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BHP Billiton updates on iron ore production

Iron ore – Iron ore production increased by 20% in the 2014 financial year to a record 204 MT, exceeding initial full year guidance by more than 8%. Total iron ore production is forecast to increase by 11% in the 2015 financial year to 225 MT.

Western Australia Iron Ore production of 225 MT (100% basis) represents a fourteenth consecutive annual record and was underpinned by the early commissioning of Jimblebar and our productivity agenda, which raised the capacity of our integrated supply chain. Production from the Wheelarra Joint Venture, which was previously processed through Newman, was permanently connected to the Jimblebar processing hub during the period. The spare capacity created at Newman is now being utilised by existing operations. The ramp-up of Jimblebar to 35 million tonne per annum (100% basis) is now expected before the end of the 2014 calendar year.

In the 2015 financial year WAIO production is expected to increase by a further 20 MT to approximately 245 MT (100% basis). Yet another year of record performance will be supported by additional productivity gains despite the tie-in of shiploaders 1 and 2 during the period. A low cost option to expand Jimblebar to 55 million tonne per annum (100% basis) and broader debottlenecking of the supply chain are expected to underpin further growth in capacity towards 270 million tonne per annum (100% basis).

Samarco production of 22 MT (100% basis) was broadly unchanged in the 2014 financial year. The fourth pellet plant was commissioned in the March 2014 quarter and the ramp up to 30.5 million tonne per annum (100% basis) is expected before the end of the 2015 financial year.

Source – Strategic research Institute
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Discounts for lower grade iron ore here to stay - BHPB

SMH cited Mr Mike Henry marketing president of BHP Billiton as saying that price discounts for lower grade iron ores are here to stay, despite the protestations of smaller miners like Fortescue Metals Group and Atlas Iron.

Lower grade iron ores have traditionally sold for between 93% and 87% of the benchmark iron ore price in recent years but in the June quarter that pricing discount was significantly wider.

Fortescue and Atlas produce lower grade iron ores and both reported received prices that were weaker than expected. Fortescue revealed a price discount of 20 per cent below the benchmark price in June.

Mr Henry said that ''Without wanting to call the exact differentials I think the dynamic of wider spreads than we've seen in times when the market was tighter is absolutely here to stay.'

He said that ''As the steel industry in China moves towards higher productivity and wanting to make use of their more productive, higher-volume blast furnaces, they are more than likely to want higher quality product and be willing to pay a premium for that relative to the lower quality iron ores.''

Mr Henry said that BHP's long term view of the iron ore price had not changed, despite the recent dip below USD 100 per tonne. We are not reading too much into the sharp dip that occurred or the slight rebound that we are seeing currently. We just see it as part of a long run trend where you are going to see volatility around the mean but that mean is going to be declining over time.”

Source – SMH
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BHP join application with ArcelorMittal

According to people familiar with the plan, BHP Billiton Limited (BHP) has made a joint application with ArcelorMittal to export iron ore from a project in Guinea through neighboring Liberia.

According to the people, BHP and ArcelorMittal have asked the two West African governments to approve the plan for ore mined at the Nimba project.

Three of the people said that the world’s largest mining company wants to arrange for ore to be transported using a railway line and port controlled by steelmaker ArcelorMittal.

Two of the people said that the joint application is part of negotiations for ArcelorMittal to buy BHP’s stake in Nimba. BHP and ArcelorMittal in 2010 tried to combine their iron-ore mining projects that straddle the Liberia-Guinea border before abandoning those discussions seven months later. The Wall Street Journal reported in May that ArcelorMittal was close to buying BHP’s Nimba mine.

Companies seeking to develop iron-ore mines in West Africa face a lack of transport links to ship the steelmaking ingredient to customers. Rio Tinto Group signed a USD 20 billion investment agreement with the Guinean government last month that includes the construction of a 650-kilometer railway. Sable Mining Limited, a London traded producer, is also seeking to move ore on ArcelorMittal’s rail link.
Newmont, Areva

BHP rose 2.1% to 2,054.5 pence by the close of trading in London. ArcelorMittal gained 1.2% to EUR 11.185 in Amsterdam.

