{"id":368075,"date":"2021-02-02T22:33:21","date_gmt":"2021-02-03T06:33:21","guid":{"rendered":"https:\/\/nai500.com\/blog\/2021\/02\/2021%e5%b9%b4-%e9%94%82%e7%9f%bf%e9%a1%b9%e7%9b%ae\/"},"modified":"2021-02-02T22:34:07","modified_gmt":"2021-02-03T06:34:07","slug":"2021%e5%b9%b4-%e9%8b%b0%e7%a4%a6%e9%a0%85%e7%9b%ae","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2021\/02\/2021%e5%b9%b4-%e9%8b%b0%e7%a4%a6%e9%a0%85%e7%9b%ae\/","title":{"rendered":"2021\u5e74\u5168\u7403\u6700\u53d7\u95dc\u6ce8\u7684\u92f0\u7926\u9805\u76ee"},"content":{"rendered":"<p>Fitch Solutions\u5728\u6700\u8fd1\u767c\u5e03\u7684\u884c\u696d\u5831\u544a\u4e2d\u6307\u51fa\uff0c\u9762\u5411\u7da0\u8272\u548c\u6578\u5b57\u7d93\u6fdf\u7684\u95dc\u9375\u6750\u6599\u7684\u4f9b\u7d66\u5b89\u5168\u5c07\u6210\u72322021\u5e74\u7926\u696d\u548c\u91d1\u5c6c\u7684\u95dc\u9375\u4e3b\u984c\u3002\u7232\u4e86\u78ba\u4fdd\u95dc\u9375\u7926\u7269\u7684\u4f9b\u61c9\u93c8\u5b89\u5168\u548c\u591a\u5143\u5316\uff0c\u5168\u7403\u5404\u500b\u570b\u5bb6\u548c\u5730\u5340\uff0c\u5c24\u5176\u662f\u985e\u4f3c\u6b50\u76df\u548c\u7f8e\u570b\u9019\u6a23\u7684\u9032\u53e3\u578b\u7d93\u6fdf\u9ad4\u5c07\u52a0\u5927\u76f8\u95dc\u7926\u696d\u9805\u76ee\u7684\u6295\u5165\u529b\u5ea6\uff0c\u5176\u4e2d\u5305\u62ec\u96fb\u52d5\u8eca\u884c\u696d\u5fc5\u9700\u7684\u92f0\u7926\u9805\u76ee\u3002<\/p>\n<p>\u4ee5\u4e0b\u662f\u5168\u7403\u4e3b\u8981\u7684\u92f0\u7926\u9805\u76ee\uff1a<\/p>\n<p><strong><span lang=\"ZH-TW\">\u5c0d\u7926\u7522\u52d8\u63a2\u9818\u57df\u611f\u8208\u8da3\u7684\u6295\u8cc7\u8005\u770b\u904e\u4f86\uff01\u6211\u5011\u5c07\u8209\u8fa6\u5169\u5834\u5728\u7dda\u6703\u8b70\u5c55\u793a\u7576\u524d\u5e02\u5834\u4e2d\u512a\u8cea\u521d\u7d1a\u7926\u696d\u516c\u53f8\u7684\u6295\u8cc7\u6a5f\u6703\uff0c<\/span><span lang=\"EN-CA\"><a href=\"https:\/\/nai500.com\/zh-hant\/events\/gcff-2021-base-metals-energy-metals\/\" target=\"_blank\" rel=\"noopener noreferrer\">2021<span lang=\"ZH-TW\">\u5e74<\/span>2<span lang=\"ZH-TW\">\u6708<\/span>3<span lang=\"ZH-TW\">\u65e5<\/span><\/a><\/span><span lang=\"ZH-TW\">\u7684\u6703\u8b70\u805a\u7126\u57fa\u672c\u91d1\u5c6c\u548c\u80fd\u6e90\u91d1\u5c6c\uff0c<\/span><span lang=\"EN-CA\"><a href=\"https:\/\/nai500.com\/zh-hant\/events\/gcff-2021-precious-metals\/\" target=\"_blank\" rel=\"noopener