位置:中游情绪:利好参考度:4/10
据MiningNews.net网站报道,历经十余年,北方矿产公司(Northern Minerals)公布了西澳州棕岭(Browns Range)重稀土开发项目的最终可行性研究报告,结果表明该项目在技术与经济层面均具可行性。
棕岭稀土矿规划年产磷钇矿精矿1.75万吨,总稀土氧化物(TREO)品位25%,TREO含量达4350吨,全成本为44.70美元/公斤。与全球其他稀土矿床相比,此项目镝铽含量颇高,轻稀土含量相对较低。
镝铽对高性能永磁生产至关重要,且重稀土价格高昂。北方矿产公司指出,项目中的沃尔弗林(Wolverine)矿床,是中国之外镝铽含量极高的稀土元素矿床之一。最快于2028年投产后,其镝铽产量能满足全球8%的需求,回报期最快6年。公司认为,棕岭项目在一定程度上可影响国际市场价格。
当前稀土市场价格大涨,这些数据看似平常,但因镝铽难以替代,像棕岭这样有进展的项目不多,稀土发展空间独特。北方矿产公司称,稀土已被澳大利亚政府视作国家战略资产。公司与伊鲁卡资源公司(Iluka Resources)签署长期供货协议,后者在西澳州埃..
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