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UBS cuts BHP and Rio profit by 4pct

Bloomberg reported that UBS AG downgraded BHP Billiton Limited and Rio Tinto Limited’s earnings estimates by 4% due to Australia’s mining and carbon taxes.

Mr Glyn Lawcock analyst of UBS said that BHP will pay USD 715 million in mining tax and AUD 300 million in carbon tax in the year ending June 30th 2013. The carbon tax will cost Rio USD 202 million while the mining tax will cost the company USD 676 million in the 2013 calendar year.

He said that companies including BHP, Rio and Alumina Limited may receive assistance with the carbon tax for some of their emissions. This will help Alcoa Worldwide Alumina in which Alumina has 40% interest reduce its carbon tax liability to about AUD 20 million from AUD 380 million without help.

Source - Bloomberg
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BHP may review Port Hedland inner harbour options

As part of its review of planned mega projects, BHP Billiton Limited may look to squeeze as much iron ore tonnage from the inner harbour at Port Hedland to allow the miner to delay as long as possible the construction of an outer harbour for iron ore exports.

Such a move would follow the lead of Fortescue Metals which has explored how to export 155 million tonnes of capacity a year in the inner harbour when it had allocated 120 million tonnes of capacity.

Mr Glyn Lawcock analyst of UBS estimated that BHP could expand production at a cost of USD 80 per tonne compared with at least USD 200 a tonne to build the outer harbour.

Mr Marius Kloppers CEO of BHP said that “Filling out the inner harbour is extraordinarily important to us. Those are the quickest tonnes we can get. Maintaining the options on the outer harbour and continuing to advance them is also extremely important.”

Source - Business Spectator.com
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Power deal to help secure Rio aluminium smelter future

Reuters reported that Australia's Bell Bay aluminium smelter reached a new 13 year power supply deal to help secure the long term future of the 182,000 tonnes per year plant in the face of depressed market conditions.

Rio Tinto said that the 57 year old smelter, located in the island state of Tasmania, is among an estimated USD 8 billion worth of assets bundled by Rio Tinto into its newly formed Pacific Aluminium division ahead of a possible divestment. Terms of the power contract with the state owned supplier Hydro Tasmania were not disclosed.

Mr Ray Mostogl GM of Bell Bay said that tough market conditions were expected to continue for some time. The price of aluminium is down more than 20% this year.

Rio Tinto in October signalled a major retreat from its aluminium business, putting aluminium related assets up for sale across six countries, only 4 years after buying aluminium giant Alcan for USD 38 billion. To date no assets have been sold.

Source - Reuters
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BHPB BMA resumed talks with unions workers to end coal dispute

Reuters reported that workers at Australian coal mines operated by BHP Billiton that supply a fifth of the world's traded coal used in steelmaking, resumed talks in hopes of resolving an 18 month dispute over union representation and pay.

The Construction, Forestry, Mining and Energy Union said that the discussions were being held under a mediation process to end the dispute with BHP and its JV partner in the mines, Mitsubishi Corporation of Japan.

About 3,500 union workers, of a total workforce of 10,000, have staged temporary work stoppages at each of the six mines under the partnership, in order to disrupt mining and shipping schedules.

The CFMEU said in a statement that "Both sides acknowledge that the success of mediation will rely on confidential, good faith discussions to which all have given their full commitment."

Neither side would comment while the mediation process was underway.

Union workers in the past, acting as a single bargaining unit, rejected an offer of a wage hike of 5% a year for the next three years, plus a guaranteed USD 15,000 per year bonus.

BHPB, the world's biggest diversified mining company, in April 2012 invoked a declaration of force majeure as it struggles to meet overseas supply contracts. Force majeure is a legal manoeuvre releasing companies from supply obligations due to circumstances beyond their control.

The Electrical Trades Union, Australian Manufacturing Workers Union and the CFMEU are grouped under the single unit.

Source - Reuters

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Rio to axes administrative and office costs by 10pct

Rio has announced plans to cut support and services expenses globally.

Mr Tom Albanese has announced that the company will cut costs by around 10%, according to the AFR.

These cutbacks will be focused on administrative and office roles rather than on the mines themselves.

However this announcement comes only weeks after Rio Tinto unveiled its plans to begin construction of its new office block in Perth.

Rio said that the new space, valued at around USD 15 million and dubbed Echo 2, will complement the existing office space known as Echo 1, and Rio Tinto's Operations Centre, which are both located near Perth's Domestic Airport.

