Le Molybdéne

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Le Molybdéne

Message par energy_isere » 08 avr. 2018, 14:55

Le Molybdéne est un métal bien utilisé dans les alliages d' aciers spéciaux pour les forages et dans l'industrie pétroliére.

Codelco en a produit 28700 tonnes en 2017. C'est souvent un sous produit de l'extraction du Cuivre.
Revitalised demand growth to buttress molybdenum prices

Reuters | 4 days ago

Healthy demand for molybdenum rich stainless steel, especially from the oil and gas industry, plus sluggish supply growth are expected to keep the price of this minor metal riding high.

Molybdenum prices at nearly $13 a lb are at their highest since 2014, having more than doubled since Dec. 2015.

Often a byproduct of copper smelting, molybdenum's powerful anti-corrosive properties are vital for equipment used in the oil and gas sectors.

A rally in crude oil prices to around $70 a barrel from below $30 a barrel in Jan. 2016, has revived exploration and growth plans and molydenum demand.

"Molybdenum is used in exploration, drilling, production and refining," said CRU Group consultant George Heppel, adding that high prices were needed to encourage primary production from top producer China.

"The trend over the next 5 years is one of very low supply growth from by-product sources. In the early-2020s, we will need to see primary mines reopened to keep the market balanced."

Analysts estimate around 60 percent of global molybdenum supply comes as a byproduct of copper smelting, with most of the remainder coming from primary sources.

CRU forecasts molybdenum demand at 577 million lbs this year, of which 16 percent will come from oil and gas. That is below the historic pre-2014 average of 20 percent, but still a notable increase over recent years.

"The oil price crash back in 2014 removed about 15 million lbs of moly demand," Heppel said. "Demand now looks healthy."

Crude's slide started in 2014 when Saudi Arabia turned on the oil taps to defend market share, while molybdenum prices crashed two-thirds to below $5 a lb between August 2014 and November 2015.

Wood Mackenzie expects global oil and gas exploration spending to fall this year. But this slide masks a modest uptick in drilling activity as lower rig rates and a focused approach on well-charted basins allow firms to do more with their money.

The consultancy sees U.S. onshore producers, focusing primarily on shale gas, ramping up annual activity from $64 billion in 2017 to $90 billion in 2020.

"We're seeing a pick up in tubular goods used in the North American shale gas market," said David Merriman, a senior analyst at metals consultancy Roskill. "There's a strong correlation between moly demand and active drill counts."

CHUQUICAMATA

Molybdenum is also used to make superalloys for aerospace and lighter, higher strength steels for cars. Demand in both industries is also picking up.

"There isn't really a shortage at the moment, but supply could become a problem," a molybdenum trader said.

Top producers include Chile, where state-owned Codelco's 28,700 tonnes of moly output last year compares with 30,600 tonnes in 2016.

The lower production is due to the lower molybdenum grade in its Chuquicamata mine, a Codelco spokesperson said.

The Sierra Gorda mine in Chile, in which Polish copper miner KGHM has a 55 percent stake, produced nearly 36 million pounds in 2017.

A KGHM spokesperson said output this year will be 15-20 percent lower because of lower ore grades.

"In China, it's to do with cutting pollution, but with prices where they are Chinese producers may rethink shutdowns," the molybdenum trader said.

Higher prices could also incentivise the restart of the Thomson Creek mine in Idaho owned by Centerra , which also has a majority stake in Endako in British Columbia.

These two mines produced more than 29 million lbs of moly in 2014, since which time both have been on care & maintenance.

"There are no plans to restart the mines at this point in time," a spokesperson for Centerra said. "But we are updating our restart plans, to see how long it would take, how much it would cost, what personnel we would need and timings."
http://www.mining.com/web/revitalised-d ... um-prices/

Image
The Sierra Gorda mine in Chile, in which Polish copper miner KGHM has a 55 percent stake, produced nearly 36 million pounds of molybdenum in 2017.(Image courtesy of KGHM.)

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Re: Le Molybdéne

Message par energy_isere » 08 avr. 2018, 15:14

Historical Molybdenum Prices and Price Chart

Image

c'est le double en $ par livre comparé au Nickel.

http://www.infomine.com/investment/meta ... num-oxide/

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Re: Le Molybdéne

Message par energy_isere » 08 avr. 2018, 15:26

La fiche USGS du Molybdéne : https://minerals.usgs.gov/minerals/pubs ... -molyb.pdf

Production mondiale de 2017 de 290 000 tonnes

les 6 premiers producteurs :

Chine 130 000 tonnes (presque 45 % de la production mondiale)
Chili 58 000 tonnes
USA 44600 tonnes
Pérou 26000 tonnes
Mexique 12000 tonnes
Arménie 6300 tonnes

Image

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Re: Le Molybdéne

Message par energy_isere » 11 avr. 2018, 11:18

Mais qu'est-ce qui tire les cours du molybdène ?

Myrtille Delamarche Usine Nouvelle le 11/04/2018

Stabilisé à 24 000 dollars la tonne au London Metal Exchange, le cours du molybdène a plus que doublé depuis fin 2015. Derrière ce rebond, une hausse de la demande d’aciers inoxydables dans trois secteurs en croissance ou en rebond.

