节点：下游（终端消费/应用）位置：下游情绪：中性参考度：2/10
阿玛罗克（Amaroq）近期对黑天使（Black Angel）矿的重新检验结果显示，该矿富含高品位的锌、铅、银，并且新发现了关键矿物。批量样本显示，锌含量为24.6%，铅含量为28.1%，银含量为295克/吨。此外，还确认含有锗（44ppm）、镓（21ppm）和镉（1328ppm），其中两种矿物对欧美政府至关重要。
这些结果支撑了阿玛罗克在格陵兰建立长期采矿业务的战略。首席执行官埃尔德·奥拉夫松（Eldur Olafsson）表示，这些关键矿物的发现增强了西方供应链的安全性，尤其是在中国主导全球镓和锗生产的背景下。这些发现凸显了黑天使矿对于人工智能、国防和可再生能源应用的战略重要性。
基于初步的质量平衡假设，该公司预计锌精矿将含有约102ppm的锗、48.5ppm的镓和3040ppm的镉。阿玛罗克已完成收购黑天Ľ..
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Given China’s dominance in gallium and germanium production, can Amaroq really enhance Western supply chain security just by developing the Black Angel mine? Also, with the preliminary quality – balance assumptions, how accurate are these predicted mineral contents in zinc concentrates? And will the…