BHP Billiton - ein Basisinvestment im Rohstoffsektor (Seite 21)
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ISIN: AU000000BHP4 · WKN: 850524 · Symbol: BHP1
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| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,7950 | +30,33 | |
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|---|---|---|
| 14.400,00 | -9,43 | |
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| 0,7000 | -12,49 | |
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FeedbackBHP Operational Review for the year ended 30 June 2022
BHP Operational Review for the year ended 30 June 2022 https://www.bhp.com/-/media/documents/media/reports-and-pres…
BHP Operational Review for the year ended 30 June 2022 (386 KB Excel)
https://www.bhp.com/-/media/documents/media/reports-and-pres…
BHP Chief Executive Officer, Mike Henry:
“BHP produced a strong fourth quarter to cap off a year of significant progress. Our performance for the year has been underpinned by safe, reliable operations and firm demand for our commodities. We completed another year fatality free and we are unwavering in our effort to improve safety, and this includes addressing sexual assault and harassment, racism and bullying.
We delivered record full-year sales volumes at our iron ore business in Western Australia as a result of reliable operational performance and the South Flank project which continued to ramp up. In copper, Escondida in Chile had record material mined and near-record concentrator throughput, while Olympic Dam in South Australia performed strongly in the fourth quarter after planned smelter maintenance.
Queensland metallurgical coal delivered strong underlying performance for the quarter in the face of significant wet weather. BHP is assessing the impacts on BMA economic reserves and mine lives as a result of the increase in coal royalties by the Queensland Government. The near tripling of top end royalties has worsened what was already one of the world’s highest coal royalty regimes, threatening investment and jobs in the state.
Our US$5.7 billion Jansen potash project in Canada is tracking to plan and we are working to bring first production forward to 2026. Also during the year, we merged our petroleum business with Woodside, completed the sales of BMC and Cerrejón, and decided to retain New South Wales Energy Coal until the cessation of mining in 2030 subject to relevant approvals. We also unified our corporate structure, and added to our global options in copper and nickel.
Broader market volatility continues and we expect the lag effect of inflationary pressures to continue through the 2023 financial year, along with labour market tightness and supply chain constraints. Over the year ahead, China is expected to contribute positively to growth as stimulus policies take effect, however, the continuing conflict in the Ukraine, the unfolding energy crisis in Europe and policy tightening globally is expected to result in an overall slowing of global growth. Our strong focus on safety, operational reliability, cost control and social value will help us navigate these challenges and continue to deliver for all of our stakeholders.”
https://www.bhp.com/news/media-centre/releases/2022/07/bhp-o…
BHP Group Says Expects FY23 WAIO Iron Ore (100% Basis) Production Of 278 – 290 MT
https://hotcopper.co.nz/threads/news-bhp-bhp-group-says-expe…
Antwort auf Beitrag Nr.: 71.882.715 von Falangkhontidlao am 29.06.22 17:33:10Für das „Rentendepot“ ist die Aktie aber nichts.
20 BHP zu 27,715 gekauft. Ich hoffe das dieses Investment mich nicht enttäuscht. Weil ich mit Aktien meine Altersvorsorge bestreiten möchte. Rohstoffe müssen doch irrsinnig gefragt sein.
TORONTO, June 27 (Reuters) - Mining companies seeking to accelerate exploration of scarce critical minerals are set to lead capital raisings in Canada this year, the chief executive officer of the Toronto Stock Exchange said on Monday, as sectors such as technology take a back seat amid market volatility.
A big source of capital for the critical minerals sector this year is coming from large corporations like BHP Ltd (BHP.AX) and Rio Tinto (RIO.AX), which are throwing their weight behind junior miners to help expedite exploration projects.
Junior miners are encouraged by the Canadian government's plan, announced in this year's budget, to allocate C$4 billion ($3.1 billion) to critical minerals.
"I do think we are going to see a bit of a renaissance in mining that we haven't seen in years, just given what's happening with global demand, supply," Toronto Stock Exchange (TSX) CEO Loui Anastasopoulos told Reuters, pointing to the focus on investments in critical minerals.
The raising of capital on the TSX by mining companies will bolster Canada's prospects of developing its vast deposits of critical minerals, including cobalt, lithium, nickel and copper, which are key to achieving the transition away from carbon-based energy. It could also help reduce the reliance on China for critical minerals. The Asian economic superpower is home to about 50% of the global critical minerals deposits.
So far this year, mining companies listed in Canada have raised C$3.1 billion, accounting for 25% of the total capital raised on the TSX and the TSX Venture Exchange (TSXV), compared to 18% in the same period last year, TSX data shows, while overall raising of funds has dropped by about 54%. Last year, technology companies led the way among equity sectors with C$13.8 billion in funds raised, followed by mining at C$10 billion and financial services at C$6.9 billion.
