BHP Billiton - ein Basisinvestment im Rohstoffsektor - 500 Beiträge pro Seite (Seite 2)

[ar13pk]

Antwort auf Beitrag Nr.: 71.701.033 von E.S.T. am 02.06.22 07:24:40

Der Text der Einbuchung hat folgenden Wortlaut:

Als Ergebnis der Entflechtung erhalten Sie zusätzlich sogenannte Entitlements der BHP GROUP LTD., die zum späteren
Zeitpunkt in Aktien der WOODSIDE ENERGY GROUP LTD. getauscht werden.

Diese Bezeichnung findet man auch auf der ASX-Website, wenn man nach der ISIN googelt.

[ArG4Europe]

Antwort auf Beitrag Nr.: 71.701.579 von E.S.T. am 02.06.22 09:02:17

BHP neue Woodside sind bei der ING bereits eingebucht - bei Consors bisher Fehlanzeige (Saftladen)

Im Depot meiner Frau bei der ING sind die Woodside bereits eingebucht und handelbar. Bei Consors absolute Fehlanzeige. Bei der ING gab es schon letzte Woche eine Einbuchung von Anrechten (noch nicht Handelbar). Jetzt vor einer Stunde sind die in Woodside A3DNGW gewandelt worden. Consors/Paribas scheint da extrem langsam zu sein. Selbst die Deutsche Bank ist da regelmässig schneller.

[batg1999]

Antwort auf Beitrag Nr.: 71.702.920 von ArG4Europe am 02.06.22 11:39:30

Ja bei mir bei der ING auch. Bei traderepublic noch nicht mal die Bezugsrechte...

[ArG4Europe]

Antwort auf Beitrag Nr.: 71.703.145 von batg1999 am 02.06.22 12:13:54

Nach Reklamation Woodside Energy zwischenzeitlich auch bei Consors eingebucht - ein schöner Effekt so eine Sonderdividende

Zum wiederholten Mal habe ich festgestellt, dass die verschiedenen Banken alles andere als identisch agieren. Manche sind schneller und ich hatte für identische Aktienwerte bei zwei Banken auch schon unterschiedliche Quellensteuerbelastungen. In Bezug auf das BHP-Investment kann ich aber nicht meckern. Das ist in wenigen Monaten richtig gut gelaufen und das völlig antizyklisch zum allgemeinen Markt. Ich denke dieser Rohstoffwert wird sich auch weiterhin ganz gut entwickeln. Den Wert hat übrigens meine Frau im April 2021 beim Recherchieren entdeckt, deshalb sind wir beide drin. Weltweit investieren als Schutz gegen regionale Krisen.

[WiseStacker]

Antwort auf Beitrag Nr.: 71.441.789 von batg1999 am 28.04.22 00:46:18

Woodside halten oder verkaufen?

Hi Batg1999, hast Du auf Deine Frage vom April eine Antwort erhalten? Ich habe jetzt ebenfalls Woodside Aktien erhalten, und überlege mir die zu verkaufen und den Erlös wieder in BHP anzulegen. In meinem All-Weather Dividenenportfolio habe ich bereits Shell, und will eigentlich keine weiteren Öl-Player mehr halten. Habe eine grössere Position in Brookfield Renewable, welche ich stark ausbauen will.. Grüsse aus Singapore

[thg]

Moin
Ich halte erst mal meine geschenkten Woodside Aktien.
Sind ja schon über 10% gestiegen und der BHP Kurs hat sich auch gut
erholt.
Anfang September gibts wieder Dividende bei BHP und macht Aktionäre froh
Gruß

[Oginvest]

Canada to invest millions to cut emissions at BHP potash mine, source says

Canada will announce a multimillion dollar investment on Monday to make the Jansen potash mine run by the globe’s largest listed miner, BHP Group, “the cleanest and most sustainable in the world,” a government source said on Sunday.

Industry Minister François-Philippe Champagne and Agriculture Minister Marie-Claude Bibeau are scheduled to make an announcement on “moving toward the net-zero emission economy” in Saskatoon, Sask., on Monday at 10 a.m. central time.

The source declined to say the exact amount of the federal investment in BHP’s Jansen mine, which is located about 150 km east of Saskatoon.

The investment will allow BHP to use electric vehicles and equipment to operate the mine, said the source, who is familiar with the investment but was not authorized to speak on the record about it.

Prime Minister Justin Trudeau’s government has been investing heavily in clean energy projects, including plants for producing electric vehicle batteries and battery materials, after it set a goal to reach net zero carbon emissions by 2050.

Anglo-Australian miner BHP said last month it may accelerate its Jansen potash project in Canada by a year as Russia’s invasion of Ukraine has tightened global supplies.

Prices of potash, a key input used in nitrogen fertilizers, have soared since Western sanctions were imposed against Russia.

Russia and Belarus, which also faces sanctions, are the world’s second- and third-largest producers of the crop nutrient, while Canada is the No. 1 producer.

“We’re looking to do anything we can do to support a commodity in short supply because of the war,” the government source said.

When contacted, BHP declined to comment.

https://www.theglobeandmail.com/canada/article-canada-to-inv…

[Oginvest]

News: BHP Moody's warns Chile constitution uncertainty could hit mining investment

SANTIAGO, June 15 (Reuters) - Investment in Chile's mining sector could face gridlock if political uncertainty over a new constitution is not resolved, ratings agency Moody's said on Wednesday, a reflection of industry concerns in the world's top copper producing nation.

Chile is redrafting its market-orientated constitution which dates back to the military dictatorship of Augusto Pinochet. It will hold a nationwide referendum vote on the new text in September, a process which has been hit by flagging support.

Some of the more contentious proposals around mining have already been rejected by the constitutional assembly, but the text would still likely strengthen environmental regulation, which could impact mining of copper and lithium.

Moody's analyst Barbara Mattos said that without assurances for mining firms, investment may dry up. Global miners like BHP , Anglo American and Glencore operate in Chile alongside state mining giant Codelco.

"Unless the rules are clear we won't see an increase in investment in Chile even though the country has some of the best mining deposits in the world, particularly copper," Mattos said.

"A very important factor will be the legislation to regulate all the norms established by the constitution, which will possibly bring about changes in the conditions for making long-term investments."

For example, Mattos explained that a ban on activities around glaciers could potentially impact 20-25% of current copper production and some expansion projects, although the ultimate impact remains unclear.

This and other regulations, such as prioritizing water use for human consumption over mining, will lead to higher costs. Added to planned higher levies on mining, this would reduce cash flows for companies, Mattos added.

https://hotcopper.com.au/threads/news-bhp-moodys-warns-chile…

[Oginvest]

Energy companies must lower carbon intensity in products -Woodside CEO

NEW YORK — Energy companies need to reduce the carbon in their products and prioritize the development of hydrogen-based fuel, Woodside Energy Group Meg O’Neill said on Wednesday.

“We need to start offering our customers products that have a lower carbon intensity than where we sell them today,” O’Neill told Reuters on the sidelines of the Reuters Global Energy Transition conference in Brooklyn, New York.

Woodside is the largest independent natural gas producer in Australia, where it has two hydrogen production projects in the works. A U.S. project, in Oklahoma, is geared toward producing liquid hydrogen for use in long-haul vehicles.
Article content

She said the company is in discussions with customers in the United States, Japan and South Korea over the possible uses of hydrogen and ammonia products.

“We’re not doing our shareholders any favors if we build plants and nobody is buying the products from us,” she said.

The company recently completed its merger with BHP Group’s petroleum arm, giving it full 100% ownership in the $5.7 billion Scarborough natural gas project it is developing off the coast of Western Australia.

O’Neill said the company is still looking to divest a stake in the project. Talks on selling to Chinese national oil companies were shelved due to strained diplomatic bilateral ties.

She said the company was speaking with “non-Chinese” buyers but would not be more specific.
Article content

The Perth-based company plans to be net zero by 2050, if not sooner, O’Neill said, and invest $5 billion in new energies by 2030.

“We have very clear plans to transition from a pure oil and gas player into a company that provides a variety of energy sources,” including low and no carbon energy sources, she said.

Woodside is also investing in ammonia production. O’Neill said the company could produce ammonia in Australia and ship it to Japan and Korea for power generation, similar to the liquefied natural gas (LNG) that Woodside produces.

Some power plants can consume up to 20% ammonia as fuel, O’Neill said, and Woodside and its customers are investigating whether the plants can handle 50% or more ammonia fuel.

“We have a very clear capital allocation framework with very specific targets for oil, natural gas and new energy,” O’Neill said, noting the company expects an oil project will deliver 15% returns, a gas project 12% and a new energy project 10%. (Reporting by Stephanie Kelly and Scott DiSavino; Editing by Richard Chang and Chris Reese)

https://financialpost.com/pmn/business-pmn/energy-companies-…

[Oginvest]

BHP fails to find buyer for Australian coal project

(Reuters) -- Global miner BHP Group said on Thursday it had been unable to sell its New South Wales Energy Coal (NSWEC) thermal coal unit and would now run the operation for another eight years before shutting it down.

BHP has been reviewing its options for NSWEC, which includes the Mt Arthur coal mine near Muswellbrook, for the last two years, but did not receive a viable offer, the Anglo-Australian miner said in a statement.

"Mt Arthur Coal has been economically challenged for a number of years and despite a recent price strengthening, we know it is a complex pit to operate", said Adam Lancey, vice-president of NSW Energy Coal at BHP.

"That's why, after two years of extensive work and looking at all options, it has been determined that operating to 2030 and then moving to long-term rehabilitation is the best option from an economic, community and rehabilitation perspective," he said.

BHP has been looking to exit some of its lower-grade metallurgical coal and energy coal assets, and has sold its stakes in the BHP Mitsui Coal and Cerrejon projects over the last year.

The company will now close the NSWEC project in 2030, it said, adding that closing and rehabilitating the project site is expected to take an additional 10-15 years.

It had set aside a $700 million provision for the mine closure as of Dec. 31, 2021.

BHP shares rose 0.75% after the announcement, although the broader S&P/ASX 200 index added 1% in early trade to snap a four-day losing streak.

Environmentalists welcomed the decision to close the mine but warned of high rehabilitation costs.

"The current $700 million provision for closure does not appear to match the enormous scale of the likely clean up bill," Harriet Kater, Climate Lead (Australia) at the Australasian Centre for Corporate Responsibility (ACCR) said.

"BHP has an opportunity to draw on the returns from current record high thermal coal prices to properly fund high quality remediation."

https://asia.nikkei.com/Business/Energy/BHP-fails-to-find-bu…

[Oginvest]

Coal divestment review update - BHP to retain New South Wales Energy Coal

BHP today announced that it will retain New South Wales Energy Coal (NSWEC) in its portfolio, seek the relevant approvals to continue mining beyond its current mining consent that expires in 2026 and proceed with a managed process to cease mining at the asset by the end of the 2030 financial year.

The decision follows BHP’s review of its lower grade metallurgical and energy coal assets that was announced in August 2020 and has also resulted in the divestment of our interests in Cerrejón and BHP Mitsui Coal (BMC) in January and May 2022 respectively.

A trade sale process for NSWEC was conducted however the process did not result in a viable offer. Assessment of the resource economics, geotechnical profile and future investment requirements determined that continued mining in the near term and moving to a closure in 2030 provides the optimal financial outcome when compared to alternate options.

Continuation of mining to the end of FY2030 will afford eight years to work with our people, state and federal governments and local communities in the Hunter Valley region on a transition approach that supports long-term community sustainability.

Plans to continue operating NSWEC to FY2030 are subject to obtaining relevant approvals to enable mining beyond the current consent, which only provides approval for mining until 2026.

Work is underway to prepare the application for the relevant approvals with the New South Wales and Australian governments to support mining until 2030. This will also include plans for closure of the asset, including rehabilitation and determining the most appropriate post-mining land use. It is expected that continued work on rehabilitation will take 10 to 15 years following the cessation of mining. The provision for closure of the mine as at 31 December 2021 was approximately US$700 million.

Minerals Australia President, Edgar Basto said “We thoroughly reviewed potential options for NSWEC including divestment and future investment requirements. Seeking approval to continue mining until 2030 avoids closure in 2026 and enables BHP to balance the value and risk of those considerations and our commitments to our people and local communities.”

NSWEC Vice President, Adam Lancey said “We will work with our people, local business partners, Traditional Owners and local and state governments to operate safely and productively, prepare for closure and sustainable rehabilitation of the site, and ensure the pathway to closure is managed in a way that meets community and regulatory expectations.”

https://www.bhp.com/news/articles/2022/06/coal-divestment-re…

[Oginvest]

Australians urged to save electricity to ease power crunch

MELBOURNE, June 16 (Reuters) - Australia's energy minister on Thursday urged households in Sydney to switch off lights in the evening to avert blackouts, as the country's power market remained suspended with more than a quarter of its coal-fired capacity knocked out.

The country's energy market operator suspended the electricity spot market on Wednesday in an unprecedented move to secure power supplies, its latest drastic step to tackle an energy crisis that began in May. read more

Efforts were focused on reviving output from coal-fired generators, Climate Change and Energy Minister Chris Bowen said on Thursday, while urging households in New South Wales to conserve power as much as possible, without sacrificing essentials such as heating.

...

Bowen said the main problem behind the power crunch was unscheduled outages at ageing coal-fired power stations.

"Everybody is working to fix that," he said.

Australia's top power producer AGL Energy (AGL.AX) said on Thursday that one of three crippled units at its Bayswater coal-fired plant in New South Wales would be back online on Thursday and another by Saturday.

"We're continuing to work cooperatively with the Australian Energy Market Operator to help ensure continuity of supply," an AGL spokesperson said.
https://www.reuters.com/markets/commodities/australians-urge…

[Heldal]

Bin dabei bei BHP einzusteigen. Allerdings ist das meine erste Aussi Aktie, die Dividende zahlt. Kann jemand was zur Ouellensteuer sagen? Vielen Dank.

[Verstehichnicht]

Zitat von Heldal: Bin dabei bei BHP einzusteigen. Allerdings ist das meine erste Aussi Aktie, die Dividende zahlt. Kann jemand was zur Ouellensteuer sagen? Vielen Dank.

Mir wurde keine abgezogen. Gab wohl aber bei anderen Probleme seit den Delisting in London.
Musst mal zurück scrollen.

[Heldal]

Antwort auf Beitrag Nr.: 71.813.015 von Verstehichnicht am 19.06.22 19:51:45

Danke 👍

[Oginvest]

Top three Aussie miners to shed $11 bln in market value as commodity rout accelerates

June 20 (Reuters) - Australia's big three miners were on track to lose more than A$16 billion ($11.12 billion) in combined market value on Monday at current levels, as a commodities selloff over easing China demand and fears of a global recession deepened.

Rio Tinto's Australia-listed shares (RIO.AX) were set to shed nearly A$2 billion in value, BHP (BHP.AX) more than A$10 billion, and Fortescue Metals (FMG.AX) over A$4 billion.

Lower output from Chinese steel mills has hit demand for iron ore, while prices of commodities like copper and aluminium have slumped on worries that aggressive interest rate hikes by the U.S. Federal Reserve's and other central banks could tip the global economy into a recession.

The three Australian mining behemoths, so far this month, have already lost roughly A$30 billion of their combined market value, and are facing a third straight week of losses after hitting multi-week lows on Monday.

Rio Tinto and BHP are trading at a one-month low, while Fortescue is at a three-month low.

"Are we doomed? Or is it darkest before dawn?," Jefferies analysts wrote on Saturday with reference to recent economic data, China's COVID-19 lockdowns and the Fed's policy narrative.

They seemed to lean towards the latter, confident that the slowdown in demand for commodities would be followed by a recovery that would be led by miners, adding that recession fears and inflation would give way to recovery.

Analysts at JP Morgan also echoed risks to the sector but said fresh policy support along with easing COVID-19 lockdowns in China would spur a rebound in the second half of 2022, and maintained their "neutral" view on Rio Tinto and BHP.
https://www.reuters.com/markets/stocks/top-three-aussie-mine…

[Oginvest]

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…

[Oginvest]

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-…

[Oginvest]

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…

[Oginvest]

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…

[Oginvest]

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…

[Oginvest]

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…

[Falangkhontidlao]

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.

[Verstehichnicht]

Antwort auf Beitrag Nr.: 71.882.715 von Falangkhontidlao am 29.06.22 17:33:10

Für das „Rentendepot“ ist die Aktie aber nichts.

[Oginvest]

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…

[Oginvest]

BHP 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…

[Oginvest]

Australian iron ore miners cautious on China's plan to centralise buying

China's plan to centralise iron ore purchases has prompted questions whether the move could hit the bottomlines of global mining giants, such as Australia's Rio Tinto (RIO) and BHP Group (BHP) .

China, exposed to international prices of the steelmaking raw material as it must import nearly 80% of its annual consumption of about 1.2 billion tonnes, launched a new state-backed resources company on Tuesday.

The China Mineral Resources Group, with registered capital of 20 billion yuan ($3 billion), is tasked with investment in mining of minerals, as well as trading and purchasing, said Tianyancha, a Chinese online database of company information.

Global mining giants such as Rio, BHP and Fortescue Metals Group (FMG) have refused to comment on the plans, but said there was no change in their relations with Chinese customers.

....

https://hotcopper.com.au/threads/news-rio-australian-iron-or…

[unawatuna]

BHP sieht schwierige Zeiten vor sich - Rückgang der Eisenerzlieferungen
dpa-AFX | 19.07.2022 08:29:39
MELBOURNE (dpa-AFX) - Der australische Rohstoffkonzern BHP hat nach einem Rückgang seiner Eisenerzexporte vor weiteren Marktturbulenzen aufgrund einer schwankenden Stahlnachfrage aus China gewarnt. "Die allgemeine Marktvolatilität hält an, und wir erwarten, dass sich der Nachlaufeffekt des Inflationsdrucks in den nächsten zwölf Monaten fortsetzen wird", sagte Unternehmenschef Mike Henry laut Mitteilung am Dienstag. Zu den Herausforderungen für den kommenden Zeitraum gehörten unter anderem die angespannte Lage auf dem Arbeitsmarkt, die Energiekrise in Europa und eine strengere Geldpolitik.

