mining trade / critical minerals
按立场 · 2 视角 本期全站
Mining.com · Canada · Rongke Power's 200 MW/1 GWh Xinjiang VRFB entered full operation and US ferro-vanadium spiked to $51,650/mt as grid storage demand outpaced supply
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.”
Mining.com · Canada · 中国2026年因国内矿山产量下降、冶炼厂追求出口利润而转为锌净出口国；伦敦金属交易所6月触及每吨3,608美元
报道中国锌矿产量的结构性下滑，指出湖南和云南采矿业经过数十年密集开采后遭遇品位衰减；预计2026年中国国内锌矿产量将下降5-8%。指出中国以外全球锌矿管道薄弱。
“随着湖南、云南矿床衰减，中国锌矿产量结构性下降，使中国在2026年数年来首次转为锌净出口国。”