Australia mune bhokisi chigaro kuti ive nyika nyowani isingawanzo simba simba

China ikozvino inogadzira 80% yepasi rose neodymium-praseodymium yakabuda, musanganiswa wepasi isingawanzo simbi dzakakosha mukugadzira magineti ane simba asingaperi.

Aya magineti anoshandiswa mumadhiraivha emotokari dzemagetsi (EVs), saka inotarisirwa shanduko yeEV inoda kukura zvekushandisa kubva kune isingawanzo cheravhu.

Yese EV drivetrain inoda kusvika 2kg yeneodymium-praseodymium oxide - asi matatu-megawati yakananga drive turbine yemhepo inoshandisa 600kg. Neodymium-praseodymium iri kunyange mune yako air-conditioning unit pahofisi kana madziro emba.

Asi, maererano nekumwe kufanotaura, China mumakore mashoma anotevera inoda kuve mutengi weneodymium-praseodymium - uye, sezvazvakamira, Australia ndiyo nyika yakarongedzerwa kuzadza iro gaka.

Kutenda kuLynas Corporation (ASX: LYC), nyika yatove yechipiri pakukura mugadziri wepasi isingawanzo, kunyangwe ichiri kungoburitsa chidimbu chezvakabuda neChina. Asi, kune zvakawanda zvichauya.

Makambani mana eAustralia ane mapurojekiti epamberi epasi, uko kunotarisisa kune neodymium-praseodymium seyakakosha kubuda. Vatatu veavo vari mukati meAustralia uye chechina muTanzania.

Pamusoro pezvo, isu tine Northern Minerals (ASX: NTU) ine zvakanyanya kutsvakwa-kutevera zvinorema zvisingawanzo pasi zvinhu (HREE), dysprosium uye terbium, inotonga isingawanzo pasi pasi suite paBrown Range chirongwa muWestern Australia.

Pakati pevamwe vatambi, US ine mugodhi weMountain Pass, asi iyo inovimba neChina kugadzirisa kwayo.

Kune mamwe akasiyana mapurojekiti ekuNorth America, asi hapana anogona kunzi akagadzirira kuvaka.

India, Vietnam, Brazil neRussia zvinoburitsa huwandu hune mwero; kune mugodhi unoshanda muBurundi, asi hapana kana chimwe cheizvi chine simba rekugadzira indasitiri yenyika ine ruzhinji rwakakosha munguva pfupi.

Maodzanyemba Minerals aifanirwa kurova mbesa yayo yeBrown Range pilot plant muWA kwenguva pfupi nekuda kwezvirango zvekufambisa zvehurumende zvakatemerwa hutachiona hweCOVID-19, asi kambani yanga ichigadzira chigadzirwa chinotengeswa.

Alkane Resources (ASX: ALK) iri kutarisa zvakanyanya pagoridhe mazuva ano uye inoronga kudhiza purojekiti yayo yeDubbo tekinoroji kana kusagadzikana kwemusika wemasheya kwadzikira. Iko kushanda kunozotengesa zvakasiyana seAustralia Strategic Metals.

Dubbo yakagadzirira kuvaka: ine zvese zvakakosha zvehurumende uye zvibvumirano zvehurumende munzvimbo uye Alkane iri kushanda neZirconium Technology Corp (Ziron) yekuSouth Korea kuvaka mutyairi wesimbi yakachena simbi muDaejeon, guta rechishanu pakukura muSouth Korea.

Dubbo's deposit i43% zirconium, 10% hafnium, 30% isingawanzo pasi uye 17% niobium. Iyo kambani isingawanzo kukoshesa pasi ndeye neodymium-praseodymium.

Hastings Technology Metals (ASX: HAS) ine chirongwa chayo cheYangibana, chiri kuchamhembe-kumabvazuva kweCarnarvon muWA. Iyo ine commonwealth nharaunda kubvumidzwa kune yakavhurika gomba mugodhi uye kugadzira chirimwa.

Hastings inoronga kuve mukugadzirwa panosvika 2022 nekubuda kwepagore kwe3,400t ye neodymium-praseodymium. Izvi, pamwe nedysprosium uye terbium, zvinotarisirwa kuburitsa 92% yemari yepurojekiti.

Hastings anga achitaurirana chibvumirano chemakore gumi neSchaeffler wekuGermany, anogadzira zvigadzirwa zvesimbi, asi hurukuro idzi dzakanonoka nehutachiona hweCCIDID-10 paindasitiri yemotokari yeGerman. Pave zvakare nenhaurirano naThyssenKrupp uye wekuChina wekufambidzana naye.

Arafura Resources (ASX: ARU) yakatanga hupenyu paASX muna 2003 semutambo wesimbi asi munguva pfupi yakachinja nzira mushure mekunge yawana chirongwa cheNolans muNorthern Territory.

