raw铁矿石

印度塔塔钢铁财年第三季度盈利低于预估

季度报告称其印度市场当季的盈利同比涨幅达45%，至151.9亿卢比 公司对印度市场的长期增长态势较为乐观，并计划于下一个财年末实现其Odisha州西部600万吨产能工厂的第一阶段投产由于其自营铁矿石项目，其印度的业务往往盈利点更大 India's Tata Steel Ltd posted a smaller-than-expected third quarter profit on Tuesday partly due to high costs in its main European market which squeezed margins. Europe is Tata Steel's biggest market and production centre, following its $13 billion acquisition of Britain's Corus in 2007 that gave it a foothold in the region. But the company has struggled to reap benefits from the deal because of Europe's weak economic conditions over the past six years. Tata Steel Europe needs to import both iron ore and coking coal from outside and that plus continued high energy costs have hurt margins. The steelmaker posted a net profit of 5 billion rupees ($80 million) for the December-ending quarter, compared to a net loss of 7.89 billion rupees a year ago. Net sales rose 14 percent to 364.1 billion rupees. Analysts had expected a profit of 7.51 billion rupees on revenue of 336.52 billion rupees, according to data from Thomson Reuters StarMine. Karl-Ulrich Köhler, MD & CEO of Tata Steel in Europe, said the company's focus on cost and cash flow continued, which had supported the year-on-year improvement in core profit, despite lower margins. "With European economic indicators improving, our efforts will better enable us to benefit from any growth in European steel demand, which remains at historically low levels," Kohler said in a statement. The world's largest steelmaker ArcelorMittal last week forecast higher profits for this year and said steel demand in Europe was rising beyond just a restocking effect. Tata is the second-largest steelmaker in Europe, which accounts for more than 60 percent of its total annual capacity of 29 million tonnes. The company said European delivery volumes rose 6 percent from a year earlier to 3.19 million tonnes for the quarter and operating profit also improved, but the pace of improvement been slower than expected. The European Union's apparent steel demand is expected to rise by 3 percent in 2014, regional steel association Eurofer has said. But Germany's steel association warned on Tuesday the expected recovery could get derailed by fierce competition and rising raw material and energy prices. INDIA GROWTH HOLDS Tata Steel, which recently expanded capacity at its Jamshedpur plant in eastern India to 10 million tonnes a year, said quarterly profit at the Indian business jumped 45 percent from a year ago to 15.19 billion rupees. The company is bullish about the long-term growth prospects in the country, T.V. Narendran, its managing director for India and South East Asia, said in December. Tata Steel plans to commission the first phase of its 6 million plant in eastern Odisha state by the end of the next fiscal year. Its Indian operations have traditionally been more profitable as it operates its own iron ore mines, the main raw material in steelmaking. Ahead of the results, shares in Tata Steel closed 1.9 percent higher at 389.75 rupees in a Mumbai market that ended up 0.1 percent. 对以上新闻若有意见，建议或疑问，欢迎致电Mysteel 021-26093922 张飞鹏 。

(外媒）乌克兰矿商Metinvest将目光从铁矿石移向钢铁

同时，我们预测铁矿石2020年的价格会从目前的140-150美金跌倒120-130美金而后持稳” Ukraine'sMetinvestseessteeloutshiningironore AMSTERDAM, June 27 (Reuters) - Ukrainian mining group and steel producer Metinvest plans to shift its investment focus from iron ore to steel for the rest of this decade, as it sees value moving back from the raw material to the alloy, a company executive said on Wednesday. The company is planning to boost its steel production to 25 million tonnes by 2020 from 15 million tonnes per year currently while it is not planning to increase its iron ore production over the same period. "By the end of this decade value is going to move back to steel and away from raw materials as we think steel prices are going to perform better than raw materials," Kostantin Golovo, the company's head of strategic planning said speaking at a Metal Bulletin iron ore conference. "Clearly the steel industry is going through a really difficult time because of low levels of consolidation and overcapacity. A lot of steelmakers are in the red and we see this continuing for 3 or 4 years," Golovo said. "But the industry is now going through a self-healing period, where less is invested in expansion... capacity utilisation will grow again and will increase the steel producers' pricing power. We believe steel margins will improve." Metinvest sees iron ore prices slowly falling from around $140-150 currently to $120-130 a tonne by 2020 and then stabilize around this level. Iron ore prices IODBZ00-PLT reached a peak of nearly $200 per tonne on a cost-and-freight China basis in February 2011, boosted by supply constraints and Chinese appetite for the steelmaking raw material. Since the second half of last year however, slowing economic growth and increased supply availability have put pressure on prices. Metinvest, which is currently self-sufficient for about 200 percent of its iron ore needs, is not looking to expand in iron ore. Its current production level will be enough to make it 100 percent self-sufficient once it has implemented the planned steel expansion, Golovo said. It is however, currently a bit short when it comes to coking coal, another steelmaking ingredient, and it is looking to increase its self sufficiency in this material. 来源source-Reuters 。

