Vale S.A.

VALEsupplier

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.

⇄ Compare

产品与营收

产品营收占比

营收构成 ($42.0B)

静态数据（加载实时财务…）

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

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

业务板块构成与主要客户

产品详情

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.

供应链关系

竞争对手

BHP Group Limited

Iron ore

影响: competing for Chinese steel mill contracts

主要客户

tsla

Nickel for EV batteries

影响: Vale has supply agreements with EV makers

宏观与市场背景

소재行业新闻

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%

近期催化剂

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

AI 分析

点击「获取 AI 分析」以获得 Vale S.A. 的 AI 供应链分析。

企业信息

总部

Rio de Janeiro, Brazil

成立时间

1942

员工人数

90,000

官网

vale.com

行业概况 — 소재

行业新闻