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Bloomberg· 2025-08-12 04:36
Lithium producers’ shares fell — following sharp gains on Monday that were driven by the closure of a major mine closure — as the market weighed the outlook for Chinese output of the battery metal https://t.co/DpSZW4JFG5 ...
Ardea Resources (ARL) 2025 Earnings Call Presentation
2025-08-05 03:35
Project Overview - The Kalgoorlie Nickel Project (KNP) Goongarrie Hub has a project life of over 40 years, with planned production of 30ktpa of nickel and 2ktpa of cobalt[14] - The KNP Goongarrie Hub contains a Mineral Resource Estimate (MRE) of 584Mt at 0.69% Ni and 0.043% Co, for 4Mt of contained Ni and 250kt of contained Co[16] - The project's Definitive Feasibility Study (DFS) is fully funded by Japanese partners Sumitomo Metal Mining (SMM) and Mitsubishi Corporation (MC) up to A$98.5M[21] Partnership and Funding - SMM aims to increase nickel production from 81ktpa (FY23) to 150ktpa[22] - The Consortium (SMM and MC) is funding the DFS up to A$98.5M to earn up to 50% interest in Kalgoorlie Nickel Pty Ltd (KNPL)[21, 137] - Ardea retains 100% ownership of non-Goongarrie Hub KNP projects, including the Kalpini Hub with an MRE of 270Mt at 0.76% Ni and 0.05% Co, containing 2Mt of Ni and 136kt of Co[16, 81] Market and Production - Global MHP and MSP production has increased by over 300% since 2020[33] - Electric Vehicle (EV) sales grew by 28% year-to-date in H1 2025, with 9.1 million units sold[41] - Global energy storage grid deployments increased by 94% year-on-year in January 2025, reaching 13.6GWh[41] Financials and Costs - The Pre-Feasibility Study (PFS) indicates a low C1 Opex before Cobalt credit of US$10,197/t Ni in MHP LOM[65] - The project benefits from a potential 10% refund against processing costs for the first decade under Australia's "Critical Minerals Production Tax Inventive"[70] - The PFS outlines a pre-tax NPV7 of A$7,625M and a post-tax NPV7 of A$4,980M[118]
Chevron expands into lithium through US land package purchase
Proactiveinvestors NA· 2025-06-17 15:43
Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced news journalists who produce independent content across various financial markets [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content includes insights into sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is committed to adopting technology to enhance its content creation and workflow processes [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all published content is edited and authored by humans [5]
Lifezone Metals (LZM) Earnings Call Presentation
2025-06-04 07:13
Project Overview - Kabanga Nickel Project的首次经济研究发布,该项目有近50年的历史[25] - 该项目包括在Kabanga的地下矿山和选矿厂,以及在Kahama的湿法冶金精炼厂[25] - 矿山计划为22年,基于测量、指示和推断的资源[29] - 选矿厂的镍平均回收率为87.3%,铜为95.7%,钴为89.6%[37, 39] - 湿法冶金精炼厂的镍回收率为97.2%,铜为93.0%,钴为97.7%[42] Production and Infrastructure - 矿山年处理量为340万吨[34, 39] - 生产的精矿平均镍品位为17.3%[38, 39] - 计划年产5万吨镍(以硫酸镍六水合物形式),7千吨铜阴极(LME A级,99.99%),4千吨钴(以硫酸钴七水合物形式)[44] - 通过新的标准轨距铁路(SGR)从Isaka到Dar es Salaam运输精矿和最终产品[46, 53] Economics and Future Plans - 项目总收入预计为236.8亿美元[77] - 税后自由现金流为80.3亿美元[77] - 税后净现值(8%)为23.7亿美元[77] - 预计在2025年7月完成可行性研究[25, 81] - 确定了四个高优先级的勘探目标,估计总量为1750万吨至2350万吨,镍当量品位为1.9%至2.1%[25, 62, 64]