{"id":4746,"date":"2022-03-02T20:44:12","date_gmt":"2022-03-02T20:44:12","guid":{"rendered":"\/\/smallcapscn.x5view.co\/?p=4746"},"modified":"2023-08-29T17:53:12","modified_gmt":"2023-08-29T17:53:12","slug":"russia-war-ukraine-puts-pressure-global-titanium-mineral-supplies","status":"publish","type":"post","link":"https:\/\/smallcapscn.x5view.co\/?p=4746","title":{"rendered":"\u4fc4\u7f57\u65af\u5bf9\u4e4c\u514b\u5170\u7684\u6218\u4e89\u7ed9\u5168\u7403\u949b\u77ff\u4f9b\u5e94\u5e26\u6765\u4e86\u66f4\u5927\u7684\u538b\u529b"},"content":{"rendered":"

\u4e16\u754c\u5e76\u4e0d\u4f1a\u7f3a\u5c11\u6cb9\u6f06\uff0c\u4f46\u968f\u7740\u4fc4\u7f57\u65af\u7ee7\u7eed\u5bf9\u4e4c\u514b\u5170\u53d1\u52a8\u6218\u4e89\uff0c\u5b83\u53ef\u80fd\u5f88\u5feb\u5c31\u4f1a\u9762\u4e34\u4e8c\u6c27\u5316\u949b\uff08titanium dioxide\uff09\u4f9b\u5e94\u77ed\u7f3a\u7684\u95ee\u9898\u2014\u2014\u8fd9\u53ef\u80fd\u4f1a\u7ed9\u6fb3\u5927\u5229\u4e9a\u7684\u4e8c\u6c27\u5316\u949b\u751f\u4ea7\u5546\u6572\u54cd\u8b66\u949f\uff0c\u8fd9\u79cd\u6750\u6599\u4e3b\u8981\u7528\u4e8e\u6cb9\u6f06\u4e2d\u3002<\/p>\n

\u867d\u7136\u4e4c\u514b\u5170\u4ee5\u5176\u5c0f\u9ea6\u548c\u5927\u9ea6\u7b49\u591a\u79cd\u519c\u4ea7\u54c1\u51fa\u53e3\u800c\u95fb\u540d\u4e8e\u4e16\uff0c\u4f46\u5b83\u4e5f\u662f\u5168\u7403\u5341\u5927\u4e8c\u6c27\u5316\u949b\u751f\u4ea7\u56fd\u4e4b\u4e00\uff0c\u53bb\u5e74\u5728\u4e2d\u56fd\u3001\u5357\u975e\u548c\u6fb3\u5927\u5229\u4e9a\u4e3b\u5bfc\u7684\u4e8c\u6c27\u5316\u949b\u5e02\u573a\u4e0a\u6392\u540d\u7b2c\u516d\u3002<\/p>\n

\u4e4c\u514b\u5170\u6bcf\u5e7447\u4e07\u5428\u4e8c\u6c27\u5316\u949b(\u7ea6\u5360\u4e16\u754c\u5e02\u573a\u76845%)\u7684\u4ea7\u91cf\uff0c\u4ee5\u53ca\u4e0e\u4e4b\u76f8\u5173\u768494000\u5428\u9506\u77f3(\u4e00\u79cd\u7ecf\u5e38\u5728\u540c\u4e00\u77ff\u4f53\u4e2d\u53d1\u73b0\u7684\u77ff\u7269)\u7684\u635f\u5931\uff0c\u53ef\u80fd\u4f1a\u5f15\u53d1\u5bf9\u63a5\u89e6\u8fd9\u4e24\u79cd\u6750\u6599\u7684\u6fb3\u5927\u5229\u4e9a\u8bc1\u4ea4\u6240\u4e0a\u5e02\u516c\u53f8\u7684\u5174\u8da3\u3002<\/p>\n