（外媒）印度奥迪萨邦（Odisha）铁矿石出口缩水46%

2010-11财年，中国15%的铁矿石近购自于印度 Odisha iron ore export shrinks 46% India had raised export duty on iron ore from 20 per cent to 30 per cent to discourage exports as it looks to conserve supplies for its own steel making industry. China which procured 15 per cent of its iron ore from India in 2010-11 was looking at alternatives as ore exports from the country had slumped following export duty hike. Besides the steep duty hike that has been a dampener, exporters in the state were also sore over slackening demand for the ore in the Chinese market. “Exports of iron ore have become non-remunerative especially post introduction of the 30 per cent export duty. What has added to our owes is China which is our biggest buyer of lump ore and fines has been lately growing at a slow pace, impairing demand and cooling ore prices to $140 (around Rs 8,000) per tonne. This together with rail freight charge of Rs 2,600 per tonne of iron ore meant for exports and other charges including royalty, port handling charges and local transportation cost have hit the exporters hard,” said a leading iron ore exporter from the state on condition of anonymity “China’s decelerating economy has led to a situation where iron ore fines in the state are getting stacked. Though there is talk of beneficiation and pelletisation, we lack the right technologies for processing low grade ore,” he added. Iron ore in lump form, predominantly exported to China from the state were valued at Rs 70.71 crore in 2010-11. Fines, shipped to China and Hong Kong, were valued at Rs 8,114.28 crore in the same fiscal, according to latest export data available at the directorate of export promotion & marketing. It may be noted that iron ore export traffic slumped sharply from the 6-7 ports that ship the ore from Odisha. Exports of ore from the Paradip port almost halved from 13.54 mnt in 2010-11 to 6.80 mnt in 201-12. Iron ore shipments from Vishakhapatnam also nosedived 282.90 per cent from 1.18 mnt to 0.31 mnt in the stated period. The downtrend in export traffic was also seen in the ports of Kolkata, Haldia, Gangavaram and Kakinada. Mineral exports, including iron ore lump, fines, chrome ore, chrome ore concentrates and ilmenite account for nearly 60 per cent of Odisha's overall exports. Despite being the biggest iron ore producer and endowed with the highest chromite deposits (about 97 per cent), Odisha has been clamouring for ban on exports of both the ores to secure raw material supplies for local industries. 来源source-Business Standard 。

