Amaphrojekthi ethusi aphezulu emhlabeni nge-capex - umbiko

I-Seabridge ikhulisa izinyawo e-BC ngokuthengwa kwempahla ye-Pretivm
Iphrojekthi ye-KSM enyakatho-ntshonalanga yeBritish Columbia.(Isithombe: I-CNW Group/Seabridge Gold.)

Ukukhiqizwa kwemayini yethusi emhlabeni wonke kulindeleke ukuthi kwande ngo-7.8% ngonyaka ka-2021 ngenxa yamaphrojekthi amaningi amasha afika ku-inthanethi kanye nemiphumela ephansi ngenxa yokuvalwa kwe-covid-19 kunciphisa umphumela ngo-2020, umhlaziyi wemakethe.Isixazululo se-Fitchs etholakala embikweni wayo wakamuva wemboni.

Okukhiphayo eminyakeni embalwa ezayo kulindeleke ukuthi kube namandla, njengoba inani lamaphrojekthi amasha nokwandiswa kuza ku-inthanethi, okusekelwa ukukhuphuka kwamanani ethusi nokufunwa.

Fitchibikezela ukukhiqizwa kwemayini yethusi emhlabeni wonke kuzokwenyuka ngesilinganiso sonyaka esingu-3.8% ngonyaka wezi-2021-2030, okuzophuma ngonyaka kuzokhuphuka kusuka ku-20.2mnt ngo-2020 kuya ku-29.4mnt ekupheleni kweshumi leminyaka.

I-Chile ingumkhiqizi wekhopha ohamba phambili emhlabeni, futhi ohamba phambili ekuthuthukisweni kwephrojekthi ikakhulukazi ngabavukuzi abakhulu i-BHP kanye ne-Teck Resources, ekhangwe nengqalasizinda yezwe ethuthuke kahle, izindawo zokulondoloza imvelo nomlando wokuzinza.

I-Chile ihehe inani elikhulu lokutshalwa kwezimali ezimayini eminyakeni yamuva, okuzoqala ukukhokha eminyakeni ezayo njengoba amaphrojekthi amasha kulindeleke ukuthi afike ku-inthanethi, futhi isibikezelo sokukhula somhlaziyi sango-2021 sisekelwe ngokuyinhloko ukuqaliswa kwe-BHP's Spence Growth. Iphrojekthi yenketho.Ukukhiqizwa kokuqala kwafinyelelwa ngoZibandlela wezi-2020 futhi kulindeleke ukuthi kwenyuse ukukhiqizwa kwethusi elikhokhelwayo ngo-185kt ngonyaka uma sekwenziwe kwandiswa - inqubo kulindeleke ukuthi ithathe izinyanga eziyi-12.

Ngokuhamba kwesikhathi, ukwehla kwamabanga amaphakathi e-ore kuwo wonke umkhakha e-Chile kuveza ingcuphe ebalulekile ekubikezelweni kokukhiqiza,Fitchamanothi, njengoba amamaki e-ore ehla, futhi amanani aphezulu e-ore adinga ukucutshungulwa ukuze kukhiqizwe inani elilinganayo lethusi unyaka ngamunye.

Ithusi lidingeka kakhulu ukuze lisetshenziswe ezimotweni zamandla avuselelekayo nasezimotweni zikagesi, kodwa amadiphozithi amasha awavamile futhi kuya ngokuya kuba nzima ukuwabuyisela.

Nakuba iChile ingumkhiqizi wethusi omkhulu kunabo bonke emhlabeni,Fitchilindele ukuthi i-Australia neCanada baphathe amaphrojekthi amasha.Umhlaziyi uklelise amaphrojekthi e-copper ayishumi aphezulu emhlabeni nge-capex, i-Chile ingekho ohlwini.


Umthombo: Fitch Solutions

Okokuqala njeIphrojekthi ye-KSM ye-Seabridge GoldeBritish Columbia, eCanada ngesabelo se-capex sezigidi ezingu-12.1 zamaRandi.NgoNovemba 2020, i-Seabridge yafaka kabusha umbiko wezobuchwepheshe: I-Proved Reserves: 460mnt;Impilo Yami: Iminyaka engama-44.Le phrojekthi ihlanganisa idiphozithi yakwaKerr, Sulphurets, Mitchell kanye ne-Iron Cap.

