{"slug":"newmont","name":"뉴몬트","name_en":"Newmont Corporation","ticker":"NEM","updated_at":"2026-09-11T13:41:07.708473+00:00","canonical":"https://valuechain.wiki/newmont","citable":"밸류체인 그래프 기준 뉴몬트의 직접 연결 기업은 2곳(관계 기준 공급 1·매출 1)이고, 사슬을 2차까지 넓히면 5곳에 닿는다. 링크의 근거 출처는 6건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-09-11 기준).","citable_en":"Per the valuechain.wiki graph, Newmont Corporation is directly linked to 2 companies (1 supply, 1 revenue relationships) and reaches 5 companies within two hops; the links are backed by 6 dated sources, 2 of them primary filings (as of 2026-09-11).","kicker":"금·구리 글로벌 광산기업","kicker_en":"Global gold and copper miner","lead":"뉴몬트는 금을 중심으로 구리·은·납·아연을 생산해 글로벌 귀금속 거래사와 제련 고객에게 판매한다. 광산 운영에는 대형 장비와 자동화 시스템을 조달하며, 뉴크레스트 인수로 호주와 파푸아뉴기니의 금·구리 자산을 편입했다.","lead_en":"Newmont produces gold as well as copper, silver, lead and zinc for global precious-metals traders and smelting customers. It procures heavy mining equipment and automation systems, and its acquisition of Newcrest added gold and copper assets in Australia and Papua New Guinea.","segments":{"parts":[{"name":"금","note":"도레를 정련해 국제 규격 금괴로 판매"},{"name":"구리","note":"정광 형태로 제련소와 거래사에 판매"},{"name":"은·납·아연","note":"부산물과 정광 형태로 판매"}],"total":"FY2025 매출 226억6,900만달러","track":"C"},"segments_en":{"parts":[{"name":"Gold","note":"Doré is refined into market-standard bullion"},{"name":"Copper","note":"Concentrate is sold to smelters and traders"},{"name":"Silver, lead and zinc","note":"Sold as by-products and concentrates"}],"total":"FY2025 revenue: US$22.669 billion"},"returns_yearly":{"2021":7.4,"2022":-20.8,"2023":-8.8,"2024":-7.8,"2025":172.8,"2026":18.8},"return_asof":"2026-10-09","value_chain":{"leading":[{"slug":"doordash","name":"도어대시","name_en":"DoorDash, Inc.","tier":3,"returns_yearly":{"2022":-67.2,"2023":102.6,"2024":69.6,"2025":35,"2026":-6.5}},{"slug":"eog-resources","name":"EOG 리소스","name_en":"EOG Resources, Inc.","tier":2,"returns_yearly":{"2021":88.6,"2022":56.9,"2023":-2,"2024":4.3,"2025":-11.4,"2026":44.6}},{"slug":"chipotle-mexican-grill","name":"치폴레 멕시칸 그릴","name_en":"Chipotle Mexican Grill","tier":2,"returns_yearly":{"2021":26.1,"2022":-20.6,"2023":64.8,"2024":31.8,"2025":-38.6,"2026":-0.1}},{"slug":"jpmorgan-chase","name":"JPMorgan Chase","name_en":"JPMorgan Chase","tier":1,"returns_yearly":{"2021":27.7,"2022":-12.6,"2023":30.6,"2024":44.3,"2025":37.3,"2026":12.9}}],"benefiting":[{"slug":"caterpillar","name":"Caterpillar","name_en":"Caterpillar","tier":1,"returns_yearly":{"2021":16,"2022":18.6,"2023":25.9,"2024":24.7,"2025":60.3,"2026":40.6}},{"slug":"nucor","name":"뉴코","name_en":"Nucor Corporation","tier":2,"returns_yearly":{"2021":118.4,"2022":17.4,"2023":33.8,"2024":-32,"2025":42,"2026":54.7}},{"slug":"nuscale","name":"NuScale Power","name_en":"NuScale Power","tier":3,"returns_yearly":{"2023":-67.9,"2024":445,"2025":-21,"2026":-49.2}}],"analysis":"금·구리 글로벌 광산기업. 2026년 +29.1%다. 수요단(평균 +12.9%)·본주(+29.1%)·공급단(평균 +42.9%)이 비슷한 보폭이다. 전파가 한 바퀴 돈 동조 국면이라, 다음 구간은 사슬 방향보다 개별 실적이 가른다. 