(路透社)澳大利亚铁矿石出口保持高速增长

导读：中国铁矿石需求保持强劲势头，预计澳矿出口在下财务年度将随之增长10% ；本年度完成市场预期，实际达成与早期目标一致；据有关数据统计，澳大利亚2010到2011年度铁矿石出口量较前一年度增长1700万吨，2011-2012年度增长5600万吨，到2013年6月底，其增长量有望达到4700万吨，到时，总出口量将达5.1亿吨 SYDNEY, June 27 (Reuters) - Australia, the world's biggest producer of iron ore, on Wednesday stuck to a forecast for a 10 percent rise in exports in the next fiscal year, as mining companies spend billions of dollars beefing up operations to meet demand from China. The pace of growth, in line with market expectations, reflects massive work from mega-producers Rio Tinto and BHP Billiton to dig more mines amid predictions that China, the biggest buyer of Australian minerals, will weather the global economic malaise and maintain strong industrial growth. "This is largely on the back of the enourmous work underway by the likes of BHP and Rio Tinto to dig up more iron ore," said Gavin Wendt, an analyst for MineLife in Sydney. "We've been looking at somewhere around 500 million tonnes next year for some time." The Bureau of Resources and Energy Economics (BREE) predicted iron ore exports of 510 million tonnes in the financial year that begins in July after downgrading its forecast for the current year by 10 million tonnes to 463 million tonnes, citing the impact of bad weather on mining operations. "The increase in export volumes across the majority of commodities reflects recent expansions to mine and infrastructure capacity," said Quentin Grafton, BREE's chief economist. Although economic growth has moderated in China since mid-2011, consumption and investment are expected to remain robust, Grafton said, adding that the country's economic growth was "sustainable" at around 8 percent through 2013. With the exception of aluminium, exports of all major minerals and energy commodities are forecast to climb, with metallurgical and thermal coal both set to rise by 13 percent from a year earlier. The largest increases, in percentage terms, are expected for liquefied natural gas, up 21 percent, and alumina, up 15 percent. Copper exports are forecast to jump 10 percent. Based on the BREE data, Australian iron ore exports increased by 17 million tonnes in 2010/11 from the year before, and 56 million tonnes between 2011/12. They are slated to rise another 47 million tonnes by June 30, 2013 to 510 million tonnes. Slumping commodity prices in general and escalating costs have squeezed cash flows, pushing BHP and Rio to reconsider the pace of mine expansion, though neither has shown signs of pulling back in iron ore. According to government data, iron ore continues to remain a key part of the resources industry, with 15 projects, costing a total of $25.6 billion, in advanced stages of development. Rio, the world's second-largest miner of iron ore after Brazil's Vale, currently runs its mines at an annual rate of 230 million tonnes and has already put in place work to take output first to 283 million tonnes, then 353 million tonnes. At an expanded rate of 353 million tonnes, Rio's Australian mines would be supplying nearly a third of the world trade in iron ore. BHP is mining iron ore at a rate of 165 million to 170 million tonnes per year, which is above its production guidance of 159 million tonnes in fiscal 2012. But producers differ slightly on where the market is heading in the longer term. BHP expects 650 million tonnes a year of new seaborne iron ore supply to be needed by 2025, compared with a Rio forecast that 700 million tonnes of iron ore would be required by 2019. UNDER PRESSURE Iron ore prices grew dramatically to a peak of nearly $200 per tonne on a cost-and-freight China basis in February 2011, boosted by supply constraints and Chinese appetite for the steelmaking raw material. Since the second half of last year, however, slowing economic growth and increased supply have put pressure on prices. Benchmark iron ore with 62 percent iron content stood at $135.40 a tonne on Wednesday. According to mining consultancy Raw Materials Group (RMG), iron ore supply and demand are likely to be balanced in 2 years, slightly later than previously expected, as some new projects are constrained by political risk and difficult logistics. [ID: nL6E8HQ8BQ] Australia's metallurgical coal exports should climb to around 161 million tonnes in 2012/13, BREE said, although total earnings on this are slated to decline about 2 percent due to a modest drop in coal prices. Source：James Regan, Reuters Edited by Bryan, Mysteel 。

（外媒）NDMC与力拓重谈合资项目

概述：PTI报道印度铁矿石矿商NMDC近期已展开与全球矿业巨头力拓矿业集团新一轮对话，官方人员透露目前NMDC正为与力拓集团达成新的谅解备忘录付出努力，此前NDMC与力拓在2008年8月18日达成五五合资项目曾一度中止，此番重启会谈一旦成功，NMDC将有机会进入力拓集团总部所在地澳大利亚市场，并进一步满足印度日益增长的原材料需求 NMDC in talk with RioTinto to reviveJV PTI reported that Indian iron ore miner NMDC has started a fresh round of negotiations with global mining giant Rio Tinto to revive an equal joint venture that was mutually scrapped almost a year ago. A steel ministry official said that NMDC has already discussed the prospect of reviving the venture a couple of times with the Rio Tinto, however, talks are still at a preliminary stage and have not taken a concrete shape so far. The official added that “Efforts are on, on behalf of NMDC, to renew the MoU with Rio Tinto. Preliminary discussions have been held a couple of times.” NMDC and Rio Tinto had entered into a 50:50 JV agreement in August 18th 2008 to look at mutually advantageous potential investment opportunities, primarily for iron ore and other minerals both within and outside of India. The MoU was initially for a period of two years with the option of extending it for one more year. However, it had lapsed in August 2011, as the three year old venture, meant for scouting mining resources in different parts of the world including in India, did not bear any fruit. If the revived talks take a concrete shape, the official said, NMDC might get a chance to enter into Rio Tinto’s home turf in Australia and contribute to meeting the growing need of the raw material in India. （来源）Source - PTI 。

