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力拓表示,中東衝突對供應的直接影響有限,但對下半年供應鏈的影響尚不明朗。

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-- 力拓集團(ASX:RIO)週二在澳洲證券交易所提交的文件中表示,中東衝突對其營運的直接影響有限,大宗商品價格也呈現正面態勢。不過,該公司目前尚無法預估這場持續衝突將如何影響下半年的供應鏈。 該公司表示,每年消耗約16億公升柴油,其中約三分之二來自皮爾巴拉地區。儘管柴油價格上漲導致成本曲線陡峭上升,但憑藉規模優勢和全球供應鏈槓桿作用,其成本狀況仍然穩健。 該公司表示,其垂直整合的價值鏈遍佈美洲、亞太和歐洲,確保了對客戶的供應安全。鐵礦石、銅和鋰的營運基本上未受影響,供應鏈未出現重大中斷。 該公司股價在周二的交易中上漲了1%。

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