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总结
多家媒体称，在全球能源转型推升用铜需求、矿山供给偏紧的背景下，矿业公司正掀起新一轮“超级并购”潮。力拓（Rio Tinto）与嘉能可（Glencore）被曝就潜在巨型合并进行接触，并评估通过剥离部分资产或分拆煤炭业务来降低监管压力、争取关键市场与中国相关审批接受度。若交易推进，或将重塑铜及相关矿产品的供给格局，影响行业集中度、投资节奏与金属价格预期。
正文
The race for copper has brought a wave of mining mega-mergers The Economist In charts: why Rio Tinto and Glencore are in talks about a megamerger Financial Times Rio Tinto-Glencore merger may need asset sales to win over China Reuters Rio Tinto, Glencore mull ASX coal spin-off Mining.com Glencore bid may trigger mining consolidation wave Miningmx
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