Gas Crisis of Western Australia 2008 (Varanus Island - Apache Energy Limited) - 500 Beiträge pro Seite

[TomCole]

Die Gas-Versorgung von Minen in Western Australia ist durch eine Explosion in der Verarbeitungsanlage von Apache Energy auf Varanus Island voraussichtlich ca. drei Monate lang erheblich gedrosselt!

Provisorische Übersichten (Ergänzungen bzw. Verbesserungen willkommen!):

Beeinträchtigt oder möglicherweise geschädigt z.B.:
- Alcoa Inc,
- Alumina Limited,
- Apache Corp (APA.N),
- BHP Billiton Ltd/Plc,
- Burrup Holdings,
- Iluka Resources,
- Jabiru Metals,
- Minara Resources Limited,
- Newcrest Mining,
- Newmont Mining,
- Origin Energy,
- Oxiana Limited,
- Rio Tinto Group,
- Santos,
- Tap Oil.

Eventuell begünstigt:
- Alinta Gas,
- BP Petroleum,
- Caltex Corp,
- Woodside Petroleum Limited (ASX: WPL),
- Royal Dutch Shell.


Vergl. z.B.:

WA's gas crisis puts heat on miners
Matt Chambers | June 10, 2008
WEST Australian miners and other businesses face a tough struggle for more natural gas feed after the state's biggest supplier said it would only be able to provide a "minimal" amount to make up for the Varanus Island blast that has cut a third of the state's supply.
http://www.theaustralian.news.com.au/story/0,25197,23837553-…


West casts wide to ease Varanus Island crisis
Jason Scott
June 9, 2008
http://business.smh.com.au/west-casts-wide-to-ease-varanus-i…


GOLD NEWS
MONTHS NOT WEEKS
WA gas explosion fallout serious for iron ore, gold and base metals suppliers
The Varanus Island gas explosion and subsequent loss of around 30 percent of the state's gas supplies is creating serious problems for the state's massive mining industry and will affect productivity and supply for months, rather than weeks.
Author: James Regan
Posted: Sunday , 08 Jun 2008
PERTH (REUTERS) -
http://www.mineweb.net/mineweb/view/mineweb/en/page34?oid=54…


Published 3:15 PM, 6 Jun 2008
Last update 10:38 AM, 7 Jun 2008
Gas sales 2 months away: Apache
Reuters
http://www.businessspectator.com.au/bs.nsf/Article/Apache-Au…


Fire to take toll on balance sheets
Rebecca Le May
June 6, 2008
http://business.smh.com.au/fire-to-take-toll-on-balance-shee…


ENERGY
VARANUS ISLAND EXPLOSION
Gas crisis hits WA mining industry. Gold and nickel operations badly affected
The dominant mining State of Western Australia has suffered its first serious energy supply crisis through a major explosion at the Varanus Island gas plant off the northwest coast and today it was made clear it may take several months to restore to normality.
Author: Ross Louthean
Posted: Friday, 06 Jun 2008
http://www.mineweb.net/mineweb/view/mineweb/en/page38?oid=54…


IRON, STEEL AND FERROUS ALLOYS
FORCE MAJEURE
Australian iron ore and gold output threatened by gas plant explosion
An explosion which has halted output at a major gas distribution plant in Western Australia has cut supplies to major users including a number of Australia’s mining operations.
Author: James Regan
Posted: Wednesday, 04 Jun 2008
SYDNEY (REUTERS) -
http://www.mineweb.net/mineweb/view/mineweb/en/page39?oid=54…

[TomCole]

Varanus Island:
S. z.B. GoogleEarth:
- Breite: 20°38'58.37"S
- Länge: 115°34'33.25"O

[TomCole]

Behelfslösungen bei MRE und JML:

ASX Annoucement,
Minara Resources Limited (ASX: MRE),
10 Jun 2008, 8:29 am,
Minara Secures Temporary Gas Supply for Murrin Murrin,
s. http://stocknessmonster.com/news-item?S=MRE&E=ASX&N=409598.

ASX Annoucement,
Minara Resources Limited (ASX: MRE),
4 Jun 2008, 2:39 pm,
Gas Supply Interruption at Murrin Murrin,
s. http://stocknessmonster.com/news-item?S=MRE&E=ASX&N=409189.


ASX Annoucement,
Jabiru Metals Limited (ASX: JML),
4 Jun 2008 1:07 pm,
Jaguar Power Supply,
s. http://stocknessmonster.com/news-item?S=JML&E=ASX&N=409164.

[TomCole]

NGF: Gedrosselt und Kostensteigerungen befürchtet:

ASX Annoucement,
Norton Gold Fields Limited (ASX: NGF),
10 Jun 2008, 10:34 am,
Re-instatement of Power Supply at Paddington,
s. http://stocknessmonster.com/news-item?S=NGF&E=ASX&N=200141.

ASX Annoucement,
Norton Gold Fields Limited (ASX: NGF),
5 Jun 2008, 11:59 am,
Interruption of Power Supply at Paddington,
s. http://stocknessmonster.com/news-item?S=NGF&E=ASX&N=200073.

[TomCole]

ILU: Gas rationiert, Halbjahres-Ergebnis voraussichtlich aber wenig beeinflusst:

ASX Annoucement,
Iluka Resources Limited (ASX: ILU),
10 Jun 2008, 1:52 pm,
Iluka Update - Disruption of Gas and Electricity Supply,
s. http://stocknessmonster.com/news-item?S=ILU&E=ASX&N=409737.

ASX Annoucement,
Iluka Resources Limited (ASX: ILU),
5 Jun 2008, 1:34 pm,
Disruption of Supply to Iluka`s WA Operations,
s. http://stocknessmonster.com/news-item?S=ILU&E=ASX&N=409350.

ASX Annoucement,
Iluka Resources Limited (ASX: ILU),
4 Jun 2008, 3:39 pm,
Interruption to the Supply of Gas to Iluka`s WA Operations,
s. http://stocknessmonster.com/news-item?S=ILU&E=ASX&N=409197.

