据彭博消息,知情人士透露,力拓集团和嘉能可一直在讨论业务合并,可能达成该行业史上最大的一笔并购交易。
知情人士说,力拓和嘉能可最近就交易进行了初步阶段的磋商。由于讨论机密信息,知情人士要求匿名。目前尚不清楚磋商是否仍在进行。
力拓一位代表不予置评。记者未能立即联系到嘉能可的发言人。
力拓是全球第二大矿业公司,市值约为1,030亿美元,嘉能可市值为550亿美元。这两家公司合并可能会打造出一家行业巨头,超越长期以来的行业领头羊必和必拓集团,后者市值约1,260亿美元。
消息发布后,力拓的美国存托凭证下跌,嘉能可上涨。
过去几年,一波交易热潮席卷矿业行业,主要是因为大型采矿企业渴望扩大业务进入铜业领域,而铜是全球脱碳努力的核心金属。
嘉能可和力拓都拥有一些世界上最好的铜矿。然而在中国长达数十年的建筑热潮即将结束,铁矿石市场似乎将长期疲软之际,力拓与必和必拓一样仍然严重依赖铁矿石来推动利润增长。
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