类感到满意。

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