[TomCole]

Obige Postings #3, #4 und #5:
Ersetze "Annoucement" durch "Announcement"! [War die übliche Kopierblindheit! ]

[TomCole]

Informationen zu 4 weiteren Unternehmen:

1) Newcrest Mining Limited (ASX: NCM):

NCM: Gedrosselt - Dieselmangel - Kostensteigerung - Zeitnutzung für Wartungsarbeiten:

ASX Announcement,
Newcrest Mining Limited (ASX: NCM),
10 Jun 2008, 8:52 am,
Telfer production impacted by gas supply interruption,
s. http://stocknessmonster.com/news-item?S=NCM&E=ASX&N=299741.

ASX Announcement,
Newcrest Mining Limited (ASX: NCM),
4 Jun 2008, 11:45 am,
Telfer Gas Supply Interruption,
s. http://stocknessmonster.com/news-item?S=NCM&E=ASX&N=299556.


2) Oxiana Limited (ASX: OXR):

OXR: Notlösung Strom-Käufe:

ASX Announcement,
Oxiana Limited (ASX: OXR),
6 Jun 2008, 4:12 pm,
Golden Grove resumes production,
s. http://stocknessmonster.com/news-item?S=OXR&E=ASX&N=299729.

ASX Announcement,
Oxiana Limited (ASX: OXR),
4 Jun 2008, 5:24 pm,
Power Supply Interruption at Golden Grove,
s. http://stocknessmonster.com/news-item?S=OXR&E=ASX&N=299593.


3) Santos Limited (ASX: STO):

STO: Produktions-Stop des John Brookes-Gasfeldes (STO 45%):

ASX Announcement,
Santos Limited (ASX: STO),
4 Jun 2008, 1:57 pm,
John Brookes production interruption,
s. http://stocknessmonster.com/news-item?S=STO&E=ASX&N=166575.


4) Tap Oil Limited (ASX: TAP):

TAP: Ist gegen Schäden auf Varanus Island versichert:

ASX Announcement,
Tap Oil Limited (ASX: TAP),
6 Jun 2008, 6:01 pm,
Incident at Varanus Island - 06 Jun 08,
s. http://stocknessmonster.com/news-item?S=TAP&E=ASX&N=409562.

ASX Announcement,
Tap Oil Limited (ASX: TAP),
4 Jun 2008, 12:32 pm,
Incident at Varanus Island - Announcement 2,
s. http://stocknessmonster.com/news-item?S=TAP&E=ASX&N=409157.

ASX Announcement,
Tap Oil Limited (ASX: TAP),
4 Jun 2008, 8:28 am,
Incident at Varanus Island,
s. http://stocknessmonster.com/news-item?S=TAP&E=ASX&N=409096.

[TomCole]

Varanus gas blast shockwaves spread
Michael Sainsbury and Kevin Andrusiak
June 11, 2008
THE fallout from the Varanus gas blast last week continues to haunt the booming West Australian resources industry, amid fears that diesel suppliers will cash in on rising demand.
s. http://www.theaustralian.news.com.au/story/0,25197,23844724-….

Published 8:56 AM, 10 Jun 2008
Last update 6:20 PM, 10 Jun 2008
Newcrest, Minara cut production
Reuters, with a staff reporter
s. http://www.businessspectator.com.au/bs.nsf/Article/Minara-se….

[TomCole]

Published 6:22 PM, 11 Jun 2008
Last update 2:41 AM, 12 Jun 2008
Fed govt offers help on WA blast
AAP with a staff reporter
s. http://www.businessspectator.com.au/bs.nsf/Article/Gillard-o….

Smelting joint venture caught in Apache blast
Jason Scott and Rebecca Keenan
June 12, 2008
s. http://business.smh.com.au/smelting-joint-venture-caught-in-….

[TomCole]

BBP: Kurzfristige Gewinneinbußen? Mögliche Kursverluste?

Babcock & Brown Power (ASX: BBP):

Only one gas victim had to seek stockmarket protection - why?
Elizabeth Knight
June 12, 2008
s. http://business.smh.com.au/only-one-gas-victim-had-to-seek-s….

ASX Announcement,
12 Jun 2008, 9:00 am,
Refinancing and Alinta Retail Update,
s. http://stocknessmonster.com/news-item?S=BBP&E=ASX&N=508599.

[TomCole]

1) Alcoa Inc (ASX: AAI):

AAI: Kursabschläge?

ASX Announcement,
Alcoa Inc (ASX: AAI),
12 Jun 2008, 8:23 am,
Alcoa Form 8K filed June 11,
s. http://stocknessmonster.com/news-item?S=AAI&E=ASX&N=409988.

ASX Announcement,
Alcoa Inc (ASX: AAI),
11 Jun 2008, 8:30 am,
Alcoa of Australia Declares Force Majeure,
s. http://stocknessmonster.com/news-item?S=AAI&E=ASX&N=409848.


2) Alumina Limited (ASX: AWC):

AWC: Gewinneinbußen?

ASX Announcement,
Alumina Limited (ASX: AWC),
11 Jun 2008, 10:12 am,
Alcoa of Australia declares force majeure,
s. http://stocknessmonster.com/news-item?S=AWC&E=ASX&N=299834.

[TomCole]

Antwort auf Beitrag Nr.: 34.287.683 von TomCole am 12.06.08 10:43:41

BBP: Vor allem sind's auch die Schulden:

BBPower says panic is wrong response
Scott Rochfort
June 13, 2008
s. http://business.smh.com.au/bbpower-says-panic-is-wrong-respo….

[TomCole]

Published 6:28 PM, 12 Jun 2008
Last update 8:43 PM, 12 Jun 2008
Gas shortage hits WA resource companies
AAP
s. http://www.businessspectator.com.au/bs.nsf/Article/Gas-short….

