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北京时间·🕒 发布 16:46:40时区推断·⟳ 抓取 17:08:07·⚡ 决策 08-07 17:15:29 +7m22s·81.1 天前
几内亚经招标选定嘉能可为国有Nimba矿业铝土矿承销商，合同条款仍在谈判中
📄 原文Bloomberg↗ 原文
Guinea picked Glencore Plc as offtaker to buy bauxite produced by state-owned Nimba Mining Co., as the West African nat…
不做 Glencore（GLEN.GB）
几内亚虽经国际招标选定嘉能可为国有Nimba矿业铝土矿承销商，但合同条款仍在谈判、未签约未披露金额，且嘉能可拒绝置评；铝土矿承销相对其超大市值无可量化短周期收入/利润传导，几内亚出口管控属3月已公开背景而非新增供给中断，方向与量级均不可交易，不做
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研究档案
🔎 新鲜度:最早出现 2026-08-07 · 扩散 low · price-in 风险 low ↗
主要风险
- offtake合同条款尚未敲定（部长称谈判仍在进行），嘉能可拒绝置评，无签约、无金额；几内亚出口量管控为今年3月已公开的政策背景，本条非新增供给中断事实
原文全文
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Guinea picked Glencore Plc as offtaker to buy bauxite produced by state-owned Nimba Mining Co., as the West African nation looks to manage more closely export flows of the aluminum feedstock.
Glencore was chosen through an international tender, Minister of Mines and Geology Bouna Sylla said in an interview in the capital, Conakry.
“Talks to finalize the terms of the contract are ongoing,” Sylla said. While Nimba Mining Co. is a wholly state-owned company, “the aim is to turn it into a mining champion,” the minister said. A spokesperson for Glencore declined to comment.
Nimba Mining Co. took over the bauxite mining concession of Guinea Alumina Corp., a unit of Dubai-based Emirates Global Aluminium in August last year following a dispute over the construction of an alumina refinery. The company has exported 4 million tons of bauxite this year, and plans to ramp up to between 8 million and 10 million tons for the full year before increasing to 12 million tons in 2027, Sylla said.
Guinea is the world’s largest exporter of bauxite, the ore used to produce alumina, which in turn is processed to get aluminum. At a national level, it shipped 183 million tons last year, supplying much of China’s demand. In March, the government said it was in discussions with miners about plans to control the volume of ore supplied to the market and protect the country against a slump in prices.
Nimba Mining Co. signed its bauxite mining contract with the government earlier this week. The company is expanding into new activities, including iron ore and gold and metals refining, according to Sylla.
One of the ventures, Nimba Gold, has signed a memorandum of understanding with Resolute Mining Ltd. to jointly develop gold projects, Sylla said. The new company’s other activities will be rolled out gradually, beginning with exploration before moving into production.
Read More: Guinea’s President Doumbouya Announces Ban on Raw Gold Exports
The Next Africa newsletter runs every weekday. Sign up here for the newsletter, and subscribe to the Next Africa podcast on Apple, Spotifyor anywhere you listen.
Glencore was chosen through an international tender, Minister of Mines and Geology Bouna Sylla said in an interview in the capital, Conakry.
“Talks to finalize the terms of the contract are ongoing,” Sylla said. While Nimba Mining Co. is a wholly state-owned company, “the aim is to turn it into a mining champion,” the minister said. A spokesperson for Glencore declined to comment.
Nimba Mining Co. took over the bauxite mining concession of Guinea Alumina Corp., a unit of Dubai-based Emirates Global Aluminium in August last year following a dispute over the construction of an alumina refinery. The company has exported 4 million tons of bauxite this year, and plans to ramp up to between 8 million and 10 million tons for the full year before increasing to 12 million tons in 2027, Sylla said.
Guinea is the world’s largest exporter of bauxite, the ore used to produce alumina, which in turn is processed to get aluminum. At a national level, it shipped 183 million tons last year, supplying much of China’s demand. In March, the government said it was in discussions with miners about plans to control the volume of ore supplied to the market and protect the country against a slump in prices.
Nimba Mining Co. signed its bauxite mining contract with the government earlier this week. The company is expanding into new activities, including iron ore and gold and metals refining, according to Sylla.
One of the ventures, Nimba Gold, has signed a memorandum of understanding with Resolute Mining Ltd. to jointly develop gold projects, Sylla said. The new company’s other activities will be rolled out gradually, beginning with exploration before moving into production.
Read More: Guinea’s President Doumbouya Announces Ban on Raw Gold Exports
The Next Africa newsletter runs every weekday. Sign up here for the newsletter, and subscribe to the Next Africa podcast on Apple, Spotifyor anywhere you listen.
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