{"id":2114,"date":"2020-10-19T22:50:49","date_gmt":"2020-10-19T22:50:49","guid":{"rendered":"\/\/smallcapscn.x5view.co\/?p=2114"},"modified":"2023-08-29T17:47:19","modified_gmt":"2023-08-29T17:47:19","slug":"glencore-supply-nickel-ev-battery-makers-macquarie-supply-crunch-2025","status":"publish","type":"post","link":"https:\/\/smallcapscn.x5view.co\/?p=2114","title":{"rendered":"Glencore\u6b63\u5c31\u5411\u7535\u52a8\u6c7d\u8f66\u7535\u6c60\u5236\u9020\u5546\u4f9b\u5e94\u954d\u8fdb\u884c\u8c08\u5224\u3002Macquarie\u9884\u8ba1\uff0c\u52302025\u5e74\u5c06\u51fa\u73b0\u4f9b\u5e94\u7d27\u5f20"},"content":{"rendered":"<p>Glencore\u5df2\u7ecf\u662f\u6c7d\u8f66\u5236\u9020\u5546\u7684\u5173\u952e\u94b4\u4f9b\u5e94\u5546\uff0c\u76ee\u524d\u6b63\u63a5\u8fd1\u4e0e\u6c7d\u8f66\u5236\u9020\u5546\u4ee5\u53ca\u7535\u52a8\u6c7d\u8f66\u7535\u6c60\u751f\u4ea7\u5546\u8fbe\u6210\u954d\u4f9b\u5e94\u534f\u8bae\u3002<\/p>\n<p>Glencore\u9996\u5e2d\u6267\u884c\u5b98Ivan Glasenberg\u5728\u4f26\u6566\u77ff\u4e1a\u5cf0\u4f1a\u4e0a\u53d1\u8868\u8bb2\u8bdd\u65f6\u8bc1\u5b9e\uff0c\u201c\u8bb8\u591a\u6c7d\u8f66\u884c\u4e1a\u548c\u7535\u6c60\u884c\u4e1a\u7684\u4eba\u90fd\u5728\u4e0e\u6211\u4eec\u8ba8\u8bba\u954d\u7684\u95ee\u9898\u201d\u3002<\/p>\n<p>\u6b64\u524d\uff0cTesla\u9996\u5e2d\u6267\u884c\u5b98Elon Musk\u547c\u5401\u91c7\u77ff\u4e1a\u52a0\u7d27\u751f\u4ea7\u66f4\u591a\u954d\u3002<\/p>\n<p>\u954d\u53ef\u4ee5\u63d0\u5347\u7535\u6c60\u5185\u90e8\u7684\u80fd\u91cf\uff0c\u540c\u65f6\uff0c\u4e5f\u53ef\u4ee5\u8ba9\u7535\u6c60\u5236\u9020\u5546\u51cf\u5c11\u66f4\u6602\u8d35\u7684\u94b4\u7684\u4f7f\u7528\u3002<\/p>\n<p>\u672c\u6708\u65e9\u4e9b\u65f6\u5019\uff0cGlencore\u66fe\u9884\u6d4b\uff0c\u9700\u8981\u52a0\u5927\u5bf9\u954d\u751f\u4ea7\u7684\u6295\u8d44\uff0c\u5c3d\u7ba1\u77ed\u671f\u524d\u666f\u8868\u660e\uff0c\u954d\u5c06\u51fa\u73b0\u4f9b\u5e94\u8fc7\u5269\u3002<\/p>\n<h2>\u9884\u8ba1\u9700\u6c42\u5c06\u8fbe\u5230\u201c\u7206\u70b8\u6027\u201d\u6c34\u5e73<\/h2>\n<p>Macquarie Group\u672c\u6708\u5728\u73c0\u65af\u77ff\u4e1a\u4f1a\u8bae\u4e0a\u7684\u4e00\u4efd\u62a5\u544a\u79f0\uff0c\u52302025\u5e74\uff0c\u954d\u9700\u6c42\u5c06\u8fbe\u5230\u201c\u7206\u70b8\u6027\u201d\u6c34\u5e73\u3002<\/p>\n<p>Macquarie\u5206\u6790\u5e08Jim Lennon\u8bf4\uff0c\u867d\u7136\u65b0\u51a0\u80ba\u708e\u5bfc\u81f4<a