2014��ھT�~��Y�s�ʦV

��L�ѩM��C��ϾT��~�

??????�ڭ^��m��Įɳ��n2��18��D�A�T��򨫧C�M��y�d�򤺪��L�ѭ��ϾT�Ͳ��ӹ�I��p��C�䤤�A�@�ɤT�j�T�Ͳ��Ӥ��T�~�M�Xù��T�~�w�g�ť��u�t�M��C��઺�p��C [�Ա�]

��y�T��I��R

��Ū

2013�~�A��y�T�~��ݨD�h�n�A�T��_��U�^�A��L��̯e��U�A�[��L��S�{�T�O�A��y�T��{��C2014�A�L��T�O�ͮġA�T��~��L�ѡA�T��~�򨫧C�A��p��T��A��~�w��ɯơA�@�ǾT�~��Y�A�ɧ@�X�վ㱹�I�A�Y��A���A�}�ݷs��A��ۡC��M�D�N�a�j�a�@�_��`2014��ھT�~��Y�s�ʦV�C

��ھT�~��

�E�J��y�T��A��ݨD�h�n�A�T��_��U�^�A��L��̯e��U�A�[��L��S�{�T�O�A�T��~�o�i�b�i�w��ӱN�̵M��{�D�ԡC�ثe�A��L�Ѧ��y�T�~��n��D�A��E�ݨD��J�I�F�ѵ��L�ѾɭP�T��_��U�^�A�Y��B��ন��~�D�y�C
��M��ݪ��ܥ��L�ѱN�O�T��
�ڭ۴�2��18��A�D�w�q�~��M��ݡ]BHP Billiton�^��P��D��Mike Henry�P�G��ܡA��Ͳ��̦Ө��A�T��b�i�w��ӱN�̵M�}��A�]��w�s��A�B��m��ɦV��_�Ͳ��A��󪺻��W��Φ��C[�Ա�]
��L�ѩM��C��ϾT��~�
�ڭ^��m��Įɳ��n2��18��D�A�T��򨫧C�M��y�d�򤺪��L�ѭ��ϾT�Ͳ��ӹ�I��p��C�䤤�A�@�ɤT�j�T�Ͳ��Ӥ��T�~�M�Xù��T�~�w�g�ť��u�t�M��C��઺�p��C[�Ա�]
�L��1��12��{��q�ۥX�f�T�O
�@��@�ɤW�̤j��q��귽��ӡA�L��1��12��]�W�P��^�ť��Ҧ��q�ۥX�f�A�չϱ��ʰꤺ�[�u�A��|��L��ꤺ��q�~�M�T�g�q��~�y��j�¯١A�Ӧ�~�~�˹B�`�B��20��C[�Ա�]

�L��̦��b3��e��|��Ǻ��q�X�f

�ڶ��[�F2��17��G�@�F��x��P�@�١A�L��̦��b3��e��|��Ǻ��q�X�f�C [�Բ�]

�T�ĸ��ĳ�N�~��Ϥj�q�T��w�bLME��`�U�ܮw��-- �O��

�۴�2��13��A�O�ݶ��Ρ]Rio Tinto�^��u�]�ȩxChris Lynch�P�|�١A�T�ĸ��ĳ�N�~��Ϥj�q�T��w�bLME��`�U�ܮw��C [�Բ�]

��ξT�ݨD��ۤW��

��11��o��i�ݦn��ξT��e��A��ܶV�ӶV�h�T��ĥξT��ơA�N��U�C�T��λ�쪺��C��W�h��ܪ̡��C�b��e�Q�~�ءA�T��ξT�ݨD��W��v�N��L�׺ݥ��C [�Բ�]

��y�T��q�~��W��

��y�T��q�b�h�~�A��X�{�F�W��C��O��W��ƾڭn��줤�굹�X��Q�G��T��q��ƾڤ��~��o��C [�Բ�]

��T�G��B�X�i�⤣�~

��T��q�ť��h�X�D�j�Q��

��T��q��ť��A�N��]�ߦb�D�j�Q�Ȫ��T�M�Ҽt�H�Υt�~��Ӫ��t�A��|�|�v�T��{¾��980�W��A�P�ɹw�ܵۿD�j�Q [�Ա�]

��T�~��Y�X�i��ξT��

�H�۶V�ӶV�h�T��y�ӿ�ܾT��ƨӸ`��B�ﵽ�T��ӡA��ξT�ݨD��ۼW��C�h�~�H�ӡA��h�a�T�~��Y�ɯɥ��X [�Ա�]

��T�}�o��q�K�׾T�Ů�q��

��e�A�b2014�~�ȯS��j��i�T��q��|ĳ(Advanced Automotive Battery Conference�A�ӷ|ĳ��2014�~2��3��-7��ȯS��j�|��)�W�A��T�~��q�P�H��CPhinergy��q�NPhinergy�T-�Ů�q��i�@�B��o��Dñ�q�F�p�X�}�o��ĳ�C [�Բ�]

