Manyan ayyukan jan karfe na duniya ta capex - rahoto

Seabridge yana girma sawun sawun a BC tare da siyan kadari na Pretivm
Aikin KSM a arewa maso yammacin British Columbia.(Hoto: CNW Group/Seabridge Gold.)

An saita samar da ma'adinan tagulla na duniya don haɓaka da kashi 7.8% yo a cikin 2021 sakamakon sabbin ayyuka da yawa da ke zuwa kan layi da ƙarancin tasiri sakamakon kulle-kullen COVID-19 yana rage fitarwa a cikin 2020, manazarcin kasuwaMagani Fitchs samu a cikin sabon rahoton masana'antu.

Fitowa a cikin 'yan shekaru masu zuwa an tsara shi don zama mai ƙarfi, yayin da sabbin ayyuka da haɓaka da yawa ke zuwa kan layi, waɗanda ke goyan bayan hauhawar farashin tagulla da buƙatu.

FitchHasashen samar da ma'adinan tagulla a duniya zai karu da matsakaicin adadin shekara-shekara na 3.8% akan 2021-2030, tare da fitowar shekara-shekara daga 20.2mnt a 2020 zuwa 29.4mnt a karshen shekaru goma.

Chile ita ce kan gaba wajen samar da tagulla a duniya, kuma manyan ci gaban ayyukan su ne manyan masu hakar ma'adinai na BHP da Teck Resources, wadanda suka jawo hankalin kasar ga ingantattun ababen more rayuwa na kasar, dimbin tanadi da tarihin kwanciyar hankali.

Chile ta jawo jari mai yawa na ma'adinai a cikin 'yan shekarun nan, wanda zai fara biya a cikin shekaru masu zuwa yayin da sabbin ayyuka ke shirin zuwa kan layi, kuma hasashen ci gaban 2021 na manazarci yana da tushe da farko ta hanyar BHP's Spence Growth. Zabin aikin.An fara samar da kayayyaki na farko a cikin Disamba 2020 kuma ana hasashen zai haɓaka samar da tagulla da za a iya biya da 185kt a kowace shekara da zarar an haɓaka - ana sa ran tsarin zai ɗauki watanni 12.

A cikin dogon lokaci, raguwar matsakaicin ma'adinan ma'adinai a duk faɗin sassan a Chile yana ba da babbar haɗari ga hasashen samarwa,Fitchbayanin kula, yayin da makin tama ke raguwa, kuma ana buƙatar sarrafa tama mai yawa don samar da kwatankwacin adadin tagulla kowace shekara.

Copper yana cikin babban buƙatar amfani da makamashi mai sabuntawa da motocin lantarki, amma sabbin ajiya ba safai ba ne kuma suna da wahalar murmurewa.

Yayin da Chile ita ce babbar mai samar da tagulla a duniya.Fitchyana tsammanin Ostiraliya da Kanada za su mamaye sabbin ayyuka.Manazarcin ya sanya manyan ayyukan tagulla guda goma a duniya ta capex, yayin da Chile ba ta cikin jerin.


Source: Fitch Solutions

A farko wuri neAikin KSM na Seabridge Golda British Columbia, Kanada tare da kaso na capex na dala miliyan 12.1.A cikin Nuwamba 2020, Seabridge ya sake fitar da rahoton fasaha: Tabbataccen Ma'aji: 460mnt;Rayuwa ta: shekaru 44.Aikin ya hada da Kerr, Sulphurets, Mitchell da Iron Cap adibas.

Babban fadada Oyu Tolgoi na Turquoise Hill Resources na Rio Tinto a Mongolia yana matsayi na biyu, tare da dala miliyan 11.9.Aikin ya sha fama da shijinkiri da hauhawar farashi, amma Turquoise Hill ana sa ran fara samarwa a aikin a watan Oktoba 2022. Dala biliyan 5.3 na ci gaban karkashin kasa a ma'adinan ya kasance a kan jadawalin kammalawa nan da 2022;Rio Tinto yana da sha'awar 50.8% a Turquoise Hill Resources.Abubuwan da aka tabbatar: 355mnt;Rayuwa ta: 31 years.

Abubuwan da aka bayar na SolGold and Cornerstone Resources IncAikin Cascabel a Ecuadoryana matsayi na 3 tare da rabon capex na sama da dala miliyan 10 kawai.Abubuwan da aka auna: 1192mnt;Rayuwa ta: 66 years;Aikin ya hada da ajiya na Alpala;Abubuwan da ake tsammani: 150kt / yr Abubuwan da aka tabbatar: 604mnt;Rayuwa ta: 33 years;Samuwar da ake tsammani: 175kt/shekara.

Shigowa a lamba 4 shine aikin kogin Freida a Papua New Guinea tare da dala miliyan 7.8 da aka ware.Abubuwan da aka tabbatar: 569mnt;Rayuwa ta: shekaru 20.

MMG daIzok Corridor projecta cikin Nunavut's Bathurst Inlet na Kanada yana a matsayi na 5 tare da kariyar dala miliyan 6.5.Abubuwan da aka nuna: 21.4mnt;Aikin ya hada da ajiyar tafkin Izok da babban tafkin.

Teck'sAikin Galore Creeka British Columbia, Kanada a matsayi na 6 tare da kayyade capex $ 6.1 miliyan.A cikin Oktoba 2018 Novagold Resources ya sayar da kashi 50% na hannun jarin aikin ga Kamfanin Newmont.Abubuwan da aka auna (Hannun hannun jari na Newmont Corporation na kashi 50%): 128.4mnt;Rayuwa ta: 18.5 shekaru;Samuwar da ake tsammani: 146.1kt/ shekara.

Aikin Tampakan na Alcantara Group a Philippines yana da matsayi na bakwai tare da dala miliyan 5.9.Koyaya, a watan Agustan 2020 gwamnatin Philippines ta soke yarjejeniya da kungiyar Alcantara don haɓaka ma'adinan.Ƙimar Ƙimar Ƙimar: 375kt / yr;albarkatun: 2940mnt;Rayuwa ta: shekaru 17.

Aikin Baimsya na Kaz Minerals' a Rasha yana da dala miliyan 5.5 na capex.Ana sa ran KAZ zai kammala nazarin yuwuwar banki don aikin a H121;Rayuwa ta: 25 shekaru;Abubuwan da aka auna: 139mnt;Shekarar farawa da ake tsammani: 2027;Samuwar da ake tsammani: 250kt/shekara.

Zagaya wajeFitch tajeri shine Antofagasta's Twin Metals project a Minnesota.Antofagasta ya ƙaddamar da tsariga hukumomin jihohi da na tarayya don aikin;Abubuwan da aka auna: 291.4mnt;Rayuwa ta: shekaru 25;Aikin ya hada da Maturi, Tafkin Birch, Maturi Southwest da Spruce Road adibas.


Lokacin aikawa: Oktoba-12-2021