<p>彭博社报道，格伦科尔收购泰克资源煤炭部门的交易即将获得批准。这一备受期待的批准为英国矿业巨头的煤炭业务的未来做出了重要决定。据最近一篇彭博文章报道，格伦科尔打算就此事与股东进行磋商，磋商过程预计将在收购完成后立即展开。</p>
<p>股东磋商的原因在于格伦科尔收到了一些最具影响力的投资者的回应。包括前首席执行官伊万·格拉森伯格、卡塔尔投资局和黑石集团在内的几位知名股东认为，格伦科尔应该保留其煤炭资产，而不是像之前计划的那样将其剥离。这种情绪可能会对公司在煤炭业务上的下一步行动产生影响。</p>
<p>近年来，格伦科尔的煤炭业务一直是其利润的重要贡献者，推动了创纪录的回报。然而，公司决定退出化石燃料行业，并在纽约上市一家新公司，代表了现任首席执行官加里·纳格尔的战略转变。然而，这一立场遭到了投资者的抵制，特别是那些支持将煤矿保留在公司内部的投资者。</p>
<p>预计收购泰克煤矿的交易将在 2024 年第三季度完成。完成后，格伦科尔将与股东进行磋商。如果大多数股东支持保留煤炭业务，格伦科尔将不会进行投票。相反，如果磋商结果指向相反方向，将进行一次具有约束力的投票。这种做法使格伦科尔有可能绕过一些可能被要求反对公司提议的股东，如果他们希望保留煤炭资产。</p>
<p>格伦科尔决定与股东磋商，表明了其致力于解决投资者关切并确保公司顺利过渡的承诺。作为全球最大的热煤运输商，市值约 750 亿美元，格伦科尔对这一局势的处理无疑将受到行业和投资者的密切关注。</p>
<p>[1] https://www.bloomberg.com/news/articles/2024-05-29/glencore-to-consult-investors-on-coal-spinoff-after-teck-deal</p>
<p>[2] https://www.bnnbloomberg.ca/glencore-finally-does-a-deal-with-teck-the-london-rush-1.1998269</p>
<p><img src="https://imageproxy.pbkrs.com/https://lh-prod-oper-pub-opercenter.s3.amazonaws.com/discovery-image/compress-191ae222e6938001.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://lh-prod-oper-pub-opercenter.s3.amazonaws.com/discovery-image/compress-191ae222e6938001.png"/></p>

泰克资源

<p>Glencore 收购泰克资源的煤炭业务已获批准，为决定 Glencore 煤炭业务未来走向铺平了道路。收购完成后将进行股东咨询，一些有影响力的投资者认为 Glencore 应该保留其煤炭资产，而不是将其剥离。是否保留煤炭业务的决定将由股东支持来决定。行业和投资者将密切关注 Glencore 对这一情况的处理方式</p>

<p>Glencore deal for teck unit to be approved - Bloomberg</p>
<p>The highly anticipated approval of Glencore's deal to acquire Teck Resources' coal units has set the stage for a significant decision regarding the future of the British mining giant's coal business. According to a recent Bloomberg article [1], Glencore intends to consult with its shareholders on the matter, with the consultation process expected to commence immediately after the acquisition's closing.</p>
<div class="lb-trans"><p>彭博社报道，格伦科尔收购泰克资源煤炭部门的交易即将获得批准。这一备受期待的批准为英国矿业巨头的煤炭业务的未来做出了重要决定。据最近一篇彭博文章报道，格伦科尔打算就此事与股东进行磋商，磋商过程预计将在收购完成后立即展开。</p>
</div><p>The reason for this shareholder consultation is rooted in the response Glencore has received from some of its most influential investors. Several prominent shareholders, including former CEO Ivan Glasenberg, the Qatar Investment Authority, and BlackRock Inc., believe that Glencore should retain its coal assets instead of spinning them off as previously intended [1]. This sentiment could potentially influence the company's next move on coal.</p>
<div class="lb-trans"><p>股东磋商的原因在于格伦科尔收到了一些最具影响力的投资者的回应。包括前首席执行官伊万·格拉森伯格、卡塔尔投资局和黑石集团在内的几位知名股东认为，格伦科尔应该保留其煤炭资产，而不是像之前计划的那样将其剥离。这种情绪可能会对公司在煤炭业务上的下一步行动产生影响。</p>
</div><p>Glencore's coal business has been a significant contributor to its profitability in recent years, driving record returns [1]. However, the company's decision to exit the fossil fuel sector and list a new company in New York represented a strategic pivot under current CEO Gary Nagle. This stance, however, has been met with resistance from investors, particularly those who support keeping the coal mines within the company [1].</p>
<div class="lb-trans"><p>近年来，格伦科尔的煤炭业务一直是其利润的重要贡献者，推动了创纪录的回报。然而，公司决定退出化石燃料行业，并在纽约上市一家新公司，代表了现任首席执行官加里·纳格尔的战略转变。然而，这一立场遭到了投资者的抵制，特别是那些支持将煤矿保留在公司内部的投资者。</p>
</div><p>The deal to acquire Teck's coal mines is expected to close in the third quarter of 2024 [1]. Once completed, Glencore will engage in consultations with its shareholders. Should a majority support keeping the coal business, Glencore will not proceed with a vote. Conversely, if the consultation indicates otherwise, a binding vote will be held. This approach allows Glencore to potentially bypass some shareholders who may have been required to vote against the company's proposal if they wished to retain coal assets [1].</p>
<div class="lb-trans"><p>预计收购泰克煤矿的交易将在 2024 年第三季度完成。完成后，格伦科尔将与股东进行磋商。如果大多数股东支持保留煤炭业务，格伦科尔将不会进行投票。相反，如果磋商结果指向相反方向，将进行一次具有约束力的投票。这种做法使格伦科尔有可能绕过一些可能被要求反对公司提议的股东，如果他们希望保留煤炭资产。</p>
</div><p>Glencore's decision to consult with its shareholders demonstrates its commitment to addressing investor concerns and ensuring a smooth transition for the company. As the world's largest shipper of thermal coal with a market capitalization of approximately $75 billion [2], Glencore's handling of this situation will undoubtedly be closely watched by the industry and investors alike.</p>
<div class="lb-trans"><p>格伦科尔决定与股东磋商，表明了其致力于解决投资者关切并确保公司顺利过渡的承诺。作为全球最大的热煤运输商，市值约 750 亿美元，格伦科尔对这一局势的处理无疑将受到行业和投资者的密切关注。</p>
</div><p>[1] https://www.bloomberg.com/news/articles/2024-05-29/glencore-to-consult-investors-on-coal-spinoff-after-teck-deal</p>
<p>[2] https://www.bnnbloomberg.ca/glencore-finally-does-a-deal-with-teck-the-london-rush-1.1998269</p>
<div class="lb-trans"><p>[1] https://www.bloomberg.com/news/articles/2024-05-29/glencore-to-consult-investors-on-coal-spinoff-after-teck-deal</p>
<p>[2] https://www.bnnbloomberg.ca/glencore-finally-does-a-deal-with-teck-the-london-rush-1.1998269</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://lh-prod-oper-pub-opercenter.s3.amazonaws.com/discovery-image/compress-191ae222e6938001.png" alt="" original-src="https://lh-prod-oper-pub-opercenter.s3.amazonaws.com/discovery-image/compress-191ae222e6938001.png"/></p>

彭博社报道：嘉能可收购泰克资源子公司交易将获批准