巴西矿企完成卡尔德拉预可行性研究

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

巴西矿企完成卡尔德拉预可行性研究

2025-07-23 09:53:43 来源：自然资源部责任编辑：袁梦

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据BNAmericas网站报道，巴西稀土矿企流星资源公司(Meteoric Resources)公布其在巴西米纳斯吉拉斯州的卡尔德拉(Caldeira)项目预可行性研究结果，再次说明其“世界级”的规模和成本。

预可行性研究表明，该项目建设投资为4.43亿美元，开采年限为20年，年处理矿石能力600万吨，稀土氧化物年产量1.35万吨，运营成本为9-10美元/公斤(TREO)。

按照上述成本，即使TREO价格在26美元/公斤，镨钕价格为67美元/公斤，项目依然能够盈利。

流星资源公司按照四种价格情形评价卡尔德拉项目：

(1)现价;

(2)公认价，即TREO价格为33美元/公斤，镨钕86美元/公斤;

(3)芒廷帕斯材料公司(MP Materials，MPM)与美国国防部(DoD)最近合作的最低价，即TREO价格为41美元/公斤，镨钕110美元/公斤;

(4)预测价格，PB(Project Blue)和阿达玛斯情报公司(Adamas Intelligence)等权威机构预测的平均值，即TREO价格为51美元/公斤，镨钕135美元/公斤。

基于这些价格，卡尔德拉的净现值为1.09-12.5亿美元，内部收益率为11%-31%，回报期为6.1年-2.8年。

该项目的概略矿石储量为1.03亿吨，TREO品位0.4091%，TREO含量为42.1万吨，公司首席执行官斯图尔特·盖尔(Stuart Gale)称，卡尔德拉的经济性“超出寻常”。

“卡尔德拉项目预可行性研究报告发布正值美国和其他西方公司寻求建立负责任和可靠稀土供应链之际”，盖尔称。

“MPM与DoD签署的协议令人鼓舞，该协议重申了美国政府支持加快磁体生产的承诺”。

“卡尔德拉项目的资源量、规模和位置使得其成为稀土供应的理想资产”。

他说，流星资源公司目前的优先选项是在现场建设一个试点厂，加快许可申请以便在2026年获得建设许可证，并需求在融资、承销和下游加工方面开展合作。

除了卡尔德拉外，巴西还有维里迪斯矿业和矿产公司(Viridis Mining and Minerals) 的科罗苏斯(Colossus)，巴西稀土公司(Brazilian Rare Earths)的罗查(Rocha da Rocha)稀土矿。

年产1.35万吨稀土氧化物将使得卡尔德拉成为世界最大离子型稀土矿之一。

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巴西矿企完成卡尔德拉预可行性研究

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