BHP verkaufte im vierten Quartal (Ende Juni) 72,8 Millionen Tonnen Eisenerz aus der westaustralischen Region Pilbara, wie das Unternehmen in Melbourne mitteilte. Das waren 1,2 Prozent weniger als vor einem Jahr und 8,5 Prozent mehr als im Vorquartal, das allerdings von Covid-Maßnahmen belastet war. Dem in Melbourne ansässigen Bergbauunternehmen machen nach eigenen Angaben ein wachsender Kostendruck und die zunehmende Überprüfung des Managements durch die Investoren bezüglich Umwelt, Soziales und Unternehmensführung zu schaffen.

Der größte Konkurrent von BHP, Rio Tinto Group, hatte in der letzten Woche bereits vor schwierigen Bedingungen auf den Rohstoffmärkten gewarnt. Die Eisenerzpreise sind in der vergangenen Woche unter die Marke von 100 Dollar pro Tonne gefallen, da die Stahlnachfrage in China unter Druck steht. Asiens größte Volkswirtschaft wuchs im letzten Quartal nur um 0,4 Prozent. Zudem ist es ungewiss, wann die Konjunkturmaßnahmen greifen werden. Zuletzt hatte ein Boykott von Hauskäufern, die ihre Hypothekenzahlungen nicht zahlten, für Unruhe über die Aussichten des Immobilienmarktes gesorgt./mne/nas/men

[Daxtest]

Wie hoch ist die Quellensteuer bei BHP jetzt?

[Oginvest]

Not enough women: miners meet in Australia under a cloud after sexism report

KALGOORLIE, Australia Aug 2 (Reuters) - A top mining conference kicked off in West Australia this week with an address by global investor and economist Dambisa Moyo, the first woman to deliver the keynote in the forum's three decade history.

Yet while Moyo had top billing, she is one of only five women out of 71 speakers due to address the event in Kalgoorlie-Boulder, a fact that has not gone down well with some delegates at a time when the mining industry faces scrutiny for a perceived culture of sexism.

"There are more speakers who have the name Peter, Mark and James than there are women at the whole event," Fortescue Metals Group Chief Executive Elizabeth Gaines, who addressed the conference on Tuesday, told Reuters.

>> https://www.lse.co.uk/news/not-enough-women-miners-meet-in-a…

[Verstehichnicht]

Zitat von Daxtest: Wie hoch ist die Quellensteuer bei BHP jetzt?

0%

[Oginvest]

BHP to boost nickel exploration spending amid EV boom

KALGOORLIE, Australia, Aug 3 (Reuters) - BHP Group (BHP.AX) will increase its spending on nickel exploration over the next two years to meet growing demand for the raw material used in making electric vehicle batteries, the chief of its nickel operations said on Wednesday.

BHP, through its Nickel West unit, has supply agreements for the metal with Tesla (TSLA.O) and Toyota (7203.T), and this month also announced a deal with Ford (F.N).

The miner said it has the second largest nickel sulphide resource base globally, based on its land holding, totalling 120,000 hectares, in the Agnew-Wiluna belt in Western Australia.

The area has in excess of 7.4 million tonnes of nickel that still remains largely unexplored, Jessica Farrell, Asset President for BHP Nickel West, said.

"We have budgeted a significant uplift in exploration spend over the next two years, which we expect will advance many of our targets," Farrell told an industry conference in Kalgoorlie, without providing an investment number.

"This year will be the highest annual spend for exploration in Nickel West," Farrell said.

By 2030, around 60% of all car sales globally will be electric, increasing to 90% of all car sales by 2040, she said.

"The dominant battery chemistry powering this global fleet is expected to rely on nickel," Farrell said.

"This megatrend, combined with a firm demand base from the traditional stainless and class-1 applications means we anticipate demand for nickel in the next 30 years will be 200% to 300% of demand in the previous 30 years," she said.

BHP signed renewable wind and solar energy contracts with power companies this year, including a deal for wind power from Italy's Enel Green Power (ENEI.MI), that is expected to cover energy needs of three of its major nickel operations in Western Australia by 2024. read more

https://www.reuters.com/markets/commodities/bhp-boost-nickel…

[Oginvest]

Nornickel reduces nickel, palladium sales in H1 as supply chains disrupted

MOSCOW, Aug 2 (Reuters) - Russian metals producer Nornickel (GMKN.MM) said on Tuesday that its sales of nickel, palladium and platinum fell in the first half of 2022 due to disrupted supply chains, while net profit rose by 18% to $5.1 billion due to a stronger rouble.

Nornickel, the world's largest producer of palladium and high-grade nickel, has not been directly targeted by Western sanctions imposed on Moscow, but it is facing problems with logistics and supplies of imported equipment.

"Introduction of voluntary sanctions by some international suppliers of equipment, spare parts, materials and technologies, has posed serious challenges for the execution of our strategic investment programme," said Vladimir Potanin, Nornickel's chief executive and largest shareholder.

"We are applying our best efforts to mitigate their negative impact, but we do see risks that some of our strategic projects will have to be pushed back," he added.

The miner said its January-June earnings before interest, tax, depreciation and amortisation (EBITDA) fell by 16% to $4.8 billion, while revenue was flat at $9 billion, as higher production and higher base metal prices were offset by lower palladium prices.

Nornickel's first-half sales of nickel fell by 6%, palladium - by 4% and platinum - by 18%, but sales of copper rose by 22%.

Nornickel said capital expenditure increased by 83% to $1.8 billion in the first half, while net debt doubled to $10.2 billion due to lower free cash flow and payment of dividends for 2021 totalling $6.2 billion.

The miner currently expects surplus in the global nickel market - mostly of low-grade nickel - to reach 75,000 tonnes in 2022 and then rise to 150,000 tonnes in 2023.

The global palladium market is expected to be balanced this year due to recovery of the auto industry, Nornickel added.

https://www.reuters.com/markets/europe/nornickel-reduces-nic…

[Verstehichnicht]

https://www.bhp.com/news/media-centre/releases/2022/08/bhp-a…

[Oginvest]

Antwort auf Beitrag Nr.: 72.146.730 von Verstehichnicht am 08.08.22 07:24:24

BHP kann mit Übernahmeofferte beim Kupferkonzern OZ nicht punkten

Melbourne, 08. Aug (Reuters) - Der australische Bergbaukonzern BHP ist mit seinem milliardenschweren Übernahmeangebot bei dem Kupfer- und Nickelunternehmen OZ Minerals abgeblitzt.

https://www.msn.com/de-de/finanzen/top-stories/bhp-kann-mit-…

[Verstehichnicht]

Antwort auf Beitrag Nr.: 72.149.649 von Oginvest am 08.08.22 13:27:44

Auch gerade gelesen 😉

[Vroon5]

BHP wird die Nickelexploration mit steigender Nachfrage ausweiten

https://www.wallstreet-online.de/nachricht/15233698-dgwa-roh…

[Oginvest]

BHP needs to pay more for EV, clean energy metals as it returns to dealmaking

SYDNEY/LONDON — BHP must shell out more if it wants to snap up assets like those of OZ Minerals – a play on the future of electrification and decarbonisation, analysts and bankers said, after the miner’s unsolicited bid for the nickel and copper company was rebuffed.

BHP Group’s A$8.34 billion ($5.8 billion), or A$25 per share, bid for OZ Minerals does not fully value its assets in light of the global green energy push, according to some analysts.

This is the second rejection that BHP has faced in less than a year, after it backed off from an offer for Canada’s nickel miner Noront Resources Ltd, making its return to M&A bumpier than it would have wanted.
Article content

While BHP has not said if it would sweeten its OZ bid, analysts and bankers think if it did it faces no guarantee of winning over OZ’s board as other large miners and metals firms are sitting in the wings flush with cash and confident in the long-term outlook for metals like copper – used in wind turbines, solar power systems and electric cables.

“The underlying belief in this longer-term outlook for copper will make it very hard to transact without paying a substantial premium,” said Tyler Broda, an analyst at RBC Capital Markets.

“This appears to remain the case even with falling near-term commodity prices and a very uncertain macro environment impacting both the West and China,” he added.

OZ turned away BHP’s offer, which was 32% more than the closing price of its shares on Friday last week, saying it was “opportunistic” as copper prices had dropped off peaks.
Article content

Jefferies estimates OZ could fetch as much as A$36 per share if a bidder values copper at $4 per pound and offers a 30% premium. The metal is currently around $3.50, while OZ shares are at A$25.66.

...

https://financialpost.com/pmn/business-pmn/bhp-needs-to-pay-…

[Deflair]

Gibt es mehr als eine BHP Group Aktie?

Die hier koster aktuell 26,72 Euro

Dann gibt es noch eine die kostet ungefähr 54 USD

Also mir wäre nicht bekannt dass man Usd in Eur im Verhältnis 1:2 tauschen kann.

Ist das schon die selbe Firma oder gibt es noch ein zweites BHP Group als Aktiengesellschaft?

Zumal überall steht was von BHP Billiton und hier bei WallstreetOnline finde ich nur BHP Group.

Ist das dasselbe?

Sorry ist bestimmt total dämlich meine Frage aber ich finde nix dazu im google

[dietmar66]

Hier wird es grob erklärt

https://www.ariva.de/forum/benoetige-kurz-eure-hilfe-232441

Die US ist eine ADR

[Oginvest]

Column: Australia's renewable energy ambitions dwarfed by coal, LNG juggernaut

LAUNCESTON, Australia, Aug 11 (Reuters) - One of the refrains of the environmental lobby is that Australia is extremely well-placed to become a renewable energy superpower, and that this will replace the loss of revenue from coal and natural gas exports.

The problem is that only one of the two above assertions is accurate, namely that Australia is in pole position when it comes to many of the minerals that will be critical to the energy transition.

These include lithium, where Australia is already the world's top producer, as well as copper, nickel, zinc and other metals.

Even iron ore can be viewed as vital to moving the world from fossil fuels to renewables, given the essential role of steel in building out electric grids, power networks and wind turbines.

But the idea that Australia can compensate ending the export of coal and liquefied natural gas (LNG) by boosting output of energy transitions metals is somewhat fanciful.

It would take an absolutely astonishing increase in production of lithium and other renewable energy metals to come anywhere close to the current level of export revenue derived from thermal and coking coal, as well as LNG.

The Australian government's commodity forecasts give an indication of the scale of the challenge.

..

>>> https://www.reuters.com/markets/commodities/australias-renew…

[Oginvest]

Australia's OZ Minerals gets final nod for key copper-nickel project

Aug 15 (Reuters) - OZ Minerals said on Monday the Western Australia government granted final regulatory approval for the miner to begin construction at its West Musgrave copper-nickel project.

Miners around the globe are looking to cash in on metals like copper and nickel, which are key raw materials of batteries used in electric vehicles.

OZ last week rejected an A$8.34 billion ($5.9 billion) takeover bid from BHP Group, a deal that would have given the global miner control of West Musgrave in its push to expand its battery minerals portfolio.

It said West Musgrave was on track for a final investment decision in the current half of 2022.

A pre-feasibility study update in December 2020 showed an average annual production of 32,000 tonnes of copper and 26,000 tonnes of nickel over a 26-year mine life, it said.

OZ added that it would continue to assess the impact of cost inflation and the operational environment on the project’s cost and schedule.

https://www.reuters.com/article/australia-oz-minerals-west-m…

[E.S.T.]

Dividende 1.75 USD/Aktie

https://comdirect.de/inf/aktien/detail/news_detail.html?NEWS…
https://www.bhp.com/investors/financial-results-operational-…

[pickuru]

Chris Blumas discusses BHP Group

https://www.bnnbloomberg.ca/video/chris-blumas-discusses-bhp…

[thg]

Ein Wert für die Zukunft
Was da an Geld verdient und an die Aktionäre ausgeschüttet wird
gleicht die Inflation schön aus.
Optimal als Sparanlage

[thg]

Heute Ex Dividende

[MdBJuppZupp]

Antwort auf Beitrag Nr.: 72.319.849 von thg am 01.09.22 14:22:29

3,15 Euro Dividende? Schön wäre es....

[Oginvest]

Workers at Chile's Escondida copper mine threaten to strike

Workers at BHP’s sprawling Escondida copper mine in northern Chile threatened on Wednesday to go on strike over what they described as safety concerns, the mine’s union said.

Unionized workers say that Escondida, the world’s largest copper mine, has not responded to repeated complaints about potential safety risks.

Chile’s President Gabriel Boric said last month he wants to ratify an International Labor Organization convention on health and safety in mines, after two workers died on a mining construction project in July and a giant sinkhole more recently opened up near a copper mine.

In a statement the union said it contacted “Minera Escondida-BHP demanding the resolution of multiple non-compliances, infractions and sustained violations, requesting the start of talks to resolve them promptly.”

The union added it “will hold a vote that concludes tonight, to decide on the start of partial strikes and then an indefinite strike, if the situation is not resolved.”

The company did not immediately respond to a request for comment.

If the demands are not resolved, workers plan stoppages in 12-hour shifts on Sep. 12 and 14, and then they would initiate an indefinite strike.

Escondida workers in March also threatened a work stoppage amid claims of breaches in their collective contract, something the company denied. https://www.mining.com/web/workers-at-chiles-escondida-coppe…

[Oginvest]

Escondida mine workers agree to suspend planned work stoppage

Workers at Chile’s Escondida mine, the largest copper mine in the world, agreed to temporarily suspend a work stoppage planned for next week to meet with local regulators according to a document seen by Reuters.

The company, controlled by multinational BHP, has requested state mediation to reach an agreement with workers.

In the statement, the union said its board of directors had been summoned to “emergency meetings” with the state mining regulator and a government labor office on September 12 and 13.

According to the union, the meetings will be to “review all the complaints and violations of both labor legislation and work safety.”

Workers had voted to go on strike Wednesday over safety concerns at the mine..

“The board of directors will attend the meetings with authorities, rescheduling our union action plan, which will be executed under new conditions defined by our organization,” the statement said.

The company also released a statement, requesting that the “regional labor directorate initiate voluntary mediation” with the union.

“The company hopes that the union accepts this invitation for dialogue to facilitate an agreement,” the statement said.

Patricio Tapia, the union’s president, told Reuters they would not attend the requested mediation with the company and prioritize meetings with government authorities.
https://www.mining.com/web/escondida-mine-workers-agree-to-s…

[Oginvest]

Miner BHP wants to expand presence in Peru, says executive

Global miner BHP wants to expand its presence in Peru through exploration of new projects, Rag Udd, who heads the company in the Americas, said on Tuesday at the Perumin mining conference.

Peru is the world’s No. 2 copper producer and BHP is a part-owner of one of its largest copper mines, Antamina.

Udd added that BHP will invest $12 million on exploration in the next 10 months and that it is evaluating six potential projects.

Despite falling prices in recent months, Udd said he remains optimistic about future demand for copper amid an energy transition away from fossil fuels.

“Peru has all the potential to grasp that opportunity and unleash a new positive cycle,” Udd said, adding the country has maintained “stable” macroeconomic fundamentals in recent years.

BHP is also the operator of the world’s largest copper mine, Escondida in Chile.

https://www.mining.com/web/bhp-wants-to-expand-presence-in-p…

[mo9000]

Ich muss zugeben dass ich noch immer keine Dividende habe. sollte am 22 ausgeschüttet worden sein. Rio tinto ist bereits seit Freitag da. Wie sieht es bei euch aus??

[Verstehichnicht]

Zitat von mo9000: Ich muss zugeben dass ich noch immer keine Dividende habe. sollte am 22 ausgeschüttet worden sein. Rio tinto ist bereits seit Freitag da. Wie sieht es bei euch aus??

Smartbroker war pünktlich. Für beide Gattungen.

[Afra2002]

ING hat noch nicht gebucht, Rio ist gebucht.

[Ratenkredit]

Consorsbank sagt sie haben noch keine von BHP bekommen, noch nicht gebraucht also

[Ratenkredit]

Falsch, gerade bekommen 👌

[mo9000]

Yes, jetzt Dreh ich die Heizung auf

[cash_is_king]

2,55183878 AUD auch bei Consors

[karlkater]

Bei ING noch immer keine Dividende.

[Verstehichnicht]

Antwort auf Beitrag Nr.: 72.494.364 von karlkater am 29.09.22 15:08:00

Bei TR auch noch nix.

[GesamtleiterJim]

Antwort auf Beitrag Nr.: 71.885.151 von Verstehichnicht am 29.06.22 22:27:12

Zitat von Verstehichnicht: Für das „Rentendepot“ ist die Aktie aber nichts.

Wieso meinst, dass die BHP kein Rentenwert ist?

Welche kannst Du alternativ empfehlen?

Grüsse

[Verstehichnicht]

Antwort auf Beitrag Nr.: 72.526.507 von GesamtleiterJim am 05.10.22 16:00:57

Viel zur sehr abhängig von der Weltwirtschaft. Dazu Minen in Brasilien, Kolumbien und Afrika.

Keine „planbare“ Dividendenzahlungen.

Empfehlungen geb ich keine. Muss jeder selbst entscheiden was er mit seinem Geld macht.

BHP ist mit 5% und Woodside mit 0,8% in meinem Depot gewichtet.

Die Mischung macht’s.

[Verstehichnicht]

Antwort auf Beitrag Nr.: 72.526.507 von GesamtleiterJim am 05.10.22 16:00:57

Inspiration für „Aktien für die Ewigkeit“ findest du vielleicht bei Divantis auf Twitter oder in seinem Blog. Sowie den Podcast „Aktien fürs Leben“ mit C.W.Röhl.

Finde die beiden sehr interessant.