[TomCole]

Antwort auf Beitrag Nr.: 34.275.058 von TomCole am 10.06.08 16:22:33

Tap Oil Limited (ASX: TAP):

TAP: Apache Energy Limited teilt mit, dass Anfang nächster Woche 140 Personen mit den Reparaturarbeiten auf Varanus Island beschäftigt sein werden:

ASX Announcement,
Tap Oil Limited (ASX: TAP),
13 Jun 2008, 5:02 pm,
Incident at Varanus Island,
s. http://stocknessmonster.com/news-item?S=TAP&E=ASX&N=410196.

[TomCole]

Apache confident of gas plant repairs
June 13, 2008 - 6:14PM
s. http://news.smh.com.au/business/apache-confident-of-gas-plan….

[TomCole]

1:38 PM, 15 Jun 2008
Tough week ahead as gas crisis continues
AAP
s. http://www.businessspectator.com.au/bs.nsf/Article/Tough-wee….

[TomCole]

Antwort auf Beitrag Nr.: 34.272.102 von TomCole am 10.06.08 10:39:11

NGF: Kostensteigerungen eingetreten:

ASX Announcement,
Norton Gold Fields Limited (ASX: NGF),
16 Jun 2008, 10:07 am,
Impact of Interim Power Supply Arrangements on Paddington,
s. http://stocknessmonster.com/news-item?S=NGF&E=ASX&N=200293.

[TomCole]

Antwort auf Beitrag Nr.: 34.271.612 von TomCole am 10.06.08 09:34:53

MRE: Ab 1 Juli 2008 neuer Gasversorgungs-Vertrag. Versicherungs-Ansprüche:

ASX Announcement,
Minara Resources Limited (ASX: MRE),
18 Jun 2008, 5:45 pm,
Market Update,
s. http://stocknessmonster.com/news-item?S=MRE&E=ASX&N=410678.

[TomCole]

WA could seek emergency fuel
Posted Wed Jun 18, 2008 7:10pm AEST
Updated Wed Jun 18, 2008 7:47pm AEST
s. http://www.abc.net.au/news/stories/2008/06/18/2279003.htm.

Published 2:11 PM, 18 Jun 2008
Last update 4:53 AM, 19 Jun 2008
WA gas crisis will affect economy: Rudd
AAP, with Reuters
s. http://www.businessspectator.com.au/bs.nsf/Article/WA-gas-cr….

10:37 PM, 18 Jun 2008
Apache quiet about gas plant photos
AAP
s. http://www.businessspectator.com.au/bs.nsf/Article/Apache-qu….

BusinessSpectator,
APACHE,
LATEST STORIES,
s. http://www.businessspectator.com.au/bs.nsf/filterCompany1c?o….

[TomCole]

Antwort auf Beitrag Nr.: 34.296.587 von TomCole am 13.06.08 12:41:07

ASX Announcement,
Tap Oil Limited (ASX: TAP),
19 Jun 2008, 9:59 am,
Investor Presentation Update - June 2008,
s. http://stocknessmonster.com/news-item?S=TAP&E=ASX&N=410723,
Seite 8: Harriet Joint Venture (Tap 12.22%):
"Tap has business interruption and property damage insurance over its interest in the HJV"

[TomCole]

Calls to examine Varanus explosion
Nicolas Perpitch
June 20, 2008
s. http://business.theage.com.au/calls-to-examine-varanus-explo….

[TomCole]

Antwort auf Beitrag Nr.: 34.272.272 von TomCole am 10.06.08 10:59:28

ASX Announcement,
Iluka Resources Limited (ASX: ILU),
18 Jun 2008, 1:27 pm,
Iluka Presentation to UBS Resouces and Energy Conference,
s. http://stocknessmonster.com/news-item?S=ILU&E=ASX&N=410619.
“WA gas supply disruption” erwähnt (s. S. 1 und Dok.-S. 14).

[TomCole]

Antwort auf Beitrag Nr.: 34.309.346 von TomCole am 16.06.08 14:10:13

ASX Announcement,
Norton Gold Fields Limited (ASX: NGF),
20 Jun 2008, 10:08 am,
Presentation to 2008 Emerging Companies Conference,
s. http://stocknessmonster.com/news-item?S=NGF&E=ASX&N=200452.
Auf S. 12 erwähnt unter
"Consolidating and stepping up …
Paddington:":
"Manage interim power supply dislocation (Apache gas explosion)"

[TomCole]

Published 2:26 PM, 23 Jun 2008
Last update 7:03 PM, 23 Jun 2008
Apache says WA gas output back by Aug 15
AAP/Reuters
S. http://www.businessspectator.com.au/bs.nsf/Article/Apache-sa….
[Es folgt:
"Register FREE with Business Spectator to continue reading." bzw.
"ALREADY REGISTERED? Please Sign In".
Ist für mich leider nicht zu vermeiden.]

[TomCole]

Antwort auf Beitrag Nr.: 34.280.851 von TomCole am 11.06.08 13:02:03

Santos Limited (ASX: STO):

The Sydney Morning Herald:
Santos sees loss from Varanus closure,
June 24, 2008 - 7:15PM,
s. http://news.smh.com.au/business/santos-sees-loss-from-varanu….

ASX Announcement,
Santos Limited (ASX: STO),
24 Jun 2008, 11:47 am,
John Brookes Production Interruption Update,
s. http://stocknessmonster.com/news-item?S=STO&E=ASX&N=166880.

[TomCole]

Published 3:32 PM, 26 Jun 2008
Last update 4:27 PM, 26 Jun 2008
Pilbara hit by 45% drop in gas
AAP
S. http://www.businessspectator.com.au/bs.nsf/Article/Pilbara-s….

Auszug:
"...
The Varanus Island gas processing plant, which normally contributes one third of the state's gas supply, will not be back in use for another two months.

It is not expected to be running at full capacity until December.
..."