href=\"http:\/\/smallcaps-production.test\/nickel-stocks-asx-ultimate-guide\/?lang=cn\">\u954d\u9700\u6c42<\/a>\u4e0b\u964d\uff0c\u4f46\u8fd9\u79cd\u8fc7\u5269\u95ee\u9898\u53ea\u4f1a\u6301\u7eed\u51e0\u5e74\u3002<\/p>\n<p>\u9884\u8ba12020\u5e74\u5c06\u51fa\u73b013.5\u4e07\u5428\u7684\u8fc7\u5269\u3002<\/p>\n<p>\u4f46Lennon\u9884\u8ba1\uff0c\u954d\u5c06\u57282024\u5e74\u524d\u6062\u590d\u5e73\u8861\uff0c\u5e76\u5728\u6b21\u5e74\u51fa\u73b0\u77ed\u7f3a\uff0c\u539f\u56e0\u662f\u9502\u7535\u6c60\u5e02\u573a\u51fa\u73b0\u4e86\u954d\u7684\u5438\u6536\u3002\u4e0d\u8fc7\uff0c\u5176\u4ed6\u5206\u6790\u5e08\u8868\u793a\uff0c\u4fe1\u8d37\u7d27\u7f29\u6700\u65e9\u53ef\u80fd\u57282023\u5e74\u53d1\u751f\u3002<\/p>\n<p>Glencore\u5df2\u7ecf\u4e0eTesla\u8fbe\u6210\u534f\u8bae\uff0c\u4e3a\u4e24\u5bb6\u8ba1\u5212\u4e2d\u7684\u65b0\u6c7d\u8f66\u5382\u4f9b\u5e94\u94b4\u3002<\/p>\n<p>2019\u5e74\uff0cGlencore\u4ece\u5176\u5728\u6fb3\u5927\u5229\u4e9a\u3001\u52a0\u62ff\u5927\u548c\u65b0\u5580\u91cc\u591a\u5c3c\u4e9a\u7684\u77ff\u5c71\u4ee5\u53ca\u632a\u5a01\u7684\u4e00\u5bb6\u954d\u51b6\u70bc\u5382\u751f\u4ea7\u4e8612.1\u4e07\u5428\u954d\u3002<\/p>\n<p>\u8be5\u516c\u53f8\u4f4d\u4e8e\u897f\u6fb3\u5927\u5229\u4e9a\u7684Murrin Murrin\u7ea2\u571f\u954d\u94b4\u77ff\u5df2\u7ecf\u5411BMW\u4f9b\u5e94\u94b4\u3002<\/p>\n<p>\u636e\u62a5\u9053\uff0cTesla\u8fd8\u4e0e\u5176\u4ed6\u77ff\u5546\u5c31\u954d\u4f9b\u5e94\u8fdb\u884c\u4e86\u6d3d\u8c08\uff0c\u5305\u62ec\u5df4\u897fVale\u548c\u6fb3\u5927\u5229\u4e9a\u77ff\u4e1a\u5de8\u5934<a href=\"http:\/\/smallcaps-production.test\/stocks\/?symbol=BHP&amp;lang=cn\">BHP (ASX: BHP)<\/a>\u3002<\/p>\n<h2>\u52302030\u5e74\uff0cTesla\u7535\u6c60\u9700\u6c42\u5c06\u589e\u957f570%<\/h2>\n<p>\u6709\u4eba\u8bc4\u8bba\u8bf4\uff0c\u4e0d\u65ad\u589e\u957f\u7684\u7535\u52a8\u6c7d\u8f66\u5e02\u573a\u53ef\u80fd\u4f1a\u4fc3\u4f7fBHP\u6269\u5927\u5176\u954d\u4e1a\u52a1\uff0c\u5411\u7535\u6c60\u5236\u9020\u5546\u63d0\u4f9b\u66f4\u591a\u7684\u91d1\u5c5e\u2014\u2014\u5176\u897f\u954d\u4ea7\u91cf\u768475%\u5df2\u7ecf\u6d41\u5411\u4e86\u7535\u6c60\u5236\u9020\u5546\u3002<\/p>\n<p>BHP\u7684Nickel West\u7ecf\u8425\u7740Mt Keith\u548cRocky &#8216;s Reward\u9732\u5929\u954d\u77ff\u3001Cliffs\u548cLeinster\u5730\u4e0b\u954d\u77ff\u3001Kambalda\u9009\u77ff\u5382\u548c\u4f4d\u4e8eWA Kalgoorlie\u7684\u51b6\u70bc\u5382\u3002<\/p>\n<p>\u672a\u6765\u5341\u5e74\uff0c<a