The TSX is betting that mining companies looking to add critical minerals to their portfolio will help make up for some of the shortfall in capital raisings this year.
Calgary-based Lithium Chile (LITH.V) and Toronto-based Northern Graphite Corporation (NGC.V) lead capital raising in 2022 with a total of C$51 million through private placements. Anastasopoulos said at least six more mining companies are expected to list on the TSX this year.
'CAUTIOUSLY OPTIMISTIC'
Investment bankers also expect the trend of large mining companies injecting capital into junior miners to continue after BHP and Rio Tinto announced their plans to invest in explorers.
In June, Rio Tinto agreed to pay C$10 million for a 10% stake in British Columbia-based Nano One Materials Corp (NANO.TO), which is engaged in the production of cathode materials used in lithium batteries. In February, BHP bought a 5% stake in Vancouver-based copper-gold explorer Filo Mining for C$100 million.
Lauren Bermack, a partner and national deals mining leader at consulting firm PwC Canada, said when sentiment is down it becomes difficult to raise capital in mining as compared to blue-chip companies.
But since the outlook for critical minerals is strong, investors with risk appetite are looking to invest in assets that are trading at reasonable prices, she added.
Anastasopoulos of the TSX also sees upbeat sentiment for the mining sector.
"We are cautiously optimistic ... but something quite interesting will happen in the mining space over the next 12 to 24 months," he said. https://www.reuters.com/markets/europe/mining-firms-poised-l…
A big source of capital for the critical minerals sector this year is coming from large corporations like BHP Ltd (BHP.AX) and Rio Tinto (RIO.AX), which are throwing their weight behind junior miners to help expedite exploration projects.
Junior miners are encouraged by the Canadian government's plan, announced in this year's budget, to allocate C$4 billion ($3.1 billion) to critical minerals.
"I do think we are going to see a bit of a renaissance in mining that we haven't seen in years, just given what's happening with global demand, supply," Toronto Stock Exchange (TSX) CEO Loui Anastasopoulos told Reuters, pointing to the focus on investments in critical minerals.
The raising of capital on the TSX by mining companies will bolster Canada's prospects of developing its vast deposits of critical minerals, including cobalt, lithium, nickel and copper, which are key to achieving the transition away from carbon-based energy. It could also help reduce the reliance on China for critical minerals. The Asian economic superpower is home to about 50% of the global critical minerals deposits.
So far this year, mining companies listed in Canada have raised C$3.1 billion, accounting for 25% of the total capital raised on the TSX and the TSX Venture Exchange (TSXV), compared to 18% in the same period last year, TSX data shows, while overall raising of funds has dropped by about 54%. Last year, technology companies led the way among equity sectors with C$13.8 billion in funds raised, followed by mining at C$10 billion and financial services at C$6.9 billion.
The TSX is betting that mining companies looking to add critical minerals to their portfolio will help make up for some of the shortfall in capital raisings this year.
Calgary-based Lithium Chile (LITH.V) and Toronto-based Northern Graphite Corporation (NGC.V) lead capital raising in 2022 with a total of C$51 million through private placements. Anastasopoulos said at least six more mining companies are expected to list on the TSX this year.
'CAUTIOUSLY OPTIMISTIC'
Investment bankers also expect the trend of large mining companies injecting capital into junior miners to continue after BHP and Rio Tinto announced their plans to invest in explorers.
In June, Rio Tinto agreed to pay C$10 million for a 10% stake in British Columbia-based Nano One Materials Corp (NANO.TO), which is engaged in the production of cathode materials used in lithium batteries. In February, BHP bought a 5% stake in Vancouver-based copper-gold explorer Filo Mining for C$100 million.
Lauren Bermack, a partner and national deals mining leader at consulting firm PwC Canada, said when sentiment is down it becomes difficult to raise capital in mining as compared to blue-chip companies.
But since the outlook for critical minerals is strong, investors with risk appetite are looking to invest in assets that are trading at reasonable prices, she added.
Anastasopoulos of the TSX also sees upbeat sentiment for the mining sector.
"We are cautiously optimistic ... but something quite interesting will happen in the mining space over the next 12 to 24 months," he said. https://www.reuters.com/markets/europe/mining-firms-poised-l…
Trading Spotlight
Kobalt, Lithium, Nickel - Warum es doch kein Rohstoffbeben in der Autoindustrie gibt
Die Preissprünge bei wichtigen Industriemetallen versetzten die Autoindustrie in Alarmbereitschaft. Doch die befürchtete Krise kommt vorerst nicht. Nur bei Kobalt sind kurzfristig Engpässe zu erwarten.