��T�R��ئ{Davenport�u�t�X�ض��ا��

��T��q�]Alcoa�^��ަb2014��ꩳ�S�ߨ��i�W��R��ئ{Davenport�u�t��F3��X�حp��A�Ӥu�t�D�n��T��~��ѾT�O��C [�Բ�]

�X�T�G�޻��j�Ͷ�

�X�T���Უ�� ܤK�~�ӳ̧C

�ڴ^�ժ�2��18��A��y�̤j��T�Ͳ��~--�Xù��T�~�p�X��q�]Rusal�^�p��~��d��Უ��A�w�p��q2014�~ [�Ա�]

�X�T2013�~�T�`��q��~�^8%

�X�T(00486.HK)��A�I�ܥh�~12�멳��~�סA�T�`��q�F385.7�U��A��2012�~��8%�F��ƾT�`��q��73 [�Ա�]

�X�T�N�b�L��طҼt

�ڡm�غ��n��D�A�X�T(00486.HK)�{�P�L��q�ۥX�f��㪧ĳ�ʪ��|�ʡA�ٱN�|�b��a��ؤ@�y�Ҽt�C [�Բ�]

�X�T�PArbaya�N�}�o�L��s�g�qñ�p�̸ѳƧѿ�

�ڴ^�ժ�2��25��A�L��u��`�|�b�@��q�l�n��١AArbaya Energi�P�X�T�]United Co. Rusal�^�P�Gñ�p�F�̸ѳƧѿ��A�@�P�}�o��L��[�ذҤ��٪��s�g�q�M��ƾT�t�C [�Բ�]

��M��ݡG���I��{��

��M��ݳ��i�]�~��Q�W83%

�ڿD�j�Q�ȴC��X��D�A��y�̤j��X�q�~��q��M��ݡ]BHP�^2��18��ܡA2013/14�W�b�]�~��{��Q��81.1 [�Ա�]

��M��X�U�T�M�Ҽt

�۴�1��20��A�q�~��M��ݡ]BHP�^�P�@��ܡA�Ӥ��q�w�g�}�l�P�䶱��N��X�U�n�DBayside�T�M�Ҽt�i�}�� [�Ա�]

�O�ݡG��t�A��ر��

�O�ݤکԦc�T�t��سQ��

�O�ݶ��12��11��ܡAų��Y�m��ҡA��ΨM�w��کԦc��40��T�t��ءA�Ӽt��p��2016�~�}�l [�Ա�]

�O�ݱN��y�u�{�ȵL�s�p��

�O�ݥ[�T��u��xJacynthe Cote��12��3��ܡAAlcan�N��^��ۤ��Kitimat�M�Ҽt��{�N [�Ա�]

�O�ݺX�U��D�w��Gove�Ҽt��Ͳ��ƾT

�x��11��29��A�O�ݩP��ܡA��D�w��Gove�Ҽt�N��Ͳ��ƾT�A�]�Ӽt�b�}�x��p�U�L�k�s��C�O�ݪ��ܡA�N�q2014�~�Ĥ@�u�}�l��A�M��b��~�N�v�B��Ͳ��C�o�ӹL�{�N�|��W��@�q�ɶ��C [�Բ�]

�O�ݮ��N��l��D�w�ॱ��ƾT�Ҽt

�ھ��11��26��A�O��(Rio Tinto)�P�G��ܡA�Ӥ��q��b��l��D�w�ॱ��ƾT�Ҽt�e��A�]��p��q�c�ơA��e�w��m�N�Ӽt��U�ƨӷ��Ƭ��ѵM�𪺭p��C [�Բ�]

��L�T�~�ʦV�G�X�áB��ʡB�A�`��A�M�D�o�i�s��J

��F�T�~�ť��p��

12��18��A��F�T�~��Ѥ��q�]Noranda�^�ť��p��A�w�p��190�H�A�C�~�N�`��}��1500�U��A��p��ݤ��q2014�X2016�~�Y���ر��I��@�C [�Բ�]

? �}��T�~�G

�}��T�~�N�P��񭩪��T�~�X�áA��߭��y�T�~�A�X�ñN�b��ӴX�P��C

? �ը��R��T�~�G

�H�ۨ��ξT�O�ݨD��W��A�ը��R��b��ӥͲ��u��j�q��o�T�Q�βv�A�ѩ�W�B�I�ڡA�w�v�T��Ӽo�T��C�ը��R��D�u�ݭ��u��xPhilip Martens��ܡA�Q�~��A�ڭ̨C�@�Ӳ��~��N�]�t80%��A�`��o��ơC��q�N�P�O��y�i�`��귽�Q�ΡC

? �R�y�T�~�G

�R�y�T�~�w��2��10��̫�ñ�p��ĳ�T�w�H1.1��{��Nichols�T�~�C�R�y�T�~�o��H�١A�⤽�q��ɫ��۵��X�N��R�y�T�~�s�W��[�F��~��C