[TomCole]

Antwort auf Beitrag Nr.: 34.331.465 von TomCole am 19.06.08 11:36:20

ASX Announcement,
Tap Oil Limited (ASX: TAP),
24 Jun 2008, 8:23 am,
Incident at Varanus Island,
s. http://stocknessmonster.com/news-item?S=TAP&E=ASX&N=411179.

[TomCole]

Antwort auf Beitrag Nr.: 34.275.058 von TomCole am 10.06.08 16:22:33

ASX Announcement,
Newcrest Mining Limited (ASX: NCM),
27 Jun 2008, 9:10 am,
Telfer continues full production,
s. http://stocknessmonster.com/news-item?S=NCM&E=ASX&N=300726.

[TomCole]

Antwort auf Beitrag Nr.: 34.340.304 von TomCole am 20.06.08 12:27:32

ASX Announcement,
Iluka Resources Limited (ASX: ILU),
30 Jun 2008, 9:44 am,
Iluka to Restart Western Australian Operations,
s. http://stocknessmonster.com/news-item?S=ILU&E=ASX&N=411855.

[TomCole]

8:00 PM, 2 Jul 2008
Industries disappointed over gas crisis
AAP
S. http://www.businessspectator.com.au/bs.nsf/Article/Industrie….

[TomCole]

2 Nachträge:

Government accused of misleading public over gas crisis
Jo Prichard, AAP
June 26, 2008 01:00pm
THE State Government has been accused of misleading the public on measures it says will lessen the impact of WA's energy supply crisis.
S. http://www.news.com.au/perthnow/story/0,21598,23925957-951,0….

Gas cuts hit output at biggest beef abattoir
Elizabeth Gosch
June 26, 2008 05:55am
WESTERN Australia's biggest beef abattoir has been forced to cut production by 25 per cent as the state's gas shortages continue to bite.
S. http://www.news.com.au/perthnow/story/0,21598,23924562-50086….

[TomCole]

Antwort auf Beitrag Nr.: 34.340.490 von TomCole am 20.06.08 12:48:40

ASX Announcement,
Norton Gold Fields Limited (ASX: NGF),
3 Jul 2008, 9:45 am,
Electricity Pricing and BMM Update,
s. http://stocknessmonster.com/news-item?S=NGF&E=ASX&N=200848.
Auszug:
“... Norton Gold Fields Limited ((Norton) (ASX code: NGF)) today announced a re-instatement of the original Electricity Supply Agreement with its power supplier Alinta that returns all power pricing to pre-interruption levels. This means that the incremental costs identified in Norton’s announcement of 16 June 2008 will not be incurred. ...”

[TomCole]

Antwort auf Beitrag Nr.: 34.323.578 von TomCole am 18.06.08 12:51:10

ASX Announcement,
Minara Resources Limited (ASX: MRE),
4 Jul 2008, 10:03 am,
Second Quarter Activities Statement - 30 June 2008,
s. http://stocknessmonster.com/news-item?S=MRE&E=ASX&N=412682.
Auszug:
“MINARA SECURES ADDITIONAL GAS
Minara has secured additional gas which has enabled the company to return to full production at Murrin Murrin. ...”

[TomCole]

Antwort auf Beitrag Nr.: 34.271.612 von TomCole am 10.06.08 09:34:53

ASX Announcement,
Jabiru Metals Limited (ASX: JML),
4 Jul 2008, 11:37 am,
Jaguar Power Supply Update,
s. http://stocknessmonster.com/news-item?S=JML&E=ASX&N=412707.

[TomCole]

Google: News results for varanus island
S. http://news.google.com/news?hl=en&q=varanus+island&um=1&ie=U….


Ältere Artikel:

West casts wide to ease Varanus Island crisis
Jason Scott
June 9, 2008
S. http://business.smh.com.au/west-casts-wide-to-ease-varanus-i….


Gas plant blast has explosive impact on WA industry
Barry Fitzgerald
June 5, 2008

Hot spot: A water cannon cools the blast area at the Varanus Island processing plant. Photo: Terry Keating
S. http://business.theage.com.au/gas-plant-blast-has-explosive-….


Apache pipeline fire - Varanus Island, Western Australia
From Wikinews, the free news source you can write!
Wednesday, June 4, 2008
S. http://en.wikinews.org/wiki/Apache_pipeline_fire_-_Varanus_I….


Video:

The fire at Apache Energy's plant on Varanus Island.
Source: ABC News
Published: Wednesday, June 4, 2008 4:51 AEST
Expires: Wednesday, July 2, 2008 4:51 AEST
S. http://www.abc.net.au/news/video/2008/06/04/2265254.htm.

[TomCole]

Government rejects second pipeline plan
July 9, 2008 - 9:14PM
S. http://news.smh.com.au/business/government-rejects-second-pi….

[TomCole]

WA gas crisis 'cut production by $6.7b'
July 10, 2008 - 4:53PM
S. http://news.theage.com.au/business/wa-gas-crisis-cut-product….

[TomCole]

Antwort auf Beitrag Nr.: 34.403.896 von TomCole am 30.06.08 14:09:46

ASX Announcement,
Tap Oil Limited (ASX: TAP),
7 Jul 2008, 4:26 pm,
Open Briefing - Corporate and Project Update - July 2008
S. http://stocknessmonster.com/news-item?S=TAP&E=ASX&N=412974.

ASX Announcement,
Tap Oil Limited (ASX: TAP),
7 Jul 2008, 11:20 am,
Investor Presentation Update - July 2008
S. http://stocknessmonster.com/news-item?S=TAP&E=ASX&N=412886:
Varanus Island ist erwähnt auf den Seiten 8 und 11.

[TomCole]

Antwort auf Beitrag Nr.: 34.289.101 von TomCole am 12.06.08 13:10:59

ASX Announcement,
Alumina Limited (ASX: AWC),
10 Jul 2008, 5:29 pm,
Varanus Island gas supply
S. http://stocknessmonster.com/news-item?S=AWC&E=ASX&N=301583.