[GesamtleiterJim]

Antwort auf Beitrag Nr.: 72.526.984 von Verstehichnicht am 05.10.22 17:19:16

Top, danke

[MdBJuppZupp]

Antwort auf Beitrag Nr.: 72.526.900 von Verstehichnicht am 05.10.22 17:06:04

Mehr als 5 % sollte keine Position im Depot ausmachen. Es sei denn, man hat eine "Rakete" im Depot, die durch ihre enorme Steigung schnell mehr als 5% ausmacht. Dann Gewinne laufen lassen und genau beobachten. So versuche ich es zu handhaben

[Verstehichnicht]

Antwort auf Beitrag Nr.: 72.527.959 von MdBJuppZupp am 05.10.22 19:54:19

So ist es. Wollte auch etwas reduzieren. Hab’s bei > 30 verpasst. Hab aber einen guten Einstandskurs 😉

[Oginvest]

Schifffahrt-Branche nimmt alternative Kraftstoffe ins Visier

Singapur (Reuters) - Schifffahrts- und Rohstoffunternehmen setzen zunehmend auf alternative Kraftstoffe oder Flüssiggas (LNG), um sich von Öl unabhängiger zu machen und Emissionen zu reduzieren.

So teilte der weltweit größte Containerbetreiber, A.P. Moller-Maersk, mit, sechs weitere mit Methanol betriebene Schiffe bestellt zu haben. Damit erhöht sich deren Gesamtbestellung solcher Schiffe auf 19. Der Ansatz von Maersk bestehe darin, "sofort auf die grüne Wiese zu gehen", erklärte Berit Hinnemann, Leiterin des für die Dekarbonisierung zuständigen Bereichs bei Maersk.

"Wir sehen grünes Methanol als eine technologisch ausgereifte Lösung, die Kraftstoffproduktion kann hochgefahren werden, und daher sehen wir es als eine Kraftstoffoption, um bereits in diesem Jahrzehnt einen beträchtlichen Einfluss zu erzielen", sagte sie der Nachrichtenagentur Reuters. LNG werde Maersk nicht in seinen Kraftstoffmix einführen.

Derweil setzt das Bergbauunternehmen Rio Tinto zunächst auf LNG. Der Konzern plant neun LNG betriebene Schiffe in seine Flotte aufzunehmen. Die erste Lieferung werde im ersten Halbjahr 2023 erwartet, sagte Rio-Tinto-Managerin Laure Baratgin. Das Unternehmen habe auch einen einjährigen Versuch mit Biokraftstoffen gestartet, um die Emissionen bis 2025 um 40 Prozent zu reduzieren. "Wir haben (bisher) bis zu 25 bis 26 Prozent der Emissionsreduktionen festgestellt", sagte sie Reuters.

Mittelfristig könnte auch Ammoniak ein alternativer Kraftstoff sein. Das erste mit Ammoniak betriebene Schiff könnte 2026 oder 2027 gebaut werden, sagte Manager Fergus Eley vom australischen Rohstoffkonzern BHP Reuters.

...

https://traderfox.de/nachrichten/reuters/85848-schifffahrt-b…

[Verstehichnicht]

Antwort auf Beitrag Nr.: 72.527.014 von GesamtleiterJim am 05.10.22 17:23:29

https://twitter.com/tiefseher/status/1578384540661415938?s=4…

[Verstehichnicht]

Heute hat TR auch endlich mal die Dividende gutgeschrieben🙄

[E.S.T.]

Nächsten Mittwoch: BHP Operational Review

19 October 2022, 8:30 AM Melbourne time (approximate)
BHP Operational Review
For the quarter ended 30 September 2022
https://www.bhp.com/investors/financial-calendar

[Hitman2]

BHP

BHP warnt vor Turbulenzen - trotzdem sammeln?
https://www.finanznachrichten.de/nachrichten-2022-10/5735000…

[Daxtest]

Habe ich gemacht. Jetzt nur noch auf die Divi warten.

[ar13pk]

für mich ist BHP ein stressfreies Invest.

Die erste Position habe ich schon vor vielen Jahren gekauft und die Dividende ist immer gut. Heute noch sehr gute Ergebnisse bei Woodside, die es ja auch erst kürzlich als "Naturaldividende" gab.

[Daxtest]

Habe ich schon oft gehabt und immer gut mit Gewinn wieder verkauft aber niemals die Divi bekommen. 27.01.22 verkauft, da ich wegen Woodside ein schlechtes Bauchgefühl hatte aber so ist es nun mal. Wichtig ist es eben mit Gewinn rein und raus zu gehen.

[Verstehichnicht]

The chief executive of @bhp has signalled that the world’s biggest mining company will resist the temptation to go on an acquisition spree despite a growing war chest in his interview with @lesliehook at the #FTCommodities Mining summit:

https://www.ft.com/content/a9e4b1b1-fcc6-4f76-a026-669683e89…

[Verstehichnicht]

Brixton Metals (TSXV: BBB, OTCQB: BBBXF; FRA: 8BX1) hat ab sofort einen neuen Ankeraktionär. Über eine hundertprozentige Tochtergesellschaft erwirbt die BHP Group, einer der größten Bergbaukonzerne der Welt, eine strategische Beteiligung von 19,9 Prozent der Stammaktien an dem kanadischen Explorer!
Die Beteiligung erfolgt in Form einer Privatplatzierung bei einem Aktienpreis von 0,18 CAD. Je nachdem, ob der bestehende Großaktionär Crescat Portfolio Management (derzeitiger Anteil 13,4 Prozent) seine Bezugsrechte ausübt, fließen Brixton zwischen 13,4 und 16,1 Mio. CAD an frischem Kapital zu. BHP bezweckt mit seiner Beteiligung, das Thorn-Projekt des Unternehmens im Nordwesten von British Columbia, Kanada, voranzutreiben. Das Projekt Thorn befindet sich innerhalb des traditionellen Territoriums der Taku River Tlingit und Tahltan First Nations. Im Zusammenhang mit der Privatplatzierung wird keine Vermittlungsprovision gezahlt.
Chairman & CEO Gary Thompson sagte: „Wir freuen uns, BHP, ein weltweit führendes Rohstoffunternehmen, im Aktienregister von Brixton begrüßen zu dürfen, und sind der Ansicht, dass ihre Investition für die Stärke des Thorn- Projekts und des geologischen Teams von Brixton spricht. Wir glauben, dass das Projekt Thorn das Potenzial hat, dazu beizutragen, die immense Nachfrage nach kritischen Metallen wie Kupfer zu decken, wenn unsere Wirtschaft auf eine nachhaltige, kohlenstoffarme und elektrifizierte Welt umstellt!"
Brixton beabsichtigt, die Erlöse aus der Privatplatzierung für Explorationsausgaben auf dem Projekt zu verwenden, und die Bedingungen des Investitionsabkommens sehen vor, dass mindestens 90% der Erlöse aus der Privatplatzierung in das Thorn-Projekt gesteckt werden.
Die genaue Anzahl der vom Unternehmen emittierten Stammaktien und die daraus erzielten Erlöse werden davon abhängen, ob Crescat Portfolio Management LLC von seinem Recht Gebrauch macht, sich anteilig an den Eigenkapitalfinanzierungen des Unternehmens zu beteiligen, um seine derzeitige Beteiligung an den Stammaktien aufrechtzuerhalten, die laut den öffentlichen Einreichungen etwa 13,47 % beträgt. Falls Crescat seine Beteiligungsrechte nicht ausübt, werden 74.363.172 Stammaktien an BHP für einen Bruttoerlös von insgesamt 13,4 Millionen CAD ausgegeben. Wenn Crescat seine Beteiligungsrechte vollständig ausübt, werden voraussichtlich 77.354.983 Stammaktien an BHP für einen Bruttoerlös von insgesamt 13,9 Millionen CAD und 12.042.415 Stammaktien an Crescat für einen Bruttoerlös von insgesamt 2,2 Millionen CAD emittiert werden.
In Verbindung mit der Privatplatzierung hat Brixton eine Investitionsvereinbarung mit BHP abgeschlossen, um die Privatplatzierung durchzuführen, und darin BHP bestimmte Rechte und Privilegien eingeräumt, einschließlich bestimmter Beteiligungs- und Aufstockungsrechte, die es BHP ermöglichen, in Zukunft Stammaktien anteilig zu erwerben, um seine Eigentümerposition aufrechtzuerhalten, Prospektqualifikations-/Registrierungsrechte; das Recht, vom Unternehmen die Bildung eines gemeinsamen technischen Beratungsausschusses mit BHP zu verlangen, um die Projekte von Brixton voranzutreiben; das Recht, entweder einen Direktor oder einen Beobachter für das Board of Directors von Brixton zu nominieren; das Recht auf ein Erstangebot bei einer Übertragung des gesamten Thorn-Projekts oder eines Teils davon, das Vorkaufsrecht auf eine Nettoschmelzabgabe von mehr als 1 % in Bezug auf das Thorn-Projekt sowie bestimmte Informations- und Zugangsrechte.

[volafan]

Goldman Sachs

Vom 20.10

Here’s what Goldman Sachs is saying about the BHP share price after the miner’s update

Auszug
"According to a note this morning, the broker has retained its buy rating with a trimmed price target of $42.50.
Based on the current BHP share price, this suggests potential upside of 11.5% for investors over the next 12 months.
Goldman is also forecasting a fully franked 6.6% dividend yield in FY 2023, boosting the total potential return beyond 18%."

****

Erster Kauf für das Value Depot

SL ca. 37

[volafan]

BHP / Oz Minerals

Oz Minerals ist m.E. als Ergänzung interessant. Schwerpunk Gold, Kupfer.
In Zukunft auch Nickel.

Das Übernahmeangebot von BHP wurde im August abgelehnt.

Australia's OZ Minerals says $5.8 bln BHP offer undervalued
https://www.nasdaq.com/articles/australias-oz-minerals-says-…

Vom 24.10.
Oz Minerals sticks to full year targets
https://www.miningweekly.com/article/oz-minerals-sticks-to-f…

[volafan]

The latest offer price of A$28.25 per share

BHP Group (BHP) Sweetens Offer for OZ Minerals Limited

Auszug

BHP has raised its offer by 13% for OZ Minerals Limited to a cash price of AUD 28.25 ($18.67) per share — its final price. OZ Minerals has a high-quality portfolio of copper and nickel assets, located in a Tier-1 mining jurisdiction with long mine lives and first-quartile cost positioning.

This deal, which values OZ Minerals at AUD9.6 billion ($6.34 billion) would add to BHP’s pipeline of growth options and enhance its exposure to future-facing commodities, while adding attractive synergies.

BHP made the initial offer to acquire 100% of the issued share capital in OZ Minerals Limited for AUD25 per share on Aug 7, 2022. OZ Minerals’ Board had rejected the offer citing that it undervalues the company and was not in the best interests of shareholders.

The latest offer price of A$28.25 per share represents a 49.3% premium to OZ Minerals’ closing price of AUD18.92 per share on Aug 5, 2022 — the last trading day prior to BHP’s initial proposal. OZ Mineral’s board has confirmed to BHP that it intends to recommend the revised offer to the company’s shareholders."
mehr
https://www.zacks.com/stock/news/2020483/bhp-group-bhp-sweet…

[Oginvest]

World to face major copper deficits by 2032

Codelco, which is Chile's state-owned mine, warned that global shortages may reach 8 million tonnes by 2032

.....

Based on studies conducted by Chile’s state copper miner, Pacheco said the world’s energy transition to stop climate change will take demand for the orange metal from 25 million tonnes per year to just over 31 million tonnes in 2032.

This means the world would need to build eight projects the size of BHP’s (ASX: BHP) Escondida in Chile, the world’s largest copper mine, over the next eight years.
https://miningdigital.com/articles/codelco-to-see-copper-def…

[Oginvest]

🙄 ...abwarten wie's hier nun weitergeht.

Labour turmoil sweeps Australia as inflation stirs 'spirit of anger'

SYDNEY/MELBOURNE, Nov 29 (Reuters) - After a decade of making up to A$200,000 a year (about US$135,000) on oil and gas rigs as a fitter and subsea equipment specialist in Western Australia, Adam Naylor had had enough.

...

Business leaders say the measures, which are likely to gain Senate approval this week, will hurt the economy.

"We now face the prospect of more strikes and fewer jobs," said Innes Willox, chief executive of the Australian Industry Group. Global miner BHP Group (BHP.AX) says multi-employer bargaining in the mining industry, where it says workers are highly paid, is unnecessary and risks cutting flexibility in wage deals and fueling industrial action.

"It's just so essential that Australia remains competitive," Chief Executive Mike Henry told reporters recently.

...

https://www.reuters.com/world/asia-pacific/labour-turmoil-sw…

[Kostolany4]

Bis 2030 sollen weltweit ca. 100 Mio. E-Autos gebaut werden, und jedes benötigt 83kg Kupfer. Hinzu kommt der Ausbau der Windenergie, wobei ein großes Windrat 25t Kupfer benötigt. Das dürfte dem Kupferpreis, der heuer um 25% eingebrochen ist, wieder Aufschwung geben. Ähnlich ist es mit anderen Metallen.
BHP wird davon profitieren. Die ganze Peer-Group zieht an und hat teilweise vom Tiefpunkt schon 30% zugelegt. Falsch machen kann man eigentlich nichts, denn allein die Dividendenrendite beträgt 6,59%.

[Oginvest]

BHP's CEO expects Chinese economic growth to continue

Nov 30 (Reuters) - BHP Group Ltd (BHP.AX) Chief Executive Mike Henry told the Reuters NEXT conference on Wednesday that "all fundamentals are in place" in China for continued economic growth over the next 20 years.

>> https://www.reuters.com/markets/bhps-henry-sees-fundamentals…

[Kostolany4]

Die Betrachtung der gesamten Peer-Group gibt immer den besten Überblick, ob eine Aktie noch Chancen hat oder ob eine andere aus der Peer-Group besser performt.
Anglo American


BHP Billiton

Vale S.A.

Rio Tinto

Freeport McMorgan

Solaris Resources - mit 500Mio Mkap ein kleineres Explorationsunternehmen

Man erkennt auch wann die Hausse zu Ende ist. Wenn 1-2 zu schwächeln beginnen, geht man am besten aus der ganzen Gruppe heraus.
China hat Riesenprobleme, in USA und Europa stören Zinsängste und mögliche Rezession die Wirtschaft - Rezession ist Gift für Rohstoffmärkte, daher hat die Rallye begrenzte Chancen.

[Oginvest]

China's new state-run agency to start iron ore purchases -Bloomberg News

BEIJING (Reuters) - China Mineral Resources Group (CMRG), a new state-owned agency, is set to be the world's biggest iron ore buyer as soon as next year, when it will start buying for about 20 of the largest Chinese steelmakers, Bloomberg News reported.

CMRG was set up this year to buy raw materials for the country's giant domestic steel industry, as Beijing steps up efforts to increase control over the natural resources needed to feed its economy.

China typically buys about two-thirds of the world market's iron ore.

The agency has started discussing supply contracts with top producers Rio Tinto Group, Vale SA and BHP Group, the report said on Thursday, citing people familiar with the situation.

....

>> https://finance.yahoo.com/news/chinas-state-run-agency-start…

[Oginvest]

Australia's OZ Minerals extends exclusivity period for BHP's $6.4 bln bid

Dec 20 (Reuters) - Australia's OZ Minerals (OZL.AX) on Tuesday extended exclusivity period for BHP Group Ltd's (BHP.AX) A$9.6 billion ($6.43 billion) bid for the copper and gold producer by a week.

In what could be the largest mining deal in Australia in 11 years, BHP made a revised cash offer of A$28.25 per share on Nov. 18, in a bid to take advantage of rising global demand for metals used in clean energy and electric cars.

...

https://www.reuters.com/markets/deals/australias-oz-minerals…

[Oginvest]

BHP makes $6.4 billion binding offer for OZ Minerals

BHP Group Ltd. has made a binding offer to acquire Australian copper producer OZ Minerals Ltd. for A$9.6 billion ($6.4 billion), securing its biggest deal in more than a decade and boosting exposure to key materials used in clean energy and electric cars.

The A$28.25-a-share bid, first announced in November, will now go to shareholders for approval in late March or early April, BHP said in a regulatory filing Thursday. It comes nearly five months after OZ Minerals rejected its first offer of A$25 a share.

The deal, unanimously supported by OZ Minerals’ board, is set to consolidate BHP’s position as one of the world’s largest producers of copper, a core metal in the clean energy transition that’s expected to see demand soar by almost 60% over the next two decades.

The mining giant has said so-called “future-facing” metals, which also include nickel and fertilizer ingredient potash, are central to its growth as iron ore use plateaus and the world moves away from fossil fuels.



>> https://www.mining.com/web/bhp-makes-6-4-billion-binding-off…

[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.
....

> > https://www.reuters.com/markets/deals/bhp-group-signs-scheme…

[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]

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.

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

[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

[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.

[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??

[Pacific1]

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

[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.


....
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).

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

[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.

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

[trick17-2]

Ich denke intensiv über den Verkauf von Rana Gruber vor der Nächsten Dividendenzahlung nach.
Norwegen ist wirklich Mist bezüglich Dividenden. Doppelte Belastung, kann man sixh aber wiederholen.
Ja, klar wegen sub 100 Euro nen mega Aufwand. keine Lust drauf.
Rana ist verspätet hoch gelaufen, hat das aber jetzt wieder fast aufgeholt.
Derzeit würde ich beim Eisenerz am ehesten bei Kumba zuschlagen.
Gerade im Vergleich zu BHP schön zurück geblieben.

Trick17

[thg]

https://stock3.com/news/kupfer-markt-deutlich-unterversorgt-…

Kupfer wird der Renner

[trick17-2]

ich hab Rana Gruber jetzt verkauft. Einstieg war 4,14 Euro am 14.11.22 und Verkauf nun bei 5,53 Euro.
Toller Trade.

Trick17

[Oginvest]

Brazil govt eyes compensation deal for 2015 Vale-BHP dam burst

BRASILIA, Jan 27 (Reuters) - Brazil's government will try to reach a deal "as soon as possible" on compensation for the 2015 burst of a tailings dam owned by Samarco, a joint venture between Vale (VALE3.SA) and BHP <BHP.AX>, Institutional Relations Minister Alexandre Padilha said on Friday.

...
https://www.reuters.com/world/americas/brazils-government-ey…

[Oginvest]

BHP considers early closure of Mt Arthur coal mine

BHP (ASX: BHP) is reportedly considering the closure of its Mt Arthur coal mine in New South Wales ahead of its 2030 target.

The potential closure is due to the state government’s coal reservation scheme and a coal price cap announced by the federal government last year.

The state government requires thermal coal miners to reserve up to 10% of their output for domestic coal-fired power stations.

