节点:中游(冶炼、中间品)位置:中游情绪:中性参考度:2/10
SolGold(LON:SOLG)正加速推进厄瓜多尔北部Cascabel铜金矿项目开发,前期工程计划2026年启动,2028年目标实现首次投产。公司采用修订后的开发方案,内容包括推进场地准备、加速钻探作业,并将勘探资产重组为两家子公司——一家负责管理Cascabel及周边北部矿权地,另一家统筹南部资产组合(含Porvenir项目,该项目邻近Lundin Gold的Fruta del Norte及Ecuacorriente的Mirador运营区)。新架构旨在简化许可审批流程并优化资本配置,以支撑多资产同步推进。
SolGold厄瓜多尔财务总监Luis Mario Sánchez Sánchez透露,公司计划明年上半年扩建营地与道路,甚至可能启动Alpala矿区的洞口及接入隧道施工。项目开发序列为:2028年1月启动Tandayama-America(TAM)露天开采,同年晚些时候开展Alpala地..TAM位于Alpala以北约3公里处,与Alpala项目并行推进,其设计思路是利用TAM的早期收益,支撑资本密集度更高的Alpala地下工程建设——Alpala是Cascabel项目铜、金、银储量的主要赋存区。
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