Spokesmen for BHP, ArcelorMittal and the Liberian government declined to comment. A spokesman for the Guinean government and Mines Minister Kerfalla Yansane didn’t return calls seeking comment.

Mr Andrew Mackenzie CEO of BHP Billiton Limited said at the company’s shareholder meeting in October that Liberia and Guinea don’t feature in BHP’s iron-ore expansion plans. Melbourne-based BHP owns 41% of the Nimba mine in Guinea. Other shareholders include Newmont Mining Corporation and Areva SA.

Source - Bloomberg
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BHP Billiton updates on Mineral Resource at WAIO

BHP Billiton also confirms a 13% increase in the Mineral Resource at WAIO compared to the previous June 30th 2013 estimate. The increase reflects the inclusion of 500 kilometers of infill drilling and revised resource estimates that have continued to delineate orebodies primarily with Brockman (67% of the increase) and Marra Mamba (33% of the increase) ore types, with changes after consideration of mining depletion in the 2014 financial year.

BHP Billiton ownership averages 88% but varies between 85% and 100%. Information pertaining to the orebodies that contribute to the increase in Mineral Resource is contained in Appendix 1.

WAIO is located within the Pilbara region of Western Australia. The geology of the region, comprising the Hamersley and North East Pilbara Provinces, has been extensively studied and is well documented based on extensive mapping, exploratory drilling and mining.

The Hamersley Group forms the central part of the Mt Bruce Supergroup and contains two iron bearing stratigraphic sequences, with major bedded ores hosted by the Brockman Iron Formation and Marra Mamba Iron Formation.

The Nimingarra Iron Formation in the North East Pilbara, hosts the Yarrie Nimingarra iron ore deposits. Another important iron bearing sequence is the Marillana Formation which is a detrital derived Channel Iron Deposit currently mined at Yandi.

Source – Strategic research Institute
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Juniors will have to slash price to export low grade ore - Mr Walsh

The Australian reported that Australia’s smaller iron ore producers will need to offer increasingly large discounts if they are to continue selling lower quality ore into China.

Mr Sam Walsh CEO of Rio Tinto said that a strong commitment in China to tackling the country’s pollution problems, coupled with years of rising supply, meant lower-grade material out of Australia would find it more and more difficult to find buyers in China.

Iron ore heavyweights Rio Tinto and BHP mine a greater proportion of high grade material compared with rivals such as Fortescue Metals and Atlas Iron.

Mr Walsh said that while Rio Tinto was seeing strong demand for its products, lower-grade material was now attracting a discount of about USD 22 per tonne from the iron ore spot price of about USD 96 per tonne. We’re actually easily selling everything that we’re producing.

But the significant amount of new iron ore supply that has come into the market as a result of expansions and new mines in Australia, coupled with China’s commitment to cutting pollution, would make it increasingly difficult for lower quality iron ore to find a home.

Mr Walsh said that “I think (China’s commitment to tackle pollution) is a major factor (in the increased discounting on lower quality iron ore), plus the fact that there’s been a lot of the lowgrade ore come into the market and it’s flooded that segment of the market. So the juniors are having to discount to physically move their product. That’s the only way that the steel mills will take it.”

He said that the steady drop in iron ore prices this year had forced the shutdown of high cost Chinese production, revealing that 85 million tonnes a year of output had closed as a result of the price drop.

China’s pledge to address its environmental issues was genuine, noting that Chinese Premier Mr Li Keqiang had told chief executives in a private meeting at the China Development Forum that tackling pollution was China’s most challenging and difficult issue.

Mr Walsh said that “Planning to move to higher quality ore is a response by the steel mills to improve their environmental performance, improve their energy use and reduce the amount of smoke they’re producing. The benchmark spot iron ore price has fallen 29.3% so far this year and last traded at USD 95.40 per tonne.

