Brazil's Vale Regains Title From Rio Tinto
Brazil's Vale Regains Title From Rio Tinto
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).
巴西大型鐵礦巨頭淡水河谷公司在6月份季度取得了迅猛的反彈。而且遠超力拓（ASX:RIO），重新奪回世界最大生產商的稱號。
However, Rio Tinto has held on to the title as the leading iron ore exporter by the end of June.
然而，力拓一直保持着作爲領先的鐵礦石出口商的頭銜，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.
根據安賽樂米塔爾週二發佈的季度報告，公司報告6月季度鐵礦石產量實現穩健增長2.4%，達到8030萬噸，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.
第二季度生產業績也比3月季度的7080萬噸增長了近14%，當時天氣原因受到了影響。
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.
安賽樂米塔爾的產量僅略高於力拓，後者在週二的報告中稱，在截至6月30日的三個月內生產了7950萬噸礦石。
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.
安賽樂米塔爾還報告了銷售的急劇增長，達到了7980萬噸，比3月季度的6380萬噸和2023年6月季度的7340萬噸有所增加。
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，安賽樂米塔爾的銷售中有一部分出口到了球團礦，其餘部分則出售爲粉末狀的鐵礦石，而力拓主要出口粉末狀鐵礦石和一些塊狀礦石給日本鋼廠。
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.
根據這個基礎，安賽樂米塔爾的粉末狀鐵礦石銷售總計達到6380萬噸，比第一季度增長了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.
力拓則遠高於這個數字，在週二的報告中宣稱在截至6月30日的三個月內從其皮爾巴拉操作中發運了8030萬噸主要爲粉末狀鐵礦石，相比第一季度的7800萬噸有所增加，而第二季度也比2023年6月的數字高2%。
For the six months to June 30th, Vale reported sales of 143.6 million tonnes, up 10% from the first half of 2023.
對於截至6月30日的六個月，安賽樂米塔爾報告了銷售額達14360萬噸，比2023年上半年的銷售額增長了10%。
Rio's six-month production of 157.4 million tonnes was down 2% from a year earlier.
力拓的六個月產量爲15740萬噸，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.
力拓保持着收購32300萬噸至33800萬噸的2024年指引，超過安賽樂米塔爾保持着31000萬到32000萬噸的指引。
On that basis, both giant miners expect a significant rise in second-half production and sales.
基於這個基礎，這兩個巨型礦商都預計在下半年實現顯著增長的生產和銷售。
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.
爲了滿足其指引的下限，安賽樂米塔爾正在考慮生產約16700萬噸。爲了滿足其指引的下限，力拓將必須生產超過16600萬噸。