{"id":7091,"date":"2023-07-06T03:50:34","date_gmt":"2023-07-06T03:50:34","guid":{"rendered":"\/\/smallcapscn.x5view.co\/?p=7091"},"modified":"2023-08-29T18:01:20","modified_gmt":"2023-08-29T18:01:20","slug":"acdc-metals-fast-tracks-rare-earth-plans-global-shortages-looming","status":"publish","type":"post","link":"https:\/\/smallcapscn.x5view.co\/?p=7091","title":{"rendered":"\u5728\u5168\u7403\u7a00\u571f\u77ed\u7f3a\u8feb\u5728\u7709\u776b\u4e4b\u9645\uff0cACDC Metals\u5feb\u901f\u8ddf\u8fdb\u7a00\u571f\u8ba1\u5212"},"content":{"rendered":"

ACDC Metals (ASX: ADC)\u5df2\u4e0e\u4e00\u5bb6\u5907\u53d7\u5c0a\u656c\u7684\u884c\u4e1a\u987e\u95ee\u7b7e\u7f72\u670d\u52a1\u534f\u8bae\uff0c\u4e3a\u5176\u5728\u6fb3\u5927\u5229\u4e9a\u5efa\u7acb\u4e00\u4e2a\u72ec\u7279\u7684\u7a00\u571f\u5143\u7d20 (REE) \u52a0\u5de5\u5382\u7684\u8ba1\u5212\u63d0\u4f9b\u670d\u52a1\u3002<\/p>\n

\u8be5\u516c\u53f8\u6b63\u5bfb\u6c42\u52a0\u5feb\u5176\u672c\u571f\u7a00\u571f\u8ba1\u5212\uff0c\u56e0\u4e3a\u6709\u6d88\u606f\u79f0\uff0c\u5728\u4e2d\u56fd\u8ba1\u5212\u9650\u5236\u51fa\u53e3\u4e4b\u540e\uff0c\u4e00\u4e9b\u5907\u53d7\u8ffd\u6367\u7684\u7a00\u571f\u4ea7\u54c1\u5373\u5c06\u9762\u4e34\u74f6\u9888\u3002<\/p>\n

ACDC\u9996\u5e2d\u6267\u884c\u5b98Tom Davidson\u8868\u793a\uff0c\u5728\u897f\u65b9\u5a92\u4f53\u62a5\u9053\u4e2d\u56fd\u5bf9\u9553\u548c\u9517\u5b9e\u65bd\u65b0\u9650\u5236\u4e4b\u9645\uff0cACDC\u5347\u7ea7\u4e86\u7a00\u571f\u4e1a\u52a1\u3002<\/p>\n

\u4ed6\u8868\u793a\uff0c\u4e2d\u56fd\u6b64\u4e3e\u91cd\u7533\u4e86ACDC Metals\u6218\u7565\u7684\u91cd\u8981\u6027\uff0c\u6fb3\u5927\u5229\u4e9a\u7684\u4e0b\u6e38\u589e\u503c\u52a0\u5de5\u88ab\u8ba4\u4e3a\u5bf9\u786e\u4fdd\u5173\u952e\u6750\u6599\u7684\u4f9b\u5e94\u3001\u652f\u6301\u80fd\u6e90\u8f6c\u578b\u81f3\u5173\u91cd\u8981\u3002<\/p>\n

ACDC\u65b9\u9762\u5df2\u8058\u8bf7\u987e\u95ee\u534f\u52a9\u8fdb\u884c\u672c\u5730\u5316\u7814\u7a76\uff0c\u4f5c\u4e3a\u516c\u53f8\u7a00\u571f\u52a0\u5de5\u5382 (REPP) \u8303\u56f4\u7814\u7a76\u7684\u4e00\u90e8\u5206\uff0c\u8be5\u7814\u7a76\u7684\u76ee\u6807\u662f\u5728\u7b2c\u56db\u5b63\u5ea6\u5b8c\u6210\uff0c\u5176\u4e2d\u4e00\u4e9b\u5173\u952e\u6280\u672f\u5de5\u4f5c\u6d41\u7a0b\u5df2\u83b7\u5f97\u6216\u6b63\u5728\u8bc4\u4f30\u4e2d\u3002<\/p>\n