연결 노드 중 가장 앞선 곳은 캐터필러(+42.9%), 가장 처진 곳은 JP모건 체이스(+12.9%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"Newmont Corporation operates across Global gold and copper miner. It is +29.1% in 2026. Demand side (avg +12.9%), the stock (+29.1%) and supply side (avg +42.9%) are moving in step. Propagation has completed a lap, so the next leg depends on individual results more than chain direction. Among connected nodes the furthest ahead is Caterpillar (+42.9%) and the furthest behind is JPMorgan Chase (+12.9%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It procures heavy mining equipment and automation systems, and its acquisition of Newcrest added gold and copper assets in Australia and Papua New Guinea.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"Newcrest Mining","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-19","basis":"Newcrest 총 인수가격, 비현금 주식 대가의 취득일 공정가치","value":13549000000,"period":"acquisition completed 2023-11-06","basis_en":"Total Newcrest purchase price, acquisition-date fair value of non-cash stock consideration","qualifier":null},"note":"뉴몬트는 주식 대가로 Newcrest Mining의 전 지분을 인수했다. 이 거래로 Cadia, Lihir, Brucejack, Red Chris 등 금·구리 자산이 뉴몬트 포트폴리오에 편입됐다.","note_en":"Newmont acquired all of Newcrest Mining in an all-stock transaction. The deal added gold and copper assets including Cadia, Lihir, Brucejack and Red Chris to Newmont's portfolio.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-19","url":"https://www.sec.gov/Archives/edgar/data/1164727/000116472726000010/R14.htm","title":"Newmont 2025 Form 10-K, 사업결합 주석","title_en":"Newmont 2025 Form 10-K, Business Combinations Note","excerpt":"최종 매수가격 배분표는 Newcrest 순취득자산을 135억4,900만달러로 확정했다.","excerpt_en":"Net assets acquired $13,549 million."},{"stance":"confirms","publisher":"한국경제","publisher_en":"The Korea Economic Daily","kind":"news","lang":"ko","published_at":"2026-01-06","url":"https://www.hankyung.com/article/2026010650981","title":"금보다 3배 뛰었다…뉴몬트 질주 비결","title_en":"Why Newmont Outran Gold Threefold","excerpt":"2023년 호주 금광기업 뉴크레스트를 인수해 세계 최대 금광 기업 자리에 올랐다.","excerpt_en":"Newmont acquired Australian gold miner Newcrest in 2023 and became the world's largest gold miner."},{"stance":"mentions","publisher":"S&P Global Market Intelligence","publisher_en":"S&P Global Market Intelligence","kind":"analysis","lang":"en","published_at":"2023-03-10","url":"https://www.spglobal.com/market-intelligence/en/news-insights/research/newmont-acquisition-of-newcrest-would-be-largest-gold-merger-in-history","title":"뉴몬트의 Newcrest 인수는 사상 최대 금광 합병이 될 전망","title_en":"Newmont acquisition of Newcrest would be largest gold merger in history","excerpt":"분석은 결합의 핵심 가치를 매장량 확대와 구리 노출 증가에서 찾았다.","excerpt_en":"The increased reserves and resources and greater exposure to copper are more important."}]},{"direction":"revenue","counterparty":"Standard Chartered","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-19","basis":"Standard Chartered 대상 매출","value":6009000000,"period":"FY2025","basis_en":"Sales to Standard Chartered","qualifier":null},"note":"뉴몬트의 2025년 최대 고객이다. 금을 포함한 금속 판매 대금이 이 고객에서 발생했다.","note_en":"Standard Chartered was Newmont's largest customer in 2025, generating revenue from sales of gold and other metals.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-19","url":"https://www.sec.gov/Archives/edgar/data/1164727/000116472726000010/nem-20251231.htm","title":"NEWMONT Corp /DE/ 10-K (2026-02-19)","title_en":"NEWMONT Corp /DE/ 10-K (2026-02-19)","excerpt":"주요 고객 표에 Standard Chartered 매출 60억900만달러가 기재됐다.","excerpt_en":"Standard Chartered: $6,009 million, 27%."