Menurut saya tambang nickel akan tetap di cari jika penambangannya bisa dilakukan dengan harga yg murah , misal : di Santarita Brazil , cash cost nya cuma $3 / pound atau sekitar $6,600 per ton, ditambah biaya lain lain mungkin biaya produksi masih sekitar $ 10,000 per ton. jadi Jika harga nickel masih diatas $ 10,000 per ton berarti perusahaan tersebut masih bisa untung kan, sebagai contoh tambang nickel yg di west Australia udah bilang nggak akan memproduksi lagi jika harga timah mencapai $ 6 per pound atau sekitar $ 13,000 per ton. Jadi siapa yg biaya produksi nya masih bisa rendah akan tetap bisa survive. Sekarang bagaimana nih Inco sama Antam ada yg tahu harga produksinya ?
--- In obrolan-bandar@yahoogroups.com, Rei <[EMAIL PROTECTED]> wrote: > > Kalo nickel melemah terus dan dgn adanya pig iron nickel yg menjadi > "substitusi" real nickel, *kenapa* raksasa2 macam BHP Billiton masih mau > mengeluarkan uang milyaran dollar buat tambang nickel baru? Harga melemah > terus, prediksi dari para "ahli" bla...bla...bla... > Wise to follow the big money...? Any comment on this? > > > 2008/9/5, gdbrook <[EMAIL PROTECTED]>: > > > > copied paste: > > > > The high cost of production and the lack of new mining/smelting > > projects in the pipeline have long been discussed as factors > > supporting nickel's dramatic LME price drop over the past year. But, a > > new Deutsche Bank quarterly commodities report suggests that the > > substitution threat from nickel pig iron, especially in Asia, was "a > > main driver of the nickel price crash" from $16.88/lb in 2007 to > > $12.38 at mid-2008. Stronger second-half demand from Chinese specialty > > steel mills and lack of new smelted nickel production are expected to > > support an annual average of $13.40 this year, according to the bank's > > report. > > > > But the price outlooks for 2009 range from $1415 for the bulls who > > see a pickup in 2009 global stainless steelmaking to $1112 from the > > bears. They aren't convinced that a global economy pickup will occur > > until 2010 so next year's stainless steelmaking will stay pretty > > stable and there could be some new supply "to fill a persistent supply > > deficit," says the Deutsche Bank report. The Santa Rita nickel project > > in Brazil, said to become the third-largest open pit nickel mine in > > the world, will be producing halfway through 2009, says the owner, > > Australian producer Mirabela. However, production isn't scheduled > > until 2010 for the Kennecott Eagle $300 million nickel mine in > > Michigan, and BHP Billiton's $4 billion nickel project on Gag Island > > off the western tip of Papua New Guinea still is in early development. > > > > ------------------------------------ > > > > + + > > + + + + + > > Mohon saat meREPLY posting, text dari posting lama dihapus > > kecuali diperlukan agar CONTEXTnya jelas. > > + + + + + > > + +Yahoo! Groups Links > > > > > > > > >