According to the AFR a recent strategy review showed Rio has recorded 30% rise in support and services costs 2011, with expectations that this figure will rise by another 16% this year. Possible job cuts have previously been flagged in Sydney and Melbourne, with some roles likely to be relocated to Perth or Brisbane.

Source - Australian mining
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BHPB sues Maritime Union of Australia AUD 7 million for 4 hour strike in March

WA Today reported that BHP Billiton has launched legal action against the Maritime Union of Australia for AUD 7 million the mining giant claims was lost through a four hour "illegal" strike at a major iron ore port in the Pilbara.

BHP Billiton filed a writ on the MUA and its West Australian assistant branch secretary Mr William Tracey on June 28 claiming the short strike by workers at the Port Hedland port on March 9 had cost millions in lost business.

According to the writ “Mr Tracey told employees of Teekay Shipping, BHP's tug services subcontractor, to stop work, after negotiations with the MUA over conditions had stalled. The Teekay workers then went on strike stalling the iron ore shipments in and out of the port from 10AM to 1PM.”

According to the BHP writ of summons “The strike was illegal and caused Teekay to breach its agreement with the miner. The services have been disrupted and delayed with the result that the plaintiffs have incurred additional expenses and suffered irrecoverable damages. The plaintiff has suffered loss and damage to the sum of USD 7,000,000.”

BHP has an agreement with the Port's Authority to provide tug services for all users, including Andrew Forrest's Fortescue Metals Group, who in turn also pay a towage fee.

A Port Hedland Port Authority spokesman said only two vessels missed their windows on the morning tide on March 9, one ship was from a FMG berth, which went on to sail 12 hours late. The other ship was due to sail from BHP's berth at 10 AM on the morning, but was delayed 11 hours.

Source - WAtoday
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Portugal is trying to draw mining giants to extract minerals - Report

Reuters reported that Portugal's government is trying to draw mining giants to extract everything from iron ore to gold, silver and tungsten in the hope of cashing in on the 4% of revenues it will gain from each operation.

Mining giant Rio Tinto and the Portuguese government are currently putting the finishing touches on an experimental concession contract to mine iron ore in the north of the country in an investment that could be worth over EUR 1 billion.

Mr Ricardo Pinto, a mining advisor at the economy ministry, said that "With the strategy we have been pursuing for the mining sector, Portugal’s resources and its potential could rise up to twice current gross domestic product, which is to say more than EUR 200 billion."

It has granted 30 mining concessions since it came to power last year, which should add up to about 300 million euros in initial investments. About half of the concessions are at the prospecting stage, but many are expected to lead to production soon, drawing potentially much bigger investments. The gold deposits currently being investigated at Boa Fe in sunny Alentejo will be extracted in an open air mine, which takes much less time to activate than an underground mine. Existing mines that have been abandoned are now being reactivated.

Mr Peter Rose, an analyst at London based Fox Davies, an independent natural resources investment bank, said that "We see mining taking a key role in Portugal’s recovery. The geology and infrastructure is excellent and it is a void the private sector will fill."

Mr Rose said that Portugal's mining industry is a pretty compelling story, thanks to the high quality of resources, good local infrastructure and modest wages. The country's very name comes from Porto, a town that owes its development to mining by Romans along the Douro River, or River of Gold as they named it.

Under the terms of a EUR 78 billion bailout from the European Union and IMF, Portugal has launched sweeping austerity measures, with across the board tax hikes and wage cuts. Where the euro zone boom led previous governments to focus on public works financed by debt rather than on industries such as mining, the new centre right government is homing in on mining as an economic driver for the future. Despite its well known natural riches, especially in the Iberian Pyrite Belt, Portugal has overlooked the sector for decades due to depressed metal prices and the financial crisis in the 1980s.

Its mining history goes far beyond gold. The country possesses several world class deposits, such as tungsten in Panasqueira and iron in Moncorvo, both in the north, as well as copper in Neves Corvo, in the south of the country. It is currently Europe's fourth largest copper producer and a major producer of tin, tungsten and uranium. It produces 150 tonnes of wolframite ore per month in Panasqueira, while ravenous copper demand from China has pumped up production at Neves Corvo, where Canadian Swedish mining group Lundin mining estimates production of up to 57,000 tonnes of copper and 40,000 tonnes of zinc in 2012.

Moncorvo is about to be reactivated by giant Rio Tinto. Metal prices have risen to all time highs over the last decade due to demand from China, but also India and Brazil. Prices have stabilized recently but demand remains resilient and could provide a serious fillip for the country in these crisis times.

