蒙古的问题在于,它担心巨大的邻国会威胁自己的存在。作为一个内陆国家,蒙古煤炭储量占全球10%,它还拥有世界最大的欠开发铜矿。鉴于今年6月总统选举前夕的大肆支出留下了一笔财政赤字,蒙古政府应该让外资开发这些资源,以填补赤字。中国显然愿意出钱开发,但它同时也是这些资源的大买家——蒙古出产的这些资源有80%以上出口到中国。对蒙古来说,把自身资源的控制权拱手让给最大客户,显然令其感到不快。
That leaves mining companies operating in Mongolia in a bit of a bind. The collapse of resource prices as a result of the fall in global demand is hurting all miners. Shares in resource giants such as BHP Billitonand Rio Tintohave lost between 3 and 13 per cent this year. But the uncertainty about investments in Mongolia, meanwhile, has also undermined the share prices of mining companies operating there. Shares in SouthGobi have lost 60 per cent, as have those in Winsway, also a target of Chalco. Aspire Mining, the Australian group developing the Ovoot coal project in Mongolia, has lost three quarters.
这让在蒙古经营的采矿企业陷入困境。全球需求下降导致的资源价格暴跌,正在伤及所有矿商。必和必拓(BHP Billiton)和力拓(Rio Tinto)等资源业巨擘的股价今年下跌了3%至13%。而另一方面,在蒙古从事投资的不确定性也拖累了在蒙古经营的矿企的股价。南戈壁的股价下跌了60%,中铝的另一个收购对象永晖(Winsway)的股价也是如此。在蒙古开发敖包特陶勒盖煤炭项目的澳大利亚集团Aspire Mining的股价跌了四分之三。
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