Qu’est-ce qui fait courir le molybdène ? Les propriétés anti-corrosives de ce métal en font un allié de choix dans les aciers inoxydables utilisés dans les installations pétrolières et gazières. Il est plébiscité tant dans l’exploration, le forage et la production que dans le raffinage. CRU envisage en 2018 une demande mondiale de 262 000 tonnes, dont 16% venant du secteur hydrocarbures. Le reste est destiné à d’autres secteurs en croissance, que sont les superalliages pour l’aéronautique et les aciers allégés dans l’automobile.

Co-produit de la métallurgie du cuivre pour 60% du volume global mis sur le marché, le molybdène voit sa production augmenter très lentement car il fait rarement l’objet de développements miniers. Pourtant, pour répondre à la hausse de la demande, il faudrait ouvrir des mines d’ici 2020, affirme le consultant de CRU George Heppel.

Production minière décevante

La baisse de teneur des mines chiliennes et la fermeture de mines chinoises pour raisons environnementales ont aussi largement participé au décalage entre croissance de la demande et croissance de l’offre. La production du chilien Codelco est tombée de 30 600 tonnes à 28 700 en 2017. La bonne tenue actuelle des prix pourrait encourager la réouverture de mines placées sous cocon, entre autres en Chine.
https://www.usinenouvelle.com/article/m ... ne.N678394

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Re: Le Molybdéne

Message par energy_isere » 02 janv. 2019, 18:32

Projet d'une mine de Molybdéne au Groenland !
Les concentrations sont pas élevées, seulement de l'ordre de 0.15-0.2 pour cent dans le minerai.

MALMBJERG

The Project is a Climax-type molybdenum mineral deposit located close to tidewater in central-east Greenland, with a historic 2008 Feasibility Study. In November 2018, the Company reported and SEDAR filed its 2018 compliant NI 43-101 resource estimate prepared by RPA Inc., with the following highlights:
•Measured and Indicated Resources of 247.1 million tonnes at 0.180% MoS2, for 587 million pounds of contained molybdenum metal.
•Inferred Resources of 12.1 million tonnes at 0.115% MoS2, for 18.4 million pounds of contained molybdenum metal.
•Mineral Resources were constrained within a Lerchs – Grossman pit shell generated using a price of US$14.00/lb molybdenum.
•RPA has considered appropriate practical mining parameters, operating efficiencies, costs and revenue assumptions to define material considered to have reasonable prospects for eventual economic

Table 1 shows the Mineral Resource Estimate for the Project and Table 2 shows the Measured and Indicated Resources at different cut-off grades.

Image
............
http://greenlandresources.ca/?page_id=1819

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Re: Le Molybdéne

Message par energy_isere » 02 janv. 2019, 18:52

Le plus gros gisement inexploité (connu) de Molybdéne du monde serait aux USA dans l'Idaho dans une zone montagneuse et forrestiére, en cours d'exploration.
.....The exploratory drilling is being considered by Idaho CuMo Mining Corp., a subsidiary of Vancouver, British Columbia-based American CuMo Mining Corp. It says the area about 45 miles (72 kilometers) northeast of Boise contains the largest unmined deposit of molybdenum in the world.

The proposed plan would allow about 13 miles (21-kilometers) of new roads and the use of about 5 miles (8 kilometers) of existing unauthorized roads to reach up to 122 drill pads in the 2,885-acre (1,200-hectare) site.
http://www.bcdemocrat.com/2018/12/26/us ... ine-idaho/

L' industriel qui s'y interesse est Idaho CuMo Mining Corporation.

Il y a du Cuivre aussi, du Tungsténe et de l' Argent.
In late 2015, Idaho CuMo Mining Corporation announced its results of an updated independent resource calculation. Most notable are a new measured category and substantial increases to the silver, copper and tungsten measured and indicated estimates. The new estimate covers only approximately 60% of the mineralizing system’s footprint identified to date.

Image

(Source: Resource Tables in Giroux et Al’s NI 43-101 Summary Report on the CuMo Property, Boise County Idaho dated October 2015. RCV is Recovered Metal Values and is based on the prices of: Molybdenum oxide $10/lb, Copper $3.00/lb and Silver $12.50/ ounce.)
http://cumoproject.com/cumoproject/resource-update/


Il y en aurait pour des dizaines de milliards de dollar de métaux :
American CuMo Mining Corporation acquired the claims in 2004 and has performed approved exploratory drilling on public and private lands since that time.

Geologic sampling has inferred the existence of more than 6 billion tons of molybdenum oxide (moly), copper, silver, tungsten and rhenium worth nearly $70 billion at current market rates. In 2011, the U.S. Forest Service approved a comprehensive Environmental Assessment (EA), paving the way for Idaho CuMo Mining Corporation to complete a thorough exploration to lead towards a Pre-feasibility Study.
http://cumoproject.com/project/project-status-2/
“The CuMo Project has the potential to produce 70 million pounds of molybdenum per year for decades,” along with substantial amounts of silver and copper. Molybdenum is used to strengthen and extend the longevity of steel used in infrastructure, such as buildings and bridges.
http://cumoproject.com/cumo-project-sha ... mmunities/

70 millions pounds par an c'est environ 32 000 tonnes par an, ce qui serait 11% de la production mondiale de 2017.

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Re: Le Molybdéne

Message par energy_isere » 25 avr. 2019, 21:46

La derniére fiche USGS du Molybdéne : https://minerals.usgs.gov/minerals/pubs ... -molyb.pdf

Production mondiale de 2018 de 300 000 tonnes

Image

la fiche de l' an dernier quelques post au dessus.

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