Ukwanda okukhulu kwe-Oyu Tolgoi elawulwa yi-Rio Tinto elawulwa yi-Turquoise Hill Resources e-Mongolia kuthatha indawo yesibili, ngesamba esingu-$11.9 million.Iphrojekthi ikhungethwe yizinkingaukubambezeleka kanye nokweqiwa kwezindleko, kodwa i-Turquoise Hill kulindeleke ukuthi iqale ukukhiqiza kule phrojekthi ngo-Okthoba 2022. Ukuthuthukiswa okungaphansi komhlaba okungamaRandi ayizigidi eziyizinkulungwane ezingu-5.3 emayini kusalokhu kuhleliwe okuzoqedwa ngo-2022;I-Rio Tinto inenzalo engu-50.8% ku-Turquoise Hill Resources.Izigodlo Eziqinisekisiwe: 355mnt;Impilo Yami: 31years.

I-SolGold ne-Cornerstone Resources' zibanjelwe ngokuhlanganyelaIphrojekthi yeCascabel e-Ecuadorisendaweni yesi-3 ngesabelo se-capex esingaphezudlwana kuka-$10 wezigidi.Izinsiza Ezikaliwe: 1192mnt;Ukuphila Kwamayini: Iminyaka engu-66;Le phrojekthi ihlanganisa idiphozi ye-Alpala;Ukukhiqizwa Okulindelekile: 150kt/yr Izigodlo Eziqinisekisiwe: 604mnt;Ukuphila Kwamayini: Iminyaka engu-33;Ukukhiqizwa Okulindelekile: 175kt/yr.

Ingena kunombolo 4 iphrojekthi yoMfula iFreida ePapua New Guinea ngesamba semali engu-$7.8 million esabiwe.Izigodlo Eziqinisekisiwe: 569mnt;Impilo Yami: 20years.

OkwaMMGIphrojekthi ye-Izok Corridore-Canada's Nunavut's Bathurst Inlet isendaweni yesi-5 ngesamba esingu-$6.5 million esabiwe.Izinsiza Ezikhonjisiwe: 21.4mnt;Le phrojekthi ifaka idiphozithi ye-Izok Lake kanye ne-High Lake.

I-Teck'sIphrojekthi ye-Galore CreekeBritish Columbia, eCanada endaweni yesi-6 ngesabelo se-capex esingu-$6.1 million.Ngo-Okthoba 2018 iNovagold Resources ithengise amasheya angu-50% kuphrojekthi kwaNewmont Corporation.Izinsiza Ezikaliwe (Isabelo sika-50% se-Newmont Corporation): 128.4mnt;Ukuphila Kwamayini: Iminyaka engu-18.5;Ukukhiqizwa Okulindelekile: 146.1kt/ ngonyaka.

Iphrojekthi ye-Alcantara Group ye-Tampakan ePhilippines ibambe indawo yesikhombisa nge-capex yezigidi ezingu-5.9 zamaRandi.Kodwa-ke, ngo-Agasti 2020 uhulumeni wasePhilippine ukhansele isivumelwano ne-Alcantara Group sokuthuthukisa imayini.Ukukhiqizwa Okulinganiselwe: 375kt/yr;Izinsiza: 2940mnt;Impilo Yami: Iminyaka engu-17.

Iphrojekthi ye-Baimskya ye-Kaz Minerals eRussia inesabelo se-capex esingu-$5.5 million.I-KAZ kulindeleke ukuthi iqedele ukucwaninga okunokwenzeka kwephrojekthi ku-H121;Ukuphila Kwamayini: Iminyaka engu-25;Izinsiza Ezikaliwe: 139mnt;Unyaka Wokuqala Okulindelekile: 2027;Ukukhiqizwa Okulindelekile: 250kt/yr.

Ukuhlanganisa ngaphandleI-Fitch'suhlu iphrojekthi ka-Antofagasta ethi Twin Metals eMinnesota.I-Antofagasta ihambise uhlelokuziphathimandla zezwe kanye nezifundazwe zephrojekthi;Izinsiza Ezikaliwe: 291.4mnt;Ukuphila Kwamayini: iminyaka engu-25;Le phrojekthi ihlanganisa i-Maturi, i-Birch Lake, i-Maturi Southwest kanye ne-Spruce Road.


Isikhathi sokuthumela: Oct-12-2021