goldsurvey20xxpresentation20xx全球黃金市場調研-在線瀏覽
2024-09-01 09:56本頁面
【正文】 Real Price Nominal Price Source: GFMS, Thomson Reuters Supply 2022 2022 yoy Mine production 2,409 2,572 % Official sector sales 232 41 % Old scrap supply 1,316 1,674 % TOTAL SUPPLY 3,957 4,287 % Gold Supply in 2022 Source: GFMS (Gold Survey 2022) GFMS’ Mine Supply Database ? ? ? ? ? ? ? Over 100 panies analysed on a quarterly basis – production/costs/corporate activity Over 300 mines recorded on an annual basis – production/costs/reserves/grade Over 320 projects – projected production profile, startup date, capex, reserves, resources Informal mine production measured on a countryby country basis Costs measured at 70% of Western World gold production Bottomup cost analysis methodology to assess $/tonne mining, ore processing and onsite administration costs, plus benchmarking of fuel, power, labour productivity and other key inputs Global analysis and forecasting of mine supply, breakdown of industry cost structures and trends, benchmarking Gold Mine Production 2022 up 163t or % yoy Latin America North America South Africa Source: GFMS (Gold Survey 2022) Other China Australia Argentina Ghana Mine Production: Winners and Losers (Figures represent yearonyear change, . 2022 less 2022) Indonesia China South United Africa States Source: GFMS Russia Mongolia Latin America North America South Africa Other Major Western World Mines39。 the first annual increase for three years. Strong increases from a suite of new projects and operating mines. Strong country gains in Indonesia, China, Russia, Argentina, Brazil and Mexico. All regions posted growth, except for North America. Two largest falls at the mine level were seen in the United States. US dollar denominated total cash costs increased by an average 3%, or $14/oz, to $478/oz in 2022. GFMS’ proprietary ‘AllIn’ Costs measure increased by % to $717/oz. AboveGround Stocks of Gold, end2022 Aboveground Stocks, end 2022 = 166,000t Gold is not “consumed” like most modities。 Official Sales Flat trend since 2022? Net Official Sector Sales Hedging Supply Scrap Secular increase in supply 198799 Source: GFMS Change in Supply from AboveGround Stocks 2022 pared to 2022 Source: GFMS (Gold Survey 2022) Regional Changes in Scrap Supply 2022 pared to 2022 Source: GFMS (Gold Survey 2022) Jewellery Fabrication amp。t233。n233。 medals Source: GFMS (Gold Survey 2022) Gold Exchange Traded Funds Source: Respective issuers At 31/12/2022, 617t rise from 31/12/08 Nonmercial amp。 nonreportable positions in Comex amp。 North American Retail Investment Europe North America Source: GFMS (Gold Survey 2022) Price Outlook Gold Supply 20222022F Mine Production Official Sector Scrap Sou
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