阿達(dá)尼集團(tuán)(Adani Group)為落實(shí)澳大利亞一座大型煤礦的開發(fā)資金將目光轉(zhuǎn)向中國,與中國一家大型國有企業(yè)舉行談判,并在推銷該項(xiàng)目方面爭取到堪培拉方面的支持。
The Indian conglomerate approved construction of the A$16.5bn (US$12.7bn) coal mine in June but is struggling to fund the railway, coal and port development — in a project that has become a litmus test for global investors’ appetite for thermal coal.
這家印度綜合企業(yè)集團(tuán)在今年6月批準(zhǔn)建設(shè)這座165億澳元(合127億美元)的煤礦,但難以落實(shí)鐵路、煤礦和港口的開發(fā)資金。該項(xiàng)目已成為考驗(yàn)全球投資者對(duì)動(dòng)力煤胃口的試金石。
Executives from Adani and Downer Group, a partner on the Carmichael coal project, met Zhang Chun, president of China Machinery Engineering Corporation (CMEC) earlier this year, according to CMEC’s website.
據(jù)中國機(jī)械設(shè)備工程公司(CMEC)網(wǎng)站介紹,來自阿達(dá)尼集團(tuán)及其在卡邁克爾(Carmichael)煤礦項(xiàng)目的合作伙伴唐那集團(tuán)(Downer Group)的高管們,今年早些時(shí)候會(huì)晤了CMEC總裁張淳。
“CMEC is willing to co-operate with Adani to take part in the development and construction of new-energy (such as wind power) projects in Australia as well as traditional and new-energy projects in India,” CMEC said in a statement at the time.
“CMEC也愿意與阿達(dá)尼一起合作參加澳大利亞新能源(如風(fēng)電)項(xiàng)目和印度本土傳統(tǒng)和新能源項(xiàng)目的開發(fā)和建設(shè)。”CMEC當(dāng)時(shí)在一份聲明中表示。
It is not known how far the talks with CMEC have progressed but last week the Australian government confirmed it had written to the Chinese government in an attempt to dispel alleged “misinformation” spread by environmental activists about the project.
尚不不清楚與CMEC的商談進(jìn)行到什么程度,但上周澳大利亞政府證實(shí)已經(jīng)致函中國政府,以求驅(qū)散環(huán)?;顒?dòng)人士對(duì)該項(xiàng)目散布的“誤導(dǎo)信息”。
“The Australian government has written to the government of China to confirm the project has received all necessary Queensland state government and Australian government environmental and mining approvals,” George Brandis, attorney-general, told parliament.
“澳大利亞政府已經(jīng)致函中國政府,確認(rèn)這個(gè)項(xiàng)目已經(jīng)從昆士蘭州政府和澳大利亞政府獲得所有必要的環(huán)保和采礦許可。”聯(lián)邦總檢察長喬治•布蘭迪斯(George Brandis)告訴議會(huì)。
The government denied it was advocating on behalf of the Adani company, following criticism from some lawmakers.
在一些議員提出批評(píng)后,澳大利亞政府否認(rèn)它在為阿達(dá)尼公司站臺(tái)。
The Carmichael project has become a symbol of the global battle between environmentalists and the fossil fuel industry, attracting a series of legal challenges that have caused lengthy delays.
卡邁克爾項(xiàng)目已成為環(huán)保人士和化石燃料行業(yè)之間全球角力的一個(gè)象征,吸引了一系列法律挑戰(zhàn),造成漫長拖延。
The proposed Carmichael mine sits in Queensland’s Galilee Basin, one of the world’s largest untapped coal resources. Adani plans to ship the coal to India from Abbot Point, a port near the Great Barrier Reef marine park.
擬建的卡邁克爾煤礦位于昆士蘭州加利利盆地(Galilee Basin),這里擁有世界上最大的未開采煤炭儲(chǔ)量之一。阿達(dá)尼計(jì)劃從阿博特波特(Abbot Point)港向印度發(fā)運(yùn)煤炭,該港口靠近大堡礁海洋公園(Great Barrier Reef marine park)。
Green activists claim 21 banks have ruled out financing the mine project, which they say would have huge environmental costs.
環(huán)保活動(dòng)人士聲稱,已有21家銀行排除為這個(gè)煤礦項(xiàng)目融資的可能性;他們稱,該項(xiàng)目將帶來巨大環(huán)境代價(jià)。
The extent of opposition to the mine was demonstrated on Thursday when anti-Adani activists peppered Downer executives with questions about the mine at its annual meeting. Downer has previously said it would not help finance the mine.
對(duì)該項(xiàng)目的反對(duì)聲浪周四表露無疑,反對(duì)阿達(dá)尼的活動(dòng)人士在唐那年會(huì)上不停地向該集團(tuán)高管提出有關(guān)該礦的質(zhì)問。唐那此前已表示,不會(huì)幫助為該礦籌措資金。
Investors have become wary of the reputational damage associated with thermal coal due to threat posed by climate change. They are also wary of the financial risks associated with the fuel, which has experienced a sharp fall in prices since 2012.
由于氣候變化帶來的威脅,投資者已開始對(duì)與動(dòng)力煤相關(guān)的聲譽(yù)損害產(chǎn)生戒備心理。他們也對(duì)自2012年以來價(jià)格大幅下滑的煤炭的財(cái)務(wù)風(fēng)險(xiǎn)心懷警惕。
Tim Buckley, a director at the Institute for Energy Economics and Financial Analysis, which opposes the mine, said Adani’s talks with CMEC were important as a deal could potentially provide the company with access to Chinese banks and the country’s export credit agencies.
反對(duì)這個(gè)煤礦項(xiàng)目的能源經(jīng)濟(jì)和財(cái)務(wù)分析研究所(Institute for Energy Economics and Financial Analysis)的主管之一蒂姆•巴克利(Tim Buckley)表示,阿達(dá)尼與CMEC的商談是重要的,因?yàn)殡p方若達(dá)成交易,可能會(huì)為阿達(dá)尼打開中資銀行和中國出口信貸機(jī)構(gòu)的大門。
“I think China is the last bastion for Adani in terms of funding but it is definitely not agreed yet,” he said.
“我認(rèn)為中國是阿達(dá)尼在資金方面的最后希望,但目前肯定還沒有談成。”他表示。
Mr Buckley said Chinese investors would have to weigh up not only the financial risks but also the extent of local opposition and the potential for a change in Australia’s political landscape.
巴克利表示,中國投資者不僅要考慮財(cái)務(wù)風(fēng)險(xiǎn),還要考慮地方反對(duì)的程度以及澳大利亞政治格局變化的可能性。
Adani has applied for a A$900m ($695m) government grant to help it finance a railway to transport the coal to its port near the Great Barrier Reef marine park. A decision is pending on the application, which has been criticised by opponents of the Adani project.
阿達(dá)尼已申請(qǐng)9億澳元(合6.95億美元)的政府資助,用于建造把煤炭運(yùn)至其位于大堡礁海洋公園附近的港口的鐵路。仍在審核中的這項(xiàng)申請(qǐng),受到了阿達(dá)尼項(xiàng)目反對(duì)者的批評(píng)。