Alliance Nickel得到“稳健的”NiWest DFS
Alliance Nickel delivers ‘robust’ NiWest DFS
Kallanish（开阑商务信息咨询）报道，澳大利亚矿商Alliance Nickel宣布其位于西澳大利亚的NiWest镍钴项目得到“稳健的”最终可行性研究（DFS）和矿石储量更新。
Australian miner Alliance Nickel has announced a “robust” definitive feasibility study (DFS) and ore reserve update for its NiWest nickel-cobalt project in Western Australia, Kallanish reports.
根据DFS，该项目在最初12年的运营中，平均每年可生产2万吨含镍量和1,600吨含钴量。这相当于每年生产约9万吨硫酸镍和7,700吨硫酸钴。
According to the DFS, the project can produce an average of 20,000 tonnes/year of contained nickel and 1,600 t/y of contained cobalt over the first 12 years of operation. That’s around 90,000 t/y of nickel sulphate and 7,700 t/y of cobalt sulphate.
NiWest的矿山寿命为35年，计划在前27年加工高品位矿石，随后8年加工以前开采和储存的剩余低品位矿石。
With a life-of-mine of 35 years, NiWest is planned to process higher grade ore for the first 27 years, followed by eight years of processing remaining previously mined and stockpiled low-grade ore.
该项目的税后净现值为15亿澳元（9.755亿美元），生产前资本支出为16.5亿澳元，投资回收期为5年。
The project’s post-tax net present value stands at AUD 1.5 billion ($975.5 million), with a pre-production capex of AUD 1.65 billion and a payback period of five years.
其矿产资源量估值（MRE）目前为9,340万吨，镍含量为1.04%，含镍量为97.1万吨，钴含量为0.07%。约83%的资源属于JORC测定和指示类别。符合JORC标准的矿石储量增加31%，达到8,470万吨，镍含量为0.94%，钴含量为0.06%。
Its mineral resource estimate (MRE) now stands at 93.4m t at 1.04% nickel and 971,000 t of contained nickel at 0.07% cobalt. Around 83% of the resources are in the measured and indicated JORC category. The JORC-compliant ore reserve has been increased by 31% to 84.7m t at 0.94% nickel and 0.06% cobalt.
Alliance Nickel表示，DFS的积极成果及其战略合作伙伴关系使公司能够充分利用电动汽车和电池储能市场的转型。该公司补充说，债务提供商和出口信贷机构（ECA）的早期反馈也表明对该项目的大力支持。
Alliance Nickel says the positive DFS outcome and its strategic partnerships position the company to capitalise on the transition in EV and battery storage markets. Early feedback from debt providers and Export Credit Agencies (ECAs) also indicates strong support for the project, it adds.
首席执行官Paul Kopejtka表示：“DFS的结果证实，NiWest成本低廉，财务稳健，具有强劲的增长基础和明显的市场机遇。董事会已经批准DFS的结果，公司现在可以进入下一阶段的实施活动，以满足整个项目开发的时间表。”
“The DFS results confirm that NiWest is low-cost, financially robust, with strong growth fundamentals and a clear market opportunity. The board has endorsed the DFS outcomes, and the company can now move to the next stages of implementation activities to meet the overall project development timeline,” says chief executive officer Paul Kopejtka.
虽然镍市场在过去一年中经历一些波动，主要原因是印尼供应过剩，但他坚信镍的长期前景依然乐观。在全球电动汽车普及和更广泛电气化的支持下，预计未来十年镍需求将大幅增长。
Whilst the nickel market has experienced some volatility over the past year primarily due to oversupply from Indonesia, he firmly believes the long-term outlook for nickel remains positive. Nickel demand is expected to grow substantially over the next decade supported by the global adoption of EVs and broader electrification.
Kopejtka还期待着与全球汽车制造商Stellantis就公司的剩余产量达成具有约束力的承购协议，并获得更多战略股权投资。
Kopejtka is also looking forward to finalising binding offtake agreements with global automaker Stellantis for the balance of the firm’s production and securing additional strategic equity investments.
该项目计划于2025年下半年做出最终投资决定。项目建设周期为两年，在获得融资和必要的批准后，计划于2027年底投产。
A final investment decision on the project is planned for H2 2025. With a two-year construction lead, subject to financing and necessary approvals, first production is planned for late 2027.
该项目位于西澳大利亚东北部金矿区的Murrin-Murrin，在珀斯东北部约650公里。该地区是一个成熟的镍和钴产区。
The project is located at Murrin-Murrin in the North Eastern Goldfields of Western Australia, around 650 km northeast of Perth. The area is an established nickel and cobalt-producing region.
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