In December, the state government imposed domestic coal reservation and price cap orders on NSW producers to offer at least 18.6 million tonnes into the domestic market.

The federal government introduced a 12-month price ceiling on domestic coal of $125 per tonne in NSW and Queensland.

...
>> https://smallcaps.com.au/bhp-early-closure-mt-arthur-coal-mi…

[Oginvest]

OZ Minerals' $6.6 billion buyout by BHP gets Brazil's approval

Feb 6 (Reuters) - Australian copper and gold producer OZ Minerals (OZL.AX) on Monday said its A$9.6 billion ($6.61 billion) buyout by BHP Group (BHP.AX) received approval from Brazilian competition regulator the Administrative Council for Economic Defence.

OZ Minerals on Dec. 22 entered a scheme implementation deed with the world's largest listed miner, BHP, to proceed formally with the takeover.

...
https://www.reuters.com/business/oz-minerals-66-bln-buyout-b…

[Oginvest]

Australia's iron ore giants face earnings, dividend plunge

BENGALURU/MELBOURNE (Reuters) - Australia's iron ore giants BHP Group, Rio Tinto and Fortescue are set to report a steep drop in their earnings, which is set to compress their payouts to shareholders, after China's COVID lockdown drove down iron ore prices.

Earnings at Rio Tinto and BHP Group are seen declining 48% and 28%, respectively, for the six months to December 2022, while Fortescue's half-year earnings are set to slide about 16%, based on estimates from Visible Alpha and Vuma Financial.

The miners are expected to offer a mixed outlook for 2023, amid uncertainty over the strength of China's recovery following the lifting of its strict COVID-19 curbs.

"We haven't seen too much hard data from China just yet, but I think there's enough for the miners to be more optimistic - cautiously so," said Adrian Prendergast, an analyst at Morgans Financial in Melbourne.

....
https://au.finance.yahoo.com/news/australias-iron-ore-giants…

[Oginvest]

BHP upbeat on demand outlook on China reopening, first-half profit drops 32%

Feb 21 (Reuters) - BHP Group Ltd (BHP.AX) on Tuesday reported a steeper than estimated 32% drop in profit for the first half, citing weak iron ore prices, but forecast a positive demand outlook on strengthening activity in China.

However, its interim dividend of 90 U.S. cents per share, while lower than last year's 150 cents per share, beat Vuma Financial's estimate of 88 cents.

"We are positive about the demand outlook in the second half of fiscal 2023 and into fiscal 2024, with strengthening activity in China on the back of recent policy decisions the major driver," Chief Executive Officer Mike Henry said.

"We expect domestic demand in China and India to provide stabilising counterweights to the ongoing slowdown in global trade and in the economies of the US, Japan and Europe," he said in a statement.

...
"The long-term outlook for our commodities remains strong given population growth, rising living standards and the metals intensity of the energy transition, including for steelmaking raw materials," Henry added, apparently referring to the need for metals for products like electric vehicles and windmills.

...
https://www.kitco.com/news/2023-02-20/BHP-upbeat-on-demand-o…

[Oginvest]

Australia's Magnis in deal with Tesla to supply graphite for electric vehicle batteries

Zitat von Oginvest: Feb 21 (Reuters) - Australia's graphite developer Magnis Energy (MNS.AX) on Tuesday said it has signed a binding offtake deal with Tesla Inc (TSLA.O) to supply battery anode materials for a minimum three-year term beginning February 2025.

The deal comes while automakers race to secure the supply of critical minerals as the world shifts to decarbonise and diversify global supply chains away from China, the world's biggest producer of electric vehicle batteries.

Australia is beefing up its supply of critical minerals to the global auto industry, with BHP group (BHP.AX), Syrah Resources (SYR.AX), Liontown Resources(LTR.AX) and Piedmont Lithium having agreed to supply these minerals to Tesla.

The company said it will supply to Tesla a minimum of 17,500 terapascal of anode active material (AAM), used in the making of lithium ion batteries, going to up to 35,000 terapascal, from a facility in the U.S. yet to be built.

Magnis aims to secure a final location for its commercial AAM facility in the U.S. by June 30, and commence production by February 2025.
https://www.reuters.com/business/autos-transportation/austra…

[E.S.T.]

Div. 0,90 U$/Aktie

[Hitman2]

BHP

Gewinneinbruch bei BHP: Ist Erholung in Sicht?
https://www.wallstreet-online.de/nachricht/16584690-weltgroe…

[Oginvest]

Nickel's electric dreams turn into a pricing nightmare

LONDON, Feb 24 (Reuters) - The global nickel market flipped from deficit to surplus over the course of 2022, according to the International Nickel Study Group (INSG).

Supply of what is a key metallic input for electric vehicle (EV) batteries exceeded demand by 112,000 tonnes last year, the largest surplus since 2014, the INSG calculates.

You wouldn't know it from looking at the London Metal Exchange (LME), where registered nickel stocks have fallen by almost 20% since the start of January and the three-month price remains elevated at $25,000 per tonne.

However, the London market has become increasingly divorced from what is happening in the physical supply chain over the last year.

"The reality is that the global price discovery mechanism for this critical building block of the energy transition is not functioning well," according to Huw McKay, VP of Market Analysis & Economics at BHP Group (BHP.AX), a major Western nickel producer.

It doesn't help that the LME's benchmark status is itself in question after the market meltdown last March.

The turnaround in market dynamics last year was all about Indonesia, where the government is set on turning the country into a major hub for battery metals.

Indonesia's mined nickel production expanded by 48% to 1.58 million tonnes in 2022, according to the INSG. The country now accounts for about half of global output.

The mining boom is feeding a processing boom, production of nickel pig iron (NPI) growing by 32% and output of intermediate nickel products nearly tripling to 288,000 tonnes in 2022.

Indonesia's smelters are churning out nickel in a widening array of forms as operators experiment with converting the country's low-grade ore into a chemistry that can be used by EV battery makers.

Chinese companies are at the heart of this industrial revolution and China's nickel imports have started reflecting the changes underway.

Imports of Indonesian matte, a form of nickel now being tailored to the battery chain's requirements, went from zero in 2021 to 168,000 tonnes in 2022.

...
The problem is that none of this Indonesian production is in a form that is deliverable against either the LME or the Shanghai Futures Exchange, which trade Class I refined metal.

The LME price reflects the dynamics of the Class I market, which has been tight for over a year and which remains highly sensitive to Russian news flow.

...
>> https://www.reuters.com/markets/commodities/nickels-electric…

[Oginvest]

Kupfer vor Superzyklus! Glänzende Perspektiven für Kupfer-Aktien wie Freeport McMoRan, Glencore, BHP, Rio Tinto und Kodiak Copper

Elektromobilität, Stromnetze, Energiespeicher: Die Nachfrage nach Kupfer aus Energiewende-Sektoren wächst sprunghaft. Dem Markt droht ein großes und langanhaltendes Defizit. Als wäre das noch nicht genug, profitieren Kupferproduzenten ganz nebenbei von der Molybdän Rallye.

....
https://www.wallstreet-online.de/nachricht/16622913-nebenwer…

[thg]

Chiles Gesamtkupferproduktion stieg im Januar um 2,9 % auf 437.900 Tonnen, teilte die Regierungsbehörde Cochilco am Donnerstag mit.
Die Produktion des staatlichen Giganten Codelco stieg jährlich um 5,1 % auf 127.000 Tonnen, sagte Cochilco.

Die Produktion der von BHP kontrollierten Mine Escondida stieg um 15,2 % auf 93.300 Tonnen, während Collahuasi, ein Joint Venture von Anglo American und Glencore, 42.900 Tonnen produzierte, was einem Rückgang von 16,4 % entspricht
Quelle mining.com

Super Jahresstart für BHP kann so weitergehen

[thg]

https://www.mining.com/web/iron-ore-price-jumps-on-china-dat…

[Oginvest]

Major copper producers unveil plan to reach net zero emissions by 2050

MELBOURNE, March 7 (Reuters) - A group of the world's biggest copper producers said it aimed to slash direct and indirect greenhouse gas emissions to zero by 2050, in a move that could make the sector more attractive to environmentally-conscious investment funds.

With copper demand forecast to double to 50 million tonnes by 2050 from 2020 levels, the International Copper Association's (ICA) roadmap released on Tuesday set a target for members to cut direct and indirect emissions by 30% to 40% by 2030, and by 70% to 80% by 2040, before reaching zero by 2050, it said.

Members include BHP Group (BHP.AX) Chile's Codelco, Glencore (GLEN.L), Freeport-McMoRan (FCX.N), Japan's JX Nippon Mining & Metals Corporation and Poland's KGHM (KGH.WA).

...
https://www.reuters.com/markets/commodities/major-copper-pro…

[Oginvest]

BHP eyes copper, nickel projects as it bypasses lithium

TORONTO, March 8 (Reuters) - BHP Group Ltd on Wednesday said it remains committed to growing its portfolio of copper and nickel projects but is not interested in the lithium market, which it believes is well supplied.

The comments echo those the world's largest mining company made in the past year and come as lithium prices have been sliding amid demand worries. Analysts are expecting lithium prices to plunge by 25% in total this year, largely due to an expected slowdown in China's EV market as government subsidies wane.

"We still don't see the demand-supply equation of lithium to be as fundamental as copper and nickel," Sonia Scarselli of BHP Xlpor, the company's division that invests in junior mining companies, told Reuters on the sidelines of the Prospectors and Developers Association of Canada (PDAC) mining conference in Toronto. "For us, lithium will remain flat."

...
>> https://finance.yahoo.com/news/bhp-eyes-copper-nickel-projec…

[Oginvest]

Codelco gains sustainability certification for El Teniente mine

Chile’s state-owned Codelco, the world’s largest copper producer, said on Tuesday it had obtained the Copper Mark sustainability certification for its flagship El Teniente mine.

The company said last year that it would seek the certification for all its operations by the end of 2023 and that El Teniente, located in a mountainous area about 100 km (62 miles) south of Santiago, would be the first to participate in the initiative.
Sign Up for the Copper Digest

The Copper Mark is a voluntary global program created in 2019 in line with the United Nations Sustainable Development Goals (SDGs) and each site must meet 32 sustainability criteria to achieve the international seal.

“The credentials obtained by El Teniente today show that we are on the right track, which will become even clearer during 2023, when all our operations centers complete their processes and, we hope, obtain this seal of global reach,” said Andre Sougarret, Codelco’s executive president, said in a statement.

In Chile, the largest global copper producer, the Centinela and Zaldivar de Antofagasta mines and the deposits of BHP’s Escondida and Spence already have the qualification.

Maximo Pacheco, Codelco’s chairman, has said the company is seeking a large-scale green push amid pressure from international clients and local regulations to produce more sustainable copper.

https://www.mining.com/web/codelco-gains-sustainability-cert…

[Oginvest]

BHP and Hatch partner to design Australian electric smelting plant

BHP has teamed up with global engineering firm Hatch to design an electric smelting furnace (ESF) pilot plant in Australia.

The move would support the companies’ decision to build a small-scale ESF demonstration plant, which is expected to contribute to BHP’s efforts to achieve the 2050 zero greenhouse gas target.

The proposed facility will help in demonstrating ways to reduce CO₂ intensity in the production of steel using iron-ore from BHP’s Pilbara mines.

BHP said the facility will enable collaboration with steel producers and technology providers to generate and exchange learnings to scale up ESF plant designs.

The pilot facility will be equipped to test and optimise iron production from the ESF, a new type of furnace capable of producing steel from iron ore using renewable electricity and hydrogen replacing coking coal in combination with a direct reduced iron (DRI) step.

According to estimates, more than 80% of CO₂ emission intensity is potentially achievable by processing Pilbara iron ores through a DRI-ESF pathway, compared with the conventional blast furnace steel route.

...
https://www.mining-technology.com/news/bhp-hatch-australian-…

[Oginvest]

Energy stocks slip as Australia nears major emissions reduction bill

March 27 (Reuters) -Australia's energy stocks dropped on Monday as the lower house of the Parliament inched towards passing an emissions reduction plan that will put some curbs on new gas and coal investments and a limit on total emissions from the country's top emitters.

.....
Local energy sub-index .AXEJ lost up to 2.2% to mark its third consecutive day in red and the worst in a week, limiting losses in the ASX 200 benchmark, which was up 0.2% by 0358 GMT.

Mining giants BHP Group BHP.AX and Rio Tinto Ltd RIO.AX, major exporters of iron ore and copper across the globe, lost 0.7% and 1%, respectively. Both the stocks weighed on the local mining index .AXMM, which was down 0.3%.

Australia's "safeguard mechanism" reform plan, set to take effect on July 1, seeks to limit emissions from the country's biggest polluters, and is key to achieving its target to cut carbon emissions by 43% from 2005 levels by 2030 and achieve net zero emissions by 2050.

The plan "could mean less acceptances of new deals, which probably might be the biggest impact; so less project acceptances is going to mean these companies have less opportunity to make more money," said Josh Gilbert, market analyst at eToro.

"Broadly, it is probably something really negative for these companies - how negative that we may not see play out until we get commentary from the companies and how it will affect them directly."
https://www.xm.com/ph/research/markets/commodities/reuters/e…

[Oginvest]

BHP to trial carbon capture with Chinese steel firm HBIS

BEIJING, March 27 (Reuters) - Global miner BHP Group Ltd (BHP.AX) and Chinese steel company HBIS Group Co Ltd (000709.SZ) have agreed to trial carbon capture, utilisation and storage (CCUS) technologies at the Chinese firm's steel mills, the companies said on Monday.

The project will develop and test technologies that can be integrated into steel production processes to reduce carbon dioxide (CO2) emissions, BHP said in a statement.

HBIS will also pilot test options to use captured CO2 to produce saleable products and to store CO2 in waste slag, BHP added.

...
https://www.reuters.com/business/sustainable-business/bhp-tr…

[Oginvest]

Australia critical mineral export revenue to match coal by 2028 - govt report

MELBOURNE, April 3 (Reuters) - Revenue from Australia's exports of critical minerals like lithium and nickel will nearly equal the current second-biggest export earner coal by 2028 as the global energy transition gathers pace, the government said in an update of its five-year outlook.

Australia's industry department, which on Monday forecast another record year of resources export revenue, said global coal demand had passed its peak, whereas demand for minerals like lithium, nickel, copper and rare earths was set to speed up.

"Lithium and base metals (and their raw material inputs) will account for almost as much export revenue as all coal types by 2027–28," it said in its March quarterly report, which provided the updated outlook.

...
>> https://www.reuters.com/markets/commodities/australia-critic…

[Oginvest]

Australia critical mineral export revenue to match coal by 2028 - govt report

MELBOURNE, April 3 (Reuters) - Revenue from Australia's exports of critical minerals like lithium and nickel will nearly equal the current second-biggest export earner coal by 2028 as the global energy transition gathers pace, the government said in an update of its five-year outlook.

Australia's industry department, which on Monday forecast another record year of resources export revenue, said global coal demand had passed its peak, whereas demand for minerals like lithium, nickel, copper and rare earths was set to speed up.

"Lithium and base metals (and their raw material inputs) will account for almost as much export revenue as all coal types by 2027–28," it said in its March quarterly report, which provided the updated outlook.

...
>> https://www.reuters.com/markets/commodities/australia-critic…

[Boersenfuxx178y]

Dividende sollte am 30.3. ausbezahlt werden; bei mir auch heute noch nicht angekommen! Wie siehts bei euch aus?

[Metafreak]

Consors: Dividende da
DeGiro: Dividende da
OnVista: Dividende nicht da

[Verstehichnicht]

Smartbroker noch nicht da

[ar13pk]

Antwort auf Beitrag Nr.: 73.611.886 von Metafreak am 04.04.23 11:19:14

ehemals australische Shares = Dividende gestern gebucht
ehemals britische Shares = Dividende fehlt noch

[ar13pk]

Antwort auf Beitrag Nr.: 73.612.111 von ar13pk am 04.04.23 11:47:44

Update: Dividende für die ehemals britischen Shares kam heute mit Wertstellung 3. April.

[Boersenfuxx178y]

Bei smartbroker immer noch nicht angekommen

[Oginvest]

OZ Minerals gets Vietnam's nod for its $6.4 bln buyout by BHP

April 11 (Reuters) - Australia's OZ Minerals (OZL.AX) said on Tuesday its A$9.6 billion ($6.38 billion) buyout by BHP Group (BHP.AX) has received Vietnam's Competition and Consumer Authority's approval.

...
The copper-gold producer on Dec. 22 entered a scheme implementation deed with the world's largest listed miner, BHP, to proceed formally with the takeover.

...
https://www.reuters.com/markets/deals/oz-minerals-gets-vietn…

[Oginvest]

BHP wins over shareholders of Australia's Oz Minerals in $6.4 bln deal

SYDNEY, April 13 (Reuters) - Top global miner BHP Group (BHP.AX) has won over Oz Minerals' (OZL.AX) shareholders as expected to go ahead with a A$9.6 billion ($6.4 billion) takeover of the Australian copper producer.

Some 98.33% of votes cast by Oz Minerals were in favour of an offer of A$26.50 cash and a A$1.75 special dividend paid to Oz Minerals investors for each share they owned, after a shareholder meeting in Adelaide on Thursday.

...
https://www.reuters.com/markets/deals/bhp-wins-vote-buy-aust…

[Oginvest]

Big copper deals to take centerstage in Santiago as demand heats up

SANTIAGO, April 16 (Reuters) - Global copper producers are converging in Chile this week for their largest gathering since 2019, with talks expected to center on the industry's growing M&A wave amid surging demand and tight supply for the metal anchoring the green energy transition.

The buyout trend comes as Indigenous groups, host communities and others increasingly oppose the industry's attempts to build new mines, obstacles fueling the growing realization among mining companies that they may need to combine in order to grow.

...
https://www.reuters.com/markets/commodities/big-copper-deals…

[Oginvest]

BHP says more stability in Chile would spur its investment

SANTIAGO — Greater financial and regulatory stability in Chile would encourage BHP Group to invest more in the country, the company’s head of the Americas, Rag Udd, said on Tuesday.

