中国矿产资源集团与中国矿业巨头BHP签订长期铁矿石销售合同，其中Jimblebar铁矿粉定价部分挂钩人民币。这是中国市场交易数据首次纳入铁矿石定价基准，分析师表示。然而，美元在该贸易中的主导地位仍未改变。
必和必拓（BHP）在其周三发布的最新运营回顾中宣布，已与中国矿产资源集团（CMRG）完成铁矿石销售合同谈判。
业内人士向《南华早报》证实，CMRG成功谈判将BHP的Jimblebar铁矿粉定价与人民币挂钩，作为新长期合同的一部分。
GF Futures铁矿石分析师徐逸丹表示：“该协议标志着中国自身市场交易数据首次纳入铁矿石定价公式，代表定价基准的范式转变。”她补充道：“它改变了贸易规则，并加强了中国在铁矿石市场的定价影响力。”
分析师称，此协议是北京推动人民币国际化并增强大宗商品定价权的关键突破，尤其在美国面临日益加剧的“地缘政治孤立”之际。但他们强调，中国重塑旧秩序的更广泛努力仍远未完成，美元主导地位持续存在。
Brazil's Chamber of Deputies approved a bill on Wednesday that sets rules for the exploration of critical minerals and rare earths. The text includes R$ 5 billion in incentives and a council with veto power over foreign partnerships. The vote came on the eve of a meeting between Presidents Lula and Donald Trump.
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China's Ministry of Natural Resources announced on Wednesday that the country holds the world's largest reserves of 14 key minerals and leads global production in 17 others. This highlights China's major role in global resource supply chains. The data was disclosed at a monthly media briefing.
Asian stocks reached record highs amid optimism following the signing of a US-Iran memorandum of understanding. The agreement is expected to ease oil flows through the Strait of Hormuz and reduce inflation pressures. Lower energy costs have also tempered concerns over potential interest rate hikes.
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US and South African officials and mining executives have held two meetings to explore joint development of critical minerals projects. The talks aim to strengthen economic ties and ease diplomatic strains between the two countries.