🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% eachUnlock Stocks

UPDATE 1-BHP Billiton steps up coal output, slices costs, eyes acquisitions

Published 21/06/2016, 01:03 pm
© Reuters.  UPDATE 1-BHP Billiton steps up coal output, slices costs, eyes acquisitions
BHP
-
AAL
-
BHPB
-
HG
-
GLEN
-
8031
-
8058
-

* BHP raises coking coal output forecasts

* To slice $600 million in coal production costs in 2017

* BHP does not rule out coal acquisitions (Recasts, adds BHP Minerals Australia president comments)

MELBOURNE, June 21 (Reuters) - Top global miner BHP Billiton BHP.AX BLT.L outlined plans to boost coal output by 8 percent over the next three years while slashing costs, and said it would only consider premium, lowest-cost assets for any acquisitions.

BHP Billiton, the world's top exporter of coking coal used in steelmaking and also a producer of energy coal, is in the enviable position of running profitable coal mines at a time when more than half the world's coal mines are losing money.

It remains optimistic about the long-term prospects for its coal business based on the quality of its coal, its low costs and growth prospects in China, India and Southeast Asia, but said markets would be challenging in the short to medium-term.

"We have the portfolio of assets best placed to meet this future demand," BHP Billiton Minerals Australia president Mike Henry told reporters on Tuesday after an investor presentation.

Making life harder for its rivals, BHP increased its forecast for coking coal output for the current year, ending June 30, by 6 percent to 42.5 million tonnes, and said it plans to hike production to 46 million tonnes in 2018.

It also aims to slice costs by $600 million over the next year by getting more out of its trucks, wash plants, and workers, and negotiating better deals on parts and equipment.

That would help cut its coking coal costs to 9 percent over the next year to $52 a tonne. That compares with coking coal prices which averaged more than $90 a tonne in the June quarter.

While it has sold, spun off or shut most of its energy coal mines amid a global push to curb carbon emissions, BHP did not rule out bidding for rival Anglo American's AAL.L one-third stake in the Cerrejon energy coal mine in Colombia or its coking coal mines in Australia.

Henry declined to comment on specific assets, but said any acquisition would have to fit with the company's tighter geographic focus, be high quality, low cost, and come at a good price.

"It would need to enable higher returns and would need to be resilient to all markets," he said.

Analysts have said it would make sense for BHP to own Anglo American's Moranbah and Grosvenor coking coal mines, which are near its own mines in Queensland's Bowen Basin. The company has said it is mainly seeking acquisitions in copper and petroleum. Billiton owns nine coking coal mines in Australia's Queensland state with Japanese partners Mitsubishi Corp 8058.T and Mitsui & Co 8031.T . It also owns the biggest energy coal mine in the Hunter Valley in Australia and a one-third stake in Cerrejon, alongside Anglo American and Glencore Plc GLEN.L .

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.