Loaʻa iā Australia's South32 (ASX, LON, JSE: S32).loaʻa i ka hapalua o ka lua keleawe nui o Sierra Gordama ka ʻākau ʻo Chile, ʻo ka hapa nui o ka poʻe miner Polani KGHM (WSE: KGH) no $1.55 biliona.
Ua loaʻa iā Sumitomo Metal Mining a me Sumitomo Corp o Iapana, kahi e paʻa pū ana i kahi 45% keui ʻōlelo ʻia i ka makahiki i halae noʻonoʻo ana lākou e haʻalele i ka hana ma hope o nā makahiki o nā poho.
Ua ʻōlelo ʻo Sumitomo Metal e pili ana ke kumukūʻai i ka hoʻoili ʻana ma kahi o $ 1.2 biliona a me nā uku pili keleawe a hiki i $ 350 miliona.
"ʻAʻole maʻalahi ka loaʻa ʻana o kahi waiwai keleawe o kēia nui no ke kūʻai aku, akā ua hana ʻo South32," kākau ʻo BMO Metals a me Mining analyst David Gagliano i ka Pōʻalima.
Hoʻomaopopo ka ʻaelike i ke komo ʻana o ka mea miner ma Perth i loko o ka ʻāina hana keleawe nui loa o ka honua ma mua o ka piʻi ʻana o ka koi no ka metala.
Aia ʻo Sierra Gorda ma ka ʻāina ʻoihana nui o Antofagasta ma Chile, ua ʻike ʻo Gagliano, a he 150,000 tonnes o ke keleawe concentrate a me 7,000 tonnes molybdenum.
"He waiwai ola lōʻihi ia, me nā mālama sulphide o 1.5Bt ma 0.4% keleawe (i loko o ~5.9Mt keleawe) a me ka hiki ke hoʻonui i ka wā e hiki mai ana," wahi a ka mea loiloi.
Ua kākoʻo ʻia ʻo KGHM Polska Miedz SA i kākoʻo ʻia e ka mokuʻāina, nona ka 55% o ka hana ma Sierra Gorda.hoʻohewa ʻia no ka hoʻopukapuka ʻoi loa i hāʻawi ʻiai ka hoʻomohala ʻana i ka mine Chile ($5.2 biliona a me ka helu ʻana).
ʻO Sierra Gorda, kahihoʻomaka ka hana ʻana i ka makahiki 2014, ʻaʻole i hoʻokō mau i nā mea i manaʻo ʻia ma muli o nā metallurgy paʻakikī a me nā pilikia i ka hoʻohana ʻana i ka wai kai no ka hana ʻana.
ʻO ka miner Polani, ʻo ia hoʻie imi ana e kuai i na mine haolea hoʻihoʻi hou i nā mea i loaʻa mai i kāna mau hana kūloko, ua ʻōlelo ʻo ia ʻaʻohe ona manaʻo e kau iā Sierra Gorda ma luna o ka ʻoki ʻoki.KGHM naekāpae ʻia ka hikio ka lawe ana i ka kuleana piha.
Aia ka lua hāmama ma kahi kiʻekiʻe o 1,700 mika a ua lawa ka ʻaila e kākoʻo ai ma kahi o 20 mau makahiki o ka eli.Manaʻo ʻo South32 e hana ia i 180,000 tonnes o ke keleawe concentrate a me 5,000 tonnes o molybdenum i kēia makahiki.
ʻO ka loaʻa ʻana o Sierra Gorda i ka mea miner Australia ʻo ia ka lua o ka hana nui loa i hoʻopaʻa ʻia mai ka wā i helu ʻia ma 2015, ma hope.e wili ʻia ana mai ka BHP.
Ua uku ʻo South32 i $ 1.3 biliona ma 2018 no 83% o Arizona Mining, ʻo ialoaʻa iā ia kahi hana zinc, ke kēpau a me ke kālā ma US.
Ala ʻoʻoleʻa
Ua lawe ʻo KGHM i ka mana o ka hana keleawe a me ka molybdenum ma 2012, ma hopee hoʻopau ana i ka loaʻa ʻana o ka hoʻokūkū Kanada Quadra FNX, i ka mea i loaa nui loa i na aina e e kekahi hui Polani.
Ua hoʻolālā ka mea miner e hoʻonui iā Sierra Gorda ma mua, akā ʻo ka hopena o 2015-2016 i nā kumukūʻai kūʻai i koi i ka ʻoihana.e kau i ka papahana ma ka backburner.
ʻElua makahiki ma hope mai, KGHMhoʻopaʻa ʻia ka ʻae kaiapunino ka$2 biliona hoʻonui a hoʻonuio ka maina e hooloihi aku i kona ola huahua ma 21 makahiki.
ʻO nā koho no ka hoʻonui ʻana i ka hana e pili ana i ke kūkulu ʻana i kahi kaapuni oxide a me ka pālua ʻana i ka throughput o ka mea kanu sulphide.ʻO ka huahana i hoʻolālā ʻia ma Sierra Gorda ma kahi o 140,000 tonnes o ka oka i kēlā me kēia lā, akā ua hāʻawi wale ka waiwai i 112,000 tonnes i kāna makahiki maikaʻi loa o ka hana a hiki i kēia lā.
ʻO ka hoʻonui ʻana o ka oxide e hoʻonui i 40,000 tonnes o ka lā i kēlā me kēia lā no ʻewalu mau makahiki, a ʻo ka hoʻonui ʻana o ka sulphide i kahi 116,000, ʻo ka BMO Metals koho.
ʻOiai he waihona haʻahaʻa haʻahaʻa ʻo Sierra Gorda, ʻo kekahi o kāna mau hiʻohiʻona koʻikoʻi ka loaʻa ʻana o kahi "papaha papa kiʻekiʻe loa," i manaʻo ʻia e noho ma kahi o 0.34% no ka wā e hiki mai ana.ʻO kēia, ua ʻōlelo ka poʻe loiloi BMO i ka wā ma mua, hiki ke hoʻoneʻe i ka mine mai kahi papa ʻehā a i kahi waiwai ʻelua ʻelua i ka manawa.
Ke hoʻopau ʻia ka hana, hiki iā Sierra Gorda ke hoʻohui i waena o 70,000 a me 80,000 tonnes keleawe i ka waihona o South32.
Ka manawa hoʻouna: ʻOkakopa-18-2021