mining trade / critical minerals
立場別 · 2 論調 本号全体
Reports Vanadium Resources Ltd (VR8) securing an offtake agreement with a US electrolyte producer for vanadium pentoxide from the Steelpoortdrift project in South Africa's Bushveld Complex. The agreement is contingent on mine financing and is structured as a tolling arrangement, with the US buyer processing South African vanadium oxide into VRFB electrolyte. VR8 is at feasibility stage; construction decision is expected in late 2026.
“VR8's Steelpoortdrift South Africa vanadium pentoxide will supply a US VRFB electrolyte producer under an April 2026 offtake contingent on mine financing.”
中国亜鉛鉱山産出の構造的低下を報告。湖南・雲南の採掘事業は数十年の集中採掘後に品位枯渇が進行中と指摘。2026年の中国国内亜鉛鉱山生産は5-8%減少と推計。中国以外の世界的亜鉛鉱山パイプラインは薄い状況を指摘。
“湖南・雲南の鉱床枯渇で中国亜鉛鉱山産出が構造的に減少し、中国は2026年に数年ぶりの亜鉛純輸出国に転換した。”