外媒：安赛乐米塔尔投资40亿美元于矿山项目

安赛乐米塔尔将扩展其在西非的铁矿石项目，包括发展煤炭资源自今年由于中国铁矿的需求量剧增而致使铁矿石价格的上涨，安赛乐米塔尔将选择自给自足的方法避免价格风险 ArcelorMittal to Spend $4 Billion on Iron Ore Mines Sept. 16 (Bloomberg) -- ArcelorMittal, the world’s largest steelmaker, plans to spend $4 billion to increase iron-ore production to 100 million metric tons by 2015 as the company seeks to boost its self-sufficiency in raw materials. ArcelorMittal will expand projects and build mines in West Africa, the Luxembourg-based company said today in an e-mailed statement. It also plans to develop coal assets through joint ventures and is “reviewing opportunities in new frontiers.” The steelmaker is seeking to boost its self-sufficiency in raw materials after prices for iron ore and coking coal surged this year on demand from China, the world’s largest producer of the metal. BHP Billiton Ltd., Vale SA and Rio Tinto Group, the three biggest exporters, have also been switching to quarterly supply contracts instead of fixed-price, annual accords. Prices for iron ore, a key steelmaking ingredient, almost doubled in the April quarter and gained more than 20 percent in the June-to-September period. ArcelorMittal, which is now able to produce about 60 million tons of ore, has added mining assets in Brazil, Russia and Liberia since Mittal Steel Co. bought Arcelor SA in 2006 in the steel industry’s biggest takeover. ArcelorMittal said in an investor presentation on its website that it expects ore prices to fall back as supply rises. A drop in price swings would also “smooth” margins, it said. Steelmakers faced volatile prices this year as they bought iron ore and coal for immediate delivery or in quarterly supply accords after the end of the 40-year-old annual pricing system. Cost Cuts ArcelorMittal plans a further $2 billion in cost cuts through so-called “management gains” by 2012, it said. The company said in July it had achieved $3 billion in savings by lowering expenses following the global economic crisis. The company reined in expansion plans in India and is now targeting the development of “smaller modular sites” capable of producing between 1.5 million and 3 million tons of steel a year, it said. ArcelorMittal’s original plans to build two $10 billion steel plants in Orissa state and neighboring Jharkhand have been thwarted because of delays in buying up land. The steelmaker, which plans its first output in the country by 2013, forecast Indian steel demand will triple by 2020. (来源：Bloomberg) 。

外媒：安赛乐米塔尔投资40亿美元于矿山项目

安赛乐米塔尔将扩展其在西非的铁矿石项目，包括发展煤炭资源自今年由于中国铁矿的需求量剧增而致使铁矿石价格的上涨，安赛乐米塔尔将选择自给自足的方法避免价格风险 ArcelorMittal to Spend $4 Billion on Iron Ore Mines Sept. 16 (Bloomberg) -- ArcelorMittal, the world’s largest steelmaker, plans to spend $4 billion to increase iron-ore production to 100 million metric tons by 2015 as the company seeks to boost its self-sufficiency in raw materials. ArcelorMittal will expand projects and build mines in West Africa, the Luxembourg-based company said today in an e-mailed statement. It also plans to develop coal assets through joint ventures and is “reviewing opportunities in new frontiers.” The steelmaker is seeking to boost its self-sufficiency in raw materials after prices for iron ore and coking coal surged this year on demand from China, the world’s largest producer of the metal. BHP Billiton Ltd., Vale SA and Rio Tinto Group, the three biggest exporters, have also been switching to quarterly supply contracts instead of fixed-price, annual accords. Prices for iron ore, a key steelmaking ingredient, almost doubled in the April quarter and gained more than 20 percent in the June-to-September period. ArcelorMittal, which is now able to produce about 60 million tons of ore, has added mining assets in Brazil, Russia and Liberia since Mittal Steel Co. bought Arcelor SA in 2006 in the steel industry’s biggest takeover. ArcelorMittal said in an investor presentation on its website that it expects ore prices to fall back as supply rises. A drop in price swings would also “smooth” margins, it said. Steelmakers faced volatile prices this year as they bought iron ore and coal for immediate delivery or in quarterly supply accords after the end of the 40-year-old annual pricing system. Cost Cuts ArcelorMittal plans a further $2 billion in cost cuts through so-called “management gains” by 2012, it said. The company said in July it had achieved $3 billion in savings by lowering expenses following the global economic crisis. The company reined in expansion plans in India and is now targeting the development of “smaller modular sites” capable of producing between 1.5 million and 3 million tons of steel a year, it said. ArcelorMittal’s original plans to build two $10 billion steel plants in Orissa state and neighboring Jharkhand have been thwarted because of delays in buying up land. The steelmaker, which plans its first output in the country by 2013, forecast Indian steel demand will triple by 2020. (来源：Bloomberg) 。

