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BHP Faces Prolonged Strike Threat At The Largest Global Copper Mine

BHP Faces Prolonged Strike Threat At The Largest Global Copper Mine

BHP在全球最大銅礦面臨長期罷工威脅
Benzinga ·  08/14 10:03

Mining giant BHP (NYSE:BHP) faces tensions in Chile after the local miner's union issued a strike.

美國礦業巨頭BHP(紐交所:BHP)在智利面臨緊張局勢,當地礦工工會發起罷工。

What Happened: A strike threatens to undermine the output at Escondida, the world's largest copper mine, producing over 1.1 million metric tons annually.

發生了什麼:一次罷工威脅到Escondida運營,該礦是全球最大的銅礦之一,年產量超過110萬公噸。

"After a new invitation from the company to reach an agreement, Union No. 1 declined to restart talks," BHP said in a statement, referring to the labor group representing about 2 400 people.

「公司發出新邀請以達成協議後,1號聯盟拒絕重啓談話,」BHP在一份聲明中表示,指的是代表大約2400人的勞工組織。

Per Reuter's report, BHP has offered a bonus of $28,900 per worker. Still, the union has rejected this proposal, insisting on a 1% share of the mine's shareholder dividends, translating to roughly $36,000 per worker.

據路透社報道,BHP提供了每名工人2.89萬美元的獎金。儘管如此,工會拒絕了這一提議,堅持要求獲得礦山股東分紅的1%份額,相當於每名工人約3.6萬美元。

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Furthermore, Reuters mentioned seeing an internal memo to union members in which the union accused BHP of engaging in "anti-union practices" by making a direct contract offer to workers.

此外,路透社提到,工會成員看到的一份內部備忘錄,指責BHP通過向工人直接提供合同來進行「反工會行爲」。

BHP has defended its contract proposal as one of the best in the industry, stating, "We made every responsible effort to reach an agreement, but that wasn't possible."

BHP爲其合同建議進行辯護,稱其爲行業中最好之一,並表示:「我們盡了所有負責任的努力去達成協議,但那是不可能的。」

In addition to BHP's controlling stake in the mine, other shareholders include Rio Tinto (NYSE:RIO) and Japanese Jeco Corp, a joint venture of Mitsubishi Corp, Mitsubishi Materials, and Nippon Mining & Metals.

除BHP在該礦山的控股權外,其他股東還包括力拓(紐交所:RIO)和日本Jeco Corp,後者是三菱公司、三菱材料和日本礦業金屬的合資企業。

Why It Matters: The strike reignited memories from 2017 when a prolonged walkout severely impacted production and spiked global copper prices. That strike lasted 44 days and led to a 7.5% reduction in global copper supply that year. Per union president Patricio Tapia, a fall in output is a realistic threat since the law prohibits replacement workers.

爲什麼這很重要:罷工重新喚起了2017年的記憶,當時一次長時間的停工嚴重影響了產量,並使全球銅價飆升。那次罷工持續了44天,導致當年全球銅供應減少了7.5%。根據工會主席帕特里西奧·塔皮亞(Patricio Tapia)的說法,產量下降是一個現實威脅,因爲法律禁止替代工人。

As over 60% of Escondida's copper concentrates end up in Chinese smelters, this crisis could escalate beyond borders, hitting the smelters that produce around half of the world's refined copper.

由於Escondida的銅精礦中有超過60%最終被中國的冶煉廠使用,因此這一危機可能會超越國界,影響到生產全球約一半的精煉銅的那些冶煉廠。

To make the situation worse, Escondida is not the only Chilean mine facing labor unrest. Workers at Lundin Mining's Caserones mine also went on strike recently due to failed pay negotiations. So far, the unrest has not significantly impacted copper prices, which have declined over 20% from their May highs.

更糟糕的是,Escondida不是唯一面臨勞動紛爭的智利礦山。倫丁礦業的Caserones銅礦的工人最近也因支付談判失敗而罷工。到目前爲止,這些動盪還沒有顯著影響銅價,銅價從其5月份的高點下跌了20%以上。

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