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Katswiri wofufuza za migodi Ryan Long amayang'anitsitsa masheya a graphite pakati pa kayendetsedwe ka mbale za tectonic m'makampani.
China yalamulira dziko lonse lapansi kupanga ma graphite achilengedwe kwa zaka zopitilira 30, ndikupanga pafupifupi 60-80% ya graphite yachilengedwe padziko lapansi.
Koma kuchuluka kwazomwe zikuchitika padziko lonse lapansi, kuphatikiza ndi mitengo yamtengo wapatali, zikutanthauza kuti kugawidwa kwa msika wachilengedwe wa graphite kwatsala pang'ono kusintha.
Kufunika kwa graphite kukukulirakulira pamene kugwiritsidwa ntchito kwake mu lithiamu-ion batire anode kukuwonjezeka, kukankhira mitengo kukwera.
Mtengo wa flake graphite (94% C-100 mesh) ku China wakwera kuchokera pa $530/t mu September 2021 mpaka $830/t mu May 2022 ndipo akuyembekezeka kufika $1,000/t pofika 2025.
Ma graphite achilengedwe omwe amagulitsidwa ku Europe adagulitsidwa kwambiri ku China graphite yachilengedwe, kukwera kuchoka pa $980/t mu Seputembara 2021 kufika $1,400/t mu Meyi 2022.
Mitengo yamtengo wapatali ya graphite yachilengedwe ikhoza kupereka mphamvu yofunikira kuyambitsa ntchito zatsopano za graphite kunja kwa China.
Zotsatira zake, olosera ena amakhulupirira kuti gawo la China pamsika wapadziko lonse lapansi wa graphite litha kutsika kuchokera pa 68% mu 2021 mpaka 35% pofika 2026.
Pamene kugawidwa kwa msika wachilengedwe wa graphite kukusintha, momwemonso kukula kwa msika komwe kukuyembekezeka kusintha, monga White House Critical Metals Report ikuwonetsa kuti kufunikira kwa ma graphite kuchokera kumafuta opangira zinthu zakale pakusintha mphamvu pofika 2040 kudzakwera nthawi 25 poyerekeza ndi kupanga mu 2020. .
M'nkhaniyi, tiwona ena mwa makampani opanga migodi ya graphite padziko lonse lapansi omwe akugwira ntchito kale ndikuyang'ana kuti awonjezere ntchito zawo, komanso omwe akupanga polojekiti omwe ali okonzeka kusamukira ku kupanga ndi kupindula ndi kukwera mitengo yamtengo wapatali ya graphite.
Northern Graphite Corp (TSX-V: NGC, OTCQB: NGPHF) ili ndi zida zitatu zotsogola za graphite. Kampaniyi pakali pano ikugwira mgodi wa Lac des Iles (LDI) ku Quebec, womwe umatulutsa 15,000 metric tons (t) ya graphite pachaka.
LDI yatsala pang'ono kutha, koma Northern yasaina mwayi wopeza projekiti ya Mousseau West, yomwe ikukonzekera kugwiritsa ntchito kuwonjezera moyo wa chomera cha LDI.
Ntchito ya Mousseau West ili pamtunda wa 80 km kuchokera ku chomera cha LDI, chomwe kampaniyo imakhulupirira kuti ndi mtunda wachuma kunyamula katundu.
Kumpoto akufuna kuwonjezera kupanga LDI mpaka matani 25,000 pachaka (t/y) pogwiritsa ntchito miyala ya Mousseau West. Zomwe zikuyerekezeredwa za projekiti ya Mousseau West ndi matani 4.1 miliyoni (mt) okhala ndi giredi ya Graphite Carbon (GC) ya 6.2%.
