BHP Billiton - ein Basisinvestment im Rohstoffsektor (Seite 15)

[Oginvest]

BHP inks deal with Canadian firm to explore for copper in Serbia

MELBOURNE, Jan 24 (Reuters) - BHP Group has signed a deal with Canada's Mundoro Capital to explore for copper in Serbia, part of a global hunt for new mineral deposits to power the green energy boom.

The agreement offers BHP the option to take a stake in three exploration areas that Mundoro holds in Serbia's Timok mining region, to the country's east.

Mundoro is a Canadian listed mining investment company that focuses on generating revenue from royalties.

The agreement comes as copper miners extend their hunt for the conductive metal used in power generation and after BHP signed a deal to acquire Australian copper miner OZ Minerals Ltd last year.

Miner Rio Tinto Ltd said in December it had not given up on its plans to develop a $2.4 billion lithium mine in the country after its licenses were revoked following protests sparked by environmental concerns about the planned mine.

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https://finance.yahoo.com/news/bhp-inks-deal-canadian-firm-2…

[Oginvest]

A look at the nickel sector and the leading companies as we head into 2023

Nickel prices have had a very good year in 2022, up 43% YTD to US$28,199/t at the time of writing. This has been mostly due to a tight market with demand remaining strong and limited new supply.

2023 is forecast to be another tight year for the nickel market, although some analysts are concerned with potential new supply from Indonesia. Sumitomo sees a tight nickel supply/demand balance for the battery sector with some potential oversupply of nickel pig iron (NPI) in 2023. Nickel pig iron is a low grade ferronickel commonly used in China as a cheaper alternative to pure nickel for the production of stainless steel.

Looking out further, in 2021 the IEA forecast that nickel demand is set to increase by 7x to 19x from 2020 to 2040. This is driven by conventional demand from stainless steel plus surging demand from batteries, mostly to supply the electric vehicle boom. Not all batteries will use nickel; however nickel, manganese, cobalt (NMC) cathode batteries are set to remain as a dominant battery chemistry in Western markets due to their superb energy density, combined with a good long cycle life. In 2022, the IEA forecast that 60 new nickel mines would be needed by 2030.


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BHP Group Limited (NYSE: BHP) is ranked 4th in 2020 with 80,000t of nickel production. BHP’s Nickel West mine has been ramping up operations in recent times with ore sent to BHP’s Kwinana Nickel Refinery which can produce 100,000tpa of nickel sulphate. BHP is looking to grow their nickel business and recently announced a takeover offer of OZ Minerals Limited (ASX: OZL) (who themselves have an option deal to acquire Havilah Resources’ Kalkaroo Project in SA that contains copper, gold and cobalt).

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https://investorintel.com/critical-minerals-rare-earths/a-lo…

[Pacific1]

BHP wurde gerade bei echtgeld.tv besprochen.
Interessant nicht nur, für was die Abkürzung eigentlich steht....

[GreenLantern1]

Antwort auf Beitrag Nr.: 73.080.110 von trick17-2 am 12.01.23 20:18:09

Zitat von trick17-2: ich bin im Rohstoffsektor breit aufgestellt. Bei BHP hat ich nur eine kleine Position, die ich heite verkauft habe.
Gründe: Nach dem Verkauf des US-Ölgeschäfts und den Spinoff des übrigen Ölgeschäfts halte ich 160 Mrd Euro als Marktkapitalisierung für ziemlich hoch.
Auch steigt das Risiko, dass weitere teure Übernahmen getätigt werden.
ich bin großer Fan von Rohstoffaktien, hatte zuletzt bei Rana Gruber und Kumba Iron ore gekauft.
BHP ist für mich derzeit gut bezahlt.
Späterer Rückkauf nicht ausgeschlossen.

Trick17

@Rana Gruber, wie machst du das mit der Norwegen-Quellensteuer? Rentiert sich die Rückerstattung von Aufwand/Gebühren??

[Heldal]

Für mich ist BHP in dem angelaufenen Rohstoffzyklus eines von drei Ankerinvests. Die Mischung aus Dividende, "Sicherheit" und Größe macht sie für mich interessant. Dafür verzichte ich auf das Maximum an Performance. Ich kann die Zeiten und das was kommt bzw. kommen kann derzeit nicht einschätzen. Daher fühle ich mich bei BHP ganz wohl.