}]},{"direction":"revenue","counterparty":"JPMorgan Chase","counterparty_slug":"jpmorgan-chase","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-19","basis":"JPMorgan Chase 대상 매출","value":2499000000,"period":"FY2025","basis_en":"Sales to JPMorgan Chase","qualifier":null},"note":"뉴몬트가 공시한 주요 금속 판매 고객이다. 2025년에도 연결 매출의 의미 있는 비중을 차지했다.","note_en":"JPMorgan Chase is a major disclosed buyer of Newmont's metals and remained a meaningful contributor to consolidated sales in 2025.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-19","url":"https://www.sec.gov/Archives/edgar/data/1164727/000116472726000010/nem-20251231.htm","title":"NEWMONT Corp /DE/ 10-K (2026-02-19)","title_en":"NEWMONT Corp /DE/ 10-K (2026-02-19)","excerpt":"주요 고객 표에 JPMorgan Chase 매출 24억9,900만달러가 기재됐다.","excerpt_en":"JPMorgan Chase: $2,499 million, 11%."}]},{"direction":"cost","counterparty":"Caterpillar","counterparty_slug":"caterpillar","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2021-11-10","basis":"Caterpillar 장비·자동화 시스템 조달액","value":null,"period":"strategic alliance","basis_en":"Procurement of Caterpillar equipment and automation systems","qualifier":"confirmed_no_disclosed_value"},"note":"Caterpillar는 뉴몬트 광산에 전기 자율주행 운반 장비와 MineStar 운영 기술을 제공하는 장비·시스템 파트너다. 상대별 실제 지급액은 공개되지 않았다.","note_en":"Caterpillar supplies electric autonomous haulage equipment and MineStar operating technology for Newmont mines. Counterparty-specific spending has not been disclosed.","sources":[{"stance":"confirms","publisher":"뉴몬트","publisher_en":"Newmont Corporation","kind":"ir","lang":"en","published_at":"2021-11-10","url":"https://newmont.com/investors/news-release/news-details/2021/Newmont-and-Caterpillar-Announce-Revolutionary-Strategic-Alliance-to-Achieve-Zero-Emissions-Mining/default.aspx","title":"뉴몬트와 Caterpillar, 무배출 광산을 위한 전략적 제휴 발표","title_en":"Newmont and Caterpillar Announce Revolutionary Strategic Alliance to Achieve Zero Emissions Mining","excerpt":"양사는 연결형 전기 자율주행 광산 시스템을 공동 개발하고 뉴몬트 사업장에 배치하기로 했다.","excerpt_en":"Caterpillar will develop its first battery electric zero-emissions underground truck to be deployed at Tanami."}]},{"direction":"cost","counterparty":"Epiroc","counterparty_slug":null,"confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2025-09-02","basis":"Epiroc 장비·자동화·유지보수 조달액","value":null,"period":"ongoing supplier relationship","basis_en":"Procurement of Epiroc equipment, automation and maintenance services","qualifier":"confirmed_no_disclosed_value"},"note":"Epiroc은 뉴몬트의 Cadia 광산에 지하 로더, 굴착 장비, Deep Automation 시스템과 현장 유지보수 인력을 제공한다. 상대별 실제 지급액은 공개되지 않았다.","note_en":"Epiroc provides underground loaders, drilling equipment, the Deep Automation system and on-site fleet maintenance support at Newmont's Cadia mine. Counterparty-specific spending has not been disclosed.","sources":[{"stance":"confirms","publisher":"Epiroc","publisher_en":"Epiroc","kind":"ir","lang":"en","published_at":"2025-09-02","url":"https://www.epiroc.com/en-hr/customer-stories/2025/golden-hour-for-automation","title":"자동화의 골든아워","title_en":"Golden hour for automation","excerpt":"Cadia는 Epiroc 장비와 자동화 시스템을 사용하며 Epiroc 인력이 장비 정비를 지원한다.","excerpt_en":"Epiroc provided automated loaders for the production level."}]}]}