Thaum Lub Ib Hlis 29, lub sijhawm hauv cheeb tsam, VALE SA (VALE) ntawm Brazil tau tshaj tawm nws cov ntaub ntawv tshaj tawm rau lub quarter thib plaub ntawm 2023. Ntawm lawv, cov nickel ntau lawm hauv lub quarter thib plaub ntawm 44,900 tons, nce 6.7%, txo qis ntawm 5.3%; Nickel muag ntawm 47,900 tons, txo 17.7%, nce 22.19%. Tag nrho cov khoom tsim tawm hauv 23 xyoo yog 164,900 tons, txo qis ntawm 8% xyoo-rau-xyoo.
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Nickel ntau lawm nyob rau hauv lub quarter thib plaub ntawm 2023 yog 5.3% qis dua tib lub sijhawm xyoo tas los. Vale tau tshaj tawm tias nws qhov 4Q24 xyoo-rau-xyoo kev txo qis yog vim kev hloov pauv ntawm Voisey's Bay nickel mine mus rau hauv av mining thiab kaw lub qhov cub npaj rau Onca Puma project.
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Nickel qhov project - nthuav dav ntau lawm tsom xam
Sudbury nickel ore: tiav nickel ntau lawm poob los ntawm 1,100 tonnes xyoo-rau-xyoo.
Lub ntsiab yog vim li cas rau xyoo-rau-xyoo poob hauv Sudbury mine ntau lawm nyob rau hauv lub quarter thib plaub yog Creighton Mine tau siv sij hawm ntev ntawm kev saib xyuas ntawm qee qhov mines, uas cuam tshuam rau lub sijhawm thiab qhov loj ntawm cov khoom sib tsoo. Txawm li cas los xij, raws li kev saib xyuas txhua xyoo ntawm cov mine hauv peb lub hlis twg, kev tsim khoom hauv lub quarter thib plaub tseem tau nce 1,900 tons ntawm lub quarter dhau los.
Thompson nickel ore: Ua tiav nickel ntau lawm tau nce los ntawm 800 tons xyoo dhau los.
Thompson Mine tau nce ntau lawm nyob rau lub quarter feem ntau vim yog kev rov qab los ntawm cov khoom nruab nrab ntawm nws cov sediments thiab rov ua dua tshiab.
Voisey's Bay nickel ore: Ua tiav nickel ntau lawm poob los ntawm 1,100 tons xyoo dhau xyoo.
· Kev txo qis hauv kev tsim khoom ntawm Voisey's Bay hauv lub quarter thib plaub yog vim qhov hloov pauv qeeb ntawm Ovoid mine depleted mus rau hauv av VBME qhov project, uas nce cov ntsiab lus nickel ntawm mined ore los ntawm 2,200 tons xyoo-rau-xyoo.
Thib peb cov npib tsib xee: Ua tiav cov nickel ntau lawm tau nce 1,600 tonnes xyoo-rau-xyoo.
Kev muab cov nickel ore los ntawm cov neeg thib peb ua tau raws li Vale txoj kev xav tau thiab pab nws ua kom muaj txiaj ntsig thiab ua tau zoo ntawm nws cov kev lag luam hauv qab.
Indonesia nickel ore Project: Ua tiav nickel ntau lawm nce 1,800 tonnes xyoo-rau-xyoo.
Kev loj hlob ntawm qhov project Indonesia yog vim muaj ntau ntxiv ntawm nickel matte. Nickel matte ntau lawm nyob rau hauv lub quarter thib plaub yog 19,100 tons, qib siab tshaj txij li lub quarter thib plaub ntawm 2021. Cov phiaj xwm Indonesian yuav tau txais txiaj ntsig ntxiv rau yav tom ntej vim kev txhim kho mine thiab qhov cub ua haujlwm.
Onca Puma npib tsib xee qhov project: Nickel cov khoom tsim tau poob los ntawm 4,500 tons xyoo dhau los.
Kev poob qis hauv kev tsim tawm los ntawm qhov project yog vim qhov kev kho dua tshiab ntawm cov cub tawg hauv thaj chaw tsim khoom, uas xav tias yuav ua tiav hauv Q1 24.
· Kev muag khoom txhua lub hlis twg: Nickel kev muag khoom tau tshaj tawm hauv lub quarter thib plaub.
Kev muag khoom hauv lub quarter thib plaub tag nrho yog 47,900 tons, 3, 000 tons ntau dua li kev tsim khoom. Tab sis Vale tau hais tias qhov no tau ua raws li qhov kev cia siab vim nws xav tau muag qee yam ntawm nws cov khoom muag los txhawb lub cub tawg rov tsim kho ntawm Onca Puma qhov project.
Tus nqi muag txhua lub hlis twg: Qhov nruab nrab pom tus nqi ntawm npib tsib xee hauv lub quarter yog $ 18,420 / t.
Thaum lub quarter thib plaub, Vale qhov nruab nrab pom tau tias tus nqi npib tsib xee poob qis los ntawm 13% piv rau tib lub sijhawm xyoo tas los, ib nrab vim qhov poob ntawm 15.2% ntawm LME npib tsib xee tus nqi Performance index hauv lub xyoo piv rau tib lub sijhawm xyoo tas los. Tab sis Vale qhov nruab nrab pom tau tias tus nqi npib tsib xee tseem yog 7 feem pua siab dua li LME cov nqi npib tsib xee, ua tsaug rau hedging thiab feem ntau ntawm Qeb kuv muag.