\u672c\u5730\u5316\u7814\u7a76\u5c06\u5e2e\u52a9ACDC\u786e\u8ba4\u5728\u6fb3\u5927\u5229\u4e9a\u4e1c\u5357\u90e8\u5efa\u9020\u8be5\u5de5\u5382\u7684\u6f5c\u529b\uff0c\u8be5\u5de5\u5382\u4f7f\u7528\u72ec\u5bb6\u6388\u6743\u7684Medallion Monazite\u00a0Process\u3002<\/p>\n

Medallion Resources\u5148\u524d\u7f16\u5236\u7684\u8303\u56f4\u7814\u7a76\u662f\u4e3a\u5317\u7f8e\u73af\u5883\u8bbe\u8ba1\u7684\u3002<\/p>\n

\u786e\u5b9a\u5408\u9002\u7684\u5730\u70b9\u548c\u57fa\u7840\u8bbe\u65bd<\/h2>\n

\u8fc4\u4eca\u4e3a\u6b62\uff0cACDC\u6536\u5230\u4e86\u6765\u81ea\u653f\u5e9c\u3001\u6295\u8d44\u8005\u548c\u6f5c\u5728\u5ba2\u6237\u7684\u5f3a\u70c8\u53cd\u9988\uff0cACDC\u8868\u793a\uff0c\u8fd9\u4e9b\u53cd\u9988\u8868\u660e\uff0c\u6fb3\u5927\u5229\u4e9a\u7684\u4f01\u4e1a\u6218\u7565\u5927\u529b\u652f\u6301\u5728\u5f53\u5730\u8fdb\u884c\u7a00\u571f\u5143\u7d20\u7684\u4e0b\u6e38\u589e\u503c\u52a0\u5de5\u3002<\/p>\n

\u8fd9\u9879\u65b0\u7814\u7a76\u5c06\u786e\u5b9a\u9002\u5408\u7a00\u571f\u5143\u7d20\u52a0\u5de5\u5382\u6240\u9700\u7684\u57fa\u7840\u8bbe\u65bd\u548c\u670d\u52a1\u7684\u5730\u70b9\uff0c\u5e76\u5e2e\u52a9\u4f18\u5316\u8fdb\u51fa\u5e02\u573a\u7684\u6f5c\u5728\u8fd0\u8f93\u8def\u7ebf\u3002<\/p>\n

JBS&G Australia\u5df2\u88ab\u59d4\u6258\u5b8c\u6210\u7814\u7a76\uff0c\u5e76\u5c06\u63d0\u4f9b\u8bb8\u53ef\u8def\u7ebf\u56fe\u3002<\/p>\n

\u6700\u521d\u4e0d\u9700\u8981\u65b0\u7684\u6d4b\u8bd5\u5de5\u4f5c<\/h2>\n

\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u9664\u4e86Medallion Resources\u5df2\u7ecf\u5728\u52a0\u62ff\u5927\u548c\u6fb3\u5927\u5229\u4e9a\u5b8c\u6210\u7684\u6d4b\u8bd5\u5916\uff0c\u65b0\u7684\u8303\u56f4\u7814\u7a76\u4e0d\u9700\u8981\u4efb\u4f55\u989d\u5916\u7684\u6d4b\u8bd5\u5de5\u4f5c\u3002<\/p>\n

\u7136\u800c\uff0cACDC\u5f00\u53d1\u8ba1\u5212\u7684\u4e0b\u4e00\u9636\u6bb5\uff0c\u5373\u9884\u53ef\u884c\u6027\u7814\u7a76\uff0c\u8fd8\u9700\u8981\u4e00\u4e2a\u989d\u5916\u7684\u6d4b\u8bd5\u9879\u76ee\u3002<\/p>\n

\u8be5\u516c\u53f8\u5c06\u5229\u7528\u6700\u8fd1\u5728Goschen Central\u94bb\u63a2\u4e2d\u83b7\u5f97\u76843\u5428\u77ff\u5316\u6750\u6599\u3002\u8fd9\u4e9b\u6750\u6599\u88ab\u9001\u5230\u6606\u58eb\u5170\u5dde\u5361\u62c9\u62c9\u7684Mineral Technologies (MT)\u8fdb\u884c\u77ff\u7269\u5206\u79bb\u4f18\u5316\u3002<\/p>\n