[TomCole]

Antwort auf Beitrag Nr.: 34.289.101 von TomCole am 12.06.08 13:10:59

ASX Announcement,
Alcoa Inc (ASX: AAI),
11 Jul 2008, 8:29 am,
Alcoa Form 8K Filed July 9 2008 Earnings Press Release
S. http://stocknessmonster.com/news-item?S=AAI&E=ASX&N=413465.

ASX Announcement,
Alcoa Inc (ASX: AAI) ,
9 Jul 2008, 8:27 am,
Alcoa Reports Strong 2nd Quarter 2008 Results
S. http://stocknessmonster.com/news-item?S=AAI&E=ASX&N=413157.

Auszüge (in beiden Announcements gleich):

"The strong quarterly results were achieved despite a negative after-tax impact of $39 million, or $0.05 per share, associated with the previously announced gas pipeline explosion in Western Australia and power disruptions at the Rockdale, TX smelter because of unreliable power supply."

"Alumina
ATOI was $190 million, an increase of $21 million, or 12 percent, from the prior quarter. Higher pricing more than offset adverse currency effects and higher material costs. As previously announced, an explosion at a natural gas supplier in Western Australia impacted profitability by $17 million."

[TomCole]

Gas crisis 'threatening' WA tourism
July 14, 2008 - 6:59PM
S. http://news.smh.com.au/business/gas-crisis-threatening-wa-to….

[TomCole]

Antwort auf Beitrag Nr.: 34.270.712 von TomCole am 10.06.08 00:00:15

Nachtrag zu Burrup Holdings Limited (ASX: BOY):

MINING FINANCE AND INVESTMENT
DELOITTE STUDY
More big listings but lower returns for Western Australian IPOs
While not matching the record number of IPOs listing on the Australian Securities Exchange in 2006-07 the year-just-ending’s performance by Western Australian companies showed they had weathered the global credit crunch fairly well.
Author: Ross Louthean
Posted: Monday , 30 Jun 2008
PERTH -
S. http://www.mineweb.com/mineweb/view/mineweb/en/page67?oid=55….

[TomCole]

Antwort auf Beitrag Nr.: 34.511.984 von TomCole am 15.07.08 16:04:58

ASX Announcement,
Alcoa Inc (ASX: AAI),
15 Jul 2008, 8:30 am,
Alcoa Form 8-K Filed July 11 (Earnings Conference Call),
s. http://stocknessmonster.com/news-item?S=AAI&E=ASX&N=413778:

Auszüge:

Seite 9:

...
In addition, we had two significant events in the quarter which exacerbated these results. First, the gas explosion on our supplier’s pipeline in Western Australia caused an immediate reduction to our production capacity, as well as requiring us to buy alternative fuel at a much higher cost than the natural gas it displaced. Meanwhile, unreliable electricity supplied our Rockdale smelter, forced us to purchase power at market rates frequently during the six week period.

The combination of these two reduced profitability by $39 million in the quarter.
...

Let’s now move to the individual segment results starting with Alumina. Production for the quarter decreased 50,000 tons, primarily as a result of the unexpected gas outage in Western Australia. ATOI in the Alumina segment increased $21 million sequentially. The positive effect of higher prices was reduced by increased cost for caustic, natural gas, and fuel oil, as well as a continued deterioration of the U.S. dollar to the A dollar.

The impact of currency alone reduced profits by $17 million sequentially in this segment. The incremental cost in the quarter arising from the disruption to our gas supply in Western Australia cost the Company approximately $17 million in net income. We are working with our insurers to determine the recoverable amounts for the increased costs and lost revenues, and we will net these reimbursements against any costs in future periods.

As we look to the third quarter, our current estimate is a cost to Alcoa of approximately $45 million in net income. That estimate is dependent upon our gas supplier restoring partial supply midway through the third quarter. We are currently running at 100% of capacity, albeit at a higher cost base.
...

Seite 39:

2ndQuarter Business Conditions
...
Net income impact of Western Australia
gas disruption was approximately $17m
...
3rd Quarter Outlook
Net income impact of Western Australia
gas disruption expected to be $45m
...

[TomCole]

Antwort auf Beitrag Nr.: 34.270.712 von TomCole am 10.06.08 00:00:15

ASX Announcement,
Rio Tinto Limited (ASX: RIO),
16 Jul 2008, 2:58 pm,
Second quarter 2008 operations review,
s. http://stocknessmonster.com/news-item?S=RIO&E=ASX&N=301794:

Auszug,
Seite 2:

The Pilbara operations achieved record quarterly production, up 14 per cent on the corresponding quarter of 2007 (on a 100 per cent basis), following the ramp up of the Yandicoogina capacity expansion to 52 million tonnes per annum and the Hope Downs development (50 per cent owned by Rio Tinto). Hope Downs produced 3.5 million tonnes during the quarter as it continued to ramp up towards its 30 million tonnes per annum total capacity targeted for early 2009.

These records were achieved despite the significant gas outage caused by a major fire in June at Apache’s processing plant, which provided two thirds of Rio Tinto’s gas supply in the Pilbara. To date, Rio Tinto has mitigated the effect through reordering maintenance, arranging alternative suppliers and the use of higher priced diesel generation. Energy conservation was also prioritised to prevent a significant impact on shipped tonnage. Full return to gas supply is not expected for up to six months, hence management will continued to monitor the situation closely.

[TomCole]

Antwort auf Beitrag Nr.: 34.438.902 von TomCole am 04.07.08 13:53:49

ASX Announcement,
Jabiru Metals Limited (ASX: JML),
17 Jul 2008, 12:35 pm,
Quarterly Report - period ending 30 June 2008,
s. http://stocknessmonster.com/news-item?S=JML&E=ASX&N=414128.

[TomCole]

Antwort auf Beitrag Nr.: 34.403.939 von TomCole am 30.06.08 14:17:20

Iluka presses for better prices
Jamie Freed
July 18, 2008
S. http://business.smh.com.au/business/iluka-presses-for-better….


