节点：上游（原材料/资源端）位置：上游情绪：中性参考度：2/10
力拓西芒杜铁矿石矿场暂停生产，该项目为非洲最大未开发铁矿石项目之一。2月14日西芒杜项目现场一名承包商死亡后，力拓确认停工，于2月15日宣布该决定并承诺全面调查事件。力拓尚未披露死亡原因，但表示重启运营前将开展彻底审查。西芒杜项目12月初首次发运，标志高品位矿床商业活动启动。
力拓西芒杜矿场暂停直接影响项目生产时间表，公司目标2026年铁矿石销量500万-600万吨，计划2028年将年产量提升至6000万吨。西芒杜拥有全球高品位未开发铁矿石储量之一，矿床分四个区块由多家运营商管理，力拓控制三、四区块，其他股东开发ʼn..
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