“The fact is, while there are some challenges in terms of investment in climate in Chile at the moment,” Udd said. “We would desperately like to resolve those challenges to help find a climate in which we can continue to invest here.”

The company said it maintains plan to invest $10 billion in Chile over the 50 years, but added that the investment requires the “right fiscal certainty and right regulatory certainty.”

...
https://financialpost.com/pmn/business-pmn/bhp-says-more-sta…

[Oginvest]

Copper industry warns of looming supply gap without more mines

SANTIAGO, April 20 (Reuters) - The world's appetite for copper to build most electronic devices will exceed supply over the next decade and imperil climate targets unless dozens of new mines are built, executives and analysts said this week at a key industry conference.

The forecast lays bare the growing tension over where and how the world can procure metals for the green energy transition, including copper, one of the best electrical-conducting metals that is widely used in motors, batteries and wiring.

...
https://www.reuters.com/markets/commodities/copper-industry-…

[Oginvest]

BHP posts record nine-month iron-ore output

https://www.miningweekly.com/article/bhp-posts-record-nine-m…

[pickuru]

BHP ‘tends to win’ as an investment pick over Rio Tinto, wealth management firm says

https://www.cnbc.com/video/2023/04/21/bhp-vs-rio-tinto-shaw-…

[Oginvest]

BHP und Brixton Metals einig: So soll es 2023 auf dem Kupfer- und Goldprojekt Thorn weitergehen

Jetzt ist also klar, wie es 2023 auf dem riesigen Kupfer- und Goldprojekt Thorn von Brixton Metals (TSX-V BBB / WKN A114WV) weitergehen soll. Gemeinsam mit Großaktionär BHP schloss das Unternehmen von CEO Gary Thompson Planungen ab, die man in mehreren Treffen der jeweiligen technischen Gremien erarbeitet hat.

Das voll durchfinanzierte Explorationsprogramm umfasst vor allem 20.000 Bohrmeter, die insbesondere die Zielgebiete Camp Creek und Trapper in den Fokus rücken, wo die Partner vor allem auf neue Kupfer- und Goldentdeckungen abzielen. Zusätzlich sollen 2.000 Boden- und 1.000 Gesteinsproben entnommen werden, um neue Bohrziele zu generiere und zu definieren. Optimiert wird dieser Prozess, so Brixton, durch den Einsatz von XRF-Echtzeitanalysegeräten. Zusätzlich will man weitere geophysikalische Untersuchungen wie Mobile MT aus der Luft, MT am Boden, Magnetik aus der Luft und Radiometrie in ausgewählten Zielgebieten durchführen.

...
https://goldinvest.de/aus-der-redaktion/brixton-metals-corp/…

[Oginvest]

Completion of OZ Minerals acquisition

BHP announces the completion of the OZ Minerals acquisition and implementation of the scheme of arrangement for BHP Lonsdale Investments Pty Limited, a wholly owned subsidiary of BHP Group Limited, to acquire 100% of the shares in OZ Minerals Limited (OZL) (the Scheme). BHP Group Limited is now the ultimate parent company of OZL.

BHP CEO Mike Henry said:

“This acquisition strengthens BHP’s portfolio in copper and nickel and is in line with our strategy to meet increasing demand for the critical minerals needed for electric vehicles, wind turbines and solar panels to support the energy transition. Combining our two organisations will provide options for growth, bring new talent and innovation to unlock these resources in a sustainable way, and deliver value to shareholders and communities.”

...
https://www.bhp.com/news/media-centre/releases/2023/05/compl…

[Oginvest]

Zitat von Oginvest: Column: Supply anxiety is the new hope for developing energy transition mines

MELBOURNE, May 25 (Reuters) - Can "supply anxiety" drive the next mining boom and deliver the minerals vital for the energy transition?

A fear that the world won't produce enough copper, lithium, aluminium and other metals vital for electrifying virtually everything that runs on fossil fuels is an increasingly common theme.

Almost every speaker at this week's 121 Mining Investment event in Melbourne made the same point: There isn't enough production to meet anticipated demand, there aren't enough projects in the pipeline, and even when new mineral deposits are discovered, the regulatory and financial barriers to developing them take years to navigate.

The overall message from many in the mining sector is that the energy transition is at real risk of being slower and costlier than anticipated because of a looming shortage of critical minerals.

...
Ensuring a project is the best it can be as far an preserving the environment is concerned, as well as winning social licence from a variety of stakeholders, is getting harder and more time-consuming.

Governments across the globe are putting in more regulations and requirements, not fewer, and taking longer to approve mining projects.

The other major problem is financing, with many banks in developed countries pulling back from lending to miners, preferring to focus their climate change efforts further down the value chain in things such as battery factories or renewable energy projects.

And finally, the major miners like BHP Group (BHP.AX) and Rio Tinto (RIO.AX) have curtailed capital expenditure in recent years, preferring to run disciplined operations and return profits to shareholders.

Where the majors are spending capital, the majority is tending towards maintaining output levels at existing operations, or developing resources peripheral to the energy transition, such as BHP's move into potash.

The question then becomes: What is the trigger point to spark more investment in mining?

...
https://www.reuters.com/markets/commodities/supply-anxiety-i…

[Oginvest]

BHP taps Microsoft, AI, to improve recovery at top copper mine

MELBOURNE, May 30 (Reuters) - BHP Group (BHP.AX) has teamed up with Microsoft Corp (MSFT.O) to improve copper recovery from its Escondida mine in Chile, the world's biggest copper mine, by using machine learning and artificial intelligence, it said on Tuesday.

BHP estimates the world needs to double the amount of copper produced over the next 30 years to keep pace with the development of decarbonisation technology such as electric vehicles, offshore wind and solar farms.

Finding and building new mines is costly, difficult and can take upwards of a decade so miners are looking to next generation technologies to reap more metal out of existing mines and processes.

"We expect the next big wave in mining to come from the advanced use of digital technologies" BHP Chief Technical Officer Laura Tyler said in the company statement.

Using real-time data from plants that process ore in combination with AI-based recommendations from Microsoft’s Azure platform, plant operators will have the ability to adjust variables that affect ore processing and grade recovery, BHP said.

BHP, the world's biggest miner, is the majority owner of Escondida and operates the mine with partners Rio Tinto (RIO.AX), and Japan's JECO Corp. Escondida produced more than 1 million tonnes of copper during the last financial year ending in June.
https://www.reuters.com/markets/commodities/bhp-taps-microso…

[Oginvest]

Australia releases mine waste map for critical minerals supply

MELBOURNE — Australia has released a map of sites containing mine waste that could be reprocessed to source minerals critical to the global energy transition, the government said on Wednesday.

Metals like copper, nickel and cobalt are expected to be in short supply over the coming decades given demand growth from green energy sectors such as offshore wind and solar farms and electric vehicle batteries.

BHP Group estimates the world needs to double the amount of copper produced over the next 30 years just to keep pace.

...
https://financialpost.com/pmn/business-pmn/australia-release…

[Oginvest]

Brazil's Samarco reaches deal with certain creditors over debt restructuring framework

(Reuters) - Brazilian miner Vale said late on Wednesday night it had entered into a binding deal on the parameters for a planned debt restructuring at Samarco, a joint venture it shares with miner BHP Group.

Vale said it had agreed on the deal with Samarco, BHP Billiton Brasil and certain creditors that hold more than 50% of Samarco’s notes and unsecured bank debt.

....
https://www.reuters.com/article/vale-agreement-samarco-idUSK…

[Russenknecht]

Antwort auf Beitrag Nr.: 73.947.170 von Oginvest am 02.06.23 15:31:07

Soloshow von Oginvest hier? Gibt`s nix zu posten außer englische Presse-Schnipsel?
Keine eigenen Meinungen (idealerweise mit Begründung) zum Unternehmen?

[DeplorableMillenial]

Oginvest, danke für deine Beiträge, ich lese sie immer wieder gerne durch.

Will BHP unbedingt ins Depot holen, warte/hoffe auf günstigere Einstiegskurse.

[Verstehichnicht]

Zitat von Russenknecht: Soloshow von Oginvest hier? Gibt`s nix zu posten außer englische Presse-Schnipsel?
Keine eigenen Meinungen (idealerweise mit Begründung) zum Unternehmen?

Angemeldet seit 2015 und wahnsinnige super spannende 33 Beiträge……

[Oginvest]

Antwort auf Beitrag Nr.: 74.036.115 von DeplorableMillenial am 21.06.23 11:21:20

Danke 🙂

BHP und weitere größere Rohstoff-Unternehmen halte ich langfristig, daher teile ich hier gefundene Information dazu, was dieses Unternehmen umsetzt und plant. Solche Information finde ich allgemein für Rohstoff-Investments interessant, da BHP ja auch Mitbewerber hat und die Marktstimmung, sowie die Weltwirtschaft, (zukünftige) Verknappung von (welchen?) Rohstoffen, ebenso beachtet werden sollte, mMn.

Aktuell mit der gewollten Energiewende wird mMn. in den nächsten Jahren und Jahrzehnten erneut einiges mehr an verschiedensten Rohstoffen benötigt, dabei wird mit der ganzen gewünschten Zunahme von Strom als Energie auch besonders bei Kupfer eine Nachtfrageerhöhung erfolgen...mMn.

Folgend mal eine Übersicht aus einem Research, ist für eine Invest-Entscheidung eventuell zusätzlich nützlich, falls nicht bereits bekannt: 🤔

[DeplorableMillenial]

Ja finde ich gut. Sammle auch Minenaktien und denke mit BHP, Rio Tinto, Glencore, Anglo American und Freeport kann man nicht viel falsch machen. Dann noch ein paar kleinere dazu und fertig ist der eigene ETF.

Für mich ist aber der Einstiegszeitpunkt schon wichtig, Markettiming ist schwierig aber jeder glaubt ja, er ist so clever :-) und daher warte/hoffe ich auf Schwäche bei BHP.

Daher lese ich auch die Informationen ganz gerne, dazu die üblichen Verdächtigen, seeking a, mining com, Handelsblatt und versuche dann bei (vermeintlicher) Schwäche zu kaufen.

Dass insgesamt mehr Metalle benötigt werden ist sowieso klar aber für mich dennoch schwer einzuschätzen, wann, wie, wo usw.... na ja....

[Oginvest]

Stahl- und Bergbautitel bleiben unter Druck

....
Laut JPMorgan-Analyst Dominic O'Kane steht Europas konjunktursensiblen Stahl- und Bergbauunternehmen zudem Ungemach aus China bevor. Die chinesischen Stahlexporte dürften sich im Juni weiter beschleunigt und 10 Prozent der heimischen Jahresproduktion beziehungsweise 75 Prozent der Produktion in der EU erreicht haben, schätzt der Experte. Damit drohten Produktionsrestriktionen und Quoten, welche schlecht für die Eisenerznachfrage wären, sowie Gegenwind für die Stahlpreise außerhalb Chinas. Insbesondere für Salzgitter, ArcelorMittal, Rio Tinto und BHP befürchtet OKane negative Auswirkungen der Mitte Juli anstehenden Daten und verlieh diesen Werten daher den Status "Negative Catalyst Watch"

https://www.wallstreet-online.de/nachricht/17073195-aktien-f…

[Oginvest]

Australia to invest $164m in critical minerals sector

Australia’s resource-rich state of Queensland on Tuesday said it would spend A$245 million ($164 million) to help expand its critical minerals sector, and take steps to lure investments and cut rents on mining exploration leases.

Australia has ramped up funding for critical minerals projects, which are essential to smart technology and clean energy. But the minerals are tricky to mine, process and market, which can make it difficult for developers to line up funding.

The state will set up a one-stop office called Critical Minerals Queensland to oversee the development of the sector in a state rich in metals including zinc, cobalt and vanadium, Premier Annastacia Palaszczuk said at a mining conference in the state’s capital, Brisbane.

...

Australia has vast reserves of critical minerals and supplies nearly half of the world’s lithium. It is also a significant producer of rare earths, cobalt, copper and graphite, although those minerals are largely processed in China.

BHP CEO Mike Henry, during the mining summit, said Australia’s critical mineral strategy did not need more subsidies, and urged the federal and state governments to hasten project timeframes and make them attractive for investment.

He said BHP would not invest further in Queensland, where the government held no consultation before hiking coal royalties last year to the highest of any jurisdiction in the world.

https://www.agbi.com/article/australia-to-invest-164m-in-cri…

[Oginvest]

Australia’s critical minerals industry needs quicker permits, not subsidies, BHP says

Australia’s critical minerals strategy does not need the sugar hit of more subsidies as good projects will find investment, but the country needs to hasten mine development timeframes and rework new workplace legislation, BHP’s CEO said on Tuesday.

BHP CEO Mike Henry’s comments came a week after Australia, one of the world’s biggest suppliers of raw minerals, outlined a strategy on how it will work with investors and international partners to build a critical minerals processing industry.

The strategy, which aims to see Australia as a significant producer by 2030 of critical minerals that are key to the global energy transition, drew criticism from some who were hoping for larger subsidies, shorter regulatory approval timeframes and additions to its list of critical minerals.

The strategy “is not enough,” Henry told reporters on the sidelines of a mining conference in Brisbane.

“There’s a big movement underway in the U.S. right now towards permitting reform. Australia needs to do that.”

The government needs to address the overlap between state and national regulation as well as speed up permitting, he said.
...

As an example of where capital will not flow, Henry said BHP would not invest further in Queensland, where the state government held no consultation before hiking coal royalties last year to the highest of any jurisdiction in the world.

Queensland on Tuesday announced a new critical minerals development strategy to attract investment to the state.

BHP estimates the world will need an additional $100 billion per year in capital investment in the resources sector to get on track to meet the Paris aligned 1.5C scenario, he said.

Translated into metals demand, Henry said that means twice as much copper, steel and potash and four times as much nickel, BHP’s major products.

https://www.cnbc.com/2023/06/27/australia-critical-minerals-…

[Tony31515]

Hallo,
ich plane den Einstig bei BHP und habe eine Frage an die länger Investierten. Wird auf die Dividende Quellensteuer erhoben?

Danke

[Bauer85]

Nein, solange sie voll frankiert ist nicht. Sonst mit 15% voll anrechenbar auf die Kapitalertragssteuer. Aber solange sie in Australien genug Steuergutschriften haben eher unwahrscheinlich.

[Oginvest]

Miners tap waste for critical minerals

Extracting copper, nickel, cobalt and other minerals from mine waste could provide a key new source of the minerals needed for the energy transition while at the same time cleaning up old mine sites, mining executives said at a conference.

Australia by some estimates has more than 50,000 old mine sites. Its government last month released a map of 1,050 tailings sites as potential sources of metals for which demand is set to boom over coming decades for green energy products including batteries and wind turbines.

BHP estimates the world will need an additional $100 billion annually in capital investment in the resources sector to get on track to meet the Paris aligned 1.5C scenario, or twice as much copper, steel and potash and four times as much nickel in the next 30 years as it used in the past 30.

As resources with high metal content get harder to find and develop, mine waste could be an important source for metals.

“The sub 0.5% copper resources of tomorrow will be just as attractive as the 2% copper resources of yesterday, delivering the critical minerals the world needs to decarbonise at low cost,” said Laura Tyler, chief technical officer at top global miner BHP.

...
https://www.mining.com/web/miners-tap-waste-for-critical-min…

[Oginvest]

BHP posts record full-year iron ore output, flags rising costs

BHP Group on Thursday reported its highest ever annual iron ore production, helped by the continued ramp up at its South Flank operations in Western Australia but flagged it faces rising costs.

The world’s largest listed miner said unit costs at its Western Australia iron ore operations and Chilean copper mine Escondida are expected to be towards the upper end of forecast ranges, but said capital and exploration spending would be below annual guidance, partly due to foreign exchange movements.

BHP’s iron ore production in Western Australia was aided by improved rail performance at the mines, but production was partially hit by unfavorable impacts from tropical Cyclone Ilsa in the quarter.

It said iron ore production from Western Australia, on a 100% basis, was 72.7 million tonnes (Mt) in the three months to June 30, a touch lower than Visible Alpha estimates of 73 Mt, according to UBS.

The company expects fiscal 2024 output for Western Australia iron ore between 282 million and 294 million metric tons, the mid-point of which is 0.9% higher than annual production of 285.3 million metric tons for fiscal 2023.

BHP, which completed the $6.4 billion takeover of OZ Minerals in May, said copper production rose 9% to 1,716.5 thousand metric tons in the fiscal.

It also forecast total copper production for the 2024 fiscal year to be between 1,720 and 1,910 thousand metric tons, helped by long anticipated higher grades at the world’s top copper mine and integration of Oz Minerals into its South Australian business.

It reaffirmed that production at South Flank would reach full capacity of 80 million metric tons per annum, on a 100% basis, by the end of fiscal 2024.

BHP said it has begun accepting more feed from third parties for its Nickel West operations which supply the electric vehicle battery industry, after rejecting feed from Mincor Resources with high arsenic levels.
https://www.cnbc.com/2023/07/20/bhp-posts-record-full-year-i…

[Oginvest]

Australia to add to priority critical minerals by year end

MELBOURNE, July 27 (Reuters) - Australia will update its critical minerals list by the end of the year, its resources minister said on Thursday, potentially opening the way for copper and nickel miners to tap government incentives and speed up new project development.

One of the world's biggest suppliers of raw minerals, Australia last month set out a strategy to work with investors and international partners to build a critical minerals processing industry.

The strategy drew some criticism because it did not lay out a regulatory fast track or add to its list of minerals considered critical to the energy transition.

Minister Madeleine King said the government would prioritise support for critical minerals projects that underpin key technologies such as battery chemicals and would update the list by the end of the year after a consultation period.

The current list, last updated in March 2022, includes 26 minerals with supply chains that are considered vulnerable to disruption, such as lithium, cobalt and rare earths.

The new Australia chief of the world's biggest miner BHP Group BHP.AX Geraldine Slattery said uranium should also join the list, as she flagged Australia was at risk of losing its competitive advantage in the critical minerals space.

"Australia can’t compete on subsidies with large economies like the U.S. But we can make sure that our policy settings are attractive to new investment," she said at a business event on Thursday.

Industry Association AMEC wants copper and nickel added to the list and said on Thursday it would consult with its members on which other minerals could be added.

