Antofagasta produksi tembaga Q3 naik 7%, panduan 2026 dipertahankan

Centinela Concentrates produced 900 metric tonnes of contained molybdenum in the third quarter of 2026, up 12.5% from the preceding quarter, although nine-month output remained 11.5% lower year on year at 2,300 metric tonnes. Molybdenum grade increased to 0.016% from 0.014%, while recovery rose to 79.1% from 76.8%. Molybdenum sales increased 14.3% to 800 metric tonnes, despite a 4.7% decline in copper-in-concentrate output. The figures predate the post-quarter strike involving unions representing about 20% of directly employed workers, and no molybdenum loss has been quantified. Production is on a 100% mine basis, not Antofagasta’s 70% attributable share or physical concentrate mass.

Los Pelambres produced 2,000 metric tonnes of contained molybdenum in the third quarter of 2026, down 13.0% from the preceding quarter. Nine-month output fell 23.9% year on year to 6,700 metric tonnes. Molybdenum grade declined to 0.018% from 0.019%, while recovery fell to 76.5% from 81.4%. Sales decreased 24.0% to 1,900 metric tonnes. Copper production rose 17.5% as inventories were released, but molybdenum did not recover, highlighting continuing grade and recovery constraints. The figures are on a 100% mine basis, not Antofagasta’s 60% attributable share or physical concentrate mass.

Antofagasta plc melaporkan produksi molibdenum terkandung kuartal ketiga sebesar 2.900 metrik ton, turun 6,5% dari kuartal sebelumnya. Output untuk sembilan bulan pertama tahun 2026 turun 21,1% tahun-ke-tahun menjadi 9.000 metrik ton, terutama karena kadar molibdenum yang lebih rendah di Los Pelambres. Harga pasar rata-rata naik 11,5% kuartal-ke-kuartal menjadi 33,0 dolar Amerika Serikat per pon, sementara harga realisasi meningkat 3,8% menjadi 35,7 dolar Amerika Serikat per pon. Produksi dilaporkan berdasarkan 100% basis tambang untuk Los Pelambres dan Centinela, bukan bagian yang dapat diatribusikan kepada Antofagasta atau massa konsentrat fisik.