必和必拓(BHP):贸易不确定性、能源与运费成本持续构成阻力
Trade uncertainty, energy, freight costs continuing to create headwinds – BHP
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必和必拓(BHP)CEO Brandon Craig在10月20日发布的截至9月30日季度运营回顾中表示,地缘政治紧张、贸易不确定性以及能源和运费成本高企持续给矿业带来阻力。他同时指出,中国和印度持续的工业化与城镇化,加上全球数据中心及相关基础设施的空前投资,支撑大宗商品需求保持韧性,并强化铜的长期前景。
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