Mr Mario Machdo Leite, a board member of the National Geology Laboratory, said that "Metal prices have 15 to 20 year cycles and its pressing that we take advantage of the positive trend, because mineral resources contribute in a very expressive way to economic recovery. Rising metal prices and technologic development make extraction and processing more effective, allowing us now to have greater expectations of a resumption of mining."

Source - Reuters
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BHP gets ball rolling on output lift

BHP Billiton has begun the process of securing environmental approval for a push to take its Pilbara iron ore output to 350 million tonnes a year, even though the miner's board is yet to be convinced such an expansion is viable.

A giant investment program to take BHP's Pilbara capacity to 240 million tonnes per annum is under way and the miner is hopeful of reaching the target by the middle of 2014. BHP is operating at a rate of 150 million tonnes per annum now.

But any expansion above that, which will require the construction of an outer harbour at Port Hedland, remains in limbo because of BHP's bearish outlook for global economic growth.

BHP was supposed to sanction the outer harbour development, at an estimated cost of USD 20 billion, by the end of this year. But chief executive Marius Kloppers and chairman Jac Nasser have since steered clear of the year-end target, and Mr Kloppers has instead hinted at a gradual development.

Analysts have suggested the outer harbour could be developed in increments of 50 million tonnes per annum, but even then the first sign-off is not expected until the middle of next year.

Source - The west
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BHP mulling sale of Brazil aluminium stakes

Reuters reported that BHP Billiton has appointed advisers to explore a sale of aluminium assets in Brazil.

BHP declined to comment on the report that it was considering selling its stakes in the Alumar aluminium and Mineracao Rio do Norte bauxite joint ventures.

BHP owns 36% of the Alumar refinery and 40% of the Alumar smelter, both operated by Alcoa. Mineracao Rio do Norte is 14.8% owned by BHP with several other owners, led by Brazil's Vale, Alcoa and Rio Tinto.

Now is a tough time to be selling aluminium assets with producers worldwide having slashed output to help support the market and with Rio Tinto still looking to hive off most of its Australia and New Zealand assets.

Rio Tinto flagged last October that it plans to jettison an estimated USD 8 billion worth of aluminium assets but it has yet to decide whether to sell the bulk to another operator or spin them off to shareholders.

BHP's nickel and aluminium assets were put together into one division in May to give them more bulk, competing against its biggest earners, iron ore, copper and petroleum.

Mr Alberto Calderon BHP's chief executive of aluminium, nickel and corporate development said that "Despite the current challenges, BHP Billiton is committed to aluminium and nickel as commodities that may benefit from later phases of economic development in the emerging economies."

Source - Reuters
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BHP Olympic Dam delay would tighten copper supply

Reuters reported that BHP Billiton will tighten global copper supply from late 2013 onward if it postpones work on its single biggest project the USD 30 billion expansion of the Olympic Dam mine in Australia.

A 25% drop in benchmark international copper prices since early 2011 has eroded potential returns from the project and the economic slowdown in top base metal consumer China has dampened the demand outlook.

BHP's scheme to quadruple output from Olympic Dam the fourth largest known copper deposit and largest uranium source in the world is one growing number analysts believe likely to be shelved until markets stabilize.

Mr Gavin Wendt mining analyst with MineLife in Sydney said that "Now is not exactly the right time to be thinking of bringing more copper into the market and BHP knows this. Sure, longer term the market may be there but for the next few years at least, there's plenty of the stuff around."

London copper prices have fallen to around USD 7,650 per tonne from a peak over USD 10,000 in early 2011 as big copper buyers such as car and computer manufacturers’ slow consumption. China cut its interest rates for the second time in weeks on Thursday, stepping up efforts to bolster the world's second largest economy, which last quarter probably saw its weakest growth since the global financial crisis.

Mr Glyn Lawcock mining analyst of UBS said that "Olympic Dam is surely under review. It's not an issue of finding the cash but rather ensuring a good return on the investment.

For BHP's board, the challenge is to time the expansion to coincide with a market providing maximum returns. The board is due to decide by the end of the year whether or not to continue work to transform Olympic Dam from an underground mine to an open pit operation capable of yielding 750,000 tonnes of copper and 19,000 tonnes of uranium a year.

BHP's decision will be complicated by mixed views on the supply and demand balance for copper. This year, supplies are running around 180,000 tonnes behind demand and that deficit could narrow to around 7,000 tonnes in 2013 as new production comes on stream.

As the global economy falters that deficit could become a glut. Increased use of scrap copper could also mean oversupply. Further curbing the appetite for refined copper, BHP now sees recycled scrap meeting up to 50% of China's overall demand in the coming year for the metal, up from 35% now.