BHP is Australia's biggest producer of copper and nickel which it regards as key growth commodities exposed to the energy transition. It sells uranium as a byproduct from its South Australian copper operations.

...
https://www.nasdaq.com/articles/australia-to-add-to-priority…

[Oginvest]

BHP expects Indian steelmaking boom to drive its coal business - FT

July 31 (Reuters) - BHP Group (BHP.AX) expects the rampant expansion of India's steel industry to boost its coal business significantly, Chief Commercial Officer Vandita Pant told the Financial Times on Monday.

Around 40% of BHP's metallurgical coal, used by steel mills and known as coking coal, is now heading to India, she said.

https://www.reuters.com/markets/commodities/bhp-expects-indi…

[Oginvest]

Brazil's Samarco files judicial reorganization plan alongside creditors

Zitat von Oginvest: SAO PAULO, July 29 (Reuters) - Brazilian miner Samarco filed a consensual judicial reorganization plan on Friday alongside some of its creditors with the intent of carrying out transactions contemplated in a previous agreement that established a discount on the value of the mining company's debt, the company said on Saturday.

On 31 May, Samarco SAMNE.UL, a joint venture between Vale VALE3.SA and BHP BHP.AX, had reached an agreement with most of its financial creditors that provided for a 25% discount on the amount of debt held by them, a step that was considered important for the company to be able to proceed with its judicial recovery process.

Under the terms of the consensual plan, Samarco will issue up to $3.566 million of new notes due in 2031 to certain of its financial creditors who elect to receive such new notes, in exchange for cancellation of their claims. These notes will pay interest of 9% to 9.5% per annum and will be unsecured.

Samarco may elect to pay interest in kind, in full through 2025 and in part in 2026 and 2027, according to the mining company. Thereafter, all interest will be paid in cash.

Financial creditors can elect an alternative treatment, exchanging their existing debt for a new debt instrument maturing in 2035.

https://www.nasdaq.com/articles/brazils-samarco-files-judici…

[Oginvest]

BHP and Toyota collaborate on decarbonisation

PERTH (miningweekly.com) – Diversified major BHP has signed a memorandum of understanding (MoU) with Toyota Australia to enhance safety and decarbonisation measures within BHP's Australian operations.

A primary objective of the collaboration is to work together across safety, engineering and product development teams focused on safety in light vehicles design and future state technologies and challenges.

Furthermore, the collaboration is designed to support BHP with its objective to reduce greenhouse-gas emissions by 30% by 2030. By leveraging the combined expertise of Toyota and BHP, both companies are committed to BHP achieving this important target.

Through the MoU, BHP will gain access to the knowledge and resources of Toyota's expert engineering teams across Australia and globally with the aim of BHP realising its broader decarbonisation goals.

...
https://www.miningweekly.com/article/bhp-and-toyota-collabor…

[Oginvest]

Vale loses bid to block BHP's London lawsuit in Brazil dam case

LONDON (Reuters) - Vale on Monday lost a bid to block fellow mining giant BHP Group's bid to have it share potential liability in a 36 billion-pound ($46 billion) London lawsuit over Brazil's worst environmental disaster.

...
BHP, which denies liability, applied in December to have Vale join the case and contribute to damages if they are found liable to the claimants.

The company argued that Vale should share in any potential liability because BHP Brasil and Vale both owned 50% of Samarco.

...
https://uk.finance.yahoo.com/news/vale-loses-bid-block-bhps-…

[sneakee]

Sehr schwach heute

[Oginvest]

GreenTech 2.0: Ohne Strategische Metalle geht gar nichts!

...

Der australische Konkurrent BHP Group (ASX: BHP WKN: 850524 ISIN: AU000000BHP4) hofft nach einem schwachen ersten Geschäftshalbjahr auf eine Erholung in China. Weil die Nachfrage nach Eisenerz, Kupfer und Kohle dort in den ersten Monaten des Geschäftsjahres 2023 sank, gingen Umsatz und Gewinn entsprechend zurück. Ungewöhnlich stark bekam der Konzern die hohe Inflation in anderen Ländern zu spüren, der Kostendruck stieg, weil Energie und Arbeitskräfte teurer geworden sind. Die Erlöse sanken so im ersten Halbjahr um 16% Prozent auf 25,7 Mrd. USD, der Gewinn brach sogar um knapp ein Drittel auf rund 6,5 Mrd. USD ein. Als Reaktion senkte der Konzern die Dividende um 40%. BHP produziert überwiegend Eisenerz, Kupfer und Kohle und möchte in den nächsten Jahren große Schritte in Richtung Dekarbonisierung seiner Schürfstätten erreichen. Für die Elektrifizierung der Fahrzeugflotte wurde der japanische Konzern Toyota verpflichtet, daneben sollen ausgewählte Minenbetriebe mit Windrädern ausgestattet werden. Erstes Projekt mit dem Partner Enel Green Power ist bei der Tochter BHP Nickel in West-Australien mit erhofften CO2-Einsparungen von 32%. Strategisch soll der Kupfer- und Nickel-Abbau deutlich mehr Stellenwert bei BHP erhalten.

....
https://www.wallstreet-online.de/nachricht/17238010-nebenwer…

[sneakee]

40% weniger Dividende...🙄

[ar13pk]

Antwort auf Beitrag Nr.: 74.315.467 von sneakee am 14.08.23 18:48:34

Dazu habe ich noch keine Nachricht gesehen, kommt der Jahresbericht nicht erst am 22. August?

[sneakee]

Antwort auf Beitrag Nr.: 74.316.406 von ar13pk am 14.08.23 21:17:49

Steht in dem Artikel vom User oginvest

[Verstehichnicht]

Antwort auf Beitrag Nr.: 74.315.467 von sneakee am 14.08.23 18:48:34

Wären bei mir immer noch >8% 😀

[Oginvest]

Miners face 'considerable challenges' meeting demand from US climate law -study

Aug 15 (Reuters) - The mining industry faces "considerable challenges" meeting larger-than-expected demand for copper, nickel and other electric vehicle metals fueled by a U.S. climate law, S&P Global said in a report on Tuesday, ahead of the legislation's one-year anniversary.

The landmark U.S. Inflation Reduction Act offers tax breaks for EVs, solar panels and other renewable energy products made from metals extracted in the United States or countries with U.S. free trade deals. Metals from "foreign entities of concern" including China, Russia, North Korea and Iran will be banned in 2025. That has sparked a race among manufacturers to lock down supply.

Demand forecasts for various EV metals have increased 12% to 15% since U.S. President Joe Biden signed the IRA last August, the reportsaid.

"The energy transition is really heating up the pressures on mineral supplies, and the IRA is adding a lot to those challenges," Dan Yergin, S&P Global's vice chairman and a co-author of the report, said in an interview.

By 2035, demand for lithium, nickel and cobalt is expected to be 23 times higher than in 2021, with copper demand doubling over the same period, the study found. All of the metals are widely used in EVs and other electronics.

The report found that companies have launched at least $400 billion worth of new projects because of IRA-linked incentives, fueling billions of dollars of new minerals demand.

"The IRA is working as intended, as a magnet for investment," said Yergin, the energy historian and host of the annual CERAWeek energy conference.

However, mine permitting issues are hampering the IRA's aims, the report found. Only lithium is expected to be available to U.S. industries in significant quantities due to rising Australian and Chilean supplies, it noted.

Nickel and cobalt supplies are unlikely to satisfy demand, the report found.

....
https://www.reuters.com/markets/commodities/miners-face-cons…

[ar13pk]

0,80 AUD Dividende sind es nun als Schlussrate geworden, zahlbar am 28. September.

https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-res…

[Verstehichnicht]

Antwort auf Beitrag Nr.: 74.358.050 von ar13pk am 22.08.23 07:42:30

0,80 US $ Dividende.

[ar13pk]

Antwort auf Beitrag Nr.: 74.358.572 von Verstehichnicht am 22.08.23 09:09:29

Danke für die Richtigstellung!

[Oginvest]

BHP sees China demand bright spots, logs 37% profit drop

FY23 underlying profit falls 37%
FY23 final dividend $0.80/share
Shares ease by 1.2% to A$42.98 by 0200 GMT

MELBOURNE, Aug 22 (Reuters) - BHP Group (BHP.AX) on Tuesday said it saw solid growth from some sectors in China as it logged its weakest annual profit since 2020, but added it was too early to assess the impact of Beijing's policy measures on the country's housing market.

In an earnings call to reporters, CEO Mike Henry said steel demand from Chinese sectors outside new housing starts, such as infrastructure, green infrastructure, automotive and property completions had been "pretty strong".

The world's biggest miner, though, was keeping a close eye on how Beijing's policy steps to support housing starts translated into a real world impact, he said.

A recovery in the world's second-largest economy has lost steam due to a worsening property slump, weak consumer spending and tumbling credit growth, adding to the case for authorities to release more policy stimulus.

While cutting its forecast for China's growth to 5%-5.5% from 5.75%-6.25%, BHP still expects China to produce more than a billion metric tons of steel this year for the fifth year running, a relative bright spot in global markets. Western demand for commodities on the other hand has been seen hurt by the lagging impact of interest rate hikes.

"In the near term, while the outlook for the developed world is uncertain, we expect China and India to remain relative sources of stability for commodity demand," BHP said.

Inflationary pressures would continue to impact its business in fiscal 2024, BHP warned, raising its spending estimates and estimating mining costs to be above pre-pandemic levels.

...

"Capex is clearly going higher. They have guided to that, spending more money in the next few years, given the inflationary environment and to reinvest in the business."

Over the past year, prices for iron ore, BHP's top revenue-generating commodity, retreated from peaks above $165 towards $100 as global supply chains normalised following the COVID pandemic.

BHP's capital and exploration expenditures climbed 16% over the year to $7.1 billion as costs rose about 9%. BHP expects those expenditures to rise to $10 billion in the next two years.

That's partly due to $1 billion a year that it will spend on its newly acquired Oz Minerals business, and as the company spends on growth such as the Jansen pot ash project in Canada, CEO Henry told reporters.

Jansen is expected to start production at end-2026, and BHP has brought forward a final investment decision for an expansion of the project to as early as this financial year.

Inflation is also expected to raise the floor for commodities prices, including copper and iron ore, BHP said, seeing prices for the latter trade around $80-$100 a ton.

BHP produces iron ore in Western Australia for $17.79 a ton.
https://www.reuters.com/markets/commodities/bhp-sees-china-d…

[DeplorableMillenial]

Das sind mE passable Quartalszahlen, wobei mir die eigentlich sowieso egal sind. Mit Jansen und den neuen Kupferprojekten ist man gut aufgestellt, die Dividendenrendite hängt natürlich vom Einstieg ab, ist aber auch aktuell über 5%. BHP (und auch RT) sind Unternehmen, die man im Depot haben sollte. Sollte der Kurs fallen ist es eher gut, man kommt dann günstiger rein, perfekt für den Sparplan oder aber bei "Chancen" (dann wenn die Welt wieder untergeht) und Liquidität perfekt für "Schnapper".

[Oginvest]

BHP Xplor launches search for next round of exploration prospects

BHP Xplor, an accelerator program introduced by the miner in 2022 in pursuit of unlocking critical minerals, began a global search Thursday for its next cohort.

The program seeks to broaden BHP‘s (NYSE: BHP; LSE: BHP; ASX: BHP) access to a diverse set of exploration prospects globally, including new geographies and geologic concepts to help drive the pipeline of new opportunities and shape its future growth portfolio.

After completing its first year with the graduation of the inaugural cohort in June, BHP Xplor is back and looking for early-stage explorers and startups focused on finding new resources of critical minerals needed for the world’s future.

BHP Xplor is designed to provide selected participants with the opportunity to accelerate their exploration concepts and the potential to establish a long-term partnership with BHP.

...

“Through BHP Xplor, we’re effectively transforming set models by testing opportunities at an accelerated pace, implementing new ways of thinking, and creating innovative concepts to address some of today’s biggest challenges facing early-stage minerals exploration,” BHP chief technical officer Laura Tyler added.

Selected companies will receive up to US$500,000 cash payment from BHP, together with access to a network of internal and external experts to help guide development across technical, business, and operational aspects of the company.

The program will accept applications Aug. 23 and close on Oct. 11, 2023.
https://www.northernminer.com/news/bhp-xplor-launches-search…

[Oginvest]

BHP says Brazilian court approves Samarco debt reorganisation plan

Sept 4 (Reuters) - Australian mining giant BHP (BHP.AX) said on Monday a Brazilian court had approved the reorganisation plan for its Samarco joint venture, clearing the path for the cash-strapped Brazilian miner to move ahead with a $3.7 billion debt restructuring.

The debt reorganisation is intended to help Samarco, an iron ore miner that is 50% owned by BHP and 50% by Vale (VALE3.SA), meet funding obligations related to rectifying and providing compensation for the damage caused by a 2015 dam collapse that killed 19 people in Brazil's worst-ever environmental disaster.

...
https://www.reuters.com/markets/commodities/bhp-says-brazili…

[Oginvest]

Chile's miners ready to absorb higher domestic royalties, Fitch says

SANTIAGO, Sept 6 (Reuters) - Mining companies operating in Chile, the world's top copper producer, are well positioned to absorb higher domestic royalties required by a new law enacted by the country's leftist government, Fitch ratings agency said on Wednesday.

A long-awaited mining reform approved by Chilean lawmakers in May requires large copper producers to pay more taxes and royalties to the government.

"Chile's new mining royalty law will not materially weaken the competitiveness of the country's copper mining sector, but it will increase taxes, modestly pressuring miners' cash flows," Fitch said in a report.

Global mining companies such as BHP (BHP.AX), Anglo American (AAL.L) and Glencore (GLEN.L) are among those whose cash flows will be strained by the reform, Fitch said.

Several large globally diversified industry players "have made substantial capex (capital expenditure) commitments following the royalty finalization, suggesting mining economics remain competitive globally under the new tax regime," it added.

The new tax regime is taking effect gradually, since several operations maintain previously signed tax invariability contracts.

However, Fitch noted that "difficulties related to obtaining environmental permits will likely lead to a period in 2024 where no new projects come online, after the completion of (Teck Resources') Quebrada Blanca this year."

....
https://www.reuters.com/markets/commodities/chiles-miners-re…

[scharfkantig]

Heute war ex Tag. Gibt 125$cents
https://divvydiary.com/de/symbols/AU000000BHP4

[Oginvest]

Billionaire-backed KoBold Metals plans new Zambian copper mine within a decade

NAIROBI, Sept 25 (Reuters) - California-based KoBold Metals, whose backers include Microsoft's Bill Gates and Amazon's Jeff Bezos, said it aims to start producing copper and cobalt at a project in Zambia within 10 years.

KoBold is spending about $150 million to accelerate its search for more deposits at the Mingomba project, located along the fabled African copper belt.

The additional studies would be completed in 2024, said Mfikeyi Makayi, the Zambian CEO of the Silicon Valley start-up.

"It's a very attractive project and we have said within a decade we would want Mingomba to be a producing mine," Makayi told Reuters.

KoBold uses artificial intelligence to search for copper, cobalt, nickel and lithium, that the world needs for the clean energy transition and to accelerate growth in electric vehicles.

...
https://www.reuters.com/markets/commodities/billionaire-back…

[GreenLantern1]

Antwort auf Beitrag Nr.: 74.544.121 von Oginvest am 26.09.23 20:34:08

Was genau hat dein Zeitungsartikel mit BHP Billiton zu tun???

[Oginvest]

Antwort auf Beitrag Nr.: 74.544.316 von GreenLantern1 am 26.09.23 20:56:01

Weil, wie ich es verstehe, gemäß diesem "Zeitungsartikel" BHP beteiligt ist

...
The start-up, which has Gates’ Breakthrough Energy Ventures and the world’s top miner BHP (ASX:BHP) as shareholders, will use its artificial intelligence tools to process drilling data and optimize exploration for copper and cobalt at Mingomba.
...

https://mineconnect.com/article/gates-bezos-backed-kobold-me…

[GreenLantern1]

Antwort auf Beitrag Nr.: 74.544.805 von Oginvest am 26.09.23 22:02:26

Zitat von Oginvest: Weil, wie ich es verstehe, gemäß diesem "Zeitungsartikel" BHP beteiligt ist

...
The start-up, which has Gates’ Breakthrough Energy Ventures and the world’s top miner BHP (ASX:BHP) as shareholders, will use its artificial intelligence tools to process drilling data and optimize exploration for copper and cobalt at Mingomba.
...

https://mineconnect.com/article/gates-bezos-backed-kobold-me…

Danke!

[Oginvest]

Antamina copper mine expects to start lifespan extension works next year

LIMA - Peru's largest copper mine, Antamina, plans to start work next year on a delayed project to extend the lifespan of its site until 2036, the firm's president said, while awaiting official approval of the environmental license.

Victor Gobitz, president of Antamina, controlled by Glencore, BHP, Teck and Mitsubishi, told Reuters the bulk of an estimated $2-billion investment will be spent in 2025.

Antamina had hoped to win environmental approval for the so-called "Antamina Replenishment" project in the first half of this year, but the country's mines and energy ministry said it would approve this by the end of 2023.

...
https://www.miningweekly.com/article/antamina-copper-mine-ex…

[Oginvest]

BHP Group's CEO calls for 'small set' of common ESG standards

Sept 28 (Reuters) - Miner BHP Group's (BHP.AX) CEO on Thursday called for the introduction of a "small set of common standards" against which the mining industry can measure performance and access capital.

"Opening a mine, done well, creates sustainable wealth and jobs...But of course this must be done with least possible impact to the environment," BHP CEO Mike Henry said, speaking at the IEA critical minerals & clean energy summit in Paris.

"We also have too many standards for the same ESG (Environmental, Social, and Governance) dimensions, leading to confusion and dissipated effort," he added.

The mining industry is a key focus for policymakers and investors because it provides the critical raw materials needed for electric vehicles and renewable energy infrastructure, but is also responsible for up to 7% of greenhouse-gas (GHG) global emissions.

