Rio Tinto CEO Defends London Listing, Outlines Future Growth Plans
Rio Tinto CEO Defends London Listing, Outlines Future Growth Plans
Speaking at an investor seminar in London, Stausholm argued the dual-listed structure provides value to shareholders.Rio Tinto's (NYSE:RIO) CEO Jakob Stausholm has dismissed activist shareholder calls to abandon the company's primary London listing.
力拓（紐交所：RIO）的首席執行官雅各布·斯托施霍爾姆已拒絕了激進股東放棄公司主要倫敦上市的呼籲。
Palliser Capital, a global multi-strategy fund that holds around $250 million in Rio Tinto shares, argued that the dual listing has destroyed $50 billion in value and hampered large-scale mergers and acquisitions.
持有約25000萬美元力拓股份的全球多策略基金Palliser Capital表示，雙重上市摧毀了500億的價值，並妨礙了大規模的併購。
The fund also claimed that unifying the structure under Australian listing rules could unlock $28 billion in near-term shareholder value.
該基金還聲稱，統一在澳大利亞上市規則下的結構可以釋放280億的近期股東價值。
Speaking at an investor seminar in London, Stausholm argued the dual-listed structure provides value to shareholders.
在倫敦的一場投資者研討會上，斯托施霍爾姆辯稱，雙重上市結構爲股東提供了價值。
"We've seen no compelling evidence suggesting our current structure is not the best option for Rio Tinto," he stated per Bloomberg's report. Instead, he presented an elaborate strategy to strengthen the company's diversified portfolio.
他表示：「我們沒有看到任何令人信服的證據表明我們當前的結構不是力拓的最佳選擇。」相反，他提出了一項複雜的策略，以加強公司的多元化投資組合。
The management sees the Oyu Tolgoi mine in Mongolia playing a notable role in this plan. Its production is set to expand by 50% in 2024, contributing to the firm's goal of producing 1 million tons of copper annually by 2030.
管理層認爲，位於蒙古的Oyu Tolgoi礦在此計劃中將發揮重要作用。其產量預計在2024年將擴大50%，爲公司到2030年實現年產100萬噸銅的目標做貢獻。
Other copper initiatives include the Resolution project in the U.S. and the recent sale of a 30% stake in the Australian Winu project to Sumitomo for $399 million. Such strategic sales should help cover capital expenditures, set at $11 billion for 2025, up from $9.5 billion in 2024.
其他銅項目包括美國的Resolution項目以及最近以39900萬美元將澳大利亞Winu項目的30%股份出售給住友。這樣的戰略銷售應有助於覆蓋資本支出，預計2025年爲110億，高於2024年的95億。
Rio Tinto's investments in iron ore, lithium, and aluminum are key to supporting the energy transition. Pilbara's iron ore production is expected to remain stable, while lithium operations are expanding, driven by the recent $6.7 billion bid for Arcadium Lithium.
力拓在鐵礦石、鋰礦和鋁方面的投資是支持能源轉型的關鍵。皮爾巴拉的鐵礦石產量預計將保持穩定，而鋰礦業務正在擴大，得益於最近對Arcadium Lithium的67億買盤。
Acquiring a firm with significant operations in South America complements Rincon's project in Argentina. This project holds over 11 million tons of lithium carbonate equivalent in resources and reserves, positioning it as a critical asset in the electric vehicle supply chain.
收購一家在南美洲有重要運營的公司，補充了Rincon在阿根廷的項目。該項目的資源和儲備中擁有超過1100萬噸的鋰礦碳酸鹽當量，使其成爲電動汽車供應鏈中的關鍵資產。
Stausholm reaffirmed Rio Tinto's commitment to decarbonization, targeting a 50% reduction in operational emissions by 2030 and net-zero emissions by 2050.
Stausholm重申了力拓對脫碳的承諾，目標是到2030年將運營排放減少50%，到2050年實現淨零排放。
The elaborate presentation laid out the company's plan to invest $5-6 billion in decarbonization by 2030, focusing on electrification, renewable energy, and breakthrough technologies.
詳細的演示展示了公司計劃到2030年投資500-600億用於脫碳，重點關注電氣化、可再生能源和突破性技術。
Looking beyond 2030, the company is preparing a pipeline of 60 projects, with around $1 billion in committed research and development costs, including carbon-free smelting (ELYSIS), a metallurgical biocarbon, and a hydrogen calcination pilot plant at Yarwun, which aims to replace natural gas with hydrogen in the aluminum refinery process.
展望2030年之後，公司正在準備60個項目的管道，承諾的研發成本約爲10億，包括無碳冶煉（ELYSIS）、冶金生物碳和位於Yarwun的氫氣煅燒試點工廠，旨在用氫氣替代鋁冶煉過程中的天然氣。
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