[trick17-2]

ich bin im Rohstoffsektor breit aufgestellt. Bei BHP hat ich nur eine kleine Position, die ich heite verkauft habe.
Gründe: Nach dem Verkauf des US-Ölgeschäfts und den Spinoff des übrigen Ölgeschäfts halte ich 160 Mrd Euro als Marktkapitalisierung für ziemlich hoch.
Auch steigt das Risiko, dass weitere teure Übernahmen getätigt werden.
ich bin großer Fan von Rohstoffaktien, hatte zuletzt bei Rana Gruber und Kumba Iron ore gekauft.
BHP ist für mich derzeit gut bezahlt.
Späterer Rückkauf nicht ausgeschlossen.

Trick17

[Oginvest]

Global Commodities Holdings to launch nickel trade platform in February

LONDON, Jan 4 (Reuters) - UK-based Global Commodities Holdings (GCH) said its planned physical nickel trading platform will launch in late February, and expects it to eventually offer an alternative to the London Metal Exchange's (LME) nickel futures contract. Many investors, traders, consumers and producers abandoned LME nickel after chaotic trading last March saw prices double to a record above $100,000 tonnes in a disorderly market, prompting the exchange to suspend nickel trading for more than a week. GCH lists major mining groups Glencore , Anglo American , BHP Group and Rio Tinto as shareholders, and is headed by former LME CEO Martin Abbott.

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https://www.kitco.com/news/2023-01-04/Global-Commodities-Hol…

[Oginvest]

Samarco expects iron ore pellet production to rise up to 11% in 2023

Brazilian miner Samarco Mineracao expects production of iron ore pellets to hit 8 million to 9 million tonnes in 2023, a company executive said on Monday, an increase of up to 11% over this year. Production in 2022 is set to reach 8.1 million tonnes, up 5.2% from 2021. Samarco, a joint venture between Vale and BHP , has a total production capacity of about 30 million tonnes per year, meaning it is currently operating at 26%. The expectation is for it to reach 60% capacity in 2025 and 100% in 2028. The forecasts come after the mining company resumed operations in December 2020, after a five-year shutdown following the collapse of one of its tailings dams in November 2015. "Re-entry into the market has not been difficult. We have strategic partners and have been doing well to strengthen commercial partnerships. Samarco has always been very close to its customers," said the firm's chief operating officer, Sergio Mileipe. Samarco expects to invest 1.6 billion reais ($301 million) in 2023, with a little less than half of that being directed to the decommissioning of tailings dams.

This year through November, the miner has invested more than 1.1 billion reais to sustain operations and decommission its tailings dams, it said in a statement. ($1 = 5.3099 reais) (Reporting by Marta Nogueira; Editing by Lisa Shumaker)

https://www.kitco.com/news/2022-12-19/UPDATE-1-Samarco-expec…

[Oginvest]

Samarco expects iron ore pellet production to rise up to 11% in 2023

Brazilian miner Samarco Mineracao expects production of iron ore pellets to hit 8 million to 9 million tonnes in 2023, a company executive said on Monday, an increase of up to 11% over this year. Production in 2022 is set to reach 8.1 million tonnes, up 5.2% from 2021. Samarco, a joint venture between Vale and BHP , has a total production capacity of about 30 million tonnes per year, meaning it is currently operating at 26%. The expectation is for it to reach 60% capacity in 2025 and 100% in 2028. The forecasts come after the mining company resumed operations in December 2020, after a five-year shutdown following the collapse of one of its tailings dams in November 2015. "Re-entry into the market has not been difficult. We have strategic partners and have been doing well to strengthen commercial partnerships. Samarco has always been very close to its customers," said the firm's chief operating officer, Sergio Mileipe. Samarco expects to invest 1.6 billion reais ($301 million) in 2023, with a little less than half of that being directed to the decommissioning of tailings dams.

This year through November, the miner has invested more than 1.1 billion reais to sustain operations and decommission its tailings dams, it said in a statement. ($1 = 5.3099 reais) (Reporting by Marta Nogueira; Editing by Lisa Shumaker)
https://www.kitco.com/news/2022-12-19/UPDATE-1-Samarco-expec…

[Oginvest]

BHP Group signs scheme deed for $6.4 bln buyout of OZ Minerals

Dec 22 (Reuters) - Australia's OZ Minerals (OZL.AX) said on Thursday it entered into a scheme implementation deed with BHP Group (BHP.AX) in relation to the A$9.6 billion ($6.44 billion) takeover bid the latter made for the copper and gold producer.

The board of OZ Minerals, which has unanimously recommended the deal, said its shareholders will vote on it at a scheme meeting scheduled between late March and early April next year.
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> > https://www.reuters.com/markets/deals/bhp-group-signs-scheme…