Pakadali pano, kampaniyo ikukwezanso mgodi wake wa Okanjande-Okorusu, womwe ukukonzedwanso. Zida zatsopano za Okanjande-Okorusu ndi 24.2 Mt zokhala ndi magasi okwana 5.33%, zotengera zomwe zimaganiziridwa zikuyerekezedwa ndi 7.2 Mt zomwe zimakhala ndi gasi wokwanira 5.02%, zoyezedwa ndi nyengo / zosinthika ndi zomwe zidawonetsedwa ndi matani 7 .1 miliyoni okhala ndi okwana gasi zili 4.23%, gwero akuti akuti 0.6 metric tons. zomwe zili 3.41% HA
Northern posachedwapa yamaliza Ntchito Yoyang'anira Zachuma (PEA) kuti ayambitsenso mgodi wake wa Okanjande Okorusu, akutenga moyo wa mgodi wazaka 10, mtengo wapakati wapanthawiyo pambuyo pa msonkho wa $ 65 miliyoni, msonkho wamkati wobwerera wa 62%, ndi mtengo wa graphite. 1500 madola pa toni.
Chiyerekezo cha ndalama zoyendetsera ntchitoyi ndi $775 pa tani imodzi ndipo ndalama zazikulu ndi $15.1 miliyoni kuti ayambitsenso kupanga. Kumpoto kukukonzekera kuyambiranso kupanga pofika pakati pa 2023 ndi mphamvu pafupifupi 31,000 t / y, koma m'kupita kwanthawi, Northern ikukonzekera kumanga chomera chachikulu chatsopano chokhala ndi mphamvu ya 100,000-150,000 t / y.
Malo ake achitatu, Bissett Creek Project, ali ndi chiyerekezo cha NI 43-101 Mineral Resource cha matani 69.8 a zinthu zoyezedwa ndi zosonyezedwa pa 1.74% giredi ya GC ndi matani 24 azinthu zomwe zaperekedwa pa 1.65% giredi ya GC.
PEA yosinthidwa yomwe idasindikizidwa mu Disembala 2018 imalemba pafupifupi matani 38,400 pachaka pazaka 15 zapitazi. Ndalama zoyendetsera ntchito zidafika $642 pa tani imodzi yokha, ndi ndalama zokwana $106.6 miliyoni za Gawo 1 komanso $47.5 miliyoni pakukulitsa gawo lachiwiri.
Kupanga koyambirira kukuyembekezeka kukhala matani 40,000 pachaka, ndipo pamene msika ukukula, izi zidzakwera mpaka matani 100,000 pachaka, zomwe zimapatsa projekitiyo mtengo wapano pambuyo pamisonkho ya $ 198.2 miliyoni USD 1,750 pa toni iliyonse. Ntchito yomanga mbewu yoyamba ya Bisset Creek ikuyembekezeka kuyamba gawo lachiwiri la 2023.
Tirupati Graphite PLC (LON: TGR, OTC: TGRHF) ndi wopanga Integrated wopanga zapamwamba zachilengedwe flake graphite, zapaderazi graphite ndi graphene. Kampaniyo pakali pano ikukonzekera kupanga migodi yake ya Sahamamy ndi Vatomina ku Madagascar, pofuna kupanga matani 84,000 a flake graphite pachaka pofika 2024.
Sahamamy panopa ali ndi JORC 2012 Mineral Resource estimate ya 7.1 tonnes pa 4.2% GC, pamene Vatomina panopa ali ndi JORC 2012 Mineral Resource estimate ya matani 18.4 okhala ndi 4.6% GC.
Pofika Seputembara 2022, Tirupati ikulitsa mphamvu yake yopanga ma graphite ku Madagascar kuchokera ku matani 12,000 pachaka mpaka matani 30,000 pachaka, ndikupangitsa kuti ikhale m'modzi mwa ochepa omwe amapanga mchere kunja kwa China.
Volt Resources Ltd (ASX:VRC) ili ndi magawo mu ntchito ziwiri za graphite, yoyamba ndi 70 peresenti ya bizinesi ya Zavaliev graphite ku Ukraine ndipo yachiwiri ndi 100 peresenti ya polojekiti ya Bunyu graphite ku Tanzania.
Ku Zavalyevsk, Volt pano akukonzekera kupanga matani pakati pa 8,000 ndi 9,000 a zinthu za graphite pachaka zomwe zimatha pa June 30, 2023, kutsatira kuyambiranso bwino.