Groß war die Panik in den Vorstandsetagen der Autohersteller, als die Eskalation des Ukraine-Kriegs Anfang März für eine Preisrally an den Rohstoffmärkten sorgte. Zusätzlich zu den fehlenden Chips und Kabelbäumen drohten nun auch noch Engpässe bei den Rohstoffen. Die Preise vieler wichtiger Industriemetalle, die für die Produktion von Autos benötigt werden, etwa Nickel, Palladium und Aluminium, stiegen auf Rekordniveaus. "Wir sehen eine Kostensteigerung bei Rohstoffen und Energie, die Druck auf das Geschäftsmodell ausüben wird", hatte Stellantis-Chef Carlos Tavares (63) gesagt. Die nächste Krise für die Autoindustrie deutete sich an.
Jetzt zeigt sich, dass das große Beben bei den Rohstoffen für Stellantis, Volkswagen und Co. vorerst ausbleibt. Die Versorgungslage hat sich bei den Industriemetallen wieder entspannt; statt zu weiteren Preissprüngen kam es zu Preisrückgängen an den Rohstoffmärkten. An der Londoner Metall Börse LME, die zwischenzeitlich sogar den Handel mit Nickel ausgesetzt hatte, ist der Nickelpreis seit dem Ende des ersten Quartals um 12 Prozent zurückgegangen, Aluminium kostet rund ein Viertel weniger und selbst der Preis des kritischen Rohstoffs Kobalt ist um 10 Prozent gesunken. Nickel ist damit noch rund die Hälfte teurer als vor einem Jahr, der Preis für Aluminium ist fast auf das Vorjahresniveau zurückgekehrt.
.....
Insgesamt erwartet Yu in den Jahren 2022 und 2023 eine geringe Produktion von Elektrofahrzeugen und daher eine geringere Nachfrage nach Lithium und Kobalt. Das dämpft den Preisanstieg bereits jetzt. Die Goldman-Sachs-Analysten Nicholas Snowdon und Aditi Rai erwarten kurzfristig, also innerhalb der kommenden zwei Jahre, sogar Preisrückgänge bei Kobalt und Lithium, wie sie einer Mitteilung von Ende Mai schrieben.
Eine Eskalation auf den Rohstoffmärkten ist momentan unwahrscheinlich. Aber wenn es eine Lehre aus den zurückliegenden Jahren gibt, dann die: Die nächste Krise kommt bestimmt.
https://www.manager-magazin.de/unternehmen/volkswagen-stella…
Die Preissprünge bei wichtigen Industriemetallen versetzten die Autoindustrie in Alarmbereitschaft. Doch die befürchtete Krise kommt vorerst nicht. Nur bei Kobalt sind kurzfristig Engpässe zu erwarten.
Groß war die Panik in den Vorstandsetagen der Autohersteller, als die Eskalation des Ukraine-Kriegs Anfang März für eine Preisrally an den Rohstoffmärkten sorgte. Zusätzlich zu den fehlenden Chips und Kabelbäumen drohten nun auch noch Engpässe bei den Rohstoffen. Die Preise vieler wichtiger Industriemetalle, die für die Produktion von Autos benötigt werden, etwa Nickel, Palladium und Aluminium, stiegen auf Rekordniveaus. "Wir sehen eine Kostensteigerung bei Rohstoffen und Energie, die Druck auf das Geschäftsmodell ausüben wird", hatte Stellantis-Chef Carlos Tavares (63) gesagt. Die nächste Krise für die Autoindustrie deutete sich an.
Jetzt zeigt sich, dass das große Beben bei den Rohstoffen für Stellantis, Volkswagen und Co. vorerst ausbleibt. Die Versorgungslage hat sich bei den Industriemetallen wieder entspannt; statt zu weiteren Preissprüngen kam es zu Preisrückgängen an den Rohstoffmärkten. An der Londoner Metall Börse LME, die zwischenzeitlich sogar den Handel mit Nickel ausgesetzt hatte, ist der Nickelpreis seit dem Ende des ersten Quartals um 12 Prozent zurückgegangen, Aluminium kostet rund ein Viertel weniger und selbst der Preis des kritischen Rohstoffs Kobalt ist um 10 Prozent gesunken. Nickel ist damit noch rund die Hälfte teurer als vor einem Jahr, der Preis für Aluminium ist fast auf das Vorjahresniveau zurückgekehrt.
.....
Insgesamt erwartet Yu in den Jahren 2022 und 2023 eine geringe Produktion von Elektrofahrzeugen und daher eine geringere Nachfrage nach Lithium und Kobalt. Das dämpft den Preisanstieg bereits jetzt. Die Goldman-Sachs-Analysten Nicholas Snowdon und Aditi Rai erwarten kurzfristig, also innerhalb der kommenden zwei Jahre, sogar Preisrückgänge bei Kobalt und Lithium, wie sie einer Mitteilung von Ende Mai schrieben.
