蓬塞纳于2019年11月15日发布了Longonjo项目的初步可行性研究报告,内容涉及九年初步浅露天采矿和两阶段加工厂的开发。该公司平均每年将生产5.6万吨镨钕精矿用于出口。但该项目还有进一步发展的空间。
为海外厂商生产精矿意味着彭萨纳不需要投资建设工艺复杂且成本昂贵的分离冶炼厂,这使其开发成本降至约1.31亿美元(1.93亿美元)。
蓬塞纳的开发费用包括矿山开发、加工厂和基础设施的修建,以及15%的储备津贴,以防建设期间资金耗尽。蓬塞纳说,其项目成本低的另一个原因是,Longonjo项目离主铁路近且该地区的电力基础设施都很齐全(如下图):
Pensana (ASX:PM8)released a project preliminary feasibility study today on an initial nine-year, shallow open pit mining and two‐phase processing plant development.
It would produce an average 56,000 tonnes per year of NdPr concentrate for export. But there’s scope for the project to grow further.
Producing a concentrate for overseas processors means Pensana doesn’t need to invest in a complex and expensive chemical processing plant, keeping its developments costs down to ~$US131m ($193m).
That includes mine development, process plant and infrastructure, and the all-important 15 per cent cost growth allowance – just in case expenditures blow out during construction.
The other reason costs are so low, Pensana says, is handy access to existing major rail and power infrastructure in the region:(source:stockhead)
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