Volt ikukonzekera kupanga pulojekiti ya Bunyu m'magawo awiri kuti ntchitoyo ifulumire. Kafukufuku Wotheka wa 2018 wa Gawo 1 adapeza opareshoni yomwe imatulutsa matani 23,700 pachaka pazaka 7.1 za moyo wamgodi. Ndalama zoyendetsera ntchito zikuyerekeza $664/t ndipo ndalama zazikulu zimakwana $31.8 miliyoni, zomwe zimapangitsa kuti ntchitoyi ikhale yotsika mtengo pambuyo pamisonkho ya $14.7 miliyoni. United States, ndipo mlingo wamkati wobwerera ndi 19.3%.
Kafukufuku womaliza wa gawo lachiwiri adzamalizidwa nthawi imodzi ndikumanga gawo loyamba. Gawo lachiwiri la DFS lidzakhazikitsidwa pa Phunziro la Pre-Feasibility Study (PFS) la December 2016 lomwe linapeza zokolola zapachaka za 170,000 I pazaka 22 za moyo. Ndalama zoyendetsera ntchito zidakwana US $ 536 pa toni imodzi yokhazikika komanso ndalama zogulira zidafika ku US $ 173 miliyoni.
Pongoganiza kuti mtengo wokhazikika wa graphite wa $1,684 pa toni, mtengo womwe ulipo wa PFS10 pambuyo pamisonkho mu 2016 ndi $890 miliyoni ndipo msonkho wamkati wobwerera ndi 66.5%.
Sovereign Metals Ltd (ASX:SVM, AIM:SVML) ikulimbikitsa mgodi wake wa Cassia rutile graphite ku Malawi.
Kusungitsa Kasia ndikwachilendo chifukwa ndi gawo lotsalira lolemera lomwe lili ndi ma graphite ambiri. The JORC 2012 Mineral Resources ya pulojekitiyi ikuyembekezeka kukhala matani 1.8 biliyoni pa avareji ya 1.32% GC ndi 1.01% rutile.
Kasia ikuyembekezeka kupangidwa mu magawo awiri. Gawo loyamba lidzatulutsa matani 85,000 a flake graphite ndi matani 145,000 a rutile pachaka pamtengo wamtengo wapatali wa US $ 372 miliyoni.
Gawo lachiwiri la ntchitoyi lidzatulutsa matani a 170,000 a flake graphite ndi matani a 260,000 a rutile pachaka ndikuwonjezera ndalama zamtengo wapatali ndi US $ 311 miliyoni.
Kafukufuku wa scoping (SS), womalizidwa mu June 2022, adawonetsa mtengo wamtengo wapatali8 pambuyo pa msonkho wa $ 1.54 biliyoni ndi msonkho wapambuyo pa msonkho wa 36% pazaka 25 zoyambirira za mgodi. SS imatengera mtengo wamtengo wapatali wa $ 1,085 / t graphite ndi $ 1,308 / t rutile, ndi ndalama zogwiritsira ntchito $ 320 / t rutile ndi mankhwala a graphite.
Sovereign Metals yayamba ntchito pa PFS, yomwe ikuyembekezeka kumalizidwa kumayambiriro kwa chaka cha 2023. Zotsatira za mapulogalamu okulitsa ndi kukumba zisanakhale zikuyembekezeredwa mu theka lachiwiri la 2022.
Blencowe Resources PLC (LON: BRES) ikulimbikitsa ntchito yake ya Orom-Cross graphite ku Uganda. Pulojekiti ya Orom Cross pakadali pano ili ndi JORC 2012 yoyerekeza Mineral Resource ya matani 24.5 ndi GC giredi ya 6.0%.
Kafukufuku waposachedwa wa pulojekitiyi wasonyeza mtengo wamtengo wapatali pambuyo pa misonkho ya $482 miliyoni ndi ndalama zamkati zobwerera pambuyo pa misonkho ya 49% pamtengo wamtengo wapatali wa $1,307 pa tani imodzi ya graphite pazaka 14. ntchito zamigodi. Ndalama zoyendetsera ntchitoyi ndi $499 pa tani imodzi ndipo ndalama zazikulu ndi $62 miliyoni.
