礦業的季度檢討 - 2024年第3季

Mining Quarterly Review - Q3 2024

出版日期: 2024年11月20日 | 出版商:

GlobalData | 英文 83 Pages | 訂單完成後即時交付

價格

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簡介目錄

在4 月和5 月短暫回升後，鐵礦石價格繼續下跌，反映出中國住房需求疲軟和鋼鐵產量下降，9 月價格觸及每噸94 美元的低點。十月的短期復甦是由圍繞中國經濟刺激計劃的樂觀情緒所推動的。然而，市場對這些措施反應緩慢，價格再次下跌。

全球最大的鐵礦石生產商，包括淡水河谷和必和必拓，預計市場狀況改善和主要礦山業績改善，正在提高產量。 2024年第三季前五大企業鐵礦產量為2.933億噸，較去年同期成長2.3%。

第一量子礦業、英美資源集團、自由港麥克莫蘭、力拓和嘉能可等主要礦業公司2024年第三季銅產量較去年同期大幅下降。礦山關閉、礦石品位低和運營課題等因素導致了這一下降。

本報告審視和分析了世界採礦業，涵蓋價格、國家產量、公司產量、開發項目更新、資本投資、需求驅動因素、排放和採礦安全，我們提供詳細信息，包括最新信息。

GlobalData's "Mining Quarterly Review - Q3 2024" provides a comprehensive coverage on the global mining industry. It provides commodity trends covering price trends, production, capital expenditure of leading miners, development projects momentum, development projects by commodity, country, company and stage. The report also includes a demand drivers section providing information on factors that are affecting the global mining industry. It further provides updates on emissions, safety in mining, regulatory, developments in mining for Q3 2024, European Union's industrial production, US' industrial production, China's industrial production growth rate, China's Manufacturing PMI .

Iron ore prices, after a brief recovery in April and May, continued to decline, reaching a low of $94/t in September due to weak Chinese housing demand and declining steel production. A short-lived rally in October was fueled by optimism surrounding Chinese stimulus measures. However, the market's tepid response to these measures led to renewed price declines.

The world's largest iron ore producers, including Vale and BHP, are increasing production volumes anticipating improved market conditions and enhanced performances at key operating mines. Iron ore output from the top five increased by 2.3% year-on-year to a collective 293.3Mt in Q3 2024.

Copper production from major mining companies such as First Quantum Minerals, Anglo American, Freeport-McMoRan, Rio Tinto, and Glencore declined significantly in Q3 2024 compared to the same period in 2023. Factors such as mine closures, lower ore grades, and operational challenges contributed to this decrease.

Scope

The report contains an overview of the key commodities in the mining industry including coal, copper, iron ore, gold, nickel, lead, zinc, uranium and lithium. It provides detailed information on prices, production by country, production by company, development projects update, capital expenditure, demand drivers, emissions, safety in mining and regulatory updates in mining.

Reasons to Buy

To gain an understanding of the quarterly changes in the global mining industry, relevant driving factors
To understand historical and forecast trends on key commodities
To identify key players in the global mining industry
To identify major development projects momentum by region
To identify the trend in capital expenditure spent by leading miners
To understand the factors influencing demand drivers of key commodities