Steady as She Goes: Rio Tinto's Quarterly
Steady as She Goes: Rio Tinto's Quarterly
"Steady as she goes," was the reaction from Rio Tinto (ASX:RIO) management to production data that, on the whole, disappointed a little on the downside, especially for copper and somewhat for iron ore.
力拓（澳大利亚证券交易所股票代码：RIO）管理层对产量数据的反应是 “她走得很稳”，总体而言，这些数据的下行略有失望，尤其是铜和铁矿石的下行数据。
The company said in its first quarterly report of 2024 that iron ore production fell 11% quarter on quarter to 77.9 million tonnes—a drop reflecting the ongoing quality level problems with some of the currently mined deposits at Yandicoogina, as well as weather issues.
该公司在其2024年的第一季度报告中表示，铁矿石产量同比下降11％，至7,790万吨，这一下降反映了Yandicoogina目前开采的一些矿床持续存在的质量水平问题以及天气问题。
Compared with the first quarter of 2023, the decline was less dramatic at 2%.
与2023年第一季度相比，下降幅度不那么大，为2％。
Rio stated that productivity improvements elsewhere in the Pilbara helped offset the quality problems, but iron ore shipments were still down 10% quarter on quarter to 78 million tonnes. Compared to a year ago, exports were down 5%.
里约表示，皮尔巴拉其他地区的生产率提高帮助抵消了质量问题，但铁矿石出货量仍同比下降10％，至7800万吨。与去年同期相比，出口下降了5％。
The average iron ore price during the quarter, Rio noted, was $US123 per dry metric tonne, down 4% from the fourth quarter of 2023 and only $US2 per tonne less than the first quarter of 2023.
里约指出，该季度的平均铁矿石价格为每干公吨123美元，比2023年第四季度下降4％，每吨仅比2023年第一季度低2美元。
Rio pointed out that world iron ore prices fell 27% over the quarter.
里约指出，世界铁矿石价格在本季度下跌了27％。
The miner's copper production fell 3% compared to the fourth quarter, totaling 156,000 tonnes. This decline was largely driven by Kennecott mined copper production, which, while 7% higher than the first quarter of FY 2023, was 32% lower than the previous quarter.
该矿商的铜产量与第四季度相比下降了3％，总量为15.6万吨。这种下降主要是由肯尼科特开采的铜产量推动的，虽然比2023财年第一季度增长了7％，但比上一季度下降了32％。
This drop was primarily due to unplanned conveyor downtime. Rio stated that the impacted conveyor is now fully operational again.
这种下降主要是由于输送机意外停机造成的。里约表示，受影响的输送机现已恢复全面运行。
Elsewhere, Rio Tinto's aluminum production fell 2% quarter on quarter to 826,000 tonnes, and bauxite production was down 11% to 13.4 million tonnes.
在其他地方，力拓的铝产量同比下降2％，至82.6万吨，铝土矿产量下降11％，至1,340万吨。
Rio maintained all its production guidance for 2024, with the most vital being iron ore production at 323 million to 338 million tonnes.
里约热内卢维持了2024年的所有产量预期，其中最重要的是铁矿石产量为3.23亿至3.38亿吨。
Rio CEO Jakob Stausholm was mostly pleased with the outcome for the quarter.
里约热内卢首席执行官雅各布·斯陶斯霍尔姆对本季度的业绩感到非常满意。
"We delivered stable operating results in the first quarter, including improvements at our bauxite and aluminum businesses, as we navigated seasonal challenges across our global operations.
“我们在应对全球业务的季节性挑战的同时，在第一季度取得了稳定的经营业绩，包括铝土矿和铝业务的改善。
Our full-year guidance is unchanged across all our products. We remain focused on growth in energy-transition materials, with the ramp-up at Oyu Tolgoi underground, the first full quarter of recycled aluminum production from Matalco, and further progress at Simandou, our high-grade iron ore project in Guinea," he said.
我们所有产品的全年指导方针均保持不变。他说：“我们仍然专注于能源转型材料的增长，包括Oyu Tolgoi地下项目的增长，Matalco的再生铝产量第一个完整季度，以及我们在几内亚的高品位铁矿石项目Simandou的进一步进展。”