外媒: OneSteel年利润同比增长12%

OneSteel主要收入来源则来之于全球经济复苏后铁矿石价格的反弹 OneSteel Full-Year Profit Gains 12% on Higher Iron Ore Prices and Volumes OneSteel Ltd., the second-largest Australian producer, said full-year profit gained 12 percent because of higher iron ore prices and volumes. Net income for the 12 months ended June 30 was A$258 million ($231 million), from A$230 million a year ago, the Sydney-based company said today in a statement. That compares with the $244 million average of nine analyst estimates compiled by Bloomberg. OneSteel boosted output from its iron ore unit, taking advantage of a rebound in ore prices after the global economic crisis. Sales from the unit rose 31 percent to A$782 million. “Chinese demand for iron ore continued to increase and was fundamentally very strong throughout most of the year,” the company said in the statement. OneSteel rose 2.3 percent to A$3.18 yesterday on the Australian stock exchange. The shares have dropped 5.1 percent this year. “Rising raw material prices have generally been good for OneSteel, being associated with robust demand for steel and generally steel price increases in excess of raw material costs,” Credit Suisse Group AG analyst Michael Slifirski said in an Aug. 9 report. （来源：Bloomberg） 。

外媒：印度Tata Steel停止在非洲的采矿工作

Tata steel 同Sodemi仍在西非地区寻找更多的铁矿石资源 Tata Steel stops work at African ore deposit Tata Steel has suspended work on Mount Nimba, West Africa’s largest iron ore deposit. Rich in unique endemic species of fauna, Mount Nimba is classified as a ‘Strict Nature Reserve’. “We have suspended all work pending an environmental report from United Nations Educational, Scientific and Cultural Organisation,” said a Tata Steel official. There is, however, no timeline for the report. In late 2007, Tata Steel inked a joint venture agreement with Sodemi, the state mining company of Ivory Coast, for development of the Mount Nimba iron ore deposit. Tata Steel has a 75 per cent stake in the project.A technical team from the Ivory Coast had been set up for exploration and feasibility assessments, said sources. The Mount Nimba range is understood to have reserves of around six billion tonnes, with an iron ore content of 68 per cent, a few percentage points higher than India’s best ore. The deposit, spread over three countries — Liberia, Guinea and Ivory Coast, was the first foreign iron ore deposit for Tata Steel. According to the arrangement, the iron ore from Mount Nimba was to be supplied to its UK and Netherlands facilities under Corus, which accounts for 65 per cent of the Tata Steel group’s production, but has no captive mines. Tata Steel’s Indian operations have 100 per cent iron ore and 50 per cent coking coal security. Tata Steel and Sodemi were eyeing other iron ore deposits in West Africa, said industry sources. Also, Tata Steel is looking to increase its participation in its Canadian partner’s, New Millennium Capital Corporation’s (NMCC’s), iron ore projects. Tata Steel holds 27.4 per cent in NMCC and 80 per cent in the company’s Direct Shipping Ore project. As part of its initiative to secure coal security, Tata Steel increased its stake in Australia’s Riversdale Mining to 21.8 per cent. Some production from Mozambique is also expected to flow in the next year. The scramble for raw material security is imperative in a volatile market. When the prices of finished products tumble, raw materials prices don’t come down to the same extent. Raw materials for steel companies have seen major changes over the past few years, the most dramatic being, changing the 40-year annual benchmarking contract for a quarterly mechanism. What made such a strategy shift possible was an oligopolistic scenario, where the industry is dominated by just a handful of companies. （来源：Business Standard） 。