Source - Reuters
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Rio Tinto to drop EUR 1 billion iron ore project in Portugal

Reuters reported that mining giant Rio Tinto has decided not to participate in a planned iron ore project worth over EUR 1 billion in Portugal, but the government remains confident it will find prospectors as other foreign firms remain interested.

A source said that "The Moncorvo mines project will go ahead, but most likely without Rio Tinto. Rio Tinto is choosing to give up smaller projects and Moncorvo should be one of them." It added that although formally the talks with the Anglo Australian miner have not ended yet, the result was practically clear.

Portugal's economy ministry and Rio Tinto declined to comment on the issue.

Rio Tinto had looked at Moncorvo, in northern Portugal, which holds one of the largest iron ore deposits in Europe. But the company has said recently that given rising costs, falling commodity prices and pressure from shareholders to return capital, it is going to invest in a narrower range of mine developments, focusing on iron ore in Western Australia and Guinea and the Oyu Tolgoi copper project in Mongolia.

Portugal, which is going through its worst recession since the 1970s and is under a EUR 78 billion IMF EU bailout, is trying to draw investors to explore its mining resources that range from iron ore to gold, silver and tungsten.

Another source from the sector said the deposits will not remain untapped for long. It added that "The potential is still there and we have others interested: big mining companies from Brazil, China, Canada and South Korea."

Source - Reuters
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BHPB seeks nod for iron ore expansion plan

BHP Billiton Ltd has taken a step toward securing environmental approval for the expansion of its iron ore mining operations in Australia's remote Pilbara region.

The mining company said Wednesday it has lodged a proposal for a strategic assessment with Western Australia state's Environmental Protection Authority.

If the authority decides to proceed, it would lay out environmental conditions and the company would undertake relevant environmental studies and prepare documents for submission to the EPA.

BHP in an emailed statement said it also would conduct a consultation program to seek feedback from communities and other parties.

BHP has plans to more than double its iron ore production capacity in Western Australia to 350 million metric tons a year by 2020, and in time to raise that to 450 million.

The company, which has operated in the Pilbara for more than 40 years, in its proposal said it is investigating a number of developments, including bringing new ore bodies into operation at existing sites. The operations will be progressively developed over at least 50 years, it said.

By Mr Robb M Stewart

Source - Market Watch
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Rio Tinto boekt recordproductie ijzererts H1 2012


MELBOURNE (Dow Jones)--Rio Tinto plc (RIO) heeft in de eerste helft van 2012 een record aan ijzererts en cokeskolen geproduceerd, maar waarschuwt dat de wereldwijde economische omstandigheden en sentiment aanzienlijk gedaald zijn in het tweede kwartaal.

Rio, 's werelds tweede ijzererts producent na het Braziliaanse Vale sa (VALE), bevestigde dit jaar 250 metrische ton ijzererts te willen produceren in zijn mijnen in Australie en Canada, maar stelde de guidance voor de productie van harde cokeskolen en thermische steenkool en gewonnen koper neerwaarts bij.

"We houden een nauwe blik op de snelheid van het Amerikaanse herstel, de voortdurende crisis in de eurozone en de invloed van inspanningen de Chinese economie te stimuleren op de markten die we bedienen", zegt chief executive Tom Albanese in een verklaring.

Albanese zegt dat het investeringsprogramma van het Anglo-Australische bedrijf bestand is gebleven tegen de marktvolatiliteit. "Onze tier 1-projecten zijn robuust onder ieder waarschijnlijk macro-economische scenario", zegt hij.

Rio produceerde 48,6 miljoen ton aan ijzererts in het kwartaal dat in juni eindigde, exclusief de productie die toegeschreven kan worden aan minderheidspartners, grotendeels onveranderd in vergelijking tot een jaar eerder. De productie in de eerste zes maanden van het jaar was op jaarbasis echter 4% hoger op bijna 94,3 miljoen ton.

De productie van harde cokeskolen, die ook gebruikt worden voor de productie van staal, nam in het tweede kwartaal met 13% toe op jaarbasis tot net meer dan 2 miljoen ton en met 9% in de eerste zes maanden op 3,7 miljoen ton, zegt het bedrijf. De productie aan thermische steenkool kwam ten opzichte van een jaar eerder gelijk uit op 4,8 miljoen ton, waar de productie in de eerste zes maanden met 2% toenam tot 8,9 miljoen ton.