India’s new Prime Minister Mr Narendra Modi has flagged the prospect of India resuming the export of iron ore, potentially adding a new source of supply to an already well supplied market.

Mr Walsh acknowledged the possibility of Indian iron ore re entering the market, but said the broader reformist vision of Mr Modi could help improve India’s internal steel demand.

He said that “The effect of that will be to also free up the steel industry and provide growth to the iron ore producers there. We’re currently exporting from here to India, that’s a little bit like shipping coal to Newcastle, but it will be what it will be. An important issue will be what is the growth vehicle within India itself in terms of their urbanisation.”

Source – The Australian
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Rio Tinto confident on demand from China

AAP reported that Rio Tinto says Chinese demand for iron ore remains strong despite a short term oversupply and indications that India will resume iron ore exports.

Mr Sam Walsh CEO of Rio Tinto said that Rio was having to play a balancing act as it and other Pilbara iron ore producers brought on more supply. Demand is quite strong. We're easily selling everything that we're producing. A short term oversupply of iron ore was still weighing on prices.

He said that India may restart iron ore exports, but freeing up that nation's economy would also free up the steel industry and provide growth for Indian iron ore producers.

Mr Walsh said that "As the world urbanises, and as Rio Tinto is the lowest cost producer in the world, proximate to the major growth markets, we're incredibly well positioned. China's economy was achieving its expected growth rates, and around 85 million tonnes of iron ore produced in China had been displaced since the start of the year amid lower prices.”

He said that major pollution problems in China had also boosted demand for higher grade iron ore. Despite the upbeat outlook, he ruled out any acquisitions in the near future. Would Rio be involved in a major acquisition? I doubt it.

Source - AAP
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BHP Billiton in talks to sell manganese assets

The Australian reported that BHP Billiton and Anglo American are in talks to sell their jointly owned portfolio of manganese assets in South Africa and Australia. The assets include two mines in South Africa, one in Australia and processing plants in both countries.

BHP owns 60% and Anglo 40% of the operations. Macquarie analyst Jeff Largey values Anglo’s share of the manganese portfolio at USD 530 million which implies a full value of USD 1.33 billion.

Manganese is a key alloy ingredient in the production of stainless steel, and although its prices are down around 20% since 2011, they’ve recently stabilised.

However, for mega miners, it is a only niche business. Global trade in manganese totals around USD 3bn a year, 2.5% of the equivalent figure for iron ore.

After a wave of over investment resulting in more than USD 100 billion in writedowns, major mining companies are shedding outfits that produce minerals mined in smaller quantities such as diamonds, uranium, platinum and manganese.

At the same time, there are now buyers for these smaller mines: investment funds that have raised billions, led by industry veterans such as Mr Mick Davis, former chief executive of Xstrata, and Mr Aaron Regent, the former chief executive of Barrick Gold.

Both BHP and Anglo recently saw the arrival of new chief executives who are under pressure from shareholders to cut costs and streamline their assets, to focus on their massive mines that produce essential commodities like iron ore, copper and coal.

Earlier this year, BHP said that simplification of our portfolio is a priority and is something we have pursued for several years. That followed media reports that BHP’s leaders were looking at spinning off non core assets worth around AUD 18.5 billion.

We continue to actively study the next phase of simplification, including structural options, but we will only pursue options that maximise value for BHP Billiton shareholders.

Source – The Australian
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Rio Tinto to sell Mozambique coal assets to ICVL - Report

The Daily Telegraph citing people familiar with the negotiations reported that a group of Indian state run metal and mining companies is planning to buy three of Rio Tinto's coal mines in Mozambique for around USD 108 million.

The sources said that ICVL has moved on to buy the 65% stake Rio Tinto Coal Mozambique holds in the Benga Mining project as well as its 100% ownership in two other mines called the Zambeze Project and Tete East Project.

A government official involved with the negotiations said that "We expect the deal to be signed over the next three to four days."