ASX \u5f00\u53d1\u5546\u548c\u77ff\u5de5\u4e0a\u6da8<\/h2>\n

\u6392\u5728\u699c\u5355\u9996\u4f4d\u7684\u662f\u77ff\u4e1a\u5de8\u5934Iluka Resources (ASX: ILU)\uff0c\u81ea\u8f70\u70b8\u5f00\u59cb\u4ee5\u6765\uff0c\u8be5\u516c\u53f8\u80a1\u4ef7\u4e0a\u6da8\u4e867%\uff0c\u8003\u8651\u5230\u4e8c\u6c27\u5316\u949b\u548c\u9506\u77f3\uff08zircon\uff09\u5e02\u573a\u5728\u8fc7\u53bb12\u4e2a\u6708\u91cc\u4e00\u76f4\u5448\u4e0a\u5347\u8d8b\u52bf\uff0c\u8fd9\u4e00\u6da8\u5e45\u5e76\u4e0d\u5927\u3002<\/p>\n

\u5305\u62ecStrandline Resources (ASX: STA)\u548cBase Resources (ASX: BSE)\u5728\u5185\u7684\u53d7\u8fd9\u4e24\u79cd\u539f\u6750\u6599\u5f71\u54cd\u7684\u5c0f\u578b\u80a1\u8868\u73b0\u4f18\u4e8eIluka\uff0c\u5982\u679c\u6700\u65b0\u7684\u6295\u884c\u7814\u7a76\u7ed3\u679c\u6b63\u786e\uff0c\u5b83\u4eec\u53ef\u80fd\u4f1a\u7ee7\u7eed\u5f3a\u52b2\u4e0a\u6da8\u3002<\/p>\n

\u672c\u5468\u65e9\u4e9b\u65f6\u5019\uff0cStrandline\u516c\u53f8\u5728\u897f\u6fb3\u7684Coburn\u9879\u76ee\u5efa\u8bbe\u521a\u521a\u8fc7\u534a\uff0c\u81ea\u4e0a\u5468\u4ee5\u6765\u80a1\u4ef7\u4e0a\u6da8\u4e8616%\u3002\u7ecf\u8425\u80af\u5c3c\u4e9aKwale\u77ff\u7684Base Resources\u80a1\u4ef7\u4e0a\u6da8\u4e8610%\u3002<\/p>\n

\u7531\u4e8e\u5bf9\u8fd9\u79cd\u6750\u6599(\u53c8\u79f0\u77ff\u7802)\u7684\u9700\u6c42\u6301\u7eed\u4e0a\u5347\uff0c\u5927\u591a\u6570\u5176\u4ed6\u66b4\u9732\u5728\u5916\u7684\u949b\u548c\u9506\u77f3\u5e93\u5b58\u4e5f\u5728\u8d70\u9ad8\u3002<\/p>\n

Image Resources (ASX: IMA)\u80a1\u4ef7\u4e0a\u6da88%\uff0c\u81f30.26\u6fb3\u5143\uff0c\u8be5\u516c\u53f8\u5728\u897f\u6fb3\u62e5\u6709\u591a\u4e2a\u77ff\u7802\u9879\u76ee\uff0c\u6b63\u4e0e\u4e2d\u56fd\u4e89\u593a\u63a7\u5236\u6743\u7684\u4f01\u56fe\u4f5c\u6597\u4e89\u3002<\/p>\n

\u6b63\u5728\u897f\u6fb3\u5f00\u53d1 Thunderbird \u9879\u76ee\u7684 Sheffield Resources (ASX: SFX) \u5df2\u4e0a\u6da8 10% \u81f3 0.43 \u6fb3\u5143\uff0c\u800c Sovereign Metals (ASX: SVM) \u5c1a\u672a\u505a\u51fa\u53cd\u5e94\uff0c\u5c3d\u7ba1\u5bf9\u5176\u5927\u578b Kasiya \u91d1\u7ea2\u77f3\u7684\u5174\u8da3\u65e5\u76ca\u6d53\u539a\uff0c\u4f46\u4ecd\u4e0b\u8dcc 7% \u9a6c\u62c9\u7ef4\u9879\u76ee\u3002<\/p>\n

\u4e0e\u6b64\u540c\u65f6\uff0cTNG Ltd (ASX: TNG) \u672c\u5468\u4e0a\u6da8 3%\u3002 \u867d\u7136 TNG \u4e0d\u662f\u77ff\u7802\u5f00\u91c7\u5546\uff0c\u4f46\u8be5\u516c\u53f8\u6b63\u5728\u63a8\u8fdb\u5176\u5728\u5317\u9886\u5730\u7684\u65d7\u8230 Mount Peake \u9879\u76ee\u7684\u5f00\u53d1\uff0c\u8be5\u9879\u76ee\u8ba1\u5212\u901a\u8fc7\u5f00\u91c7\u6fb3\u5927\u5229\u4e9a\u6700\u5927\u7684\u5e73\u5766\u6d45\u5c42\u9492\u949b\u77ff\u5e8a\u4e4b\u4e00\u6765\u751f\u4ea7\u4e8c\u6c27\u5316\u949b\u989c\u6599\u3002<\/p>\n

