格陵兰稀土矿项目：困境中盼转机

基础金属	铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁
稀有金属	稀土稀土矿稀土氧化物稀土金属钕铁硼稀散金属锑铋铟锗镓硒钽锆贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒
新能源	锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

基础金属

铜电解铜铜精矿铜管铜棒废铜铜排铜合金精铜杆再生铜杆铜板带铝铝土矿氧化铝电解铝铝辅料铝棒铝合金锭废铝铝杆铝型材铝板卷铅铅精矿铅锭铅蓄电池再生精铅还原铅废铅蓄电池铅合金锌锌精矿电解锌锌合金氧化锌锌粉锡锡精矿锡锭锡材镁

稀有金属

稀土稀土矿稀土氧化物稀土金属钕铁硼 稀散金属锑铋铟锗镓硒钽锆 贵金属白银钨钨精矿 APT(仲钨酸铵)钨粉碳化钨钨酸钠钨条钨铁钨材钼钼精矿工业氧化钼钼铁钼化工高纯三氧化钼钼金属钛钛精矿钛渣四氯化钛海绵钛钛金属钛白粉硒

新能源

锂锂矿锂化合物金属锂镍镍矿镍铁精炼镍镍盐高冰镍 MHP 钴电解钴钴粉氯化钴四氧化三钴硫酸钴钴中间品氧化钴碳酸钴钴酸锂锰锰矿电解锰电池级硫酸锰 锂电正负极三元前驱体磷酸铁正极材料石油焦针状焦包覆沥青人造石墨硅碳负极硅氧负极硅

格陵兰稀土矿项目：困境中盼转机

2025-02-20 09:20:56 来源：北方有色网责任编辑：管理员

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据Mining.com网站援引路透社报道，格陵兰科瓦内湾（Kvanefjeld）铀稀土矿床所有权矿企 —— 能源转型矿产公司（Energy Transition Minerals，ETM），满心期待下个月大选后新政府能够废除采铀禁令，让这个世界最大稀土矿之一的项目重现生机。

一、项目背景与潜力

科瓦内湾项目意义非凡，ETM 首席执行官丹尼尔・马马杜（Daniel Mamadou）称，其是中国以外的世界三大稀土矿之一，能够供应 15% 的全球消费类电子和武器制造所需的关键材料。这意味着该矿一旦顺利开发，将在全球稀土供应格局中占据举足轻重的地位，有力支撑诸多高端产业的发展。

二、项目受阻历程

政治因素：4 年前，左翼工人党（Inuit Ataqatigiit，IA）赢得大选后，项目戛然而止。IA 党以项目含铀并邻近人口密集地区为由，承诺阻止科瓦内湾项目，随后格陵兰政府颁布禁令，规定不允许开发铀含量超过 0.01% 的矿床。
环境担忧：上届政府执政期间，尽管 ETM 公司一直有望获得此矿最终许可，但当地居民对矿山开发可能损害格陵兰脆弱环境忧心忡忡。科瓦内湾稀土矿位于联合国教科文组织世界遗产附近，且距离纳萨克只有几公里，上周马马杜考察该矿时还遭遇纳萨克居民抗议。

三、各方态度

矿企诉求：ETM 公司渴望新政府废除禁令，让矿业回归。马马杜表示，“我认为矿业会重新回归”，公司已在项目停止前投资超过 10 亿丹麦克朗（1.38 亿美元），如今提起仲裁要求格陵兰和丹麦政府赔偿，他强调 “此次仲裁无论结果是否对我们有利，都将决定外国投资者未来对格陵兰的开发和态度”。

政党立场：

执政的 IA 党依旧反对该项目，希望延续铀禁令。

现政府执政联盟前进党（Siumut）在 2021 年禁铀令通过时未投赞成票，自选举以来，虽未明确表态是否废除禁铀令，但称按其党章，应能将铀作为副产品开发。

工会支持：拥有 8000 名会员的格陵兰最大工会 SIK 主席支持开发科瓦内湾项目，为项目推进增添了一份助力。

四、未来展望

市场影响：特朗普再次宣称有意购买格陵兰岛后，ETM 公司股价大涨，尽管仍远低于采铀禁令颁布前的价位，却也反映出市场对该项目的关注与期待。马马杜称，未来 3 - 5 年，ETM 公司将成为稀土供应商。
经济意义：马马杜看好项目经济价值，认为它有助于格陵兰摆脱对渔业的依赖，为该岛实现经济独立铺平道路，即便面临诸多阻碍，他依然对项目前景充满信心。

格陵兰科瓦内湾稀土矿项目前路布满荆棘，但随着大选临近，各方博弈加剧，未来走向充满变数，究竟能否盘活这一宝藏项目，全球拭目以待。

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格陵兰稀土矿项目：困境中盼转机

一、项目背景与潜力

二、项目受阻历程

三、各方态度

政党立场：

执政的 IA 党依旧反对该项目，希望延续铀禁令。

现政府执政联盟前进党（Siumut）在 2021 年禁铀令通过时未投赞成票，自选举以来，虽未明确表态是否废除禁铀令，但称按其党章，应能将铀作为副产品开发。

工会支持：拥有 8000 名会员的格陵兰最大工会 SIK 主席支持开发科瓦内湾项目，为项目推进增添了一份助力。

四、未来展望

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