....
https://www.reuters.com/sustainability/bhp-groups-ceo-calls-…

[Oginvest]

Vermute auch hier bei BHP von Interesse:

Zitat von aktienkunta: für Freunde der Bergbau-Miner hier mal ein (finde ich zumindest) interessanter Vergleich:
Vale gefällt mir pers auch sehr gut, bin aktuell noch nicht direkt investiert, nur indirekt über Brasilien-/ und Lateinamerika-ETFs

[Oginvest]

Antwort auf Beitrag Nr.: 74.565.853 von Oginvest am 30.09.23 11:24:22

Folien (Produkte/Kunden) aus dem Vergleich mit Anglo, BHP, Glencore, Rio und Vale:

[Oginvest]

China’s demand for oil and copper is ‘booming,’ says Goldman Sachs

China’s demand for many major commodities has been growing at “robust rates,” Goldman Sachs said in a recent note.

The investment bank observed that China’s demand for copper has risen 8% year on year, while appetite for iron ore and oil are up by 7% and 6%, respectively, all beating Goldman’s full-year expectations.

“This strength in demand has largely been tied to a combination of strong growth from the green economy, grid and property completions,” the Goldman report observed.

While China’s embattled property sector is still struggling to recover, the investment bank noted that China’s green economy has shown “significant strength” so far this year, resulting in a demand surge for metals related to the green transition, such as copper.

...
https://www.cnbc.com/2023/10/02/chinas-demand-for-oil-and-co…

[batg1999]

Habt ihr die Dividende bei TradeRepublic schon erhalten?

[Oginvest]

Global miner BHP to focus on cost cuts, patient on M&A

MELBOURNE, Oct 5 (Reuters) - Global miner BHP Group (BHP.AX) is focused on cutting costs to drive growth while being patient on buying assets, its chief development officer Johan van Jaarsveld said on Thursday in Melbourne.

"This is a cyclical industry, and you sometimes are going to have to wait for 10 years or may be more to get the right opportunity at the right price," van Jaarsveld said.

"If we can save 10% of our cost base, that's $20 billion in value that's under our control. The last time someone created $20 billion with an M&A deal - I’d like them to tell me when it was."

While lots of money would be made in lithium over the next few years, BHP was not invested in the sector because the long-term margins were not sufficient, but in nickel, BHP expects to eventually become the world's second biggest producer.

It intends to ramp up to produce 200,000 metric tons a year of nickel, second only to Russia's Norilsk Nickel (GMKN.MM) with its Australian operations producing 120,000-130,000 tons and its Tanzanian Kabanga operations around 60,000-70,000 tons.

...
https://www.reuters.com/markets/deals/global-miner-bhp-focus…

[Oginvest]

Antwort auf Beitrag Nr.: 74.589.059 von Oginvest am 05.10.23 10:33:01

Auszug:

DIVESTMENT DOWNSIDE

Van Jaarsveld said a deterrent to acquisitions was the need to later sell off assets.

For example, he said Canada's Teck Resources, whose metals business has attracted interest from a number of major miners including Glencore, arguably has some commodities that BHP would like more exposure to.

For BHP to engage in a buyout, it would need to consider price, ease of jurisdiction, and opportunity to add value, among other factors, but then would need to think about which assets it would have to divest.

"So you've just paid a 30% premium for everything," he said. "This is what makes M&A hard. You can do a great deal and then you have to sell 30% of what you just bought and you're losing all your synergy value."

BHP has been trying to sell two Queensland metallurgical coal mines since August 2020 and is assessing prospects for assets it acquired in its $6.4-billion takeover of Oz Minerals, such as the Pantera copper and gold project in Brazil.

"BHP's Oz Minerals Brazil is not on the market," van Jaarsveld said.

"The deal only closed in May. We are looking at what we have got," adding "you don't want to sell assets, potentially and then somebody else make a big discovery.

[ahe25940]

Antwort auf Beitrag Nr.: 74.581.514 von batg1999 am 03.10.23 22:34:23

Zitat von batg1999: Habt ihr die Dividende bei TradeRepublic schon erhalten?

Nein, hier kam auch noch nix.

[batg1999]

Antwort auf Beitrag Nr.: 74.611.271 von ahe25940 am 10.10.23 08:36:41

Zitat von ahe25940:

Zitat von batg1999: Habt ihr die Dividende bei TradeRepublic schon erhalten?

Nein, hier kam auch noch nix.

Das ist echt seltsam. Habe vom Support nur die Info bekommen, dass es ein Problem gibt und sie dran sind. Ist aber auch schon wieder 4 Tage her

[thg]

Gute Zahlen

https://www.onvista.de/news/2023/10-18-bhp-foerdert-mehr-kup…

[Oginvest]

Chile's Cochilco says large-scale copper mining costs keep growing

SANTIAGO, Oct 24 (Reuters) - The costs of large-scale copper mining in Chile kept rising due to lower production and rising service costs, a report from the state-run Chilean Copper Commission (Cochilco) said on Tuesday.

The report, which covers the first half of the year, said that the direct cost reached 198.8 cents per pound, a year-on-year increase of 39.6 cents.
...

https://www.reuters.com/markets/commodities/chiles-cochilco-…

[thg]

Dank einer Zusammenarbeit zwischen BHP und dem Anbieter erneuerbarer Energien TransAlta wurde ein neuer Solarpark in den nördlichen Goldfields ans Netz gebracht, was BHP dabei helfen wird, die Scope-2-Emissionen in seinen nördlichen Nickel-West-Betrieben um 12 % zu reduzieren.

Die Northern Goldfields Solar and Battery Storage Facility ist eines der weltweit größten netzunabhängigen Solar- und Batteriespeichersysteme für den Bergbau und verfügt über etwa 70.000 Solarmodule auf einer Fläche von 90 Hektar. vom Land.

Die Initiative, die den derzeit aus Diesel und Gas erzeugten Strom ersetzen wird, wird ein wichtiger Schritt in Richtung des Ziels von BHP sein, seinen Betrieb bis zum Geschäftsjahr 2030 um 30 % zu dekarbonisieren.

Es umfasst einen 27,4-MW-Solarpark am Mt. Keith sowie einen 10,7-MW-Solarpark und eine 10,1-MW-Batterie in Leinster, die in das Fernstromnetz von TransAlta Northern Goldfields integriert sind.

Der Bau der Anlage begann im Jahr 2022 und schafft mehr als 100 direkte und indirekte Arbeitsplätze in den Regionen Goldfields und Perth und wird die kontinuierliche Beschäftigung während des Betriebs unterstützen.

Geraldine Slattery, Präsidentin von BHP Australia, sagte, die Anlage sei ein wichtiger Schritt zur Erreichung der Ziele von BHP zur Reduzierung der Treibhausgasemissionen und helfe dem Unternehmen dabei, sein Ziel zu erreichen, einer der nachhaltigsten Nickelanbieter der Welt zu sein.

„Erneuerbare Energien treiben zunehmend den BHP-Betrieb auf der ganzen Welt an und diese Anlage – die erste, die wir an einem unserer Standorte gebaut haben – ist ein weiterer Schritt vorwärts in unseren Plänen, unsere betrieblichen Treibhausgasemissionen bis zum Geschäftsjahr 2030 um mindestens 30 % gegenüber dem Niveau des Geschäftsjahres 20 zu reduzieren.“ .“

„Nickel ist für Batterien und Elektrofahrzeuge sehr gefragt, und dieser Fortschritt ist Teil unseres Engagements, unseren Kunden nachhaltigere, kohlenstoffärmere Produkte zu liefern.“

Jessica Farrell, Präsidentin von BHP Nickel West Asset, sagte, die Initiative sei eine von vielen Möglichkeiten, mit denen Nickel West seine betrieblichen Emissionen reduzieren könne – es erwäge auch Windparks in den nördlichen und südlichen Goldfields.

„Es ist fantastisch zu sehen, wie die Solar- und Batteriespeicheranlage Northern Goldfields in Betrieb genommen wird. Es ist das Ergebnis eines Teams aus engagierten Ingenieuren, Technikern und vielen anderen, die neue Ideen einbringen, um die Entwicklung und Integration zuverlässiger und erschwinglicher erneuerbarer Energien in unser Unternehmen zu unterstützen“, sagte sie.

„Die Initiative wird Nickel West dabei helfen, die Scope-2-Treibhausgasemissionen in unseren nördlichen Betrieben um 12 % zu reduzieren. Dies wird zu einer geschätzten Reduzierung von 54.000 Tonnen CO2-e pro Jahr führen – das entspricht der Entfernung von 23.000 Autos mit Verbrennungsmotor pro Jahr von der Straße.“

John Kousinioris, Präsident und Chief Executive Officer von TransAlta, sagte, das Unternehmen sei begeistert, den Startschuss für ein bahnbrechendes Projekt für die Organisation zu geben.

„Wir freuen uns, mit BHP zusammenzuarbeiten, um diese innovative Lösung zu realisieren, um den Bedarf von BHP an erneuerbarem Strom zu decken. Diese Anlage stellt für beide Unternehmen eine Premiere dar – es ist das erste groß angelegte Vor-Ort-Erneuerbare-Energien-Projekt von BHP weltweit und die erste Anlage für erneuerbare Energien von TransAlta in Australien. Es ist auch das erste Mal, dass wir Solar- und Batteriespeicher kombiniert haben, um eine Hybridlösung anzubieten“, sagte er.

„Dieses einzigartige Projekt ermöglichte es uns, unsere umfassenden Fähigkeiten und unser technisches Wissen für die Entwicklung einer Großanlage in einem abgelegenen Teil Westaustraliens einzusetzen.

„Dank unserer langjährigen Zusammenarbeit mit BHP waren wir in der Lage, gemeinsam Herausforderungen zu lösen und neue Wege zu beschreiten und gleichzeitig einen Beitrag zum spannenden und sich schnell beschleunigenden Übergang WAs zu einer saubereren Energiezukunft zu leisten.“

Westaustralischer Minister für Bergbau und Erdöl; Energie, Bill Johnston MLA, gratulierte BHP und TransAlta zu ihrer Anlage für erneuerbare Energien.

„Es sind Projekte wie diese, die einen globalen Standard dafür setzen, wie ein modernes Bergwerk aussieht, wobei der Schwerpunkt auf der Umwelt und der Reduzierung von Kohlenstoffemissionen liegt.

„Ich freue mich darauf zu sehen, welche weiteren Projekte BHP und TransAlta entwickeln könnten.“

Quelle
https://www-globalminingreview-com.translate.goog/tag/bhp-billiton-news/?_x_tr_sl=en&_x_tr_tl=de&_x_tr_hl=de&_x_tr_pto=sc

[Verstehichnicht]

Antwort auf Beitrag Nr.: 74.903.950 von thg am 03.12.23 18:37:04

Bissl viel Blablabla für so nen scheiß bissl Solarpark ?! Komisch 🤔

[Oginvest]

Western Australia seeks to speed up mining project approvals

MELBOURNE, Dec 12 (Reuters) - Western Australia said on Tuesday it will overhaul its environmental permit system, aiming to speed up the development of new businesses critical to the transition to greener forms of energy.

As part of the reforms, the state environment minister will be able to fast-track decisions on projects of state significance, while government approvals processes will be able to run concurrent to environmental approvals instead of afterwards.

The state government is also looking to specify timeframes for decisions more broadly and will also take steps to reduce duplication of approvals with other departments, it said.

"Today’s announcement is a massive step forward to remove the green tape that has been holding back our industry and the State economy for years," the Association of Mining and Exploration Companies CEO Warren Pearce said.

Mining CEOs including BHP BHP.AX boss Mike Henry have called on Australia to streamline regulation or risk being left behind as the United States, Europe, Canada offer wide-ranging support to develop their own industries,
...

https://www.nasdaq.com/articles/western-australia-seeks-to-s…

[hafripo]

https://www.fool.com.au/2023/12/14/should-investors-worry-ab…

[hafripo]

https://www.fool.com.au/2023/12/27/the-pros-and-cons-of-inve…

[speedy78]

Danke für die Links von Fool - schade, nur das man sich mal wieder völlig einig ist (Vorsicht Ironie).
Der eine Link erwartet eher sinkende Kurse, da geringere Nachfrage aus China und erhöhte Produktion von Eisenerz in Afrika -> höheres Angebot bei geringerer Nachfrage -> sinkende Preise -> sinkende Gewinne

Der andere Link spiegelt die Empfehlung der UBS wieder, die das Kursziel erhöhte. Ich misstraue Banken und mache eher das Gegenteil.
Der Kurs ist nahe am ATH, was zuletzt im Januar 2023 war mit ca. 32,45 EUR
Somit dürfte bald die Zeit für die Ernte sein oder was meint ihr ?

[Verstehichnicht]

Antwort auf Beitrag Nr.: 75.021.986 von speedy78 am 28.12.23 00:47:21

Das einzigste was ich hier seit 2020 ernte sind die Dividenden.

[ar13pk]

Antwort auf Beitrag Nr.: 75.022.394 von Verstehichnicht am 28.12.23 08:16:40

So schauts aus. Liegenlassen und freuen, damit übersteht man jede grüne Krise.

[hafripo]

https://www.benzinga.com/markets/options/24/01/36456343/deco…

[Verstehichnicht]

Antwort auf Beitrag Nr.: 75.022.664 von ar13pk am 28.12.23 09:19:37

Zumal es als Naturaldividende Woodside Aktien gab, die auch Dividende erwirtschaften 🤑

[hafripo]

https://www.fool.com.au/2024/01/04/buying-bhp-shares-heres-a…

[thg]

https://www.finanzen.net/rohstoffe/eisenerzpreis/chart

Das letzte Quartal müsste doch super gelaufen sein und sollte den Kurs weiter beflügeln
VG

[Oginvest]

Peru copper production in November up 10.9% from year ago

Zitat von Oginvest: LIMA, Jan 12 (Reuters) - Copper production in Peru rose 10.9% in November from the year-ago month to 253,582 metric tons, the Andean nation's mining ministry said on Friday.

Peru is the world's second-largest producer of copper, behind neighbor Chile.

Peru's production boost in the month largely came from strong performance at Anglo American's Quellaveco mine, as well as Glencore's Antapaccay and the jointly controlled Antamina mine.

Copper production through the first 11 months of the year was up 14% from the same period in 2022 to around 2,499,635 tons, the ministry added.
...

https://finance.yahoo.com/news/1-peru-copper-production-nove…

[Oginvest]

Future of world copper production depends on projects developed in Peru, says analyst

Zitat von Oginvest: 12/16/2023 - Copper is in the eyes of the world due to energy transition. Given this, GCC Advisors Managing Partner Jose Gonzales stated that demand is going to double in the next 20 years.

"There will be a deficit of 8%, and its cost will stand between US$6 and US$8 per pound. In the case of Peru, we could double production, and the (positive) impact on the economy would be great," the expert explained before the Institute of Mining Engineers of Peru (IIMP).

Likewise, Gonzales called for considering that Peru is among the largest copper producers in the world, along with Chile, China, and the United States.

"Besides, Peru has the most important mineable copper reserves in the world," he detailed.
....

https://andina.pe/ingles/noticia-future-of-world-copper-prod…

[Verstehichnicht]

The consensus forecast published on #CommSec is for $BHP shares to pay an annual #dividend of $2.24 in FY24. Based on the current BHP share price, this equates to a yield of 4.67%. Still very nice. #BuyStock in #ASX

Das wären 11,2% 😅

[ar13pk]

Antwort auf Beitrag Nr.: 75.096.633 von Verstehichnicht am 13.01.24 09:49:21

Möglicherweise sind hier 2,24 AUD gemeint, dann passt es.

Ich glaube nicht, dass 2,24 USD Dividende über beide Termine bezahlt werden.

[Oginvest]

Australia's nickel producers reel from supply glut

MELBOURNE - A sharp slide in nickel prices over the past year, driven by a jump in Indonesian supply, has hit Australian nickel producers, leading to mine closures, production cuts and writedowns in recent months.

Australia is the world's fifth biggest producer of mined and refined nickel, with output led by BHP.

Following are moves by nickel producers and developers to cope with the slump:

* Canada's First Quantum Minerals on Monday said it will cut jobs and production at its Ravensthorpe mine in Australia due to a "significant" downturn in prices that it expects to last three years.

* Panoramic Resources went into voluntary administration in December. On January 8, its administrators said operations at its Savannah nickel project would be suspended as the "prospect of achieving a near-term turnaround of operations and finances is low". The project remains up for sale.

* Battery materials producer IGO flagged in December it expects to book a further impairment to its Cosmos nickel project when it reports on January 31, adding to an almost A$1-billion writedown in the 2023 financial year.

* The world's biggest listed miner BHP is assessing options for a major smelter renewal and a mine expansion in Australia while it builds the West Musgrave mine it acquired with its $6.4-billion takeover of Oz Minerals.

https://www.miningweekly.com/article/australias-nickel-produ…

[Oginvest]

Whitehaven Considers Sale of 20% of Coal Mine to Steel Producers

(Bloomberg) -- Whitehaven Coal Ltd. is studying options to sell a 20% stake in the Blackwater mine to global steelmakers as it works to finalize a $3.2 billion deal for two Australian assets.

The producer is exploring opportunities as it also works to complete the acquisition of Blackwater and Daunia sites from co-owners BHP Group Ltd. and Mitsubishi Corp. by early April.

“Interest is very, very strong” in relation to a stake in Blackwater, Chief Executive Officer Paul Flynn told analysts Friday on a call. “We’ll think about the opportunity with Daunia at a later date.”
...

https://finance.yahoo.com/news/whitehaven-considers-sale-20-…

[Oginvest]

Antwort auf Beitrag Nr.: 75.131.643 von Oginvest am 19.01.24 13:38:12

Noch zum Deal mit Whitehaven:

BHP to Sell Coking Coal Mines to Whitehaven for $3.2 Billion

Published Wed, Oct 18, 2023 - BHP Group agreed to sell two Australian coking coal operations to Whitehaven Coal for at least US$3.2 billion, as the world’s biggest miner extends its withdrawal from fossil fuels.

Whitehaven has been selected as the preferred bidder in the divestment process, BHP said in its quarterly production report released on Wednesday (Oct 18). The coal miner said in a separate statement it will pay US$3.2 billion for the assets, along with additional payments of up to US$900 million contingent on realised pricing exceeding agreed thresholds.