TNG\u5f00\u53d1\u4e86\u4e00\u79cd\u521b\u65b0\u7684\u4e13\u5229\u6280\u672f\uff0cTIVAN\u5de5\u827a\uff0c\u4ee5\u5904\u7406\u77ff\u77f3\u548c\u751f\u4ea7\u9ad8\u7eaf\u4e8c\u6c27\u5316\u949b\u989c\u6599\uff0c\u4e94\u6c27\u5316\u4e8c\u9492\u548c\u6c27\u5316\u94c1\u51fa\u53e3\u5e02\u573a\u3002<\/p>\n

\u4f9b\u5e94\u5403\u7d27<\/h2>\n

\u4e4c\u514b\u5170\u5bf9\u5168\u7403\u949b\u767d\u7c89\u8d38\u6613\u7684 5% \u8d21\u732e\u7684\u6f5c\u5728\u635f\u5931\u53d1\u751f\u5728\u4e0d\u5230\u4e00\u5e74\u4e4b\u540e\uff0c\u5e02\u573a\u4e0a\u53d1\u751f\u4e86\u53e6\u5916\u4e24\u4e2a\u4e0e\u4f9b\u5e94\u76f8\u5173\u7684\u91cd\u5927\u4e8b\u4ef6\u2014\u2014Iluka \u5a01\u80c1\u8981\u5173\u95ed\u5176\u585e\u62c9\u5229\u6602\u91d1\u7ea2\u77f3\u4e1a\u52a1\uff0c\u56e0\u4e3a\u751f\u4ea7\u529b\u4f4e\u4e0b\uff0c\u4ee5\u53ca\u5173\u95ed \u793e\u533a\u66b4\u529b\u7206\u53d1\u540e\uff0cRio Tinto (ASX: RIO) \u5728\u5357\u975e\u7406\u67e5\u5179\u6e7e\u7684\u9879\u76ee\u3002<\/p>\n

\u4e0d\u65ad\u4e0a\u6da8\u7684\u4ef7\u683c\u9f13\u52b1 Iluka \u5728\u53ef\u80fd\u5206\u62c6\u6210\u4e00\u5bb6\u65b0\u516c\u53f8\u4e4b\u524d\u4fdd\u6301\u5176\u585e\u62c9\u5229\u6602\u4e1a\u52a1\u7684\u8fd0\u8f6c\uff0c\u800c\u529b\u62d3\u5728\u5ba3\u5e03\u4e0d\u53ef\u6297\u529b\uff08\u7531\u4e8e\u4e0d\u53ef\u9884\u89c1\u7684\u60c5\u51b5\u800c\u65e0\u6cd5\u4ea4\u4ed8\uff09\u540e\u5df2\u91cd\u65b0\u542f\u52a8\u5176\u7406\u67e5\u5179\u6e7e\u4e1a\u52a1\u3002<\/p>\n

\u867d\u7136Sierra Leone\u548cRichard Bay\u7684\u95ee\u9898\u76ee\u524d\u5df2\u5f97\u5230\u89e3\u51b3\uff0c\u4f46\u8003\u8651\u5230\u8d44\u6e90\u6c11\u65cf\u4e3b\u4e49\u60c5\u7eea\u9ad8\u6da8\u4e4b\u9645\u5728\u975e\u6d32\u7ecf\u8425\u77ff\u5c71\u6240\u9762\u4e34\u7684\u6311\u6218\uff0c\u8fd9\u4e9b\u95ee\u9898\u53ef\u80fd\u5f88\u5bb9\u6613\u518d\u6b21\u51fa\u73b0\u3002<\/p>\n

\u518d\u52a0\u4e0a\u4e4c\u514b\u5170\u4e8c\u6c27\u5316\u949b\u7684\u6f5c\u5728\u635f\u5931\uff0c\u672a\u676512\u4e2a\u6708\u5e02\u573a\u53ef\u80fd\u4f1a\u5927\u5e45\u6536\u7d27\u3002<\/p>\n

