Nā papahana keleawe kiʻekiʻe o ka honua ma ka capex - hōʻike

Hoʻonui ʻo Seabridge i ka wāwae ma BC me ka kūʻai ʻana o ka waiwai Pretivm
ʻO ka KSM Project ma ke komohana ʻākau o British Columbia.(Kiʻi: CNW Group/Seabridge Gold.)

Hoʻonohonoho ʻia ka hoʻonui ʻana o ka mine keleawe honua e 7.8% yoy i ka makahiki 2021 ma muli o ka nui o nā papahana hou e hele mai ana ma ka pūnaewele a me nā hopena haʻahaʻa ma muli o ka covid-19 laka e hōʻemi ana i ka huahana ma 2020, ka mea loiloi mākeke.Fitch Solutions loaʻa i kāna hōʻike ʻoihana hou loa.

ʻO ka hoʻopuka ʻana i nā makahiki e hiki mai ana ke manaʻo ʻia e ikaika, ʻoiai ka nui o nā papahana hou a me nā hoʻonui e hele mai ma ka pūnaewele, kākoʻo ʻia e ka piʻi ʻana o nā kumukūʻai keleawe a me ka koi.

Fitchwanana i ka hoʻonui ʻana o ka mine keleawe honua i ka awelika makahiki o 3.8% ma luna o 2021-2030, me ka piʻi ʻana o ka makahiki mai 20.2mnt i 2020 a i 29.4mnt ma ka hopena o ka makahiki.

ʻO Chile ka mea hana keleawe kiʻekiʻe o ka honua, a ʻo ke alakaʻi ʻana i ka hoʻomohala ʻana i ka papahana ʻo ia ka nui o nā miners nui BHP a me Teck Resources, i hoʻokipa ʻia i nā ʻoihana hoʻomohala maikaʻi o ka ʻāina, nā mea mālama nui a me ka mōʻaukala o ke kūpaʻa.

Ua loaʻa ʻo Chile i ka nui o ka hoʻopukapuka ʻana i ka mining i nā makahiki i hala iho nei, e hoʻomaka ana e uku i nā makahiki e hiki mai ana ke manaʻo ʻia nā papahana hou e hele mai ma ka pūnaewele, a ʻo ka wanana ulu ʻana o 2021 e kākoʻo nui ʻia e ka hoʻomaka ʻana o ka BHP's Spence Growth. Papahana koho.Ua hoʻokō ʻia ka hana mua ma Dekemaba 2020 a ua manaʻo ʻia e hoʻonui i ka hana keleawe e uku ʻia e 185kt i kēlā me kēia makahiki i ka wā i hoʻonui ʻia - manaʻo ʻia ke kaʻina hana he 12 mau mahina.

I ka wā lōʻihi, ʻo ka emi ʻana o nā māka oka awelika ma waena o ka ʻāpana ma Chile e hōʻike ana i kahi pilikia nui i lalo i nā wānana hana.Fitchme nā memo, i ka emi ʻana o nā māka oka, a pono e hana ʻia ka nui o ka ʻai i mea e loaʻa ai ka nui o ke keleawe i kēlā me kēia makahiki.

Ke koi nui nei ke keleawe no ka hoʻohana ʻana i ka ikehu hou a me nā kaʻa uila, akā ʻaʻole kakaikahi nā waihona hou a paʻakikī hoʻi e hoʻihoʻi.

ʻOiai ʻo Chile ka mea hana keleawe nui loa ma ka honua.Fitchmanaʻo ʻo Australia a me Kanada e hoʻomalu i nā papahana hou.Ua hoʻonoho ka mea loiloi i nā papahana keleawe he ʻumi kiʻekiʻe ma ka capex, me ka ʻole o Chile mai ka papa inoa.


Puna: Fitch Solutions

Aia ma kahi muaʻO ka papahana KSM a Seabridge Goldma British Columbia, Kanada me ka hoʻokaʻawale kālā he $12.1 miliona.I Nowemapa 2020, ua hoʻopiʻi hou ʻo Seabridge i ka hōʻike ʻenehana: Hōʻike ʻia Nā Kūʻai: 460mnt;ʻO koʻu ola: 44 makahiki.Aia ka papahana i nā waihona Kerr, Sulphurets, Mitchell a me Iron Cap.