\u9664\u4e86\u9506\u77f3\u548c\u4e8c\u6c27\u5316\u949b\u4ea7\u54c1\u5916\uff0cMT\u8fd8\u5c06\u751f\u4ea7\u4e00\u4e2a\u5927\u7684\u72ec\u5c45\u77f3\u6837\u54c1\u6765\u652f\u6301REPP\u7684\u6d4b\u8bd5\u5de5\u4f5c\u3002<\/p>\n

ACDC\u8fd8\u5f00\u59cb\u91c7\u8d2d\u7b2c\u4e09\u65b9\u72ec\u5c45\u77f3\uff0c\u4ee5\u8865\u5145\u5176\u5728\u6fb3\u5927\u5229\u4e9a\u5efa\u7acb\u7a00\u571f\u5143\u7d20\u52a0\u5de5\u4e2d\u5fc3\u7684\u6218\u7565\u3002<\/p>\n

Davidson\u8868\u793a: \u201cACDC Metals\u5f00\u59cb\u7814\u7a76\u5728\u6fb3\u5927\u5229\u4e9a\u4e1c\u5357\u90e8\u9009\u62e9\u7a00\u571f\u5143\u7d20\u52a0\u5de5\u5382\u7684\u9009\u5740\uff0c\u662f\u6211\u4eec\u671d\u7740\u5728\u6fb3\u5927\u5229\u4e9a\u8fdb\u884c\u4e0b\u6e38\u52a0\u5de5\u7684\u6218\u7565\u76ee\u6807\u8fc8\u51fa\u7684\u4e00\u5927\u6b65\u3002\u201d<\/p>\n

\u201c\u8fd9\u9879\u7814\u7a76\u5efa\u7acb\u5728Medallion Resources\u6240\u505a\u7684\u5de5\u4f5c\u7684\u57fa\u7840\u4e0a\uff0c\u5c06\u4e3a\u6fb3\u5927\u5229\u4e9a\u7684\u73af\u5883\u6539\u8fdb\u5904\u7406\u548c\u5141\u8bb8\u53c2\u6570\u3002\u201d<\/p>\n

\u77ff\u7802\u6d3b\u52a8<\/h2>\n

\u8303\u56f4\u7814\u7a76\u4e0eACDC\u7684\u77ff\u7802\u52d8\u63a2\u540c\u65f6\u8fdb\u884c\uff0c\u5b9e\u9a8c\u5ba4\u7ed3\u679c\u6b63\u5728\u6574\u7406\uff0c\u4ee5\u652f\u6301\u9996\u4e2a\u8d44\u6e90\u7684\u5f00\u53d1\uff0c\u76ee\u6807\u662f\u5728\u7b2c\u4e09\u5b63\u5ea6\u5b8c\u6210\u3002<\/p>\n

ACDC\u63d0\u8bae\u7684\u5de5\u5382\u5c06\u901a\u8fc7\u4e00\u4e2a\u57fa\u4e8e\u8150\u8680\u6027\u88c2\u89e3\u5de5\u827a\u7684\u6d41\u7a0b\u6765\u5904\u7406\u72ec\u5c45\u77f3\u539f\u6599\uff0c\u8be5\u5de5\u827a\u572820\u4e16\u7eaa70\u5e74\u4ee3\u5728\u6cd5\u56fd\u548c80\u5e74\u4ee3\u5728\u7f8e\u56fd\u4f7f\u7528\uff0c\u540e\u6765\u5728\u4e2d\u56fd\u4f7f\u7528\u3002<\/p>\n

\u8be5\u5de5\u827a\u751f\u4ea7\u51fa\u4e00\u79cd\u7a00\u571f\u78b3\u9178\u76d0\uff0c\u5176\u4e2d\u542b\u6709\u5173\u952e\u7684\u7a00\u571f\u91d1\u5c5e\uff0c\u4e3a\u78c1\u94c1\u751f\u4ea7\u7684\u4e0b\u4e00\u4e2a\u589e\u503c\u6b65\u9aa4\u63d0\u4f9b\u539f\u6599\u3002<\/p>\n

6\u6708\u4e2d\u65ec\uff0cACDC\u62a5\u544a\u8bf4\uff0c\u901a\u8fc7\u5bf9\u897f\u7ef4\u591a\u5229\u4e9a\u5ddeGoschen Central\u9057\u5740\u7684\u521d\u6b65\u77ff\u7269\u5b66\u7814\u7a76\uff0c\u5b83\u83b7\u5f97\u4e86\u4ef7\u503c\u5f02\u5e38\u9ad8\u7684\u91cd\u77ff\u7269\u7ec4\u5408\u3002<\/p>\n