IRON, STEEL AND FERROUS ALLOYS
COMMERCIAL SECRECY
Iluka puts a blindfold over its rutile and zircon sales figures
Iluka Resources a global giant in mineral sands production, has adopted an unprecedented stance of not detailing the sales volumes from its various operations, based on “commercial considerations related mainly to pricing negotiations.”
Author: Ross Louthean
Posted: Thursday , 17 Jul 2008
PERTH -
S. http://www.mineweb.com/mineweb/view/mineweb/en/page39?oid=56….


ASX Announcement,
Iluka Resources Limited (ASX: ILU),
17 Jul 2008, 9:42 am,
June Quarter 2008 Production and Development Report,
s. http://stocknessmonster.com/news-item?S=ILU&E=ASX&N=414065.

[TomCole]

Antwort auf Beitrag Nr.: 34.270.712 von TomCole am 10.06.08 00:00:15

Woodside profits from gas explosion at Varanus Island
Cath Hart
July 21, 2008
ONE company's gas pipeline explosion has turned into another's sales bonanza, with Woodside Petroleum cashing in on stronger gas prices in the West Australian domestic market following the Varanus Island blowout and fire.
S. http://www.theaustralian.news.com.au/story/0,25197,24048749-….

[TomCole]

Antwort auf Beitrag Nr.: 34.275.058 von TomCole am 10.06.08 16:22:33

ASX Announcement,
OZ Minerals Limited (ASX: OZL)
(aus Oxiana Limited, ehem. ASX: OXR),
22 Jul 2008, 9:42 am,
OZ Minerals June 2008 Quarterly Report,
s. http://stocknessmonster.com/news-item?S=OZL&E=ASX&N=302005.

Auszug,
Seite 4:

GOLDEN GROVE
MINING AND CONSTRUCTION
Mining and milling at Golden Grove was focused on zinc for the quarter with good production of 37,683t zinc.

During the quarter, power supply interruptions were experienced across Western Australia due to major gas supplier Apache Energy’s Varanus Island gas plant being off-line. Golden Grove plant saw reduced production capacity for only 2 days. The power disruption is not anticipated to have any material impact on costs due to a long term contract agreement.

[TomCole]

Antwort auf Beitrag Nr.: 34.511.904 von TomCole am 15.07.08 15:57:59

Tap makes oil discovery near WA island
July 24, 2008 - 7:53PM
S. http://news.smh.com.au/business/tap-makes-oil-discovery-near….


ASX Announcement,
Tap Oil Limited (ASX: TAP),
24 Jul 2008, 7:08 pm,
Simpson-9 Well Discovery,
s. http://stocknessmonster.com/news-item?S=TAP&E=ASX&N=414901.
Auszug:
The Simpson-9 prospect is approximately 2.5 km south of Varanus Island and is being drilled from the Simpson Bravo Platform using the Ensco 106 jack-up rig.


ASX Announcement,
Tap Oil Limited (ASX: TAP),
23 Jul 2008, 11:37 am,
Simpson-9 Well Spuds,
s. http://stocknessmonster.com/news-item?S=TAP&E=ASX&N=414691.
Auszug:
The Simpson-9 prospect is approximately 2.5 km south of Varanus Island.

[TomCole]

Antwort auf Beitrag Nr.: 34.403.913 von TomCole am 30.06.08 14:12:34

Gas disruption slashes Telfer output
Ben Sharples
July 25, 2008
S. http://business.smh.com.au/business/gas-disruption-slashes-t….


ASX Announcement,
Newcrest Mining Limited (ASX: NCM),
24 Jul 2008, 10:43 am,
June Quarterly Results - Presentation,
s. http://stocknessmonster.com/news-item?S=NCM&E=ASX&N=302138.


ASX Announcement,
Newcrest Mining Limited (ASX: NCM),
24 Jul 2008, 9:08 am,
June Quarterly Report,
s. http://stocknessmonster.com/news-item?S=NCM&E=ASX&N=302123.

[TomCole]

Antwort auf Beitrag Nr.: 34.367.262 von TomCole am 24.06.08 22:25:37

Santos swells revenue even as production dwindles
Clancy Yeates
July 25, 2008
S. http://business.smh.com.au/business/santos-swells-revenue-ev….



ASX Announcement,
Santos Limited (ASX: STO),
24 Jul 2008, 1:27 pm,
Quarterly Activities Report,
s. http://stocknessmonster.com/news-item?S=STO&E=ASX&N=167362:

Auszüge:

Seite 1:

Production impacted by Mutineer-Exeter workovers and John Brookes shut-in
...
Production was impacted by a planned workover campaign on Mutineer-Exeter and the shut-in of John Brookes following an incident on Varanus Island on 3 June.
...

Seite 4:
...
Carnarvon Basin
Gas production from the John Brookes field of 6.6 PJ was 22% lower when compared to Q2 2007 due to the incident on 3 June that resulted in total cessation of production from both the East Spar Joint Venture and the Harriet Joint Venture. The Operator, Apache, has advised that the resumption of production from Varanus Island is planned to commence with gas from the John Brookes field. The Operator’s recent advice is that the East Spar Joint Venture (processing John Brookes field gas) will achieve partial processing and export capacity of approximately 200 TJ/d gross (Santos share 45%) in mid August.
...

[TomCole]

Antwort auf Beitrag Nr.: 34.270.712 von TomCole am 10.06.08 00:00:15

ASX Announcement,
Newmont Mining Corporation (ASX: NEM),
25 Jul 2008, 11:21 am,
Form 8K as filed with the SEC,
s. http://stocknessmonster.com/news-item?S=NEM&E=ASX&N=167377:
Auszug:
Erwähnt in Tabelle auf Seite 16:
"Western Australia gas interruption"


ASX Announcement,
Newmont Mining Corporation (ASX: NEM),
25 Jul 2008, 11:21 am,
Form 10Q as filed with the SEC,
s. http://stocknessmonster.com/news-item?S=NEM&E=ASX&N=167378:
Auszug,
Seite 56:
During the second quarter of 2008, we incurred $7 of additional costs at the Western Australia power plant as a result of an explosion on Varanus Island that damaged a natural gas suppliers plant.