noreferrer\">2021<span lang=\"ZH-TW\">\u5e74<\/span>2<span lang=\"ZH-TW\">\u6708<\/span>4<span lang=\"ZH-TW\">\u65e5<\/span><\/a><\/span><span lang=\"ZH-TW\">\u7684\u6703\u8b70\u805a\u7126\u8cb4\u91d1\u5c6c\u3002\u6211\u5011\u671f\u5f85\u60a8\u7684\u52a0\u5165\uff01<\/span><\/strong><\/p>\n<h2>\u6b50\u76df\u7684\u96f6\u78b3\u92f0\u53d6\u5f97\u91cd\u5927\u9032\u5c55<\/h2>\n<p>\u60e0\u8b7d\u8868\u793a\uff0c\u6b50\u76df\u7684\u591a\u500b\u5728\u958b\u767c\u92f0\u7926\u9805\u76ee\u5c07\u4e8e2023\u5e74\u5de6\u53f3\u6295\u7523\u30022020\u5e74\uff0c\u6b50\u76df\u59d4\u54e1\u6703\u9996\u6b21\u5c07\u92f0\u5217\u5165\u5176\u95dc\u9375\u539f\u6750\u6599\u540d\u55ae\uff0c\u8db3\u898b\u5176\u91cd\u8996\u7a0b\u5ea6\u3002<\/p>\n<p>\u672c\u6708\u65e9\u4e9b\u6642\u5019\uff0c\u92f0\u7926\u52d8\u63a2\u521d\u5275\u5ee0\u5546Vulcan Resources\u767c\u5e03\u5fb7\u570b\u96f6\u78b3\u92f0\uff08Zero-Carbon Lithium\uff09\u9805\u76ee\u7684\u9810\u53ef\u884c\u6027\u7814\u7a76\u5831\u544a\uff0c\u5831\u544a\u5176\u92f0\u8cc7\u6e90\u91cf\u6b50\u6d32\u5c45\u9996\u3002\u8a72\u9805\u76ee\u6709\u53ef\u80fd\u57282024\u5e74\u6295\u7523\uff0c\u9810\u8a08\u6bcf\u5e74\u7684\u92f0\u7523\u80fd\u53ef\u4ee5\u6eff\u8db3100\u8f1b\u96fb\u52d5\u8eca\u7684\u96fb\u6c60\u9700\u6c42\u3002<\/p>\n<p>\u4eca\u5e74\u4e00\u6708\uff0cSavannah Resources\u8207Galp Energia\u7c3d\u7f72$640\u842c\u7684\u6295\u8cc7\u5354\u8b70\uff0cGalp\u5c07\u7372\u5f97\u8a72\u516c\u53f8\u4f4d\u4e8e\u8461\u8404\u7259\u7684Mina do Barroso\u92f0\u7926\u9805\u76ee\u6700\u9ad810%\u7684\u80a1\u6b0a\u3002\u9019\u7b46\u6295\u8cc7\u5c07\u7232\u8a72\u9805\u76ee\u7684\u6700\u7d42\u53ef\u884c\u6027\u7814\u7a76\u63d0\u4f9b\u8cc7\u91d1\uff0c\u5f9e\u800c\u5c07\u9805\u76ee\u7684\u6642\u9593\u8868\u63d0\u524d\u3002\u8461\u8404\u7259\u76ee\u524d\u662f\u6b50\u6d32\u6700\u5927\u7684\u92f0\u751f\u7523\u570b\uff0c\u53602019\u5e74\u5168\u7403\u7523\u91cf\u76841.6%\uff0c\u4f46\u751f\u7523\u7684\u92f0\u4e3b\u8981\u7528\u4e8e\u9676\u74f7\u548c\u73bb\u7483\u5668\u76bf\u3002Savannah Resources\u7684\u9996\u5e2d\u57f7\u884c\u5b98David Archer\u8868\u793a\uff0cMina do