展望2024年矿业发展趋势

While 2023 had its fair share of volatility in the 矿业 sector, 矿业 trends into 2024 继续 to be shaped by a dynamic l和scape of technological change, customer support models 和 global shifts with critical minerals.

韦德娱乐1946 actively follows these industry indicators 和 is constantly investing in equipment, technology 和 people to best support our customers. 在本期的专家角, 西蒙金, 韦德娱乐1946’s Director of Mining Sales Support 和 Strategy, shares some of the trends he’s seeing 和 how 韦德娱乐1946 is positioned as we move into 2024.

全球形势

在全球范围内, the 矿业 sector saw some pullback heading into the end of 2023 for major indicators. 包括商品价格, 显著的钻井效果, 资源发布, 主要融资和其他关键项目里程碑. 加拿大勘探投资, 然而, remains strong – Canada ranked 1st globally with an estimated $3.3亿加元的勘探预算. This impressive 20% share of global exploration budgets has grown at a 12% CAGR since 2018. 黄金仍然是最大的推动力，占56%, 而铜等关键矿物质, 锂和镍正在快速增长.

韦德娱乐1946客户的增长

在我们的行业中, we still see a lot of activity with the major 矿业 producers across Canada 和 a strong growth in critical mineral projects. 2021年和2022年, critical mineral projects formed approximately 30% of development studies released by 矿业 companies but grew to nearly 45% of development studies released in 2023.

在发展研究中, we are seeing a greater engagement with engineering 和 consulting firms to provide information on new technologies such as autonomous haulage, trolley assist 和 tele-remote to help design mines of the future.

从设备的角度来看, this translates into 继续d dem和 for ultra-class haul trucks used by current producers in the oils和s, 冶金煤, 铁矿石, 以及大型黄金和铜项目, as well as growing dem和 for upcoming nickel projects.

We’re also seeing growth in smaller, more versatile equipment, such as 100-150 ton 机械驱动运输卡车 (小松 HD785 和 HD1500 型号)和200-400吨液压挖掘机和铲车 (小松 PC2000, PC3000 和 PC4000 models), to support emerging gold 和 lithium projects.

财政压力

了解通胀成本压力, 我们回顾了运营铜的成本趋势, 加拿大的黄金和煤炭项目. Cash costs have been up 30% per unit since 2018 as a result of cost increases across the board (labour, 能源, 试剂, 等.).

更高的利率也造成了损失. This seems to mainly affect the junior miners who are seeing challenges in the equity markets 和 may struggle to have the cash flow to make, 说, a 20% down payment on new equipment deliveries during the early stages of their mine life.

人才短缺仍在继续

紧张的劳动力市场似乎正在变得更加紧张. According to the Mining Industry Human 资源 Council, 2022年，采矿业和采石业的就业人数增长了50%, 但自从大流行以来, the percentage of job openings that remain unfilled has doubled. The Canadian 矿业 industry will need approximately 29,000 new workers over the next five years 和继续s to face challenges in attracting 和 training talent. This localized challenge is also shared in other major 矿业 regions worldwide.

SMS设备如何填补这些空白

在设备购置方面， we’re evaluating some options to help customers bridge the financing 和 timing gap，我们得到了一些很好的回应. We look forward to continuing the conversation with 矿业 projects on how to help.

在2023年秋季经济报告中, the Department of Finance targeted the introduction of legislation on clean economy investment tax credits in early 2024. We closely monitor these tax credits 和 how they can deliver value to mines 和 critical mineral projects.

The increased digitization of equipment will help mines deal with a talent deficit.

State-of-the-art equipment increases productivity per worker, shortens the learning curve for new operators 和 makes 矿业 more attractive to the younger generation.

While the autonomous haulage solutions we have deployed with customers can be leveraged to aid with the talent deficit, 这不是我们提供的唯一解决方案. Technologies such as tele-remote operated equipment can attract employees with different skill sets 和 increase the ability to mentor a junior operator. Safety systems such as collision awareness can also be introduced to the operation to maximize productivity further while protecting employees 和 equipment.

最后也是最重要的一点， we have successfully attracted 和 brought people into the industry. We’re particularly proud of the apprenticeship program that our Fort McMurray branch has grown to cohorts with more than 50 apprentices 和 our strong recruiting results in Timmins, where we are scheduled to unveil our new facility investment in the 2nd half of 2024. This means we have the staff to support our customers anywhere in Canada in various capacities, depending on our customers’ needs – from an all-inclusive maintenance agreement with dedicated staff to a training program for a mine’s operators 和 maintenance teams. 在SMS设备采矿, 我们从专门的资源池中提取, 所以我们都在一起.