外媒：Sesa Goa在Karnataka邦铁矿石减产70%

其他拥有出口资质的矿山也不得不因为高库存而减少铁矿石产量60%到70% Sesa Goa cuts 70% iron ore output in Karnataka Decision taken after the govt banned ore exports from the state. The country’s largest iron ore exporter, Sesa Goa, has cut mining output in Karnataka by 70 per cent since the state government banned any outgo of the steel-making raw material a month before. A part of the Vedanta group, it has six million tonnes (mt) of iron ore mining capacity in Karnataka. The company produced 3.5 mt of high grade ore in the state in the last financial year, a capacity utilisation of 58 per cent. This year, the company had planned to raise output to five mt, due to high export potential to China, the world’s largest steel producer. “Not only Sesa Goa, all 75-80 miners in the state have cut output heavily due to high stockpiling. Since, the government banned exports of iron ore from the state, all 30-35 specifically licensed export-oriented units (EOUs), contributing over 60 per cent to the state’s output, have reduced their output by 60-70 per cent,” said D V Pichamuthu, director of Fimi South, a division of the mining trade body, the Federation of Mineral Industries (Fimi). In contrast, public sector NMDC Ltd has not cut any mining output at its Donimalai mine in the state, which is operating smoothly despite the state government’s action. Analysts attribute it to the company’s focus on domestic supplies. The company, with 22.4 mt of iron ore reserves, has planned to expand output from four mt to seven mt. Mining firms focusing on the local market will run smoothly, while EOUs will be hit badly, a steel analyst based in Mumbai said. NMDC’s share closed at Rs 257 on BSE, a drop of two per cent from the previous close. Karnataka has 9.03 billion tonnes of proven iron ore reserves, equivalent to about 40 per cent of India’s estimated total of haematitic and magnetic iron ore resources. Sesa Goa and other mining firms have challenged the export ban in the Karnataka high court. The hearing is on August 20. Pichamuthu said if the ban was not lifted immediately, mining companies will have to halt activities in the state. When quizzed about the possibility of more investment through setting up forward integration like pelletisation to fetch higher realisation, Haresh Melwani, CEO, H L Nathurmal & Co, a mining firm, said, “Only low grade iron ore is exported from India that is not used by domestic mills. Setting up pelletisation to process low grade ore domestically rests with steel mills.” （来源：Business Standard） 。

外媒：南非物流TRAN.UL将停止铁矿石铁路运输

该公司发言人说，要清理整修昆巴Sishen矿床和Saldahana港口的路线需要一段时间，将对铁矿石等原材料的出口产生一定影响 SAfrica shuts iron ore line after train derails *Transnet shuts line after train derails * Causes of train derailment still under investigation JOHANNESBURG, July 24 (Reuters) - South Africa’s logistics group Transnet [TRAN.UL] has shut down its iron ore rail line after a train carrying ore was derailed, the company said on Saturday, threatening to slow exports of the raw material. Transnet’s freight arm’s spokesman, Sandile Simelani, said it would take some time to clear the line between Kumba Iron Ore’s (KIOJ.J) Sishen mine and the port of Saldhana following the derailment. Kumba, a unit of global miner Anglo American (AAL.L) and the world’s 10th-largest iron ore producer, uses the line to export the steel-making ingredient to overseas markets. Simelani said the cause of the derailment of the train, which had 124 wagons carrying the raw material, had not yet been established but workers were busy clearing the site. "We will need to conduct an enquiry to establish what happened. We will also need to clear the iron ore (from the rail track) before the line can be opened, but I can’t tell when this is going to happen," Simelani told Reuters. Transnet said exports of iron ore in the 2010 financial year rose to 44.7 million tonnes, in line with customer commitments, compared with 36.8 million tonnes in the previous financial year. (来源：Reuters) 。