If the deal goes through, it will be the first acquisition by India's International Coal Ventures, which was set up in 2009 to buy assets abroad by government-run companies including Steel Authority of India, CIL and power producer NTPC.

Source – Daily Telegraph
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Big 3 iron ore miners in volume and price sweet spot

Reuters reported that one thing has become clear from the latest production reports from the big three iron ore miners: They appear intent on ensuring their dominance by boosting low cost output.

BHP Billiton mined a record 225 million tonnes of the steelmaking ingredient in the year to end June, beating its own forecast by 4%.

BHP said in its latest production report that it expects to increase output further, to 245 million tonnes in the 2014 to 2015 financial year.

Fellow Anglo Australian miner Rio Tinto boosted output 23% in the Q2 from the same period last year to 75.7 million tonnes. It also is forecasting higher annual output, with the quarterly report released on July 16 pointing to 2014 production of 295 million tonnes up 11% from 266 million in 2013.

The world's biggest iron ore miner, Brazil's Vale , also had record output in the Q2 posting a 12.6% gain to 79.45 million tonnes. The company is planning to boost its annual output to 450 million tonnes by 2018 from 306 million last year.

The three global iron ore giants have effectively gambled that they can continue to boost production and grab bigger slices of global demand, given that they can withstand lower prices due to their low cost mines and economies of scale.

So far it seems to be a winning strategy as they don't appear to be battling to sell their output, and they are still likely to report strong profit growth as they reap the benefit of massive cost cutting programmes over the previous two years.

The miners are apparently in a sweet spot. Staying there depends on iron ore prices not falling too much, which in turn is largely dependent on developments in China, buyer of about two-thirds of seaborne iron ore.

Spot Asian iron ore has fallen nearly 30 percent this year, but at the July 25 closing price of USD 94.30 a tonne it was 6% higher than the mid June low of USD 89.

Revelations that iron ore is being used as a financing tool in China have also stoked concerns that inflated inventories could be sold quickly as fears mount in the wake of a scandal involving the use of a single cargo for multiple credit deals.

However, the outlook for iron ore demand has improved recently with the HSBC and MarkitFlash Manufacturing Purchasing Managers' Index rising to an 18 month high, suggesting the Chinese economy is rebounding.

Source - Reuters
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Australia high costs crimp investment - Ms Rinehart

The Australian cited mining magnate Ms Gina Rinehart as saying that the high cost of doing business in Australia is driving some multinational companies to pursue overseas projects that have the potential to further damage the country’s export revenue.

Mrs Rinehart, the chairwoman of the privately owned Hancock Prospecting and the nation’s richest person, lamented the decision by some companies to invest in lower-cost offshore projects that could drive down commodity prices and undercut Australian projects.

She said that “Sadly, too many multinational companies, even Australian companies, are focusing and preferring to invest in overseas countries with lower costs. For instance, Rio Tinto, which has been in Australia for decades, and made most of its revenue from Australia, is now arranging multi billions of dollars of investment for a major resource project with substantial infrastructure in Guinea in Africa.”

Mrs Rinehart said that “When that’s operating, it will bring billions of tonnes of ore on to the market to compete against Australia, and push down commodity prices. Too few seem to recognise the impact this will have when we are competing with lower-cost countries and how it will hurt Australia for decades.”

Mrs Rinehart said that Rio Tinto, Hancock’s partner in the giant Hope Downs iron ore project in Western Australia, should not be singled out, saying the nation must do more “to lower its costs and compete for investment.”

McKinsey & Company analysis released by the Business Council Australia ranked mining and energy as one of only three sectors of the economy where Australia enjoys an international competitive advantage.

However, the BCA warned the competitiveness of the nation’s resources sector had “declined over the last decade soaring costs of inputs, relatively low labour productivity and regulatory delays have caused capital costs to blow out and projects to be delayed.