ʻO ka hoʻonui nui ʻana o Oyu Tolgoi ʻo Turquoise Hill Resources i hoʻokele ʻia e Rio Tinto ma Mongolia i ka lua, me ka $11.9 miliona capex.Ua pilikia ka papahanahoʻopaneʻe a me nā kumukūʻai, akā ua manaʻo ʻia ʻo Turquoise Hill e hoʻomaka i ka hana ʻana ma ka papahana ma ʻOkakopa 2022. ʻO ka $ 5.3bn ka hoʻomohala ʻana i lalo o ka ʻāina ma ka mine e mau ana ma ka papa kuhikuhi e hoʻopau ʻia e 2022;Loaʻa iā Rio Tinto he 50.8% ka hoihoi ma Turquoise Hill Resources.Hoʻopaʻa 'ia: 355mnt;ʻO koʻu ola: 31 makahiki.

SolGold and Cornerstone Resources' i hui pū ʻiaPāhana Cascabel ma ʻEkuadoraia ma kahi 3 me ka hoʻokaʻawale ʻana o ka capex ma luna o $10 miliona wale nō.Nā Punawai Ana: 1192mnt;ʻO koʻu ola: 66 makahiki;Aia ka papahana i ka waihona Alpala;Hana ʻia i manaʻo ʻia: 150kt / yr Hōʻoiaʻiʻo ʻia: 604mnt;ʻO koʻu ola: 33 makahiki;Hana ʻia i manaʻo ʻia: 175kt / makahiki.

E hele mai ana ma ka helu 4 ka papahana ʻo Freida River ma Papua New Guinea me kahi kālā he $7.8 miliona.Hoʻopaʻa 'ia: 569mnt;ʻO koʻu ola: 20 makahiki.

ʻO MMGPāhana ʻo Izok Corridorma Kanada's Nunavut's Bathurst Inlet aia ma ka 5th me kahi $6.5 miliona kālā i hoʻokaʻawale ʻia.Nā kumuwaiwai i hōʻike ʻia: 21.4mnt;Aia ka papahana i nā waihona ʻo Izok Lake a me High Lake.

ʻO Teckpapahana Galore Creekma British Columbia, Kanada ma ka 6th wahi me kahi $6.1 miliona ka hoʻokaʻawale kālā.I ʻOkakopa 2018, kūʻai aku ʻo Novagold Resources i ka 50% stake ma ka papahana i Newmont Corporation.Nā Punawai Ana (Newmont Corporation's 50% stake): 128.4mnt;ʻO koʻu ola: 18.5 makahiki;Hana ʻia i manaʻo ʻia: 146.1kt / makahiki.

ʻO ka papahana Tampakan a Alcantara Group ma Philippines e paʻa i ka hiku o ka wahi me kahi kālā kālā $5.9 miliona.Eia nō naʻe, ma ʻAukake 2020 ua kāpae ke aupuni Pilipine i kahi ʻaelike me Alcantara Group e hoʻomohala i ka maina.Hana ʻia i manaʻo ʻia: 375kt / makahiki;Nā kumuwaiwai: 2940mnt;ʻO koʻu ola: 17 makahiki.

ʻO ka papahana Baimskya Kaz Minerals ma Rūsia he $5.5 miliona ka hoʻokaʻawale kālā.Manaʻo ʻia ʻo KAZ e hoʻopau i ke aʻo ʻana i ka hiki ke hoʻokō ʻia no ka papahana ma H121;ʻO koʻu ola: 25 makahiki;Nā Punawai Ana: 139mnt;Makahiki Hoʻomaka Manaʻo: 2027;Hana ʻia i manaʻo ʻia: 250kt/yr.

Ka poepoe anaʻO FitchʻO ka papa inoa ka papahana Twin Metals a Antofagasta ma Minnesota.Ua waiho ʻo Antofagasta i kahi hoʻolālāi nā luna aupuni a me nā aupuni pekelala no ka papahana;Nā Punawai Ana: 291.4mnt;ʻO koʻu ola: 25 makahiki;Aia ka papahana ma Maturi, Birch Lake, Maturi Southwest a me Spruce Road deposits.


Ka manawa hoʻouna: ʻOkakopa-12-2021