（外媒）安塞乐米塔尔计划2015年前提高自有矿山产能67%

概述：由于成本不断升高，世界最大钢铁制造商安塞乐米塔尔计划在2015年之前把自有矿山产能提高67%，达到1亿吨/年的自给量公司管理层表示，包括黎巴嫩，塞拉利昂，毛里塔尼亚等地都是公司寻找扩张机会的地方该公司计划今天将投资6亿美元用于今年的扩产，但没有说明5年之内总投资量会是多少目前安塞乐米塔尔的铁矿石自给率为50%，计划在2014年之前将这一比例提高至75%-85% 原文：ArcelorMittal, the world’s biggest steelmaker, is seeking to expand iron ore production capacity by 67 percent by 2015, raising its self-sufficiency in raw materials as prices soar. The Luxembourg-based company wants to raise capacity to 100 million metric tons from 60 million tons, Peter Kukielski, group member of the board management, said today at the Asia Mining Congress in Singapore. It’s looking at expansion plans in countries including Liberia, Senegal and Mauritania, he said. ArcelorMittal, Nippon Steel Corp. and Posco are seeking to purchase or expand mines to cut costs as Chinese demand crimps global supplies of iron ore. Vale SA, the biggest iron-ore producer, wants shorter sales contracts that could boost prices by 90 percent for the April quarter, Credit Suisse Group AG said yesterday. “We’ve faced very volatile conditions in supplies and pricing of raw material especially iron ore and metallurgical coal,” Kukielski said. “It’s not necessarily a model that lends itself to the steel industry.” Posco, Asia’s most profitable mill, will “aggressively” pursue investments in mines, Chief Executive Officer Chung Joon Yang said last month in Seoul. ArcelorMittal supplies about half of its iron ore needs and plans to raise the share to between 75 percent and 85 percent by 2014, Bill Scotting, head of strategy, said last December. ArcelorMittal plans to spend $600 million on iron ore expansion this year, Kukielski said, declining to give a total figure for the next five years. Rio Tinto Group, the world’s second-biggest iron ore producer, is planning to expand production to 330 million tons a year by 2015, Sam Walsh, head of the business said yesterday. Brazil’s Vale is operating close to its full capacity of 310 million tons a year, the company said Jan. 19.(Bloomberg) 。

China Iron Ore Cash Price Reaches 2009 High, Steel Index Says

简述：交付到中国的铁矿石现货价格在印度增加了铁矿石出口关税后达到年内最高根据钢铁指数价格，运抵天津港62%铁含量的矿石价格上升2.9%到112.1美元每吨这个价格与2007年3月的低点比，上升了一倍 The cash price for iron ore delivered to China, the world’s biggest buyer, rose to the highest this year after India raised taxes on its exports. The price of 62 percent iron-content ore delivered to Tianjin port increased 2.9 percent to $112.10 a metric ton yesterday, according to e-mailed prices from The Steel Index. The price has more than doubled from its 2009 low on March 27. India, the world’s third-largest exporter, imposed a 5 percent duty on exports of iron-ore fines and doubled the tax on overseas sales of lump to 10 percent from Dec. 24. The measures are designed to increase the supply of the material to domestic steelmakers. Iron ore is a raw material used to make steel. Global trade in the commodity is worth about $160 billion a year. (bloomberg) 。

Rio Quarterly Iron Ore Output Rises 8%, Sees Recovery

概述：力拓公布了第二季度报告，称铁矿石产量增加了8% Rio Tinto Group, the world’s third- largest mining company, reported second-quarter iron ore output rose 8 percent to a record and it expects further recovery in Chinese steel demand for the rest of the year. Production of the ore, the biggest contributor to earnings, was 45.2 million metric tons in the three months to June 30, up from 41.9 million tons a year earlier, Rio said in a statement today. It reaffirmed full-year output will be 200 million tons. Chief Executive Officer Tom Albanese has curbed production of aluminum, coal and diamonds as a global economic slump sapped demand in China, the largest metals consumer, and pushed world prices lower. Markets remained difficult in the second quarter, particularly in aluminum, the London-based company said today. “In this environment the results seem positive,” Tim Dudley, an analyst in London at Arbuthnot Securities Ltd., wrote today in a report. “The issues relating to the aluminum business are beginning to come into focus.” Rio’s aluminum output fell 5 percent in the quarter, and will drop 6 percent to 3.8 million tons for the year, the company said. Annual production capacity will slide 12 percent. Alumina output slid 6 percent and bauxite dropped 14 percent. Alumina is refined from bauxite ore and used to make aluminum. Rio rose 85 pence, or 4.2 percent, to close at 2,104.50 pence in London, taking this year’s gain to 71 percent. In Sydney, the shares gained 2 percent to A$50.08 by the close on the Australian stock exchange. Improved Sales Production cuts announced in January “have started to take effect,” Albanese said. “We continue to press ahead with actions to reduce cost across the board, align production with demand and bring down levels of net debt.” Rio reported record iron ore production from mines in Western Australia’s Pilbara of 42 million tons, up 11 percent from a year ago, it said. Sam Walsh, head of Rio’s iron ore unit, said in April that the company expected sales to improve this quarter as China’s stimulus measures spur demand for the steelmaking raw material. The country’s iron ore imports rose 3.4 percent in June to the second highest this year, according to Chinese customs data. Albanese last month spurned a $19.5 billion investment from Aluminum Corp. of China in favor of raising $21 billion from a share sale and an iron ore venture with BHP Billiton Ltd. The company is continuing to dispose of assets and last week sold part of its Alcan packaging unit to Bemis Co. for $1.2 billion. Copper Output Mined copper production was little changed. While more metal was retrieved from ore at the Kennecott operation in the U.S. and the Grasberg mine in Indonesia, this was countered by lower metal grades and “continued operational issues” at Escondida, the world’s largest mine. A 45-day concentrator shutdown to fix the mine’s mill is planned for this month and next, Rio said. The company will produce 780,000 tons of mined copper and 425,000 tons of refined metal this year. Rio owns 30 percent of Escondida, which is operated by Melbourne-based BHP, and 40 percent of Grasberg, managed by Freeport-McMoRan Copper & Gold Inc. Australian coking coal output fell 7 percent while thermal coal, burned at power stations, rose 3 percent, Rio said. (bloomberg) 。

