JL MAG Rare-Earth Industry Price Briefing 02-11~02-15
Week 7, 2019
1. 重要新聞簡報Briefing of Important News
本周稀土市場行情,鐠釹,鏑鐵和鋱價格保持平穩(wěn),與上周持平。亞洲金屬網(wǎng)價格: 鐠釹金屬價格395-400元/KG (上海有色,398-401元/KG),鏑鐵合金價格1200-1220元/KG (上海有色,1210-1230元/KG),金屬鋱價格3800-3850元/KG (上海有色,3850-3900元/KG)。
This week, price of PrNd, DyFe and Tb kept stable and basically unchanged from last week. Price from Asian Metal at this weekend presented: PrNd metal 395-400RMB/KG (price from SMM: 398-401RMB/KG), DyFe alloy 1200-1220RMB/KG (price from SMM: 1210-1230RMB/KG), and Tb metal 3800-3850RMB/KG (price from SMM: 3850-3900RMB/KG).
2. 業(yè)內(nèi)人士分析Analysis of Professional Insiders
· 2019年2月4日,Mkango資源有限公司宣布松威山稀土項目的新礦產(chǎn)資源估算。測量和指示資源總量增加60%,達到2100萬噸,2018年鉆井計劃的主要目標(biāo)已經(jīng)實現(xiàn),更新的資源為正在進行的可行性研究提供了基礎(chǔ)。約95%的已測量和指示的礦物資源塊位于山下160米以下,這表明大部分可通過露天采礦進入,更新和擴大的資源支持了Mkango成為長期可持續(xù)生產(chǎn)釹、鐠、鏑和鋱的戰(zhàn)略。
On February 4, 2019, Mkango Resources Co., Ltd. announced the latest mineral resources estimate of Songwei Mountain Rare Earth Project. The total amount of measured and indicated resources increased by 60% to 21 million tons,the main objectives of the 2018 drilling plan have been achieved. The updated resources provide the basis for ongoing feasibility studies. About 95% of the measured and indicated mineral resource blocks are located below 160 meters below the mountain, which indicates that most of them can be accessed through open-pit mining. The updated and expanded resources support Mkango's strategy of long-term sustainable production of Nd, Pr, Dy and Tb.
根據(jù)皮特街研究公司(Pitt Street Research)的數(shù)據(jù),格陵蘭礦產(chǎn)和能源有限公司位于格陵蘭的Kvanefjeld稀土項目預(yù)計將于2021年左右投產(chǎn)。自2015年可行性研究發(fā)表以來,格陵蘭礦業(yè)公司及其合作者一直在逐步降低項目成本估算基礎(chǔ)。近的公告表明,Kvanefjeld的成本可能比之前認為的要低,并指出2019年將有一項強有力的可行性研究更新。在過去的11年里,Kvanefjeld已經(jīng)成為世界上大的未開發(fā)的稀土氧化物資源之一,目前JORC 2012資源為10.1億噸,分級1.1% REO。該項目還擁有豐富的鈾(5.93億英鎊)和鋅資源。
According to date of Pitt Street Research, the Kvanefjeld rare earth project of Greenland Minerals and Energy Ltd. in Greenland is expected to be put into operation around 2021. Since the first feasibility study was published in 2015, Greenland Mining Corporation and its partners have been gradually reducing the project cost estimation basis. Recent announcements indicate that Kvanefjeld may cost less than previously thought, and point out that there will be a strong feasibility study update in 2019. Over the past 11 years, Kvanefjeld has become one of the largest untapped rare earth oxide resources in the world. At present, JORC's resources in 2012 are 1.01 billion tons, classified as 1.1% REO. The project also has abundant uranium (593 million pounds) and zinc resources.
南方稀土發(fā)布2月11日稀土氧化物掛牌價
Listing price on Feb 11st from China South Rare Earth
單位:萬元/噸(出廠含稅價)
Unit: 10,000RMB/ton (EXW price incl. VAT)
3. 趨勢圖(參考亞洲金屬網(wǎng))Tendency Chart (refer to Asian Metal)
2019年2月15日
Feb 15th, 2019
提示:以上信息僅供參考!
Notes: the information above is for reference only!