Fortesc-who? With all eyes on the big three iron ore producers, few expected anyone outside the oligopoly to break the deadlock with China's mills. And yet Fortescue Metals of Perth, ranked 59 places below Rio Tinto on the list of the world's biggest materials companies by market capitalisation, has reached what it calls “a groundbreaking agreement” with Baosteel, the biggest steelmaker. Fortescue's output in the six months to December will be sold at US$55.50 a tonne, about a 3 per cent discount on the price Rio, the world's third-biggest producer by market cap, set in May with non-Chinese mills.
Fortescue(FMG)是誰？當人們的目光都集中在三大鐵礦石生產商身上之際，很少有人會想到，在這個寡頭集團以外，有任何供應商能夠打破與中國鋼廠之間的僵局。可總部位於珀斯、在全球最大礦商（按市值計算）排名榜上的名次比力拓(Rio Tinto)低了59位的Fortescue Metals，卻偏偏與中國最大鋼企寶鋼(Baosteel)達成了它所稱的「突破性的協議」。在截至今年12月的六個月裏，Fortescue的產量將按每噸55.50美元的價格成交，相比力拓在5月份與中國以外鋼廠達成的協議價格，有3%的折扣。按市值計算，力拓是全世界第三大礦商。