Ntchitoyi ikuyembekezeka kupangidwa pang'onopang'ono, pomwe malo oyendetsa ndege akuyembekezeka kuyamba mu theka lachiwiri la 2023 ndi mphamvu yopanga matani 1,500 pachaka, ndikutsatiridwa ndi kukhazikitsidwa kwa malo oyamba kupanga mu 2025 ndikupanga chaka chilichonse. mphamvu ya matani 36,000. 50,000-100,000 matani pofika 2028, mpaka matani 100,000-147,000 pofika 2031. Ntchitoyi ikuyembekezeka kumalizidwa ndi DFS kumapeto kwa 2023.
Blackearth Minerals NL ikupititsa patsogolo ntchito yake ya Maniry graphite kum'mwera kwa Madagascar ndipo kafukufuku womaliza (DFS) akuyembekezeka kuchitika mu Okutobala 2022. Chiyerekezo cha JORC 2012 Mineral Resource pa ntchitoyi ndi matani 38.8 okhala ndi giredi ya GC ya 6.4%.
SS yosinthidwa, yomwe idasindikizidwa mu Disembala 2021, imatanthawuza NPV10 pambuyo pa msonkho wa $184.4 miliyoni ndi kubweza kwamkati kwa 86.1% pamtengo wapakati wa graphite wa $1,258 pa tani.
Ntchitoyi ikuyembekezeka kukwaniritsidwa m'magawo awiri, ndipo gawo loyamba lidzawononga ndalama zokwana US$38.3 miliyoni komanso pafupifupi matani 30,000 pachaka pazaka zinayi. Mtengo waukulu wa gawo lachiwiri ndi US $ 26.3 miliyoni ndi pafupifupi kupanga matani 60,000 pachaka pazaka 10. Mtengo wapakati wogwiritsira ntchito mgodi pansi pa polojekitiyi ndi $447.76/ton of concentrate.
Blackearth ilinso ndi gawo la 50 peresenti mu mgwirizano ndi Metachem Manufacturing Company, omwe amapanga makina owonjezera a graphite ndi zinthu zina zosinthidwa, kuti apange chomera chokulitsa cha graphite ku India.
Mgwirizano womwe umatchedwa Panthera Graphite Technologies ukukonzekera kuyamba kupanga chomerachi mu Seputembala 2022, ndikumalizidwa koyambirira kwa 2023 ndipo kugulitsa koyamba kukuyembekezeka chigawo chachiwiri cha 2023.
Chomeracho chimayembekeza kupanga matani 2000-2500 a graphite wowonjezera pachaka kwa zaka zitatu zoyambirira. Kenako olowa nawo akufuna kuonjezera kupanga mpaka matani 4000-5000/chaka. Ndi gawo loyamba logwiritsa ntchito ndalama zokwana $3 miliyoni, chaka choyamba chathunthu chopanga chikuyembekezeka kukwera $7 miliyoni, ndipo gawo lachiwiri lapachaka likukwera mpaka $18-20.5 miliyoni.
Evolution Energy Minerals Ltd (ASX:EV1) ikulimbikitsa ntchito yake ya Chilalo graphite ku Tanzania. Gulu lapamwamba la Chilalo Mineral Resources likuyerekezeredwa kukhala matani 20 pa 9.9% GC ndipo la low grade Mineral Resources likuyerekezedwa kukhala matani 47.3 pa 3.5% GC.
DFS, yomwe idasindikizidwa mu Januware 2020, idatsimikiza NPV8 yokhometsa msonkho wa $323 miliyoni ndi kubweza kwamkati pambuyo pa msonkho kwa 34% pamtengo wapakati wa graphite wa $1,534 pa tani. Mtengo waukulu wa ntchitoyi ndi US $ 87.4 miliyoni ndipo pafupifupi pachaka ndi matani 50,000 pazaka 18 za moyo wa mgodi.
Ntchito yosinthidwa ya DFS ndi Front End Engineering (FEED) ya Chilalo ikuchitika. Evolution idalamulanso bungwe la Auramet International kuti lizilangiza Chilalo komanso kupereka ndalama zothandizira ntchitoyi.
Nthawi yotumiza: Dec-13-2022