【几内亚官员称西芒杜铁矿产量2026年或超1亿，可能性如何？】金十期货2月6日讯，几内亚矿业和地质部长博纳·希拉（Bouna Sylla）近日透露，西芒杜铁矿项目的南北区块预计将在2025年分别实现年产3000万吨，合计6000万吨。此外，博纳·希拉还预计到2026年，西芒杜铁矿产量将翻倍，南北区块年产量分别增至6000万吨，总产量达到1.2亿吨。其中，力拓在最新发布的2024年四季度产销报告中指出，预计西芒杜南部区块将于2025年交付首批铁矿石，并计划在30个月内将年产能提升至6000万吨（力拓持有2700万吨的股份）。总体而言，博纳·希拉对西芒杜投产及扩产节奏的预期较为乐观，力拓作为项目开发方的预期可能更贴近实际情况，但对于未来西芒杜铁矿供应增长量的预期基本保持一致。
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