个人总结(个人记录资料贴)

gypgypgyp · 发表于 2014-5-21 10:18:07

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gypgypgyp · 发表于 2014-5-21 11:47:32

"For me higher risk in Australia with coming Carbon Tax, critical shortage of skilled employees, very high labour costs, not to mention port bottlenecks and Queensland floods. Gillard government will be here for another 3 years so any promises made will be paid through taxes on mining."unstable tax system

gypgypgyp · 发表于 2014-5-21 12:44:37

铜矿是个比较有意思的矿。对于有色金属硫化矿，特别是铜矿，露天开采，可以大幅度降低开采成本，但是会带来后续选矿的一系列问题。露天开采，说明埋藏较浅，氧化严重，而有色金属硫化矿很怕氧化严重，硫化铜一氧化就成了硫酸铜（或类似），易溶于水，而很容易在矿浆中吸附在其他矿物和杂质上，同时要消耗大量的浮选药剂，对浮选很不利，加上它氧化程度变化较大，生产波动也较大（这里指的是浮选工艺，对于采用濅出工艺的，那是另外一回事）。大部分时候，埋藏略深，氧化程度很小的硫化矿（铜铅锌）要容易得多，生产波动很小，回收率很高。（硫化矿很容易选，回收率也很高）。黄金，白银等贵金属，如果在硫化矿中，一般都是共生于硫化矿中，因此，选矿中的铜钼精矿中，黄金含量会很高（被很大程度的富集了），不会再是0.1g/t了，而是成百上千g/t。选矿时基本不添加任何流程，因为其性质稳定，不会对浮选过程有任何不良影响，冶炼时可以轻松回收。因此有这些贵金属是好的。铀矿好像应该在尾矿中，如果含量足够的话，可以被酸濅回收。选矿中，主要能耗在磨矿中，它的铀矿作为伴生矿物回收，也许是可以的，不过要查一下其他相关的资料，才能确定。[ 本帖最后由 gypgypgyp 于 2011-7-3 15:50 编辑 ]

gypgypgyp · 发表于 2014-5-21 13:55:52

它那Copper Equivalent，是它公司自己的评估方式，仅仅参考就得了，不必当真。报告里是这么说的：Copper Equivalent (also Cu Eq*) Calculation represents the total metal value for each metal, multiplied by the conversion
factor, summed and expressed in equivalent copper percentage.  These results are exploration results only and no allowance is
made for recovery losses that may occur should mining eventually result. However it is the company’s opinion that elements
considered here have a reasonable potential to be recovered as evidenced in similar multi‐commodity natured mines
elsewhere in the world.  Copper equivalent conversion factors and long‐term price assumptions used follow:
Copper Equivalent Formula= Cu %  +  Mo(ppm)x0.0009  +  Au(ppm)x0.7808  +  U(ppm)x0.0031  +  Co(ppm)x0.0008
Price Assumptions‐ Cu (US$1.60/lb), Mo (US$15/lb), Au (US$850/oz), U (US$50/lb), Co (US$12/lb)本来觉得品位有点低，刚才查了一下资料，发现上世纪80年代的资料，美国加拿大的铜钼矿床，铜的原矿品位也在0.4-1%左右，大部分为0.7%左右，钼矿为0.02-0.03%左右。对比它的勘探结果，也大概在此范围内（如果把ppm理解为%%%）。加上金铀钴，应该是开采是经济的。
至于0.1g/t gol

gypgypgyp · 发表于 2014-5-21 14:53:05

铜矿T/O资料GLENCORE 475 M USD for 70% of MINA JUSTA Mine type Open pit
Processing method Oxide reserves: vat leach, SX-EW to produce Cu cathodes
Sulphide reserves: flotation to produce Cu concentrate
Average Production (LOM) 110,000 tpa of Cu
(50 ktpa of cathodes and 60 ktpa in concentrate)
Resources 401 Mt @ 0.77% copper
Reserves* 163 Mt @ 0.80% copper
Strip ratio 2.5 : 1
Capex US$ 745 million
Estimated Cash Cost US$ 0.90/lb (net of silver credit)
Expected mine life* 11.5 years
Status Definitive Feasibility Study completed in August 2009
EIA approved in September 2010
Construction to commence in 2011http://www.cstmining.com/project/mina-justa[ 本帖最后由 gypgypgyp 于 2011-7-3 15:49 编辑 ]

gypgypgyp · 发表于 2014-5-21 15:18:16

Sumitomo, Quadra FNX Form $2.9 Bn Sierra Gorda Copper-Moly Project JVJV HIGHLIGHTS?Quadra FNX and Sumitomo to form 55%/45% JV to develop the Sierra Gorda project in Chile, subject to normal anti-trust approval
?Sumitomo to contribute the next $724 million of JV equity after closing
?Sumitomo to arrange a minimum $1.0 billion project financing non-recourse to Quadra FNX or, if not available, to provide to the project an $800 million loan non-recourse to Quadra FNX
?Quadra FNX plans to provide its proportional share of the remaining JV funding requirements estimated at ~ $650 million through cash on hand and debt. JP Morgan has been engaged to arrange corporate debt financing for the Company FEASIBILITY STUDY HIGHLIGHTS?Production from current sulphide reserves average: 483 M lbs of copper (Cu), 25 M lbs of molybdenum (Mo) and 64 kozs of gold (Au) per annum over a 20 year mine life. Mo production will be 54 M lbs per year during the first three years of operation
?Expected life of mi

gypgypgyp · 发表于 2014-5-21 15:50:51

Transportation costs represent ~40% of total delivered potash cost."Transportation represents a significant cost for potash producers. Based on industry contacts and published figures, we estimate that PotashCorp faces transportation
costs for sales to China of approximately US$75 per tonne. Of this US$75 per tonne, we estimate that approximately US$40 per tonne is required to move product from the plant gate in Saskatchewan to the port in Vancouver, and an additional US$35 per tonne is required to ship product from Vancouver to the destination port in China. This $75 per tonne represents approximately 40% of the total delivered cost of potash to customers in China (the largest end-market globally).""Allana management has indicated that they anticipate a cost of approximately US$30 per tonne1 in order to transport potash from their project site to Djibouti. Based on our analysis, we believe this estimate may prove to be aggressive. An extensive report published by Transport Canada2 sou