London (Reuters) - Mining thiab trading tuam txhab Glencore rau hnub Thursday tau tshaj tawm txog kev poob qis ntawm tooj liab, npib tsib xee thiab cobalt ntau lawm hauv 2023, thiab qhia txog kev poob qis ntxiv rau xyoo no.
tooj liab, npib tsib xee thiab cobalt yog cov khoom siv los ua hluav taws xob tsheb, uas yog ib feem tseem ceeb ntawm kev hloov hluav taws xob.
"Cov kev sib tw ntau lawm tau dhau los ua ib qho hauv kev lag luam thiab qhov tsis muaj kev loj hlob ntawm cov khoom lag luam feem ntau hauv kev lag luam mining yuav tsum ua rau cov nqi siab dua nyob rau tom ntej 12-ntxiv lub hlis," said Jefferies cov kws tshuaj ntsuam.
"Lub sijhawm dhau mus, tus nqi siab dua yuav tsum tau cuam tshuam qhov tsis zoo ntawm Glencore ntau lawm," lawv ntxiv.
Lub tuam txhab npe London tau rov hais dua tias nws cia siab tias yuav tau txais txiaj ntsig los ntawm nws qhov kev faib khoom lag luam kom ncav cuag $ 3.5bn hauv 2023, siab dua nws cov kev taw qhia mus sij hawm ntev ntawm $ 2.2bn txog $ 3.2bn.
Glencore tau hais tias nws 2023 tooj liab ntau lawm yog 1.01 lab tonnes, nqis 5 feem pua los ntawm 2022, piv nrog cov kev taw qhia dhau los ntawm 1.04 lab tonnes.
Lub tuam txhab tam sim no cia siab tias yuav tsim tau ntawm 950, 000 thiab 1.01 lab tonnes ntawm tooj liab rau xyoo no, qhia txog kev muag nws Cobar mine hauv Australia.
Cov kws tshuaj ntsuam tau xav tias yuav muaj qhov tsis txaus tooj liab rau xyoo no vim muaj cov cim qhia tias kev xa khoom yuav tsis muaj zog npaum li yav dhau los xav. Qhov kev txav no tuaj tom qab Panama tau xaj kom kaw First Quantum's 350, 000 tonnes ib xyoo tooj liab mine, thaum cov neeg tsim khoom loj Anglo American, Codelco thiab Vale Base Metals txiav lawv cov khoom siv tooj liab.
Glencore cov nickel ntau lawm rau xyoo 2023 yog 97,600 tonnes, qis dua nws cov kev kwv yees ntau lawm hauv Lub Kaum Hli, ib feem vim yog kev kaw ntawm nws Murrin Murrin mine hauv Australia rau kev saib xyuas. Lub tuam txhab cia siab tias yuav tsim tau txog 80,{4}} txog 90,000 tons hauv 2024.
Lwm cov neeg tsim khoom, suav nrog BHP Billiton, lub ntiaj teb cov npe loj tshaj plaws miner, tau tshem tawm cov haujlwm nickel hauv kev teb rau cov nqi poob.
Glencore yuav tsim tau 41,300 tonnes ntawm cobalt hauv 2023. Lub tuam txhab cia siab tias yuav tsim tau ntawm 35,000 tons thiab 40,000 tons xyoo no.