href=\"http:\/\/smallcaps-production.test\/tesla-new-technology-battery-day-asx-battery-stocks\/?lang=cn\">Tesla\u7684\u7535\u6c60\u9700\u6c42<\/a>\u9884\u8ba1\u5c06\u589e\u957f570%\u3002<\/p>\n<p>\u4e8b\u5b9e\u4e0a\uff0cBloomberg\u4f30\u8ba1\uff0c\u52302030\u5e74\uff0c\u7535\u6c60\u5bf9\u954d\u7684\u9700\u6c42\u5c06\u589e\u957f14\u500d\u2014\u2014\u76f8\u6bd4\u4e4b\u4e0b\uff0c\u77f3\u58a8\u7684\u9700\u6c42\u5c06\u589e\u957f10\u500d\uff0c\u9502\u7684\u9700\u6c42\u5c06\u589e\u957f9\u500d\uff0c\u94b4\u7684\u9700\u6c42\u4ec5\u589e\u957f3\u500d\u3002<\/p>\n<p>\u4f26\u6566\u91d1\u5c5e\u4ea4\u6613\u6240(lme) 3\u4e2a\u6708\u671f\u954d\u4ef7\u4e0a\u5468\u4e94\u6536\u4e8e\u6bcf\u542815,652\u7f8e\u5143(\u540822,054\u6fb3\u5143\/\u5428)\u3002<\/p>\n<p>\u51762020\u5e74\u7684\u4f4e\u70b9\u4e3a10,865\u7f8e\u5143\/\u5428(15,309\u6fb3\u5143\/\u5428)\uff0c\u662f\u57283\u6708\u4efd\u521b\u4e0b\u7684\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Glencore\u5df2\u7ecf\u662f\u6c7d\u8f66\u5236\u9020\u5546\u7684\u5173\u952e\u94b4\u4f9b\u5e94\u5546\uff0c\u76ee\u524d\u6b63\u63a5\u8fd1\u4e0e\u6c7d\u8f66\u5236\u9020\u5546\u4ee5\u53ca\u7535\u52a8\u6c7d\u8f66\u7535\u6c60\u751f\u4ea7\u5546\u8fbe\u6210\u954d\u4f9b\u5e94\u534f\u8bae\u3002 Glencore\u9996\u5e2d\u6267\u884c\u5b98Ivan Glasenberg\u5728\u4f26\u6566\u77ff\u4e1a\u5cf0\u4f1a\u4e0a\u53d1\u8868\u8bb2\u8bdd\u65f6\u8bc1\u5b9e\uff0c\u201c\u8bb8\u591a\u6c7d\u8f66\u884c\u4e1a\u548c\u7535\u6c60\u884c\u4e1a\u7684\u4eba\u90fd\u5728\u4e0e\u6211\u4eec\u8ba8\u8bba\u954d\u7684\u95ee\u9898\u201d\u3002 \u6b64\u524d\uff0cTesla\u9996\u5e2d\u6267\u884c\u5b98Elon Musk\u547c\u5401\u91c7\u77ff\u4e1a\u52a0\u7d27\u751f\u4ea7\u66f4\u591a\u954d\u3002 \u954d\u53ef\u4ee5\u63d0\u5347\u7535\u6c60\u5185\u90e8\u7684\u80fd\u91cf\uff0c\u540c\u65f6\uff0c\u4e5f\u53ef\u4ee5\u8ba9\u7535\u6c60\u5236\u9020\u5546\u51cf\u5c11\u66f4\u6602\u8d35\u7684\u94b4\u7684\u4f7f\u7528\u3002 \u672c\u6708\u65e9\u4e9b\u65f6\u5019\uff0cGlencore\u66fe\u9884\u6d4b\uff0c\u9700\u8981\u52a0\u5927\u5bf9\u954d\u751f\u4ea7\u7684\u6295\u8d44\uff0c\u5c3d\u7ba1\u77ed\u671f\u524d\u666f\u8868\u660e\uff0c\u954d\u5c06\u51fa\u73b0\u4f9b\u5e94\u8fc7\u5269\u3002 \u9884\u8ba1\u9700\u6c42\u5c06\u8fbe\u5230\u201c\u7206\u70b8\u6027\u201d\u6c34\u5e73 Macquarie Group\u672c\u6708\u5728\u73c0\u65af\u77ff\u4e1a\u4f1a\u8bae\u4e0a\u7684\u4e00\u4efd\u62a5\u544a\u79f0\uff0c\u52302025\u5e74\uff0c\u954d\u9700\u6c42\u5c06\u8fbe\u5230\u201c\u7206\u70b8\u6027\u201d\u6c34\u5e73\u3002 