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年間契約型資訊服務
商品編碼
924754

鈷成本模型服務

Cobalt: Cost Model Service

出版日期: 年間契約型資訊服務 | 出版商: Roskill - A Wood Mackenzie Business | 英文

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  • 全貌
  • 簡介
  • 目錄
簡介

該服務正在調查鈷成本模型,並通知礦業公司、金融機構、政府和其他行業參與者,從項目評估到鈷供應鏈中電池級鈷化學品的生產。旨在提供詳細的瞭解的。它由兩部分組成,一部分側重於採礦作業和新項目,另一部分研究化學精煉、硫酸鈷、電池級精煉碳酸鹽和每種鋰原料的氫氧化物,我們詳細分析了製造成本。

鈷成本模型服務:採礦

重點關注來自銅、鎳和原生鈷礦的鈷中間產品的生產和成本前景,對新開發項目、現有礦山、維護資產、每項資產的貼現現金的資本支出需求進行了總結。

服務內容及特點

  • 資產概覽: 有關位置、所有權、儲量、資源、產能、生產和詳細運營成本的數據
  • 開採量細目:(按露天廢棄物、礦石、地下材料)、礦石品位、加工廠處理能力、回收率、年產量
  • 運營成本明細: 礦山、精礦、G & A 成本、特許權使用費、現金/運輸成本和其他維護/業務連續性成本
  • 資本支出要求: 綠地項目、棕地擴建、保養和維護重啟
  • 資源分析: 全球儲量和資源分析工具
  • 產量分析: 按資產分類的當前鈷礦供應概覽(2015-2040),為用戶提供構建鈷產量詳細預測的能力
  • Flex 模型輸入: 能夠輸入自定義金屬價格並將其反映在未來的成本曲線和現金流分析中
  • 成本分析: 通過基於多個指數的行業成本曲線(包括維護成本、資產基準和 SWOT 分析)瞭解不斷增長的行業的真實經濟情況
  • Blog: 介紹行業的最新趨勢和服務中包含的分析的更新信息。

鈷成本模型服務:化學精煉

我們深入研究了鈷化學精煉部門的成本製定、生產硫酸鈷、四氧化鈷和從鈷中間體精煉的細粉所需的運營成本和資本投資。

服務內容及特點

  • 生產概況: 精煉鈷化學品產量及產能(2017-2030年)
  • 資產概覽: 詳細的成本分析,包括位置、所有權、生產和產品的詳細運營成本等數據,以及行業當前和未來潛在成本結構的細分、原材料、勞動力成本、電力/公用事業成本、燃料、試劑、其他加工消耗品、廢物處理、銷售、G&A 成本等。
  • Flex 模型輸入:能夠通過輸入自定義金屬價格、部門通脹假設和匯率來對未來成本曲線和成本分析進行靈活建模。
  • 成本分析:按產品查看詳細的歷史和預測行業成本曲線
  • Asset Benchmark :比較生產者或項目的生產、構成和運營成本的三個細分

總結成本報告

  • 製造成本分析總結:硫酸鈷、四氧化鈷、細粉
  • 一份技術附錄,詳細介紹了硫酸鈷、四氧化鈷和細粉生產的每個處理流程。
  • 工廠資本支出率分析

訂閱中包含的信息

  • 基於 Excel 的服務(可從 Roskill Interactive 下載)
  • 定期服務更新
  • 向分析師詢問有關服務內容討論的問題
  • 匯總成本報告(僅限化學精煉)
目錄

Roskill's ‘Cobalt Cost Model Services’ are designed to provide miners, financial institutions, governments and other industry stakeholders with an in-depth understanding of the cobalt supply chain, from the evaluation of projects through to the production of battery-grade cobalt chemicals.

The product offering comprises two modules. One of which focuses on mining operations and new projects, and a second which examines the chemical refining sector and provides a granular look into the cost of producing cobalt sulphate, refined battery-grade carbonate and hydroxide from various lithium feedstocks.

These modules offer critical tools in the evaluation and benchmarking of existing extractive operations, new projects and downstream refineries.

Cobalt Cost Model Service - Extractive

The Cobalt Cost Model Service (Extractive) focuses on the production and cost outlook for cobalt intermediate production from copper, nickel and primary cobalt mines. It also includes capital expenditure requirements for new development projects, existing mines and assets on care & maintenance summarising to a discounted cash flow for each asset.

Service Contents & Capabilities

Comprehensive coverage of operating mines and projects producing notable volumes of cobalt.

  • Asset Profiles; including data on location, ownership, reserves, resources, capacity, production and detailed operating costs.
  • Breakdown of mining volumes (split between open pit waste, ore and underground material), ore grades, process plant throughput, recovery and production on a year by year basis.
  • Operating costs broken out by mining, concentrator, G&A costs, royalty payments, realisation/transport expenses and other sustaining/stay-in-business expenses.
  • Capital expenditure requirements for greenfield projects, brownfield expansion and care & maintenance restarts.
  • Resource Analysis; tools to analyse global reserves & resources.
  • Production Analysis; overview of current cobalt mine supply on an asset-by-asset from 2015 to 2040, providing users with the capability to build their own granular forecasts for cobalt production.
  • Flex Model Inputs; functionality to input custom metal prices to flex future costs curves and cash flow analysis.
  • Cost Analysis; industry cost curves on multiple metrics, including All-In Sustaining Cost. Asset benchmarking and SWOT analysis which enables users to better understand the true economics at play within this growing industry.
  • Blog; outlining the latest developments in the sector and updates to the analysis contained within the service.

Cobalt Cost Model Service - Chemical Refining

The Cobalt Cost Model Service (Chemical Refining) takes a deep-dive into the cost makeup of the cobalt chemical refining sector, and the operating cost and capital expenditure requirements for the production of refined cobalt sulphate, tetroxide and fine powders from an array of cobalt intermediates.

Service Contents & Capabilities

  • Production Summary; of refined cobalt chemical production and capacity between 2017 and 2030.
  • Asset Profile; including data on location, ownership, production and detailed operating costs on a product-by-product basis. Detailed cost analysis, with a breakdown of the current and the potential future cost structure of the industry. Including extensive granular cost data broken down by feedstock, labour, power & utilities, fuel, reagents, other processing consumables, waste disposal, selling and G&A costs.
  • Flex Model Inputs; functionality to input custom metal prices, sectorial inflation assumptions and exchange rates to flex future costs curves and cost analysis.
  • Cost Analysis; granular historic and forecast industry cost curves on a product-by-product basis.
  • Asset Benchmarking; for three producers or projects with like-for-like comparison of production volumes, composition and operating cost breakdown.

Summary Cost Report:

  • Overview analysis of cobalt sulphate, tetroxide and fine powder production costs.
  • Technical appendices giving a detailed insight into the various processing flowsheets to produce cobalt sulphate, tetroxide and fine powder.
  • Analysis of plant capital expenditure rates.

Subscription Includes:

  • Excel-based service, downloadable from Roskill Interactive
  • Regular service updates
  • Access to the analysts for discussion around the service content
  • Summary cost report (Chemical Refining only)