BHP co-owns the mines, which supply metallurgical coal to steelmakers in markets including China and India, in a 50:50 joint venture with Mitsubishi, and its stakes are worth about US$4.2 billion, according to Liberum Capital. The bidding process for the two mines drew competition from rivals including Indonesia-based mining contractor Bukit Makmur Mandiri Utama PT, Stanmore Resources and Peabody Energy.

Since 2021, BHP has announced sales of coal, oil and gas assets in locations including Australia, the US and Colombia under chief executive officer Mike Henry’s strategy to refocus the producer’s portfolio on materials tied to growth in renewable energy, electric vehicles and agriculture. The Melbourne-based company this year completed its biggest deal in more than a decade to add OZ Minerals and boost volumes of copper, a key transition metal.
...

https://www.businesstimes.com.sg/companies-markets/bhp-sell-…

[Oginvest]

China’s Export Controls Might Trigger a U.S. Graphite Boom

Other miners to keep an eye on in 2024:

...
BHP Group (NYSE: BHP), headquartered in Melbourne, Australia, is one of the world's largest mining companies. It primarily deals in commodities like iron ore, copper, coal, and nickel. BHP is particularly known for its large-scale operations and has significant assets in Australia, North and South America, and other regions. The company's focus on sustainable mining practices and its diverse portfolio of commodities make it a key player in the global mining industry.

BHP Group's commitment to sustainability extends to all aspects of its operations. The company is investing in technologies to reduce greenhouse gas emissions and improve water usage efficiency. BHP's focus on creating sustainable mining practices reflects a broader trend in the industry towards environmental responsibility and could set new standards for mining operations worldwide.
...

https://oilprice.com/Energy/Energy-General/Chinas-Export-Con…

[Oginvest]

Opfer von Dammbruch in Brasilien fordern halbe Milliarde Euro vom TÜV Süd

München (Reuters) - Fünf Jahre nach einem verheerenden Dammbruch in Brasilien nehmen die Klagen der Opfer gegen den deutschen Prüfkonzern TÜV Süd immer größere Dimensionen an.

In dem Verfahren vor dem Landgericht München forderten mittlerweile über 1400 Kläger mehr als 582 Millionen Euro Schadenersatz, teilten deren Rechtsanwälte am Donnerstag mit. Darunter seien Hinterbliebene von 272 Toten, weitere Geschädigte sowie zwei örtliche Gemeinden.
...

https://www.msn.com/de-de/nachrichten/panorama/opfer-von-dam…

[Oginvest]

BHP Group to review court decision on $31.53 bln Fundao dam claim

Jan 26 (Reuters) - BHP Group said on Friday it would review a Brazilian Federal Court decision regarding a 155 billion reais ($31.53 billion) government claim over the 2015 collapse of Fundao dam owned by Samarco, its joint venture with Vale .

The company said its unit BHP Brasil had not received a decision from the court, adding that the group would review its implication, potential for an appeal and any potential impact on its provision related to the dam's collapse.
...

https://www.reuters.com/markets/commodities/bhp-group-review…

[thg]

Kupferknappheit kann zu einer Preisexplosion führen

Kupfer hat wie andere Rohstoffe ein schwieriges Jahr hinter sich, doch 2024 kommt der Kupferpolierer. Eine steigende Nachfrage aufgrund der Energiewende, ein schwächerer Dollar, niedrigere Zinsen und ein knappes Angebot wirken sich allesamt positiv auf den Kupferpreis aus.

MEHR LESEN:
Gold ist wieder zurück?
2023 war kein Jahr für Rohstoffe. Es gab zu viele Probleme, etwa die kränkelnde Weltwirtschaft, den starken Dollar und die hohen Zinsen. Laut Analysten verspricht das Jahr 2024 jedoch deutlich besser zu werden. Für Kupfer stehen die Sterne besonders gut, schreibt der Nachrichtensender CNBC.

CNBC beruft sich unter anderem auf einen Bericht der Citigroup vom Dezember, der prognostiziert, dass sich der Kupferpreis in den nächsten zwei Jahren in Richtung 15.000 US-Dollar pro Tonne bewegen könnte, wenn alles gut geht. Das ist ein Plus von mehr als 75 % und weit über dem aktuellen Niveau von 8.500 US-Dollar und dem Rekord von 2022, als der Kupferpreis ein Niveau von 10.730 US-Dollar erreichte.

Energiewende
Citigroup weist zunächst auf die Energiewende hin, die große Mengen Kupfer erfordert. Denken Sie zum Beispiel an Stromkabel und alle Arten von elektronischen Teilen in Windkraftanlagen, Solarpaneelen und Transformatoren. Kupfer wird daher auch als „grünes Metall“ bezeichnet.

Die Citigroup geht davon aus, dass es im Jahr 2030 zu einer zusätzlichen Nachfrage von 4,2 Millionen Tonnen kommen wird, wenn sich die Länder an die Vereinbarungen der letzten Klimakonferenz COP28 halten. Zum Vergleich: Chile ist derzeit mit rund 5,2 Millionen Tonnen pro Jahr der mit Abstand größte Kupferproduzent der Welt Jahr. Es folgen Peru und die Demokratische Republik Kongo mit jeweils 2,2 Millionen Tonnen, China mit 1,9 Millionen Tonnen und die USA mit 1,3 Millionen Tonnen.

Die EU spielt kaum eine nennenswerte Rolle. Polen ist mit fast 0,4 Millionen Tonnen der größte Produzent.

Weiche Landung
Das 15.000-Dollar-Szenario der Citigroup geht außerdem von einer sanften Landung der US-amerikanischen und europäischen Wirtschaft, einer raschen Erholung der Weltwirtschaft und davon aus, dass China irgendwann in den nächsten zwei Jahren wieder auf die Beine kommt.

Eine starke Wirtschaft ist immer gut für Kupfer, denn es ist ein Grundstoff für viele Produkte und Gebäude.

Versorgungsknappheit
Drei weitere mögliche positive Faktoren für den Kupferpreis sind laut BMI, Bank of America und Goldman Sachs ein schwächerer Dollar, eine Zinssenkung durch die Fed und – last but not least – die Knappheit.

In den letzten Jahren wurde nur wenig Angebot hinzugefügt, weil die Preise niedrig, die Kosten hoch waren und Bedenken hinsichtlich der Umwelt bestanden. So musste beispielsweise die kanadische First Quantum Minerals im vergangenen November nach einem Gerichtsurteil eine Mine – Cobre Panamá – schließen. Anglo American hat angekündigt, die Produktion in den Jahren 2024 und 2025 aufgrund der hohen Kosten einzuschränken.

„Berichte dieser Art stützen unsere Ansicht, dass der Kupfermarkt in eine Phase der Knappheit eintritt“, sagte Goldman Sachs.

Anglo American gehört zu den Top 10 der Kupferproduzenten und First Quantum Minerals zu den Top 20. Die Weltmarktführer sind Codelco, BHP, Rio Tinto, Vale und Glencore. Der größte EU-Produzent ist die polnische KGHM (Nummer 15 weltweit).

Quelle Iex von Niederländisch auf Deutsch übersetzt

[speedy78]

https://www.tagesschau.de/wirtschaft/unternehmen/brasilien-u…

[Oginvest]

Western miners lag as oil powers enter race for Africa's critical metals

JOHANNESBURG/LONDON, Feb 2 (Reuters) - Risk aversion is likely to leave major Western miners lagging in a race to tap Africa's reserves of critical raw materials that has gathered pace now Middle Eastern oil powers have begun to emulate China's years of investment on the continent.

Attracting the capital needed to advance copper, cobalt, nickel and lithium projects in Africa will be high on the agenda when executives, bankers and government officials gather in Cape Town, South Africa, for the annual African Mining Indaba beginning on Monday.

For the big listed miners, the problem is convincing board members anxious to keep shareholders onside, an issue China and the state-backed funds from the Middle East with a mandate to diversify from oil and gas do not face.

Major mining companies' mergers and acquisitions teams have been busy negotiating in countries including Democratic Republic of Congo, the world's top cobalt supplier, and third biggest source of copper. Potential deals in the country, however, are being held up in the boardrooms of Rio Tinto , and BHP Group , two sources with direct knowledge of the matter told Reuters.

The sources said boards were mindful of the shareholder focus on ESG (environmental, social and governance) concerns and past scandals in countries viewed as high risk.
....

>> https://www.reuters.com/markets/commodities/western-miners-l…

[Oginvest]

Analysts see weak demand dragging on base metals in 2024

LONDON, Feb 2 (Reuters) - Base metals are in for a subdued 2024 with weak demand damping any bullish supply pressures, judging by the latest Reuters poll of analysts.

Only copper and aluminium are expected to see average higher prices this year and expected gains relative to 2023 are highly modest at 2.8% and 2.1% respectively.

Zinc, lead and tin are all expected to decline in price, albeit to an equally modest degree.

Nickel is the stand-out. It probably boasts the strongest demand profile thanks to its use in electric vehicle batteries, but is being swamped by a wave of new production from Indonesia.

The weakest performer last year is forecast to see another 23% average price slump this year, according to the median forecast of analysts participating in the poll.

Things start to look a little rosier next year with some bullish calls breaking with the still cautious consensus.


Base metals poll forecasts vs 2023 actuals
https://www.reuters.com/markets/commodities/analysts-see-wea…

[Oginvest]

What’s ahead for the base metals market? | 2024 preview

The Fastmarkets base metals research team forecasts the dynamic trends and opportunities in the base metals market in 2024 and beyond

The new year has got off to a relatively weak start for the base metals with London Metal Exchange prices generally lower in January. This reflects seasonal volatility, a rebound in the US dollar and other macroeconomic and geopolitical uncertainties that have dented risk appetite. But short-term price weakness should be viewed as a buying opportunity because there are positive macroeconomic factors ahead that should shape 2024. These factors include potential US Federal Reserve rate cuts and monetary policy injections in China, both of which could boost market liquidity and support base metal prices in the process.

The best performers of the group this year are likely to be those that have the strongest fundamental dynamics to enhance the effect of the broader macroeconomic backdrop. Here we review the outlooks for each base metal in order of their fundamentals – tightest to loosest.


https://www.fastmarkets.com/insights/whats-ahead-for-the-bas…[/quote]

[Oginvest]

Rivals Rio Tinto, BHP tie up in Australian 'green iron'

PORT KEMBLA, Australia, Feb 9 (Reuters) - Mining rivals Rio Tinto , and BHP Group joined with Australia's largest steelmaker on Friday to announce a pilot "green iron" project to help cut emissions for steelmakers around the globe who rely on Australian iron ore.

Australia's two largest iron ore producers and BlueScope Steel , will study the feasibility of building a pilot ironmaking electric smelting furnace (ESF), the country's first, with a potential start date of 2027, according to a joint statement on Friday.

If successful, it could help slash the emissions involved in preparing iron for steelmaking. This "green iron" could help cut the carbon footprint of steelmakers around the world who rely on Australian iron ore.

The production of steel, a key material for infrastructure and the net-zero energy transition, currently contributes around 8% of global carbon emissions.
...

https://www.reuters.com/markets/commodities/rio-tinto-bhp-ti…

[Oginvest]

BHP and Rio take competition out of going green

MELBOURNE, Feb 9 (Reuters Breakingviews) - Capitalism and creativity are meant to thrive on healthy competition. Throw in the challenge of climate change and business rivalries can do more harm than good. Two of the world’s biggest iron ore miners effectively acknowledged that on Friday: BHP and Rio Tinto , announced a partnership with Australian manufacturer BlueScope Steel to try to decarbonise how the alloy is produced. It’s smart on many levels.

First, pooling resources could speed up finding a solution, which means the industry could cut emissions faster. That’s critical for the planet because the current steelmaking process, which involves throwing iron ore into a blast furnace powered by coal, accounts for around 8% of the carbon belched globally into the atmosphere. Working together, the companies may end up spending less than they would have individually to achieve the same results. The plan involves the three companies sharing costs equally.

Moreover, the industry in Australia risked getting left behind. That’s because virtually all the iron ore dug up Down Under is hematite which has not proved conducive to being turned into “direct reduced iron” required in the first stage of the coal-free process. Currently it only works with magnetite iron ore, which is abundant in Brazil where rival Vale operates. BHP, Rio and BlueScope reckon that’s a fixable problem.

It needs to be. Iron ore accounts for the majority of Rio and BHP’s revenue. And it’s also Australia’s top export, worth some A$130 billion in the 12 months to June. That justifies why the trio’s project may qualify for some Australian taxpayer-funded assistance.
....

https://www.reuters.com/breakingviews/bhp-rio-take-competiti…

[Oginvest]

Australia's nickel producers face writedowns amid supply glut

MELBOURNE, Feb 16 (Reuters) - Australia has classified nickel as a "critical mineral" on Friday, allowing the crisis-hit industry to access billions of dollars in government support, as its prime minister prepared wider policy support for the green energy industry.

A sharp slide in nickel prices over the past year, driven by a jump in Indonesian supply, has hit Australian nickel producers, leading to mine closures, production cuts and writedowns in recent months.

Australia is the world's fifth-biggest producer of mined and refined nickel, with output led by BHP Group .

Following are moves by nickel producers and developers to cope with the slump:

BHP, the world's biggest-listed miner, on Thursday flagged a $2.5 billion impairment charge for its Nickel West operations. The operations are now under review with the potential to be placed on care and maintenance.

BHP signed a deal to supply nickel to Tesla in 2021.
...

https://www.msn.com/en-au/money/markets/factbox-australia-s-…

[batg1999]

$US0.72 per share gibt's Dividende dieses HJ

[E.S.T.]

0,72 USD/S / 0,90 USD/S = 0,80 => Div.-Kürzung ggü. 2022 v. 20%

https://kunde.comdirect.de/inf/news/detail.html?ID_NEWS=1126…
"HAMBURG (dpa-AFX) - Die Privatbank Berenberg hat die Einstufung für BHP Group nach Zahlen zum ersten Geschäftshalbjahr auf "Hold" mit einem Kursziel von 2200 Pence belassen. Die Kennziffern des Bergbaukonzerns hätten den Erwartungen entsprochen, schrieb Analyst Richard Hatch in einer am Dienstag vorliegenden ersten Reaktion./edh/mis"
Veröffentlichung der Original-Studie: 20.02.2024 / 06:46 / GMT
https://www.bhp.com/investors/financial-results-operational-…

[rokz]

Langsam wieder Kauf-/Nachkaufkurse.

[morpheus83]

Antwort auf Beitrag Nr.: 75.317.344 von rokz am 21.02.24 13:11:14

passiert nur nichts nach oben und das seit langem.

[DeplorableMillenial]

Antwort auf Beitrag Nr.: 75.362.894 von morpheus83 am 28.02.24 17:33:53

Sei doch froh, bekommst eine gute Dividende für einen (vermeintlich) günstigen Preis. BHP wird doch eher für buy and hold gekauft und der damit verbunden Dividende. Ich hoffe, dass BHP weiterhin in dieser Range verweilt und werde weiter aufstocken.

[thg]

Schade bin bei 26 nicht bedient worden wenn’s jetzt hochläuft auch nicht schlimm
VG

[cash_is_king]

Class Action (Sammelklage von Aktionären bei Verstößen gegen das Securities Exchange Act) beantragt.

https://www.bhpclassaction.com/

[Ueule0815]

Hallo zusammen,
ich möchte mir die BHP ins Depot aufnehmen. Was ist der unterschied zwischen WKN 850524 und 863578

[Verstehichnicht]

Antwort auf Beitrag Nr.: 75.582.638 von Ueule0815 am 08.04.24 13:14:44

Aktie / ADR

[Verstehichnicht]

NEW YORK (dpa-AFX) - Auf dem Rohstoffsektor könnte sich Kreisen zufolge eine der größten Übernahmen im laufenden Jahr anbahnen. Der Minenriese BHP Group erwäge einen möglichen Kauf des Branchenkollegen Anglo American , berichtete die Nachrichtenagentur Bloomberg am Mittwoch unter Berufung auf mit der Angelegenheit vertraute Personen. Die in London notierte Anglo American kommt nach einem Kursrutsch von zwölf Prozent in den letzten zwölf Monaten noch auf eine Marktkapitalisierung von 34 Milliarden US-Dollar. BHP, deren Anteile in London und Sydney gehandelt werden, ist mit einem Börsenwert von 149 Milliarden Dollar deutlich schwerer.
Die Überlegungen befänden sich in einem frühen Stadium, hieß es in den Kreisen weiter. Es gebe keine Gewissheit, dass BHP sich entschließe, weitere Schritte in Richtung Übernahme zu machen. Vertreter beider Unternehmen wollten sich der Agentur zufolge nicht zu der Angelegenheit äußern./he

[mp2019]

https://www.reuters.com/markets/deals/bhp-considering-potent…

[ar13pk]

Finanzmarktwelt meldet ebenfalls die aktuelle Entwicklung...

https://finanzmarktwelt.de/bhp-will-anglo-american-kaufen-30…

[thg]

Der Preis ist ja ein Schnäppchen🤣🤣 Damit würde BHP zum ganz großen Player werden.
Schade das der Kurs nicht positiv reagiert
Die Idee find ich gut vor allen wenn man sich den Chart von AA anschaut optimales Timing
Ich werde hier regelmäßig weiter aufstocken genauso bei der abgespaltene South32
Bergbau wird noch groß in Mode kommen denn die Welt wächst weiter

[ar13pk]

Antwort auf Beitrag Nr.: 75.684.711 von thg am 25.04.24 17:28:42

Gewinnen tut in der Regel die Bude, die übernommen werden soll. Wenn auch noch ein Bietergefecht startet, kann es verdammt teuer werden.

[ar13pk]

Antwort auf Beitrag Nr.: 75.687.000 von ar13pk am 25.04.24 23:24:41

Der Markt in Sydney hat eine klare Meinung zu diesem überteuerten Deal.

Viel zu teuer- Über 4 Prozent im Minus

[mp2019]

Elliott Investment Management has built a roughly $1 billion stake in Anglo American Plc, the UK-listed miner that’s received a takeover approach from Australia’s BHP Group Ltd., people with knowledge of the matter said.