\u6d4b\u8bd5\u53d6\u5f97\u4e86\u975e\u5e38\u9ad8\u7684\u72ec\u5c45\u77f3\u7b49\u7ea7\uff0c\u8be5\u516c\u53f8\u8868\u793a\u8fd9\u662f\u4e00\u79cd\u6781\u597d\u7684\u7a00\u571f\u5143\u7d20\u6765\u6e90\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

ACDC Metals (ASX: ADC)\u5df2\u4e0e\u4e00\u5bb6\u5907\u53d7\u5c0a\u656c\u7684\u884c\u4e1a\u987e\u95ee\u7b7e\u7f72\u670d\u52a1\u534f\u8bae\uff0c\u4e3a\u5176\u5728\u6fb3\u5927\u5229\u4e9a\u5efa\u7acb\u4e00\u4e2a\u72ec\u7279\u7684\u7a00\u571f\u5143\u7d20 (REE) \u52a0\u5de5\u5382\u7684\u8ba1\u5212\u63d0\u4f9b\u670d\u52a1\u3002 \u8be5\u516c\u53f8\u6b63\u5bfb\u6c42\u52a0\u5feb\u5176\u672c\u571f\u7a00\u571f\u8ba1\u5212\uff0c\u56e0\u4e3a\u6709\u6d88\u606f\u79f0\uff0c\u5728\u4e2d\u56fd\u8ba1\u5212\u9650\u5236\u51fa\u53e3\u4e4b\u540e\uff0c\u4e00\u4e9b\u5907\u53d7\u8ffd\u6367\u7684\u7a00\u571f\u4ea7\u54c1\u5373\u5c06\u9762\u4e34\u74f6\u9888\u3002 ACDC\u9996\u5e2d\u6267\u884c\u5b98Tom Davidson\u8868\u793a\uff0c\u5728\u897f\u65b9\u5a92\u4f53\u62a5\u9053\u4e2d\u56fd\u5bf9\u9553\u548c\u9517\u5b9e\u65bd\u65b0\u9650\u5236\u4e4b\u9645\uff0cACDC\u5347\u7ea7\u4e86\u7a00\u571f\u4e1a\u52a1\u3002 \u4ed6\u8868\u793a\uff0c\u4e2d\u56fd\u6b64\u4e3e\u91cd\u7533\u4e86ACDC Metals\u6218\u7565\u7684\u91cd\u8981\u6027\uff0c\u6fb3\u5927\u5229\u4e9a\u7684\u4e0b\u6e38\u589e\u503c\u52a0\u5de5\u88ab\u8ba4\u4e3a\u5bf9\u786e\u4fdd\u5173\u952e\u6750\u6599\u7684\u4f9b\u5e94\u3001\u652f\u6301\u80fd\u6e90\u8f6c\u578b\u81f3\u5173\u91cd\u8981\u3002 ACDC\u65b9\u9762\u5df2\u8058\u8bf7\u987e\u95ee\u534f\u52a9\u8fdb\u884c\u672c\u5730\u5316\u7814\u7a76\uff0c\u4f5c\u4e3a\u516c\u53f8\u7a00\u571f\u52a0\u5de5\u5382 (REPP) \u8303\u56f4\u7814\u7a76\u7684\u4e00\u90e8\u5206\uff0c\u8be5\u7814\u7a76\u7684\u76ee\u6807\u662f\u5728\u7b2c\u56db\u5b63\u5ea6\u5b8c\u6210\uff0c\u5176\u4e2d\u4e00\u4e9b\u5173\u952e\u6280\u672f\u5de5\u4f5c\u6d41\u7a0b\u5df2\u83b7\u5f97\u6216\u6b63\u5728\u8bc4\u4f30\u4e2d\u3002 \u672c\u5730\u5316\u7814\u7a76\u5c06\u5e2e\u52a9ACDC\u786e\u8ba4\u5728\u6fb3\u5927\u5229\u4e9a\u4e1c\u5357\u90e8\u5efa\u9020\u8be5\u5de5\u5382\u7684\u6f5c\u529b\uff0c\u8be5\u5de5\u5382\u4f7f\u7528\u72ec\u5bb6\u6388\u6743\u7684Medallion Monazite\u00a0Process\u3002 Medallion 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