Macquarie\u5206\u6790\u5e08Jim Lennon\u8bf4\uff0c\u867d\u7136\u65b0\u51a0\u80ba\u708e\u5bfc\u81f4\u954d\u9700\u6c42\u4e0b\u964d\uff0c\u4f46\u8fd9\u79cd\u8fc7\u5269\u95ee\u9898\u53ea\u4f1a\u6301\u7eed\u51e0\u5e74\u3002 \u9884\u8ba12020\u5e74\u5c06\u51fa\u73b013.5\u4e07\u5428\u7684\u8fc7\u5269\u3002 \u4f46Lennon\u9884\u8ba1\uff0c\u954d\u5c06\u57282024\u5e74\u524d\u6062\u590d\u5e73\u8861\uff0c\u5e76\u5728\u6b21\u5e74\u51fa\u73b0\u77ed\u7f3a\uff0c\u539f\u56e0\u662f\u9502\u7535\u6c60\u5e02\u573a\u51fa\u73b0\u4e86\u954d\u7684\u5438\u6536\u3002\u4e0d\u8fc7\uff0c\u5176\u4ed6\u5206\u6790\u5e08\u8868\u793a\uff0c\u4fe1\u8d37\u7d27\u7f29\u6700\u65e9\u53ef\u80fd\u57282023\u5e74\u53d1\u751f\u3002 Glencore\u5df2\u7ecf\u4e0eTesla\u8fbe\u6210\u534f\u8bae\uff0c\u4e3a\u4e24\u5bb6\u8ba1\u5212\u4e2d\u7684\u65b0\u6c7d\u8f66\u5382\u4f9b\u5e94\u94b4\u3002 2019\u5e74\uff0cGlencore\u4ece\u5176\u5728\u6fb3\u5927\u5229\u4e9a\u3001\u52a0\u62ff\u5927\u548c\u65b0\u5580\u91cc\u591a\u5c3c\u4e9a\u7684\u77ff\u5c71\u4ee5\u53ca\u632a\u5a01\u7684\u4e00\u5bb6\u954d\u51b6\u70bc\u5382\u751f\u4ea7\u4e8612.1\u4e07\u5428\u954d\u3002 \u8be5\u516c\u53f8\u4f4d\u4e8e\u897f\u6fb3\u5927\u5229\u4e9a\u7684Murrin Murrin\u7ea2\u571f\u954d\u94b4\u77ff\u5df2\u7ecf\u5411BMW\u4f9b\u5e94\u94b4\u3002 \u636e\u62a5\u9053\uff0cTesla\u8fd8\u4e0e\u5176\u4ed6\u77ff\u5546\u5c31\u954d\u4f9b\u5e94\u8fdb\u884c\u4e86\u6d3d\u8c08\uff0c\u5305\u62ec\u5df4\u897fVale\u548c\u6fb3\u5927\u5229\u4e9a\u77ff\u4e1a\u5de8\u5934BHP (ASX: BHP)\u3002 \u52302030\u5e74\uff0cTesla\u7535\u6c60\u9700\u6c42\u5c06\u589e\u957f570% \u6709\u4eba\u8bc4\u8bba\u8bf4\uff0c\u4e0d\u65ad\u589e\u957f\u7684\u7535\u52a8\u6c7d\u8f66\u5e02\u573a\u53ef\u80fd\u4f1a\u4fc3\u4f7fBHP\u6269\u5927\u5176\u954d\u4e1a\u52a1\uff0c\u5411\u7535\u6c60\u5236\u9020\u5546\u63d0\u4f9b\u66f4\u591a\u7684\u91d1\u5c5e\u2014\u2014\u5176\u897f\u954d\u4ea7\u91cf\u768475%\u5df2\u7ecf\u6d41\u5411\u4e86\u7535\u6c60\u5236\u9020\u5546\u3002 BHP\u7684Nickel West\u7ecf\u8425\u7740Mt Keith\u548cRocky &#8216;s Reward\u9732\u5929\u954d\u77ff\u3001Cliffs\u548cLeinster\u5730\u4e0b\u954d\u77ff\u3001Kambalda\u9009\u77ff\u5382\u548c\u4f4d\u4e8eWA Kalgoorlie\u7684\u51b6\u70bc\u5382\u3002 \u672a\u6765\u5341\u5e74\uff0cTesla\u7684\u7535\u6c60\u9700\u6c42\u9884\u8ba1\u5c06\u589e\u957f570%\u3002 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