瑞典原材料组：09年铁矿石长协价格将下降30%

全球矿产行业内分析与监控所有权及兼并重组领域的领导者瑞典原材料组(the Raw Materials Group)主席Magnus Ericsson日前在某矿业会议上表示，鉴于金融危机而导致的全球钢材需求下滑，2009年的铁矿石长协价格可能会下降25%~30%，并预计铁矿石价格在2010年将保持平稳，到2011年才有可能回升 Magnus Ericsson认为，随着铁矿石现货市场对铁矿石长协价格影响的逐渐增大，目前使用的传统的一年期合同价格将有可能缩短为半年期甚至是季度期合同价格。

瑞典原材料组：09年铁矿石长协价格将下降30%

全球矿产行业内分析与监控所有权及兼并重组领域的领导者瑞典原材料组(the Raw Materials Group)主席Magnus Ericsson日前在某矿业会议上表示，鉴于金融危机而导致的全球钢材需求下滑，2009年的铁矿石长协价格可能会下降25%~30%，并预计铁矿石价格在2010年将保持平稳，到2011年才有可能回升 MagnusEricsson认为，随着铁矿石现货市场对铁矿石长协价格影响的逐渐增大，目前使用的传统的一年期合同价格将有可能缩短为半年期甚至是季度期合同价格。

瑞典原材料组：09年铁矿石长协价格将下降30%

全球矿产行业内分析与监控所有权及兼并重组领域的领导者瑞典原材料组(the Raw Materials Group)主席Magnus Ericsson日前在某矿业会议上表示，鉴于金融危机而导致的全球钢材需求下滑，2009年的铁矿石长协价格可能会下降25%~30%，并预计铁矿石价格在2010年将保持平稳，到2011年才有可能回升 Magnus Ericsson认为，随着铁矿石现货市场对铁矿石长协价格影响的逐渐增大，目前使用的传统的一年期合同价格将有可能缩短为半年期甚至是季度期合同价格。

中国考虑改变铁矿石价格谈判机制

中国钢铁工业协会(China Iron& Steel Association,简称：中钢协)周四表示，正在考虑改变明年的年度铁矿石谈判机制，并已开始与三大供应商展开谈判 中钢协秘书长单尚华在中国钢铁原材料国际研讨会(China International Steel & Raw Materials Conference)间隙对记者表示，中钢协认为，从各个来源进口的铁矿石价格应相同。

中国考虑改变铁矿石价格谈判机制

中国钢铁工业协会(China Iron& Steel Association,简称：中钢协)周四表示，正在考虑改变明年的年度铁矿石谈判机制，并已开始与三大供应商展开谈判 中钢协秘书长单尚华在中国钢铁原材料国际研讨会(China International Steel & Raw Materials Conference)间隙对记者表示，中钢协认为，从各个来源进口的铁矿石价格应相同。

必和必拓：传统铁矿石定价体系将瓦解

矿业分析师认为，力拓和必和必拓强于淡水河谷能根据不同条款定价的能力，将削弱全球价格基准体系的效力 铁矿石现货市场在过去的四年中被发展起来，以满足那些年度合同总量无法满足自身需求的钢铁生产企业据瑞典原料组织（Raw Materials Group）统计，2007年全球16.3亿吨铁矿石交易中约45%是国际交易其中仅一小部分以现货的形式进行交易，主要在印度和中国。