【全球铁矿石供应保持增长 增量结构持续调整】金十期货2月26日讯，2024年，全球铁矿石市场在复杂的经济环境和市场波动中呈现出不同的发展趋势。各大矿山的产销表现各异，既有大型矿山的稳健增长，也有中小型矿山的快速崛起或面临挑战。四大矿山2024年铁矿石总产量达11.39亿吨，同比增加1600万吨，增幅1.4%。具体来看，澳大利亚三大矿山巨头表现相对平稳，合计产量超过8亿吨，同比增长930万吨，而巴西的淡水河谷表现则相对突出，同比增加652万吨，以3.28亿吨的产量几乎并肩力拓，两者2024年产量差距仅有30万吨。①力拓产能置换过渡期下，产量同比小幅下降；②淡水河谷全年产量超预期，北部以及东南系统稳定发力；③必和必拓南坡项目全面达产，块矿需求回升；④福德士河铁矿石发运创新高，绿色能源投资加码。
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