Iye zvino, inotarisira kuti maNolans ave nehupenyu hwemakore makumi matatu nematatu emugodhi uye abudise 4,335t ye neodymium-praseodymium pagore.

Kambani iyi yakati ndiko chete kushanda muAustralia kuve nemvumo yekuchera migodhi, kubviswa uye kupatsanurwa kwepasi risingawanzo, kusanganisira kubata tsvina yeradioactive.

Kambani iyi yakanangana neJapan nezvekutengesa kwayo neodymium-praseodymium offtake uye ine sarudzo yemahekita gumi nemapfumbamwe evhu muTeesside yekuEngland kuvaka imba yekuchenesa.

Nzvimbo yeTeesside inobvumirwa zvizere uye ikozvino kambani yakangomirira kuti rezenisi remigodhi ripihwe nehurumende yeTanzania, chinova chinodiwa chekupedzisira chechirongwa cheNgualla.

Kunyange zvazvo Arafura yakasaina zviyeuchidzo zvekunzwisisana nemapato maviri ekuChina akabuda, mharidzo dzayo dzichangoburwa dzakasimbisa "kubatanidzwa kwevatengi" kunonangana nevashandisi ve neodymium-praseodymium vasingaenderane ne 'Made in China 2025' strategy, inova blueprint yeBeijing iyo yaizoona. nyika 70% kuzvikwanira mune zvigadzirwa zvepamusoro-soro makore mashanu saka - uye nhanho huru yekutonga kwepasirese kwekugadzira tekinoroji.

Arafura nemamwe makambani anonyatsoziva kuti China ine simba pamusoro pezvizhinji zvepasi rose zvisingawanzoitiki pasi rose - uye Australia pamwe chete neU.

Beijing inopa rubatsiro rwepasi isingawanzo mashandiro kuitira kuti vagadziri vadzore mitengo - uye makambani eChinese anogona kuramba ari mubhizinesi nepo makambani asiri eChina asingakwanisi kushanda munzvimbo inorasikirwa.

Kutengeswa kweNeodymium-praseodymium kunotongwa neShanghai-yakanyorwa China Northern Rare Earth Group, rimwe remabhizinesi matanhatu anodzorwa nenyika anomhanyisa zvicherwa zvepasi risingawanzo muChina.

Nepo makambani ega ega achifunga kuti ndeapi nhanho dzavanogona kupaza uye kuita purofiti, vanopa mari vanowanzo chengetedza.

Mitengo yeNeodymium-praseodymium parizvino iri pasi peUS$40/kg (A$61/kg), asi nhamba dzemaindasitiri dzinofungidzira kuti ichada chimwe chinhu chiri pedyo neUS$60/kg (A$92/kg) kuti iburitse majekiseni makuru anodiwa mukugadzira zvirongwa.

Muchokwadi, kunyangwe pakati peCCIDID-19 kutya, China yakakwanisa kumutsiridza kugadzirwa kwayo kwepasi kusingawanzo, neKurume kutengesa kunze kwenyika 19.2% gore-pagore pa5,541t - nhamba yepamusoro yepamwedzi kubva 2014.

Lynas aivewo neakasimba ekutakura nhamba munaKurume. Muchikamu chekutanga, ayo epasi oxides asingawanzo kubuda akasvika 4,465t.

China yakavhara yakawanda yayo isingawanzo indasitiri yepasi muna Ndira wese uye chikamu chaFebruary nekuda kwekupararira kwehutachiona.

"Vatori vemusika vakamirira nemoyo murefu sezvo pasina munhu ane nzwisiso yakajeka yezvichaitika mune ramangwana panguva ino," Peak akayambira vane masheya mukupera kwaKubvumbi.

"Uyezve, zvinonzwisiswa kuti pamitengo yazvino indasitiri yepasi isingawanzo shanda pane chero purofiti," akadaro.

Mitengo yezvinhu zvisingawanzo siyana zvepasi inosiyana, zvichimiririra zvinodiwa pamusika. Parizvino, nyika inopihwa zvakanyanya nelanthanum uye cerium; nevamwe, kwete zvakanyanya.

Pazasi pane mutengo waNdira - nhamba dzemunhu dzinenge dzafamba zvishoma neimwe nzira kana imwe, asi manhamba anoratidza musiyano mukuru mukuyerwa. Mitengo yese iUS$ pakg.

Lanthanum oxide – 1.69 Cerium oxide – 1.65 Samarium oxide – 1.79 Yttrium oxide – 2.87 Ytterbium oxide – 20.66 Erbium oxide – 22.60 Gadolinium oxide – 23.68 Neodymium oxide – 41.34. oxide - 48.07 Praseodymium oxide - 48.43 Dysprosium oxide – 251.11 Terbium oxide – 506.53 Lutetium oxide – 571.10


Nguva yekutumira: Jul-04-2022