ASX Announcement,
Newmont Mining Corporation (ASX: NEM),
25 Jul 2008, 8:29 am,
Quarterly Activities Report,
s. http://stocknessmonster.com/news-item?S=NEM&E=ASX&N=167368:
Auszug:
Erwähnt in Tabelle auf Seite 9:
"Western Australia gas interruption"

[TomCole]

Apache set to relieve WA gas crisis
Jamie Freed
August 2, 2008
S. http://business.smh.com.au/business/apache-set-to-relieve-wa….

[TomCole]

Antwort auf Beitrag Nr.: 34.592.470 von TomCole am 26.07.08 19:11:49

ASX Announcement,
Alcoa Inc (ASX: AAI),
28 Jul 2008, 8:27 am,
Alcoa Form 10-Q (2Q2008),
s. http://stocknessmonster.com/news-item?S=AAI&E=ASX&N=415098.

[TomCole]

Antwort auf Beitrag Nr.: 34.592.543 von TomCole am 26.07.08 19:42:56

ASX Announcement,
Tap Oil Limited (ASX: TAP),
31 Jul 2008, 12:37 pm,
June 2008 Quarterly Report
s. http://stocknessmonster.com/news-item?S=TAP&E=ASX&N=415894.

ASX Announcement,
Tap Oil Limited (ASX: TAP),
28 Jul 2008, 5:11 pm,
Simpson-10 Well Discovery
s. http://stocknessmonster.com/news-item?S=TAP&E=ASX&N=415229.

[TomCole]

Antwort auf Beitrag Nr.: 34.511.923 von TomCole am 15.07.08 15:59:54

ASX Announcement,
Alumina Limited (ASX: AWC),
31 Jul 2008, 12:08 pm,
2008 Half Year Result Presentation
s. http://stocknessmonster.com/news-item?S=AWC&E=ASX&N=302556.

ASX Announcement,
Alumina Limited (ASX: AWC),
31 Jul 2008, 10:10 am,
Half Yearly Report and Accounts
s. http://stocknessmonster.com/news-item?S=AWC&E=ASX&N=302530.

[TomCole]

Antwort auf Beitrag Nr.: 34.438.840 von TomCole am 04.07.08 13:46:00

ASX Announcement,
Norton Gold Fields Limited (ASX: NGF),
1 Aug 2008, 8:10 am,
Quarterly Activities Report - 30 June 2008
s. http://stocknessmonster.com/news-item?S=NGF&E=ASX&N=201728.

[TomCole]

Apache Resumes Partial Output From Varanus Gas Plant (Update3)
By Jason Scott
Aug. 6 (Bloomberg)
S. http://www.bloomberg.com/apps/news?pid=20601081&sid=a_zX_nMl….


An aerial view shows Apache Corp.'s oil and gas processing plant on Varanus Island, off the northwestern coast of Australia, April 5, 2008. Photographer: Angela Macdonald-Smith/Bloomberg News


Siehe auch
News results for varanus island:
http://news.google.com/news?hl=en&q=varanus+island&um=1&ie=U…

[TomCole]

Antwort auf Beitrag Nr.: 34.592.552 von TomCole am 26.07.08 19:46:56

ASX Announcement,
19 Aug 2008, 10:39 am,
Newcrest Mining Limited (ASX: NCM),
Presentation - Full Year Financial Results,
s. http://stocknessmonster.com/news-item?S=NCM&E=ASX&N=303500.

ASX Announcement,
19 Aug 2008, 8:52 am,
Newcrest Mining Limited (ASX: NCM),
Market Release - Financial Results,
s. http://stocknessmonster.com/news-item?S=NCM&E=ASX&N=303474.

ASX Announcement,
19 Aug 2008, 8:51 am,
Newcrest Mining Limited (ASX: NCM),
Preliminary Final Report,
s. http://stocknessmonster.com/news-item?S=NCM&E=ASX&N=303473.

ASX Announcement,
6 Aug 2008,
Newcrest Mining Limited (ASX: NCM),
Telfer switches to Apache Gas as supply partially restored,
s. http://stocknessmonster.com/news-item?S=NCM&E=ASX&N=302914.

ASX Announcement,
5 Aug 2008,
Newcrest Mining Limited (ASX: NCM),
Presentation - Diggers and Dealers Forum,
s. http://stocknessmonster.com/news-item?S=NCM&E=ASX&N=302865.

[TomCole]

Antwort auf Beitrag Nr.: 34.438.883 von TomCole am 04.07.08 13:51:11

ASX Announcement,
8 Aug 2008, 4:03 pm,
Minara Resources Limited (ASX: MRE),
Open Briefing - Minara MD on Profit and Outlook,
s. http://stocknessmonster.com/news-item?S=MRE&E=ASX&N=417104.

ASX Announcement,
7 Aug 2008, 9:59 am,
Minara Resources Limited (ASX: MRE),
Half Yearly Results,
s. http://stocknessmonster.com/news-item?S=MRE&E=ASX&N=416914.

ASX Announcement,
7 Aug 2008, 9:46 am,
Minara Resources Limited (ASX: MRE),
Half Yearly Report and Accounts,
s. http://stocknessmonster.com/news-item?S=MRE&E=ASX&N=416905.

[TomCole]

Antwort auf Beitrag Nr.: 34.638.427 von TomCole am 03.08.08 15:22:53

ASX Announcement,
29 Aug 2008, 10:43 am,
Tap Oil Limited (ASX: TAP),
Tap Oil Limited - Half Yearly Results 2008,
s. http://stocknessmonster.com/news-item?S=TAP&E=ASX&N=419054.

ASX Announcement,
11 Aug 2008,
Tap Oil Limited (ASX: TAP),
Harriet Joint Venture Well Update - 11 Aug 08,
s. http://stocknessmonster.com/news-item?S=TAP&E=ASX&N=417221.