Mrs Rinehart welcomed moves by the Abbott government to reduce some costs and investment deterrents by eliminating the carbon tax and endeavouring to eliminate the mineral resources rent tax. These actions are so important and should be supported. Regrettably the critics are at it again, without any regard to the realities Australia faces and the needs to ensure sustainable jobs and revenue in the future.

Mrs Rinehart was talking as Hancock marked the halfway mark of the construction phase of its AUD 10 billion Roy Hill iron ore project in the Pilbara region of Western Australia. Roy Hill, about 270 kilometers south of Port Hedland, is currently the biggest construction project on mainland Australia, employing about 3800 people. When fully operational, it will employ 2000 and ship 55 million tonnes of ore a year, making it one of the biggest single iron ore mines in the country.

Mrs Rinehart said that Roy Hill had never been a get rich quick project. We started the journey with Roy Hill approximately 20 years ago with substantial obstacles blocking our project for years along the way, and we don’t ship (until the) last quarter next year. There is an enormous amount of risk in mining but the critics conveniently leave that out.

She said that Hancock and its Roy Hill partners, South Korea’s POSCO, Japan’s Marubeni and China Steel Corp, were committed to making it a low cost operation that could compete with other projects. One of the things Australia has to learn and appreciate is that for us to export, people aren’t going to buy products because they like Australians forget it.

She added that “They’re only going to buy the products if we remain commercially competitive, cost-competitive. And this is a really big challenge for Australia because we’ve got very high costs and we’ve really got to work hard on that if we want to sustain our future, and a good future.”

Source - The Australian
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Rio Tinto to sell coal assets in Mozambique to ICVL for USD 50 million only

Global mining giant Rio Tinto announced that it has reached an agreement to sell Rio Tinto Coal Mozambique, which comprises the Benga coal mine and other projects in the Tete province of Mozambique, to International Coal Ventures Private Limited for USD50 million.

The assets include the Benga (65 per cent), Zambeze (100 per cent) and Tete East greenfield coal assets, all of which have substantial reserves of coking coal.

The sale is subject to certain conditions precedent and regulatory approvals. The transaction is expected to close in the third quarter of 2014.

During the transition to the new owner, Rio Tinto will continue to manage the mine to the highest safety and environmental standards. Rio Tinto's other assets in the country are unaffected by this transaction.

The assets were acquired by Rio Tinto as part of its acquisition of Riversdale Mining Limited in 2011.

ICVL is a joint venture company incorporated in India and set up by the mandate of the government of India exclusively for the purpose of the acquisition of coal mines and coal assets in overseas territories, primarily to meet the coal requirements of the promoter companies of ICVL. The promoter companies of ICVL are also amongst the largest Government of India owned entities: Steel Authority of India Limited, Coal India Limited, Rashtriya Ispat Nigam Limited, National Minerals Development Corporation Limited and National Thermal Power Corporation Limited.

Source – Strategic Research institute
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Deutsche Bank reiterates buy rating for Rio Tinto

Deutsche Bank reissued their buy rating on shares of Rio Tinto Limited in a research report. Deutsche Bank currently has a AUD 85.25 price objective on the stock.

The analysts noted that the move was a valuation call.

Deutsche Bank has also modified their ratings on a number of other stocks in the few days. The firm reiterated its buy rating on shares of Unilever plc.

Also, Deutsche Bank reiterated its hold rating on shares of CRH PLC. Finally, Deutsche Bank reiterated its hold rating on shares of Flextronics International Limited. They have AUD 12.00 price target on that stock, up previously from AUD 9.00.

Source – Watch List News
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State Government approves controversial copper and iron ore mine for SA

ABC reported that a controversial mining development for South Australia's Yorke Peninsula has been granted approval by the State Government.

Mining company Rex Minerals wants to build an AUD 800 million copper, gold and iron ore mine on prime agricultural land just south of Ardrossan.

The company said that the project holds one of the largest open pit copper ore reserves in Australia and the mine could be up to one kilometre wide, two kilometres long and 500 meters deep.

Controversy has surrounded the development, with many residents concerned about its impact on the environment.

