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中国紫金矿业集团正在刚果民主共和国与其亿万富翁罗伯特·弗里德兰的伊万霍矿业公司共同拥有的一个项目上雄心勃勃，计划每年生产100万吨铜，远超当前600,000吨的目标年产量。紫金主席陈景和在访谈中透露，这家全球范围内涵盖铜、金、锌与锂资产的大型企业希望扩大位于刚果民主共和国的卡莫阿-卡库拉（Kamoa-Kakula）综合体的生产规模。他指出潜在的挑战包括电力供应有限、高物流成本以及运输瓶颈。
去年，该项目为非洲中部分国的铜销售贡献了约14%，使其成为全球第二大铜生产商，并对绿色能源转型的关键金属起到了支柱性作用。如果扩大计划实施成功，则该复杂体将位列全球最大单源铜矿之一。目前，智利的Escondida矿山和印尼的格拉斯伯格项目（Grasberg project）分列第一、二位，分别生产了1,070万吨与750万吨铜，2023年数据为准。
紫金集团于三年前开始运营卡莫阿-卡库拉合资企业。这一行动与其他大型矿产公司，如新蒙特（Newmont）和巴里克黄金（Barrick Gold），旨在增加其在需求预期激增的电动汽车、人工智能及可再生能源产业中铜产量的覆盖度相呼应。紫金可能在这方面的生产规模扩张上占据优势，为实现成为全球前三大铜生产商的目标奠定基石。
关键资讯与观点：
您可以通过WhatsApp订阅Bloomberg非洲报道。
南非国家电力公司寻求大幅度上调电价，这对债权人来说可能是好消息，但可能会阻碍经济增长的举措。该公司已要求能源监管机构批准2026财年的高额电价上涨申请，这一数字远超通胀率。此提议将为债券持有人带来现金流量增加的好处，但消费者和企业则会面临负面影响。
埃克森美孚（Exxon Mobil）考虑在未来几年内向尼日利亚的石油区块投资高达100亿美元，尽管已经完成了浅水资产出售给当地公司的交易。尼日利亚副总统卡西姆·谢蒂玛表示，在与埃克森尼日利亚董事长谢恩·哈里斯会面后透露了这一消息。公司计划开发深海Owo项目，并提出未来几年每年增加2.50亿美元投资，以使石油产量提高每日5万桶的目标。
当前季节的可可收获看起来有好转迹象，但仍不足以大幅改善市场局面。今年西非因产量不佳导致大量豆类短缺和市场动荡后，关注焦点转向未来生产表现。全球输出量可能超过需求约9万吨，这得益于最大种植国科特迪瓦更好作物产出的结果。肯尼亚正在与阿联酋方面就获得15亿美元贷款一事进行谈判以填补预算缺口，消息来源透露。此贷款的年利率约为8.2%。如果融资顺利成行，则将成为近年来阿联酋向非洲国家提供援助计划中最新的一例。
塞内加尔政府要求对前一届政府在描绘国家财政状况方面的表现展开调查。经济部长阿布杜拉赫曼·萨尔指出，过去五年期间报告的公共债务和预算赤字都高于总统马基·萨尔任期内的真实情况。萨尔所在政党对此未予置评。该国面临日益扩大的财政赤字与经济增长放缓问题，定于11月进行的议会选举前夕。
世界银行正在与乌干达合作，尝试恢复被其在2023年8月份因该东非国家通过压制同性恋立法而中止的资金。这一法律对参与同性关系的人施以终身监禁或死刑等惩罚措施。世界银行和乌干达政府正在就确保LGBTQ+群体能够从贷款资助的项目受益采取行动，作为资金恢复的前提条件。
Next非洲问答赛——美国总统乔·拜登计划下月访问哪个非洲国家？将答案发送至邮箱地址。
数据概览
即将到来：洪水在尼日利亚播种季节开始时肆虐部分地区。联合国粮农组织估计，这一灾害可能影响到能够支持850万人六个月的食物供应量。此前尼日利亚的农民预期今年会有丰收，但地面上种植坚果、蔬菜和水稻的土地已被淹没，该机构表示，鸡只到牛等牲畜也因洪水而丧生。
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新闻来源：www.bloomberg.com
原文地址：Next Africa: Chinese Firm, Tycoon Plan to Dominate Copper Output
新闻日期：2024-09-27
原文摘要：
Welcome to Next Africa, a twice-weekly newsletter on where the continent stands now — and where it’s headed. Sign up to have it delivered to your email.China’s Zijin Mining is setting its sights on producing an eye-popping 1 million tons of copper a year from a project it co-owns with billionaire Robert Friedland’s Ivanhoe Mines in the Democratic Republic of Congo.Zijin — which has copper, gold, zinc and lithium assets scattered around the world — wants to scale up output from the massive Kamoa-Kakula complex from its existing annual target of 600,000 tons, according to Chairman Chen Jinghe. Limited power supplies, high logistics costs and transport bottlenecks are potential constraints, he said in an interview.The project, which accounted for about 14% of Congo’s copper sales last year, has helped the central African nation become the world’s second-largest producer of the metal that’s key to the green-energy transition.If the planned expansion pans out, the complex would rank among the biggest single sources of copper on the planet. The BHP-run Escondida mine in Chile and Freeport-McMoRan’s Grasberg project in Indonesia are currently the biggest operations, producing 1.07 million tons and 750,000 tons respectively in 2023.Zijin began operating the Kamoa-Kakula joint venture a little more than three years ago. It is one of a number of mining companies — including top gold producers Newmont and Barrick Gold — that want to grow their exposure to copper to cash in on an anticipated spike in demand from the electric-vehicle, artificial-intelligence and renewable-energy industries.The Chinese company may have an edge on existing and aspirant rivals, given the potential