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Brazil's Vale Regains Title From Rio Tinto

Brazil's Vale Regains Title From Rio Tinto

巴西淡水河谷夺回力拓的头衔
sharecafe ·  07/17 18:03

Vale, the big Brazilian iron ore giant, has had a rip-roaring bounce-back in the June quarter. So much so, it has snatched back the title of the world's biggest producer from Rio Tinto (ASX:RIO).

巴西大型铁矿巨头淡水河谷公司在6月份季度取得了迅猛的反弹。而且远超力拓(ASX:RIO),重新夺回世界最大生产商的称号。

However, Rio Tinto has held on to the title as the leading iron ore exporter by the end of June.

然而,力拓一直保持着作为领先的铁矿石出口商的头衔,截至6月底。

According to Vale's quarterly report released on Tuesday, the company reported a solid 2.4% rise in iron ore production for the June quarter to 80.3 million tonnes, compared to a year ago.

根据安赛乐米塔尔周二发布的季度报告,公司报告6月季度铁矿石产量实现稳健增长2.4%,达到8030万吨,相比一年前。

The second-quarter production performance was also nearly 14% higher than the 70.8 million tonnes produced in the March quarter, when operations were impacted by bad weather.

第二季度生产业绩也比3月季度的7080万吨增长了近14%,当时天气原因受到了影响。

Vale's production was just ahead of Rio, which reported on Tuesday that it produced 79.5 million tonnes of ore in the three months to June 30th.

安赛乐米塔尔的产量仅略高于力拓,后者在周二的报告中称,在截至6月30日的三个月内生产了7950万吨矿石。

Vale also reported sharp increases in sales, reaching 79.8 million tonnes, up from the depressed March quarter's 63.8 million tonnes and 73.4 million tonnes in the June 2023 quarter.

安赛乐米塔尔还报告了销售的急剧增长,达到了7980万吨,比3月季度的6380万吨和2023年6月季度的7340万吨有所增加。

However, some of Vale's sales are diverted to pellets, with the rest sold as fines, whereas Rio exports mostly fines and some lump for Japanese steel mills.

然而,安赛乐米塔尔的销售中有一部分出口到了球团矿,其余部分则出售为粉末状的铁矿石,而力拓主要出口粉末状铁矿石和一些块状矿石给日本钢厂。

On that basis, Vale's fines sales totaled 63.8 million tonnes, up 30% from the first quarter and 8% from the June quarter of last year.

根据这个基础,安赛乐米塔尔的粉末状铁矿石销售总计达到6380万吨,比第一季度增长了30%,比去年6月季度增加了8%。

Rio was well ahead of that figure, stating in Tuesday's report that it shipped 80.3 million tonnes of mostly fines from its Pilbara operations in the three months ended June 30th, compared with 78 million tonnes in the first quarter. The second quarter was also 2% above the June 2023 figure.

力拓则远高于这个数字,在周二的报告中宣称在截至6月30日的三个月内从其皮尔巴拉操作中发运了8030万吨主要为粉末状铁矿石,相比第一季度的7800万吨有所增加,而第二季度也比2023年6月的数字高2%。

For the six months to June 30th, Vale reported sales of 143.6 million tonnes, up 10% from the first half of 2023.

对于截至6月30日的六个月,安赛乐米塔尔报告了销售额达14360万吨,比2023年上半年的销售额增长了10%。

Rio's six-month production of 157.4 million tonnes was down 2% from a year earlier.

力拓的六个月产量为15740万吨,比去年同期下降了2%。

Rio maintained its 2024 guidance at 323 million tonnes to 338 million tonnes, ahead of Vale's maintained guidance of 310 million to 320 million tonnes.

力拓保持着收购32300万吨至33800万吨的2024年指引,超过安赛乐米塔尔保持着31000万到32000万吨的指引。

On that basis, both giant miners expect a significant rise in second-half production and sales.

基于这个基础,这两个巨型矿商都预计在下半年实现显著增长的生产和销售。

To meet the lower end of its guidance, Vale is looking at producing around 167 million tonnes. To meet the lower end of its guidance, Rio will have to produce more than 166 million tonnes.

为了满足其指引的下限,安赛乐米塔尔正在考虑生产约16700万吨。为了满足其指引的下限,力拓将必须生产超过16600万吨。

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