Barroso\u7684\u6c27\u5316\u92f0\u9069\u7528\u4e8e\u96fb\u52d5\u8eca\u96fb\u6c60\uff0c\u6700\u521d\u51fa\u7523\u7684\u6c27\u5316\u92f0\u92f0\u8f1d\u77f3\u5c07\u51fa\u53e3\u5230\u4e2d\u570b\u3002<\/p>\n<p>\u6b64\u5916\uff0c\u6b50\u76df\u5176\u4ed6\u5728\u958b\u767c\u7684\u95dc\u9375\u92f0\u7926\u9805\u76ee\u9084\u5305\u62ecCEZ Group\u548cEuropean Metals\u4f4d\u4e8e\u6377\u514b\u5171\u548c\u570b\u7684Cinovec\u9805\u76ee\u3002European Metals\u5ba3\u5e03\uff0c\u516c\u53f8\u5df2\u8207\u6b50\u76df\u59d4\u54e1\u6703\u767c\u8d77\u7684\u6b50\u6d32\u96fb\u6c60\u806f\u76df\u7684\u5275\u65b0\u5f15\u64ceEIT InnoEnergy\u7c3d\u7f72\u6276\u6301\u548c\u8ca1\u52d9\u5354\u8b70\uff0c\u9019\u5c07\u52a0\u5feb\u6b50\u6d32\u6700\u5927\u786c\u5ca9\u92f0\u7926\u5e8a\u7684\u5efa\u8a2d\u878d\u8cc7\u548c\u5546\u696d\u5316\u3002<\/p>\n<p>\u5728\u5967\u5730\u5229\uff0cEuropean Lithium\u7684Wolfsberg\u92f0\u7926\u9805\u76ee\u6b63\u5728\u63a8\u9032\uff0c2023\u5e74\u5de6\u53f3\u958b\u59cb\u904b\u71df\u3002\u6b64\u5916\uff0cKeliber Oy\u5728\u82ac\u862d\u7684\u540c\u540d\u9805\u76ee\uff0c\u4ee5\u53caErris Resources\u548cSolarWorld\u5728\u5fb7\u570b\u7684Zinnwald\u9805\u76ee\u4e5f\u5c07\u4e8e2023\u5e74\u5553\u52d5\u904b\u71df\u3002Infinity Lithium\u4f4d\u4e8e\u897f\u73ed\u7259\u7684San Jose\u92f0\u7926\u9805\u76ee\u6b63\u5728\u63a8\u9032\u4e2d\uff0c\u6709\u671b\u57282024-25\u5e74\u5de6\u53f3\u5553\u52d5\u904b\u71df\u3002\u8a72\u9805\u76ee\u5728\u53bb\u5e74\u5341\u4e8c\u6708\u7372\u5f97\u4e86\u95dc\u9375\u7684\u52d8\u63a2\u8a31\u53ef\u3002<\/p>\n<h2>Thacker Pass\u92f0\u7926\u9805\u76ee\u5728\u7f8e\u7372\u6279<\/h2>\n<p>1\u670815\u65e5\uff0c\u7f8e\u570b\u571f\u5730\u7ba1\u7406\u5c40\u6279\u51c6Lithium Americas\u7684Thacker Pass\u92f0\u7926\u9805\u76ee\u3002\u8a72\u9805\u76ee\u4f4d\u4e8e\u5167\u83ef\u9054\u5dde\u7684Humboldt\u7e23\uff0c\u662f\u8a72\u570b\u76ee\u524d\u5df2\u77e5\u92f0\u8cc7\u6e90\u91cf\u6700\u5927\u7684\u92f0\u7926\uff0c\u78b3\u9178\u92f0\u7576\u91cf\uff08LCE\uff09\u9ad8\u9054600\u842c\u5678\uff0c\u4f46\u6bcf\u5678\u92f0\u7684\u6210\u672c\u53ea\u8981$4088\u3002\u8a72\u9805\u76ee\u9810\u8a082023\u5e74\u6295\u7523\u3002\u6309\u7167Lithium Americas\u7684\u9810\u6e2c\uff0c\u7f8e\u570b\u78b3\u9178\u92f0\u7576\u91cf\u7684\u9700\u6c42\u52302030\u5e74\u5c07\u8d85\u904e25\u842c\u5678\u3002<\/p>\n<p>\u8207\u6b64\u540c\u6642\uff0c\u7f8e\u570b\u552f\u4e00\u5df2\u7d93\u6295\u7523\u7684\u92f0\u7926Silver