Morgans\u63d0\u9ad8\u4e86Strandline\u7684\u76ee\u6807\u80a1\u4ef7<\/h2>\n

Strandline\u672c\u5468\u5438\u5f15\u4e86\u672c\u5730\u80a1\u7968\u7ecf\u7eaa\u516c\u53f8Morgans\u7684\u5174\u8da3\uff0c\u7531\u4e8eCoburn\u9879\u76ee\u7684\u575a\u5b9e\u65bd\u5de5\u8fdb\u5c55\uff0c\u8be5\u516c\u53f8\u5c06\u8be5\u80a112\u4e2a\u6708\u7684\u76ee\u6807\u4ef7\u683c\u4ece0.50\u7f8e\u5143\u63d0\u9ad8\u52300.52\u7f8e\u5143\uff08\u6bd4\u4e0a\u6b21\u9500\u552e\u76840.35\u7f8e\u5143\u9ad8\u51fa48%\uff09\u3002<\/p>\n

Morgans\u8ba4\u4e3a\u672a\u6765\u516d\u4e2a\u6708\u5bf9Strandline\u81f3\u5173\u91cd\u8981\u3002Coburn\u9879\u76ee\u4ecd\u7136\u6309\u8ba1\u5212\u548c\u9884\u7b97\u8fdb\u884c\uff0c\u897f\u6fb3\u7684\u6240\u6709\u5efa\u7b51\u9879\u76ee\u90fd\u611f\u53d7\u5230\u4e86\u52b3\u52a8\u529b\u77ed\u7f3a\u548c\u6210\u672c\u4e0a\u5347\u7684\u538b\u529b\u3002<\/p>\n

Morgans\u6307\u51fa:\u201cStrandline\u516c\u5e03\u7684\u524d\u671f\u751f\u4ea7\u8d44\u672c\u9884\u7b97\u4e3a2.6\u4ebf\u6fb3\u5143\uff0c\u8fc4\u4eca\u5df2\u6295\u51651.4\u4ebf\u6fb3\u5143\uff0c\u5176\u53ef\u7528\u73b0\u91d1\u548c\u878d\u8d44\u8bbe\u65bd\u6709\u671b\u8f7b\u677e\u6ee1\u8db3\u6295\u4ea7\u671f\u95f4\u7684\u8d44\u672c\u627f\u8bfa\u548c\u8425\u8fd0\u8d44\u91d1\u3002\u201d<\/p>\n

\u9274\u4e8e\u949b\u94c1\u77ff(\u949b\u7684\u4e00\u79cd\u4e3b\u8981\u77ff\u77f3)\u548c\u9506\u77f3\u7684\u4ef7\u683c\u53ef\u80fd\u8fdb\u4e00\u6b65\u4e0a\u6da8\uff0cMorgans\u9884\u8ba1Strandline\u4ece\u660e\u5e74\u5f00\u59cb\u5c06\u5b9e\u73b0\u76c8\u5229\uff0c\u751a\u81f3\u8fd8\u4f1a\u652f\u4ed8\u9002\u5ea6\u7684\u80a1\u606f\u3002\u57282024\u8d22\u5e74\uff0c\u51c0\u5229\u6da6\u5c06\u8fbe\u52305700\u4e07\u6fb3\u5143\uff0c\u80a1\u606f\u5c06\u589e\u81f3\u6bcf\u80a10.05\u6fb3\u5143\u3002<\/p>\n

Canaccord Genuity\u5efa\u8bae\u63d0\u9ad8Base\u7684\u4ef7\u683c<\/h2>\n

\u672c\u5468\u5438\u5f15\u4e86Canaccord Genuity\u5173\u6ce8\u7684Base\uff0c\u4e5f\u6709\u671b\u5728\u4e0a\u534a\u5e74\u7a0e\u524d\u5229\u6da65400\u4e07\u7f8e\u5143\u7684\u57fa\u7840\u4e0a\uff0c\u5b9e\u73b0\u66f4\u9ad8\u7684\u80a1\u4ef7\u548c\u66f4\u9ad8\u7684\u80a1\u606f\u3002<\/p>\n