to ramp up output from Kamoa-Kakula, a cornerstone of its ambitions to be a top-three global copper producer. Key stories and opinion: You can follow Bloomberg’s reporting on Africa on WhatsApp. .South Africa’s state power utility is seeking a jumbo electricity-price hike, which would be good news for its creditors but may set back efforts to grow the country’s economy. Eskom has asked the energy regulator to approve a for its 2026 financial year, a figure far surpassing the inflation rate. While the move would benefit bondholders by boosting the company’s cash flow, consumers and businesses would be negatively affected.Exxon Mobil is considering investing as much as $10 billion in Nigeria’s over coming years, despite finalizing the sale of shallow-water assets to a local firm, according to Vice President Kashim Shettima. The supermajor is working on developing the deepwater Owo project, he said after meeting Exxon Nigeria Chairman Shane Harris in New York. The company also proposed spending $2.5 billion annually to boost oil output by 50,000 barrels per day over the next few years, he said. Exxon didn’t confirm the size or timing of the investment.Cocoa harvests are looking better for the upcoming season, but that may not be enough to much. After poor crops in West Africa fueled huge bean shortages and turmoil across the market this year, focus has turned to how future production will fare. Global output may exceed demand by about 90,000 tons, a survey of analysts and traders shows, partly due to better harvests in top grower Ivory Coast. Kenya is in talks about securing a $1.5 billion loan from Abu Dhabi to help bridge its budget-financing gap, sources say. The would carry an interest rate of about 8.2%. If the funding materializes, it will be the latest in a series of packages Abu Dhabi has extended to African countries in recent years as it seeks to build influence on the continent. Senegal’s government wants a probe into the previous administration for painting an of the country’s finances. Public debt and the budget deficit were higher than reported during President Macky Sall’s last five-year term, according to Economy Minister Abdourahmane Sarr. Sall’s party declined to comment. Senegal is facing a widening fiscal deficit and slower economic growth ahead of parliamentary elections scheduled for November.The World Bank is working with Uganda to try and restore funding, which it halted in August 2023 after the East African nation passed repressive anti-gay legislation. The law threatens those who engage in same-sex relations with life in jail or even death in some instances. The World Bank and Uganda’s government are measures that seek to ensure members of the LGBTQ community can benefit from projects funded by the lender, a required step for financing to resume. Next Africa Quiz — Which country does US President Joe Biden plan to visit on his first trip to Africa next month? Send your answers to . Data Watch Coming UpFloods that have submerged parts of Nigeria at the onset of the harvest season have that would have fed 8.5 million people for six months, the UN’s Food and Agriculture Organization has estimated. Farmers in Africa’s most populous nation were expecting a bumper harvest this year but land planted with groundnuts, vegetables and rice has been inundated, the organization said . Livestock ranging from chickens to cattle have also drowned.