Mr Stephen Lodge from the Yorke Peninsula Landholders group said that news of the lease approval was a blow to the community. Devastated, for a start. I mean, we knew it was coming but just when the initial announcement comes along it sort of knocks you about a bit."

Mr Lodge said that “Landholders have repeatedly expressed concerns to Rex Minerals and the State Government about the development, but don't feel they've been addressed. We've certainly put all our points across, whether it's fallen on deaf ears or not.”

He said that "As far as contaminating crops around the area with dust that's going to fall out, or contamination of the Gulf, we haven't had any word of what steps are going to be taken. Hopefully our regulators are going to have some sort of failsafe in there."

He added that "We've been saying all along that regulatory certainty is required and is obviously very important and that's the start of the process, not the end. We have to understand the conditions that are being put to us and then communicate those clearly."

Source – ABC
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Rio Tinto workers were lucky to escape

The West Australian reported that two Rio Tinto workers were lucky to escape injury after their vehicle became pinned under a haul truck at one of the company's Pilbara iron ore mines.

The incident occurred on Saturday at the Brockman 4 iron ore mine site, about 60 kilometers North West of Tom Price, when a haul truck collided front on with a 4 WD that became crushed under the truck's front wheel.

It is understood that the truck driver was unaware of the collision and had dragged the 4WD for 40m before pulling to a stop after receiving radio calls from the vehicle's two occupants to stop.

Source - The West Australian
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95 mining jobs cut at BHP coal mine - Report

It is reported that the cuts keep coming at BHP Billiton's Mount Arthur coalmine, which will lose another 95 jobs to go in weeks to come.

The BHP mine near Muswellbrook lost 163 roles last month, while 50 contractors were temporarily laid off in June due to slow truck maintenance.

Job cuts in recent months will slash Mount Arthur’s workforce of employees and core contractors from about 1900 down to 1650.

BHP is in the middle of a wide-reaching productivity drive that has already seen job cuts at its other coal mines, as well as its iron ore operations in Western Australia, and the company has also warned that this may not be the end of the cuts.

A spokesperson for BHP said that the company had reviewed all of its mining operations and would continue to assess opportunities and make any necessary adjustments.

The report said that most of the 95 to go are production workers.

The earlier 163 job cuts are understood to have been mainly from the coal-handling plant and maintenance sections, which BHP said was an attempt to "reset" the cost base at the operation.

Mount Arthur is one of the biggest open-cut coal mines in NSW, with approval to produce 36 million tonnes a year.

Estimates show Mt Arthur has more than one billion tonnes of reserves, and the NSW Department of Planning has recommended its approval be extended from 2022 to 2026.

BHP’s NSW coal boss Mr Peter Sharpe said last month that the company had advised employees of the results of an internal review, as the implementation plans for the coming months, which called for focus on productivity gains and cost reductions on site.

Mr Sharpe said that “The coal industry continues to experience difficult market conditions, including continuing low coal prices and a high Australian dollar and in order to remain globally competitive, the cost base of our Mt Arthur Coal operations must be reset.”

He said that “The purpose of this transformation exercise is to ensure that our operations remain sustainable for the long-term, and we will continue to assess opportunities and make the necessary adjustments.”

As the mining phase moves from investment-led construction to a production focus, BHP has placed a renewed and aggressive emphasis on productivity and efficiency gains across its entire portfolio in an effort to simplify mining operations.

Source - www.miningaustralia.com
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BHP ordered to make record asbestos compensation payment

The Guardian reported that mining giant BHP Billiton will pay a record AUD 2.2 million to a man who was exposed to asbestos at a New South Wales steelworks. The compensation was ordered by the state’s Dust Diseases Tribunal and is understood to be the largest payment in the tribunal’s 25 year history.

The decision is also the first time BHP Billiton has been ordered to pay financial compensation to a former employee of the Newcastle steelworks who has contracted mesothelioma, an incurable cancer.