Peak\u7684\u6240\u6709\u8005Albemarle\u57282021\u5e741\u6708\u5ba3\u5e03\uff0c\u516c\u53f8\u8a08\u5283\u5c07\u7523\u80fd\u52302025\u5e74\u7ffb\u500d\u3002<\/p>\n<h2>\u82f1\u570b\u9700\u8981\u66f4\u591a\u7684\u570b\u5167\u6295\u8cc7<\/h2>\n<p>1\u670818\u65e5\uff0cLi4UK\u5831\u544a\u82f1\u570b\u570b\u5167\u7684\u5169\u500b\u9805\u76ee\u2014\u2014Cornish Lithium\u4f4d\u4e8eCornwall\u7684Trelavour\u92f0\u7926\u9805\u76ee\uff0c\u4ee5\u53ca\u53e6\u4e00\u500b\u4f4d\u4e8e\u8607\u683c\u862d\u7684\u9805\u76ee\u2014\u2014\u5553\u52d5\u4e86\u78b3\u9178\u92f0\u7684\u751f\u7523\uff0c\u7232\u6b77\u53f2\u9996\u6b21\u3002Li4UK\u662f\u82f1\u570b\u653f\u5e9c\u8cc7\u52a9\u7684\uff0c\u81f4\u529b\u4e8e\u5be6\u73fe\u570b\u5167\u96fb\u6c60\u7d1a\u92f0\u4f9b\u61c9\u93c8\u5b89\u5168\u7684\u806f\u76df\uff0c\u6210\u54e1\u5305\u62ecCornish Lithium\u3001\u7926\u696d\u8aee\u8a62\u516c\u53f8Wardell Armstrong International (WAI)\uff0c\u4ee5\u53ca\u81ea\u7136\u6b77\u53f2\u535a\u7269\u9928\uff08NHM\uff09\u3002<\/p>\n<p>\u60e0\u8b7d\u7684\u6c7d\u8eca\u5718\u968a\u9810\u8a08\u82f1\u570b2021\u5e74\u7684\u96fb\u52d5\u8eca\u92b7\u91cf\u5c07\u8d85\u904e29.6\u842c\u8f1b\uff0c\u540c\u6bd4\u589e\u957770.6%\uff0c\u6210\u7232\u6b50\u6d32\u7684\u7b2c\u4e09\u5927\u96fb\u52d5\u8eca\u92b7\u91cf\u5e02\u5834\u3002<\/p>\n<h2>\u6fb3\u5927\u5229\u4e9e\u5c07\u7dad\u6301\u5168\u7403\u7b2c\u4e00\u5927\u92f0\u751f\u7523\u570b\u7684\u5730\u4f4d<\/h2>\n<p>\u77ed\u671f\u4e4b\u5167\uff0c\u6fb3\u5927\u5229\u4e9e\u5c07\u7dad\u6301\u5168\u7403\u6700\u5927\u92f0\u751f\u7523\u570b\u7684\u5730\u4f4d\u3002USGS\u7684\u6578\u64da\u986f\u793a\uff0c2019\u5e74\u6fb3\u5927\u5229\u4e9e\u7684\u92f0\u7523\u91cf\u5360\u5168\u7403\u7684\u6bd4\u4f8b\u9ad8\u905454.4%\uff0c\u8981\u6bd4\u5168\u7403\u7b2c\u4e8c\u5927\u751f\u7523\u570b\u667a\u5229\u7684\u7523\u91cf\u9ad8\u51fa\u4e00\u500d\u591a\u3002<\/p>\n<p>Core Lithium\u7684Finniss\u92f0\u7926\u9805\u76ee\u5c07\u6309\u7167\u9810\u5b9a\u8a08\u5283\u57282021\u5e74\u4e0b\u534a\u5e74\u5553\u52d5\u5efa\u8a2d\uff0c2022\u5e74\u5553\u52d5\u5546\u696d\u5316\u751f\u7523\u3002\u8a72\u9805\u76ee\u4f4d\u4e8e\u5317\u9818\u5730\uff0c\u9810\u8a08\u5e74\u752317.5\u842c\u5678\u9ad8\u8cea\u91cf\u7684\u92f0\u8f1d\u77f3\u7cbe\u7926\u3002Core