Lunnon Metals 西澳两硫化镍矿项目具潜在可行性

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

Lunnon Metals 西澳两硫化镍矿项目具潜在可行性

2025-07-22 11:16:17 来源：北方有色网责任编辑：袁梦

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2025年7月21日，Lunnon Metals表示，尽管镍市场持续疲软，其位于西澳州的贝克(Baker)和福斯特(Foster)硫化镍矿项目仍具潜在可行性。

该公司基于91%已测量和显示的资源及23000澳元/吨镍价评估：贝克矿年税前自由现金流约7000万澳元，净现值5000万澳元;福斯特矿可实现盈亏平衡，年税前自由现金流约3000万澳元，8%折现率下净现值400万澳元。两矿预计4至4.5年运营期内，年镍产量均为3500吨。

研究建议先开采获全面许可的贝克矿，再开采获批重新进入等许可的福斯特矿。但必和必拓坎巴尔达选矿厂至少停产至2027年2月，加工环节存关键不确定性，目前无法支持报告矿石储量，且尚未达成任何加工协议。

成本方面，贝克项目总成本每吨393澳元，投产前资本2700万澳元;福斯特项目总成本每吨494澳元，投产前资本5700万澳元。若项目推进，贝克的自由现金流或为福斯特开发提供资金，但取决于镍价上涨及加工产能获取。

公司称短期内仍将专注黄金业务，同时认为此次研究证实镍资产潜在价值，MD埃德蒙安斯科指出，两矿床在镍价走强时影响力显著，且在镍价较当前现货价高20%时便对公司有影响力。

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Lunnon Metals 西澳两硫化镍矿项目具潜在可行性

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