Vale S.A.

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Vale is the world's largest iron ore producer and largest nickel producer, both critical to steel production and EV battery manufacturing respectively. Its Carajás mine in Brazil produces the highest-grade iron ore in the world.

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製品と売上

製品別売上シェア

売上内訳 ($42.0B)

静的データ（リアルタイム財務ロード中…）

Iron Solutions (Iron Ore + Pellets) (73%)

Energy Transition Metals (Nickel + Copper) (27%)

セグメント構成と主要顧客

製品詳細

Iron Ore & Pellets73%

World's largest iron ore producer. Brazilian high-grade ore from Carajás (67% Fe content) commands a premium over Australian iron ore.

Nickel15%

Vale is the world's largest nickel producer (essential for EV battery cathodes). Operations in Canada and Indonesia.

Copper12%

Copper production from Canadian and Brazilian operations.

サプライチェーン関係

競合他社

BHP Group Limited

Iron ore

影響: competing for Chinese steel mill contracts

主要顧客

tsla

Nickel for EV batteries

影響: Vale has supply agreements with EV makers

マクロ・市場概況

소재セクターニュース

구리·희토류 구조적 수급 타이트 — 에너지 전환·AI 인프라 장기 수혜

구리 현물가

$9,850/t

희토류 영구자석 가격

$82/kg (NdFeB)

알루미늄 재고 (LME)

450K t (5년 최저)

글로벌 철강 가동률

72%

次の主要イベント

◆FCX·NEM·ALB Q1 실적 (2026.04~05)◆중국 희토류 수출 쿼터 2026H1 발표◆LME 구리 재고 월간 업데이트

AI分析

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企業情報

本社所在地

Rio de Janeiro, Brazil

設立

1942

従業員数

90,000

ウェブサイト

vale.com

セクター概況 — 소재

セクターニュース