A spokeswoman said that BHP Billiton is currently considering the judgment and given it could be subject to appeal, is not commenting further on the matter at this time.

The claimant, Mr Steven Dunning, was diagnosed with the asbestos related disease in 2010. The 54 year old was 19 when he began his two year stint as a labourer at the blast furnaces in the steelworks.

Mr Joanne Wade lawyer of Slater & Gordon said that “While today’s verdict is a significant victory for Mr Dunning and his family, it does not take away from the fact that he is dealing with an incurable, terminal disease as a result of BHP’s negligence.”

Source - The Guardian
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Mittal and Glencore said to be among potential Simandou bids

Bloomberg reported that Lakshmi Mittal’s ArcelorMittal and Glencore Plc are among potential bidders for Guinea’s Simandou project, the world’s largest untapped iron ore deposit after it was seized from Israeli billionaire Mr Beny Steinmetz in April.

People familiar with its plans said that ArcelorMittal, the world’s biggest steelmaker, has declared an interest in the bidding process for two licenses covering the Simandou project in Guinea, according to four people who asked not to be identified as the talks aren’t public. Glencore is also interested.

Leading mining and steelmaking companies are jostling for a share of the riches contained in Simandou, a remote, iron bearing mountain range, to take advantage of prices for the raw material that have risen about 50% since 2008. Guinea has estimated that Simandou may cost USD 20 billion to develop, largely because it needs a 650 kilometer rail link.

The iron ore position of Glencore pales in comparison with rivals BHP Billiton Limited, Rio Tinto Group and Vale S Still, CEO Mr Ivan Glasenberg has previously expressed reluctance to invest in expensive new mining operations known as greenfield projects. The rail and port component of Simandou has been estimated to cost more than USD 10 billion.

An external spokesman for the government said that the government of Guinea is confident of a strong line up of interested parties in the Simandou concession.

Guinea in April revoked rights to half the Simandou project controlled by a venture between Steinmetz’s BSG Resources Limited and Brazil’s Vale, following claims of bribery and corruption. The decision has sparked legal battles for control of the asset.

BSGR plans international arbitration with Guinea over the seized licenses, it said after being stripped of the asset. Any attempt to negotiate fresh rights to Simandou would be challenged as unlawful.

Rio in April sued Vale, Steinmetz and BSGR, saying they conspired to steal rights to Simandou. The three deny any wrongdoing. A Guinean review in April said the evidence suggested Vale wasn’t involved in corruption. Vale and BSGR had planned a USD 10 billion mine, port and rail project on the coveted, iron rich ground.

Source - Bloomberg
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Mijnbouwconcern Rio Tinto verhoogt winst

DONDERDAG 7 AUGUSTUS 2014, 09:59 uur | 294 keer gelezen

LONDEN (AFN) - Het internationale mijnbouwconcern Rio Tinto is in de eerste helft van dit jaar op een hogere winst uitgekomen, geholpen door recordleveringen van ijzererts. Dat maakte het op één na grootste mijnbouwbedrijf ter wereld donderdag bekend.
De onderliggende winst ging met 21 procent omhoog in vergelijking met een jaar eerder, naar 5,1 miljard dollar (3,8 miljard euro). Rio Tinto produceerde in de afgelopen periode een recordhoeveelheid ijzererts, de grondstof voor staal, om zo te voldoen aan de sterke Chinese vraag. Vanwege de sterke vraag breidde het concern zijn productiecapaciteit in het westen van Australië uit.

Verder verlaagde Rio Tinto de kapitaalinvesteringen. Voor heel 2014 verwacht het bedrijf nu investeringen van circa 9 miljard dollar. Dat is 2 miljard dollar minder dan eerder werd aangegeven.

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Rio Tinto announces huge increase in first half underlying earnings

First half results highlights

1. Increased underlying earnings by 21 per cent to USD 5.1 billion. Underlying earnings per share rose to 276.8 US cents

2. Achieved USD 3.2 billion of sustainable operating cash cost improvements since 2012, exceeding the USD 3 billion reduction target six months ahead of schedule. Momentum in cost reductions is now expected to realise a further USD 1 billion of savings by the end of 2015

3. Shipped record iron ore volumes, set production records for iron ore and thermal coal and delivered a strong operational performance in copper.