ASX Announcement,
7 Aug 2008,
Tap Oil Limited (ASX: TAP),
Resumption of Gas Sales,
s. http://stocknessmonster.com/news-item?S=TAP&E=ASX&N=417001.

[TomCole]

Antwort auf Beitrag Nr.: 34.638.443 von TomCole am 03.08.08 15:29:22

ASX Announcement,
15 Aug 2008, 11:51 am,
Norton Gold Fields Limited (ASX: NGF),
Results for Announcement to the Market,
s. http://stocknessmonster.com/news-item?S=NGF&E=ASX&N=202091.

[TomCole]

Antwort auf Beitrag Nr.: 34.592.565 von TomCole am 26.07.08 19:51:07

ASX Announcement,
21Aug 2008,
Santos Limited (ASX: STO),
Santos 2008 Interim Results Presentation,
s. http://stocknessmonster.com/news-item?S=STO&E=ASX&N=167828.

ASX Announcement,
21Aug 2008,
Santos Limited (ASX: STO),
Half Year Accounts,
s. http://stocknessmonster.com/news-item?S=STO&E=ASX&N=167825.

[TomCole]

Antwort auf Beitrag Nr.: 34.592.506 von TomCole am 26.07.08 19:23:57

ASX Announcement,
29 Aug 2008, 10:15 am,
Iluka Resources Limited (ASX: ILU),
Open Briefing Interview with David Robb, MD of Iluka,
s. http://stocknessmonster.com/news-item?S=ILU&E=ASX&N=419050.

ASX Announcement,
21 Aug 2008, 1:13 pm,
Iluka Resources Limited (ASX: ILU),
Open Briefing Interview with David Robb, MD of Iluka,
s. http://stocknessmonster.com/news-item?S=ILU&E=ASX&N=418192.

ASX Announcement,
21 Aug 2008, 8:27 am,
Iluka Resources Limited (ASX: ILU),
Iluka Half Year Results 4D Financial Commentary,
s. http://stocknessmonster.com/news-item?S=ILU&E=ASX&N=418134.

ASX Announcement,
21 Aug 2008, 8:27 am,
Iluka Resources Limited (ASX: ILU),
Iluka 2008 Half Year Results Investment Presentation,
s. http://stocknessmonster.com/news-item?S=ILU&E=ASX&N=418135.

ASX Announcement,
21 Aug 2008, 8:27 am,
Iluka Resources Limited (ASX: ILU),
Iluka Half Year Results Six Months to 30 June 2008,
s. http://stocknessmonster.com/news-item?S=ILU&E=ASX&N=418133.

[TomCole]

Antwort auf Beitrag Nr.: 34.270.712 von TomCole am 10.06.08 00:00:15

ASX Announcement,
22 Aug 2008, 9:20 am,
Caltex Australia Limited (ASX: CTX),
2008 Half Year Results,
s. http://stocknessmonster.com/news-item?S=CTX&E=ASX&N=517098.

[TomCole]

Antwort auf Beitrag Nr.: 34.592.493 von TomCole am 26.07.08 19:18:47

ASX Announcement,
25 Aug 2008, 8:36 am,
Jabiru Metals Limited (ASX: JML),
Presentation to Resources Victoria Conference,
s. http://stocknessmonster.com/news-item?S=JML&E=ASX&N=418393.

[TomCole]

Antwort auf Beitrag Nr.: 34.592.525 von TomCole am 26.07.08 19:33:14

ASX Announcement,
27 Aug 2008, 11:29 am,
Woodside Petroleum Limited (ASX: WPL),
Half Year Report 2008 Incorporating Appendix 4D,
s. http://stocknessmonster.com/news-item?S=WPL&E=ASX&N=418725.

[TomCole]

Antwort auf Beitrag Nr.: 34.638.418 von TomCole am 03.08.08 15:19:38

ASX Announcement,
28 Jul 2008, 8:27 am,
Alcoa Inc (ASX: AAI),
Alcoa Form 10-Q (2Q2008),
s. http://stocknessmonster.com/news-item?S=AAI&E=ASX&N=415098.

[TomCole]

Antwort auf Beitrag Nr.: 34.296.296 von TomCole am 13.06.08 12:04:54

ASX Announcement,
29 Aug 2008, 1:33 pm,
Babcock & Brown Power (ASX: BBP),
FY08 Financial Results,
s. http://stocknessmonster.com/news-item?S=BBP&E=ASX&N=518597.

ASX Announcement,
29 Aug 2008, 1:17 pm,
Babcock & Brown Power (ASX: BBP),
BBP 2008 Full Year Results,
s. http://stocknessmonster.com/news-item?S=BBP&E=ASX&N=518586.

[TomCole]

Jetzt beende ich
das systematische Durchsuchen der ASX Announcements der von mir hier bislang beobachteten Unternehmen auf Erwähnungen von Problemen mit der Gasversorgung durch die Explosion auf Varanus Island.

Nur ausnahmsweise werde ich hier noch ASX Announcements einstellen oder m.E. wichtige Meldungen zu dem Thema.

Ansonsten findet sich Aktuelles (wie bereits früher angegeben) stets z.B. bei Google unter
http://news.google.com/news?hl=en&um=1&resnum=1&nolr=1&q=var….

[TomCole]

July trade balance falls into deficit
Marc Moncrief
September 5, 2008
S. http://business.theage.com.au/business/july-trade-balance-fa….

Auszüge:
"...
SKY-HIGH oil prices, a weaker dollar and an explosion at a West Australian gas processing plant in June have been blamed for an unexpected plunge in Australia's trade balance.
...
Mr Redican said the explosion at Apache Energy's Varanus Island gas processing facility in Western Australia in June would have slowed exports substantially in July, but Apache chief executive Steven Farris said this week that the plant had already recovered 70% of its production capacity since the explosion.
..."