Eine Eskalation auf den Rohstoffmärkten ist momentan unwahrscheinlich. Aber wenn es eine Lehre aus den zurückliegenden Jahren gibt, dann die: Die nächste Krise kommt bestimmt.
https://www.manager-magazin.de/unternehmen/volkswagen-stella…
Australian state's coal royalty hike could nudge others to follow suit - analysts
June 22 (Reuters) - Queensland's bigger-than-expected hike in coal royalties could embolden other Australian states and resources-heavy countries around the world to make similar moves, analysts warned on Wednesday.Australia's second-largest state, which aims to deliver a budget surplus by 2024-25, said on Tuesday it would increase royalties on coal production after a 10-year freeze, to capture windfall profit from rocketing coal prices.
The move promises an extra A$1.2 billion ($836 million) in 2023 financial year taxes for the state that's home to coal mines owned by industry leaders like BHP Group Ltd (BHP.AX), Glencore PLC (GLEN.L), Anglo American PLC (AAL.L) and Peabody Energy Corp (BTU.N).
"We had expected QLD (Queensland) to increase royalties but the magnitude of the increase & the lack of consultation with the mining industry in our opinion sets a concerning precedent, especially when many governments are looking to balance budgets post-COVID," analysts at UBS said in a note.
Resources lobbies in Queensland slammed the move, saying it would compound the tax burden on coal producers who already pay double the royalty rate in Australia's other major coal-producing state, New South Wales (NSW).
"The cost of doing business in Queensland is already high, and further cost pressures will discourage investment, operational growth, job creation and local business spending," Edgar Basto, President Minerals Australia at BHP, said in an emailed statement to Reuters.
While NSW left its rate unchanged, analysts said they would be keeping an eye out for the Commonwealth Budget in October to see if there were any plans to lift rates for iron ore or other miners, considering the boom most commodities saw recently in the wake of the Russia-Ukraine conflict.
"While NSW did not follow the Queensland government's decision to hike royalties, record high commodity prices and ongoing budget deficits could pressure other governments to raise mining taxes," Australian brokerage firm Barrenjoey said.
UBS also flagged the risk of other mining countries like Chile, Peru, Canada and Zambia raising taxes over the next two years after Queensland's move.
Chile, a major copper producer, is already set to push forward its tax reform plans that include a bill on mining royalties, while Indonesia announced plans of raising royalty tariffs on tin production earlier this week.
https://www.reuters.com/markets/commodities/australian-state…
Green group asks court to halt Woodside's Scarborough project
MELBOURNE, June 21 (Reuters) - The Australian Conservation Foundation said it has asked the Federal Court to stop Woodside Energy Group (WDS.AX) working on the $5.7 billion Scarborough gas project until an assessment is made about its potential impact on the Great Barrier Reef.Woodside said the Scarborough project off Western Australia has been subject to "rigorous environmental assessments" by several regulators, including the National Offshore Petroleum Safety and Environmental Management Authority (NOPSEMA), and state and federal environmental departments.
....
https://www.reuters.com/business/environment/green-group-ask…
Australian state hikes coal royalties to snare windfall profit
MELBOURNE, June 21 (Reuters) - Australia's Queensland state said on Tuesday it would raise royalties on coal production to capture windfall profit, expecting to raise an extra A$1.2 billion ($836 million) in the 2023 financial year.The move by the state, home to coal mines owned by majors BHP Group Ltd BHP.AX, Glencore PLC GLEN.L, Anglo American PLC AAL.L and Peabody Energy Corp BTU.N, comes as coal prices hover at record highs and ends a 10-year freeze on royalty rates.
"With the freeze expiring on 30 June 2022, the existing rates do not account for the unprecedented windfall prices that coal producers are now receiving," Queensland Treasurer Cameron Dick said in a statement.
The government set new progressive rates, effective July 1, at a 20% royalty for coal prices over A$175 a tonne, 30% for prices above A$225 and 40% for prices over A$300.
Previously the top tier was a 15% royalty on prices over A$150 a tonne.
...
https://www.nasdaq.com/articles/australian-state-hikes-coal-…
Iron ore suffers short-term demand woes, longer-term China threat: Russell
LAUNCESTON, Australia, June 20 (Reuters) - The spot price of iron ore has had a torrid time lately, caught between short-term concerns about the economic health of top buyer China and a longer-term threat to the current market system as Beijing seeks to permanently lower costs.Benchmark 62% iron ore for delivery to north China , as assessed by commodity price reporting agency Argus, dropped to $121.95 a tonne on June 17, the lowest price since Jan. 1 and down 24% from the peak so far in 2022 of $160.30 on March 8.
China's domestic iron ore contract has also slumped, ending last week at 838 yuan ($124.70), down 10.3% from its closing high so far this year of 934 yuan on June 6.
The immediate catalyst for the sharp declines in recent weeks is falling profit margins at Chinese steel mills amid a cloudy outlook for demand.
....
https://www.reuters.com/markets/commodities/iron-ore-suffers…
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