查看更多>>摘要：Welcome to the new look Mining Journal1. We hope the layout is to your liking, but please get in touch if you have any feedback that could help us make the magazine better. The end of 2021 and start of 2022 has felt somewhat frantic, with prices of most industrial metals peaking at multi-year highs and major miners Rio Tinto and BHP giving off the faintest whiff of panic as they vie to increase exposure to battery metals.
查看更多>>摘要：Kazatomprom, the world's largest uranium miner, says production is unaffected by political unrest in Kazakhstan. Protests over rising fuel prices led to widespread political unrest in Kazakhstan's former capital and largest city of Almaty in January, with shots fired and media reports of protestors killed. Kazakh president, Kassym-Jomart Tokayev on January 5 declared a state of emergency.
查看更多>>摘要：Public opposition is threatening to derail the development of one of the largest lithium projects in the world, as Rio Tinto pushes back planned first production from its Jadar lithium mine in Serbia due to delays in environmental licensing. Rio now expects first saleable production from the project by 2027, rather than 2026 as previously projected. And even this will require a considerable drive to win Serbian hearts and minds, as government support cools and protests spread.
查看更多>>摘要：Rio Tinto has recorded lower full-year production across its key commodities. Full-year iron ore shipments were 322 million tonnes (on a 100% basis), at the lower end of revised guidance of 320-350ML Initial 2021 guidance of 325-340Mt was downgraded in October.The company shipped 331 Mt in 2020. Rio blamed above-average Pilbara rainfall in the first half of 2021, as well as delays at new greenfields mine Gudai-Darri and replacement mine Robe Valley due to border closures and labour availability.
查看更多>>摘要：London and Johannesburg-listed PGM and chrome miner Tharisa has made a strong start to its 2022 financial year, posting impressive production figures from its flagship Tharisa mine in South Africa for the December quarter. Tharisa, whose financial year started in October, delivered record quarterly production, with PGM volumes amounting to 47,700oz, up 9.2% quarter-on-quarter, 21% year-on-year and an 11% beat versus estimates by Canadian bank BMO Chrome production was up 1.5% qoq to 401,800oz, 2% below BMO's forecast.
查看更多>>摘要：Galan Lithium and Neometals came closest to producing the ideal investment performance for a mining stock in 2021. Unsurprisingly, the lithium discovery and energy-storage themes dominated the top-performing ASX-listed resources stocks in 2021, in a market displaying generally lower returns than a year earlier.
查看更多>>摘要：Panic in Europe about an energy shortfall, especially of natural gas, is the best indication yet that commodities are likely to enjoy a bumper 2022. Though hidden behind a classic example of civil service waffle that would make even the fictional Sir Humphrey Appleby of Yes, Minister fame blush, the reality of a "taxonomy" change by the European Commission to designate gas and uranium as "green" energy is hugely important.
查看更多>>摘要：The pieces are beginning to fall into place for Rio Tinto and Simandou, the huge (200 million tonnes), high-grade, undeveloped iron ore deposit in the not-very-stable and somewhat impoverished West African state of Guinea. The new regime looks to be more friendly to Rio than the government of ousted dictator Alpha Conde. That in itself explains China's public statement last year deploring the coup as Conde was widely viewed as a close ally of Beijing.
查看更多>>摘要：Juniors with development-stage cop-per projects can expect to see a very exciting 2022, given the dearth of red-metal projects in the pipeline and a market that is forecast to enter a prolonged supply shortage. Late 2021 saw a taster of what is to come when two copper deals closed: Lundin Mining offered C$625 million and a 29% premium for Josemaria Resources in Argentina; and Capstone Mining announced a C$4.2 billion merger with Mantos Copper in Chile.
查看更多>>摘要：Solaris Resources is close to showing the world-class credentials of its Warintza project in southeastern Ecuador, thanks to the completion of an updated mineral resource estimate for the Warintza Central deposit at the end of this quarter. Exploration at Warintza has caught the market's attention due to discoveries at Warintza West and Warintza East, in addition to long intercepts of mineralisation at Warintza Central, such as 1,067m grading 0.60% copper equivalent.
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