Australia lub South32 (ASX, LON, JSE: S32) muajtau yuav luag ib nrab ntawm Sierra Gorda tooj liab minenyob rau sab qaum teb Chile, feem ntau yog tus tswv los ntawm Polish miner KGHM (WSE: KGH) rau $ 1.55 billion.
Nyiv lub Sumitomo Hlau Mining thiab Sumitomo Corp, uas ua ke tuav 45% feem pua, muajhais xyoo tas lostias lawv tau txiav txim siab tawm hauv kev ua haujlwm tom qab xyoo poob.
Sumitomo Hlau tau hais tias tus nqi sib cog lus yuav suav nrog kev hloov pauv ntawm ib ncig ntawm $ 1.2 nphom thiab tus nqi tooj liab txuas nrog kev them nyiaj txog li $ 350 lab.
"Nrhiav ib qho khoom siv tooj liab tsim ntawm qhov loj me rau kev muag khoom tsis yooj yim, tab sis South32 tau ua tiav," BMO Metals thiab Mining kws tshuaj ntsuam David Gagliano sau rau hnub Thursday.
Qhov kev pom zoo ua rau Perth-based miner nkag mus rau hauv lub ntiaj teb loj tshaj plaws tooj liab-tsim lub teb chaws ua ntej ntawm qhov kev xav tau loj hlob rau cov hlau.
Sierra Gorda yog nyob rau hauv thaj av loj mining ntawm Antofagasta hauv Chile, Gagliano tau sau tseg, thiab muaj peev xwm tsim tau txog 150,000 tonnes ntawm tooj liab mloog zoo thiab 7,000 tonnes ntawm molybdenum.
"Nws yog cov cuab tam lub neej ntev, nrog sulphide reserves ntawm 1.5Bt ntawm 0.4% tooj liab (muaj ~ 5.9Mt tooj liab) thiab muaj peev xwm rau kev nthuav dav yav tom ntej," tus kws tshuaj ntsuam tau hais.
Lub xeev-txhawb nqa KGHM Polska Miedz SA, uas muaj 55% cov koom tes ua haujlwm hauv Sierra Gorda, tauthuam rau qhov kev nqis peev uas tau faiblos txhim kho Chilean mine ($ 5.2 billion thiab suav).
Sierra Gorda, uaspib ntau lawm hauv 2014, tau tas li ua tsis tau raws li qhov kev cia siab vim muaj kev sib tw metallurgy thiab kev nyuaj hauv kev siv dej hiav txwv rau kev ua haujlwm.
Polish miner, uas yognrhiav muag txawv teb chaws minesthiab rov nqis peev nyiaj tau los hauv nws cov haujlwm hauv tsev, tau hais tias nws tsis muaj kev npaj yuav muab Sierra Gorda rau ntawm qhov txiav.Txawm li cas los xij, KGHM muajtxiav txim tawm qhov ua tauntawm kev ua tswv cuab tag nrho.
Lub qhov qhib-qhov mine yog nyob ntawm qhov siab ntawm 1,700 meters thiab muaj cov ore txaus los txhawb tsawg kawg 20 xyoo ntawm kev khawb av.South32 cia siab tias nws yuav tsim tau 180,000 tonnes ntawm tooj liab mloog zoo thiab 5,000 tonnes ntawm molybdenum xyoo no.
Australian miner tau txais Sierra Gorda yog qhov thib ob loj tshaj plaws uas nws tau kos npe txij li nws tau teev nyob rau xyoo 2015, tom qabtau tawm ntawm BHP.
South32 tau them $ 1.3 nphom hauv 2018 rau 83% ntawm Arizona Mining, uasmuaj ib txoj haujlwm zinc, txhuas thiab nyiaj hauv Asmeskas.
Txoj kev ntxhib
KGHM tau tswj hwm txoj haujlwm tooj liab thiab molybdenum hauv xyoo 2012, tom qabUa kom tiav qhov tau los ntawm Canadian tus neeg sib tw Quadra FNX, nyob rau hauv dab tsi yog qhov loj tshaj plaws-yuav tau txawv teb chaws los ntawm ib lub tuam txhab Polish.
Cov miner tau npaj kom nthuav dav Sierra Gorda ua ntej, tab sis 2015-2016 rout nyob rau hauv cov khoom muag tau yuam lub tuam txhab.tso qhov project rau ntawm lub backburner.
Ob xyoos tom qab, KGHMruaj ntseg ib puag ncig kev pom zoorau a$2 billion expansion thiab upgradentawm mine kom txuas nws lub neej tsim khoom los ntawm 21 xyoo.
Cov kev xaiv los nthuav kev tsim khoom suav nrog kev tsim cov oxide Circuit Court thiab ua ob npaug ntawm cov khoom siv ntawm cov nroj tsuag sulfide.Kev npaj tsim tawm ntawm Sierra Gorda yog kwv yees li 140,000 tonnes ntawm ore ib hnub, tab sis cov cuab tam tsuas yog xa 112,000 tonnes hauv nws lub xyoo zoo tshaj plaws ntawm kev ua haujlwm rau hnub tim.
Kev nthuav dav oxide yuav ntxiv 40,000 tonnes ntawm ore ib hnub rau yim xyoo, thiab cov sulphide expansion ntxiv 116,000, BMO Metals kwv yees.
Thaum Sierra Gorda yog qhov tso nyiaj qis qis, ib qho ntawm nws qhov kev nyiam tseem ceeb yog muaj "cov ntaub ntawv qib siab heev," uas xav tias yuav nyob ib puag ncig 0.34% rau yav tom ntej.Qhov no, cov kws tshuaj ntsuam xyuas BMO tau hais yav dhau los, yuav muaj peev xwm txav tau lub mine los ntawm qib plaub mus rau qib ob lub cuab tam hauv lub sijhawm.
Thaum qhov kev pom zoo tiav lawm, Sierra Gorda tuaj yeem ntxiv ntawm 70,000 thiab 80,000 tonnes tooj liab rau South32 cov ntaub ntawv.
Post lub sij hawm: Oct-18-2021