Canaccord\u8868\u793a:\u201c\u8be5\u516c\u53f8\u6307\u51fa\uff0c\u77ff\u7802\u4ef7\u683c\u73af\u5883\u5f3a\u52b2\uff0c\u4e0e\u6211\u4eec\u5bf92022\u5e74\u4ef7\u683c\u524d\u666f\u7684\u5f3a\u52b2\u9884\u671f\u4e00\u81f4\u3002\u201dCanaccord\u9884\u8ba1Base\u80a1\u4ef7\u5c06\u4e0a\u6da8\u903e\u4e00\u500d\uff0c\u81f30.85\u7f8e\u5143\u3002<\/p>\n

Iluka\u4e0a\u5468\u516c\u5e03\uff0c\u622a\u81f312\u670831\u65e5\u7684\u8d22\u5e74\u51c0\u5229\u6da6\u589e\u957f108%\uff0c\u8fbe\u52303.15\u4ebf\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u8868\u793a\uff0c\u9ad8\u6863\u949b\u539f\u6599\u5e02\u573a\u7684\u4e00\u4e2a\u7279\u70b9\u662f\u4f9b\u5e94\u7d27\u5f20\uff0c\u6240\u6709\u5730\u533a\u7684\u9700\u6c42\u90fd\u7ee7\u7eed\u8d85\u8fc7\u4f9b\u5e94\u3002<\/p>\n

Iluka\u8bf4:\u201c\u989c\u6599\u5e93\u5b58\u4ecd\u7136\u4f4e\u4e8e\u5b63\u8282\u6807\u51c6\uff0c\u56e0\u4e3a\u989c\u6599\u751f\u4ea7\u5546\u5728\u5317\u534a\u7403\u51ac\u5b63\u5b63\u8282\u8f83\u6162\u7684\u51e0\u4e2a\u6708\u91cc\u4fdd\u6301\u4e86\u8f83\u9ad8\u7684\u5229\u7528\u7387\u3002\u201d<\/p>\n

Iluka\u8868\u793a\uff0c\u5e02\u573a\u7684\u4e00\u4e2a\u7279\u70b9\u662f\u201c\u5ba2\u6237\u8d8a\u6765\u8d8a\u91cd\u89c6\u4f9b\u5e94\u5b89\u5168\u201d\uff0c\u8fd9\u53cd\u6620\u4e86Sierra Rutile\u548cRichards Bay\u7684\u95ee\u9898\uff0c\u800c\u5bf9\u4f9b\u5e94\u6784\u6210\u6700\u65b0\u5a01\u80c1\u7684\u662f\u4e4c\u514b\u5170\u6218\u4e89\u3002<\/p>\n

\u9506\u77f3\u4e5f\u5728\u4e0a\u5347<\/h2>\n

\u636e\u4e3b\u8981\u6295\u8d44\u94f6\u884cMorgan Stanley\u62a5\u9053\uff0c\u9506\u77f3\u662f\u4e00\u79cd\u4ef7\u503c\u66f4\u9ad8\u7684\u77ff\u7269\uff0c\u81ea12\u6708\u4e2d\u65ec\u4ee5\u6765\uff0c\u9506\u77f3\u4ef7\u683c\u4e0a\u6da8\u4e8614%\uff0c\u8fbe\u5230\u6bcf\u54282880\u7f8e\u5143\u3002<\/p>\n

\u8be5\u884c\u8868\u793a:\u201c\u672a\u67653\u4e2a\u6708\uff0c\u9884\u8ba1\u4ef7\u683c\u53ef\u80fd\u5347\u81f3\u6bcf\u54283150\u7f8e\u5143\u3002\u201d<\/p>\n

\u201c\u4e0e2020\u5e74\u76f8\u6bd4\uff0c\u53bb\u5e74\u5168\u7403\u9506\u77f3\u4f9b\u5e94\u91cf\u6709\u6240\u589e\u52a0\uff0c\u4f46\u4f4e\u4e8e2018-19\u5e74\u7684\u6c34\u5e73\u3002\u201d<\/p>\n

Morgan Stanley\u5728\u4e00\u4efd\u57fa\u4e8e\u5bf9\u4e2d\u56fd\u9506\u77f3\u4e70\u5bb6\u91c7\u8bbf\u7684\u62a5\u544a\u4e2d\u8bf4\uff0c\u5e02\u573a\u4e0a\u6709\u4e9b\u4eba\u62c5\u5fc3\u9506\u77f3\u4f9b\u4e0d\u5e94\u6c42\u3002<\/p>\n

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