[To learn English]
BlackRock would back consolidation among large miners because it would open the sector to generalist investors at a scale that would make it easier to bring on large and complex projects needed for new supply, a portfolio manager said on Wednesday.
Major investments in supply are needed as commodity demand speeds up, underpinned by trends including electrification, AI and defence spending, Markham said.
"Commodity demand is simply accelerating, and the commodity intensity of GDP growth continues to go up, and when you look at every exciting theme that's going on in the market... it all leads back to mining," she said.
贝莱德一位投资组合经理表示，该公司支持大型矿商之间的整合，这将为普通投资者打开该行业的大门，使其达到足以推进新供应所需大型复杂项目的规模。
Markham表示，在电气化、AI和国防支出等趋势推动下，大宗商品需求加速增长，因此需对供应进行大规模投资。
她表示，大宗商品需求正在加速增长，GDP增长的商品密集度持续上升，市场上每一个令人兴奋的主题最终都会回到矿业。
LearnEnglish Leave a remark