12 June 2025
Competitors Industry Policy
Summary of today's Rio Tinto China media

长江有色金属网 reported that Glencore, the world's second-largest cobalt producer, recently announced that some of its supply contracts have encountered force majeure due to the cobalt export ban implemented by the Democratic Republic of Congo (DRC). This news has once again triggered market concerns about the stability of the cobalt supply chain. As a core supplier of cobalt resources in the world, the industrial policy adjustment of the DRC is profoundly affecting the global raw material pattern in the fields of new energy and high-end manufacturing.

Reuters and Bloomberg reported that Agricultural trader Bunge Global SA is close to receiving a decision from Chinese antitrust authorities on its $8.2 billion purchase of Glencore Plc-backed Viterra, according to people familiar with the matter, roughly two years after the bumper deal was first announced. China's approval is the last major hurdle in Bunge's bid to create an agricultural commodities giant, and a verdict could come within days. The deal has already received key approvals in the European Union and Canada, and Argentina's antitrust laws allow for the deal to be completed, with any remedial action potentially being required later.

IFENG reported that President Trump said on June 11 that the trade agreement between the United States and China has been reached and only needs final approval from him and China. White House officials further stated that the United States will fully comply with the Geneva Agreement and that US tariffs on China will not continue to rise at least in the short term. In addition, US Treasury Secretary Benson said that the framework reached by the United States and China in London will help stabilize the economic relationship between the two sides.
Rio Tinto China
 
No relevant news mentions since the previous newsletter send.
Competitors
 
U.S. grains merchant Bunge is close to getting a ruling from Chinese regulators on its $8.2 billion purchase of Glencore-backed Viterra with a verdict expected within days, Bloomberg News reported on Wednesday ...
Mentions -
 
Agricultural trader Bunge Global SA is close to receiving a decision from Chinese antitrust authorities on its $8.2 billion purchase of Glencore Plc-backed Viterra, according to people familiar with the matter, roughly two years after the bumper deal was first announced ...
Mentions -
 
全球第二大钴生产商嘉能可(Glencore)近日宣布,因刚果民主共和国(刚果(金))实施的钴出口禁令,其部分供应合同遭遇不可抗力。这一消息再度引发市场对钴供应链稳定性的担忧 ...
Mentions - 嘉能可
 
Industry
 
在全球能源转型与“双碳”目标的双重挑战下,传统煤炭行业正经历空前挑战。陕煤集团旗下核心骨干企业——黄陵矿业公司却逆势交出一份高分答卷:2024年煤炭产量逆势增长8.7%,发电量突破百亿度,吨煤成本同比下降近23元/吨,实现煤矿智能化开采极薄、薄、中、厚煤层全覆盖 ...
Mentions - 矿业
 
In the dynamic economic hub of Shenzhen, commuters can now reserve seats on self-driving buses with just a few taps on an app. Far from a publicity stunt, this service is the first instance in China where intelligent connected buses have been incorporated into the wider public transport system ...
Mentions - mining
 
津巴布韦宣布从2027年起禁止锂精矿出口 | Chinanews.com / 中国新闻网 - - June 12, 2025
中新社北京6月11日电 哈拉雷消息:当地时间6月10日,津巴布韦矿业部长温斯顿·奇坦多(Winston Chitando)在内阁会议结束后的媒体吹风会上宣布,津巴布韦政府决定从2027年起禁止锂精矿出口,此举旨在促进各矿企在津巴布韦国内建立加工和精炼设施,推动本地矿业加工发展 ...
Mentions - 矿业, 采矿
 
Policy
 
特朗普:中美达成贸易协议,只待最终批准 | IFENG.COM / 凤凰網 - - June 12, 2025
据凤凰卫视报道,美国总统特朗普6月11日表示,美国与中国的贸易协议已经达成,只待他与中国最终批准。白宫官员进一步称,美国将会全面遵守日内瓦协议,至少在短期内美国对华关税不会继续上升 ...
Mentions - 中美, 贸易
 
美财长:中美贸易框架需要时间落实 | IFENG.COM / 凤凰網 - - June 12, 2025
据凤凰卫视报道,美国财政部长贝森特6月10日刚参加完中美贸易磋商,11日就抵达华府,在众议院筹款委员会作证 ...
Mentions - 中美, 贸易
 
今年前5个月中非贸易规模创历史同期新高 | IFENG.COM / 凤凰網 - - June 12, 2025
中新社北京6月11日电(记者 尹倩芸 王梦瑶)中国海关总署11日公布数据显示,今年前5个月,中国对非洲进出口9632.1亿元(人民币,下同),同比增长12.4%,规模创历史同期新高 ...
Mentions - 中非, 贸易
 
本报北京6月11日电 (记者欧阳洁)记者从海关总署获悉:中非贸易规模屡创新高,我国已连续16年保持非洲第一大贸易伙伴国地位。据海关统计,2024年,中非贸易规模首次突破2万亿元,达到2.1万亿元 ...
Mentions - 中非, 贸易
 
本报北京6月11日电 (记者欧阳洁)记者从海关总署获悉:中非贸易规模屡创新高,我国已连续16年保持非洲第一大贸易伙伴国地位。据海关统计,2024年,中非贸易规模首次突破2万亿元,达到2.1万亿元 ...
Mentions - 中非, 贸易
 
 记者从海关总署获悉:中非贸易规模屡创新高,我国已连续16年保持非洲第一大贸易伙伴国地位。据海关统计,2024年,中非贸易规模首次突破2万亿元,达到2.1万亿元。今年前5月,我国对非洲进出口9632.1亿元,同比增长12.4%,规模创历史同期新高 ...
Mentions - 中非, 贸易