4. Increased cash flows from operations by eight per cent to USD 8.7 billion

5. Reduced capital expenditure to USD 3.6 billion in the first half. 2014 CAPEX is now expected to be around USD 9 billion, USD 2 billion below previous guidance and around USD 8 billion each year from 2015

6. Decreased net debt by USD 1.9 billion in the first half to USD 16.1 billion at 30 June 2014. This compares with USD 22.1 billion at 30 June 2013. Reduced adjusted total borrowings by USD 2.5 billion in the first half to USD 25.7 billion at 30 June 2014

7. Achieved EBITDA of USD 1.1 billion in Aluminium, up 26 per cent on 2013 first half, despite London Metal Exchange (LME) aluminium prices averaging nine per cent lower.

8. Completed the review of the Kitimat Modernisation Project: total approved capital now stands at USD 4.8 billion. Net earnings of USD 4.4 billion reflect USD 0.8 billion of further impairments related to Kitimat, noncash exchange rate gains of USD 0.6 billion and other excluded charges of USD 0.5 billion

9. Increased interim dividend by 15 per cent to 96 US cents per share

Rio Tinto CEO Mr Sam Walsh said "Our outstanding half year performance reflects the quality of our world-class assets, our programme of operational excellence and our ability to drive performance during a period of weaker prices. These results show that our current strategic and management focus is making a meaningful contribution to cash flow generation.”

He said "During the first half we have increased underlying earnings by 21 per cent to USD 5.1 billion and enhanced operating cash flow by eight per cent. We delivered what we said we would, exceeding our USD 3 billion operating cash cost reduction target six months ahead of schedule while producing record volumes and driving productivity improvements across all our businesses.”

He added "We have decreased net debt by USD 6.0 billion compared with this time last year, through our stronger operating cash flows, sharply reduced capital spend and proceeds from divestments. We are confident Rio Tinto's low cost, diversified portfolio will continue to generate strong and sustainable cash flows over the coming years. This solid foundation for growth will result in materially increased cash returns to shareholders, underscoring our commitment to deliver greater value."


Source - Strategic Research Institute
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125 million tonne high cost iron ore miners to shut shop - Rio Tinto

Argus reported that UK Australian mining firm Rio Tinto forecasts about 125 million tonne of high cost iron ore output exiting the market this year, as low grade producers from China and less traditional suppliers curtail production.

The company claimed it was the lowest cost iron ore producer in Western Australia's Pilbara region with unit cash costs of AUD 20.40 per tonne excluding royalties and freight, in the first half. This gave it an average realised iron ore price of AUD 99 per wet metric tonne.

Source - Strategic Research Institute
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 Germany40^ 22.504,40 -0,48%
 BEL 20 4.396,58 -0,82%
 Europe50^ 5.480,25 -0,24%
 US30^ 44.524,90 0,00%
 Nasd100^ 22.109,50 0,00%
 US500^ 6.112,09 0,00%
 Japan225^ 39.114,70 0,00%
 Gold spot 2.882,65 0,00%
 EUR/USD 1,0493 0,00%
 WTI 70,68 0,00%
#/^ Index indications calculated real time, zie disclaimer

Stijgers

BAM +10,11%
PROSUS +4,70%
HEIJMANS KON +4,21%
NX FILTRATION +3,58%
Aperam +3,30%

Dalers

Arcadis -2,88%
IMCD -1,93%
Philips Konin... -1,92%
UNILEVER PLC -1,82%
Wereldhave -1,77%

EU stocks, real time, by Cboe Europe Ltd.; Other, Euronext & US stocks by NYSE & Cboe BZX Exchange, 15 min. delayed
#/^ Index indications calculated real time, zie disclaimer, streaming powered by: Infront