Lithium\u6700\u5927\u7684\u92b7\u552e\u5408\u4f5c\u5925\u4f34\u96c5\u5316\u96c6\u5718\u5df2\u7d93\u8207\u7279\u65af\u62c9\u7c3d\u8a02\u4e86\u4f9b\u8ca8\u5354\u8b70\uff0c\u7232\u5f8c\u8005\u63d0\u4f9b\u96fb\u6c60\u7528\u7684\u6c2b\u6c27\u5316\u92f0\u3002<\/p>\n<p>\u6fb3\u5927\u5229\u4e9e\u5176\u4ed6\u6b63\u5728\u958b\u767c\u7684\u91cd\u5927\u92f0\u7926\u9805\u76ee\u5305\u62ecWesfarmer\u7684Mount Holland\u9805\u76ee\u548cLiontown Resources\u7684Kathleen Valley\u9805\u76ee\u3002Mount Holland\u9805\u76ee\u9810\u8a08\u5c07\u5e74\u75234.5\u842c\u5678\u7684\u96fb\u6c60\u7d1a\u6c2b\u6c27\u5316\u92f0\uff0c\u5e77\u4e14\u8a72\u516c\u53f8\u8a08\u52832021\u5e74\u4e00\u5b63\u5ea6\u671f\u9593\u9054\u6210\u6295\u8cc7\u51b3\u5b9a\u3002\u4eca\u5e74\u4e00\u6708\uff0cLiontown Resources\u64da\u5831\u544a\u9805\u76ee\u958b\u767c\u63a8\u9032\u5230\u4e86\u4e0b\u4e00\u968e\u6bb5\uff0cKathleen Valley\u7684\u6700\u7d42\u53ef\u884c\u6027\u7814\u7a76\uff08DFS\uff09\u9810\u5b9a\u5c07\u4e8e\u4eca\u5e74\u56db\u5b63\u5ea6\u5b8c\u6210\u3002\u8a72\u9805\u76ee\u9810\u8a08\u5e74\u752329.5\u842c\u5678\u7684\u6c27\u5316\u92f0\u92f0\u8f1d\u77f3\u7cbe\u7926\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Fitch Solutions\u5728\u6700\u8fd1\u767c\u5e03\u7684\u884c\u696d\u5831\u544a\u4e2d\u6307\u51fa\uff0c\u9762\u5411\u7da0\u8272\u548c\u6578\u5b57\u7d93\u6fdf\u7684\u95dc\u9375\u6750\u6599\u7684\u4f9b\u7d66\u5b89\u5168\u5c07\u6210\u72322021 [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":368072,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[431],"tags":[895,672,773,803],"class_list":["post-368075","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-trends-strategies-zh-hant","tag-895","tag-672","tag-773","tag-803","sectors-mining-zh-hant","sectors-energy-metals-tch","locations-europe-zh-hant","locations-848","locations-us-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/368075","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=368075"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/368075\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/368072"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=368075"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=368075"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=368075"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}