Daarnaast gaf Rio Tinto aan dat het bedrijf 133.500 ton koper produceerde in het tweede kwartaal, gelijk aan een jaar eerder, terwijl de productie van aluminium in het tweede kwartaal 12% lager uitkwam op 841.000 ton.

Het bedrijf verwacht in 2012 8,5 miljoen ton harde cokeskolen te produceren en 19,5 miljoen thermische steenkool, een neerwaartse bijstelling van de verwachtingen in april van respectievelijk 9 miljoen en 20 miljoen ton. Gewonnen koper zal dit jaar naar verwachting uitkomen op 580.000 ton, een verlaging van de eerder geraamde 600.000.

Concurrent BHP Billiton Ltd. (BHP), 's werelds grootste exporteur van cokeskolen over zee en de derde producent van ijzererts heeft publicatie van de kwartaalcijfers voor woensdag op de agenda staan.


- Door Robb M. Stewart , vertaald en bewerkt door Elco van Groningen; Dow Jones Nieuwsdienst; +31-20-5715200; elco.vangroningen@dowjones.com


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Rio Tinto bezorgd over staat wereldeconomie

Gepubliceerd op 17 jul 2012 om 10:22 | Views: 621

MELBOURNE (AFN) - De Brits-Australische mijnbouwgroep Rio Tinto maakt zich zorgen over de ontwikkeling van de wereldeconomie ondanks een recordhoge ijzerertsproductie. Het concern stelde dinsdag dat de mondiale marktomstandigheden in het tweede kwartaal aanzienlijk zijn verslechterd.

Rio Tinto haalt 80 procent van zijn winst uit de winning van ijzererts en is 's werelds op een na grootste delver van het gesteente. In de eerste helft van dit jaar haalde het bedrijf 94,3 miljoen ton ijzererts uit de grond. Dat is een stijging van 4 procent ten opzichte van de eerste helft van 2011.

In de afgelopen maanden was ook de winning van koper, bauxiet, aluminiumoxide, kolen en titaniumdioxide hoger dan een jaar eerder. Tegelijkertijd kwam het producenten- en consumentenvertrouwen steeds verder onder druk te staan. ,,We houden de mate van economisch herstel in de Verenigde Staten, de aanhoudende eurocrisis en het effect van stimulerende maatregelen in China nauwlettend in de gaten'', aldus bestuursvoorzitter Tom Albanese.
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Rio Tinto Q2 2012 operations review

Mr Tom Albanese CEO of Rio Tinto announced that "The second quarter was strong across most of the portfolio, with record first half iron ore production, and copper, bauxite, alumina, coking coal and titanium dioxide production all higher than in the second quarter of 2011.

He added that "Global economic conditions and sentiment dropped markedly in the second quarter. We are keeping a close eye on the pace of the US recovery, the continuing Eurozone crisis and the impact of efforts to stimulate the Chinese economy on the markets that we serve. Our investment programme remains resilient to this market volatility, as our tier one projects are robust under any probable macroeconomic scenario."

1. First half iron ore production of 120 million tonnes (94 million tonnes attributable) and shipments of 115 million tonnes were both four per cent higher than the first half of 2011. Global iron ore production for the quarter totalled 62 million tonnes (49 million tonnes attributable), in line with the second quarter of 2011.

2. During the quarter, Rio Tinto announced further investments to advance the expansion of its industry leading Pilbara iron ore business to 353 million tonnes per annum (Mt/a) and to progress further the Simandou iron ore project in Guinea.

3. Mined copper production was five per cent higher than the second quarter of 2011, primarily driven by processing efficiencies and higher copper grades at Escondida.

4. On 18 April 2012 Rio Tinto and Ivanhoe Mines Ltd signed an agreement under which Rio Tinto agreed to support and provide certain elements of a comprehensive funding package for Ivanhoe that will underpin the development of the Oyu Tolgoi project.

5. Bauxite and alumina production were eight per cent and five per cent higher than the second quarter of 2011. Aluminium was 12 per cent lower than the second quarter of 2011, primarily reflecting the shutdown of two thirds of capacity at Alma, due to a labour dispute that has now been resolved. Construction of the Yarwun 2 alumina refinery expansion was completed during the quarter with first commercial production expected in the third quarter of 2012.

6. Hard coking coal production was 13 per cent higher than the second quarter of 2011, and thermal coal production was consistent with the second quarter in 2011. In June 2012, Rio Tinto announced the first shipment of premium hard coking coal from its Benga Mine in Mozambique.

7. Titanium dioxide feedstock production increased five per cent from the corresponding period in 2011.

Source - Rio Tinto
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BHPB metallurgical coal in A-J quarter up by 11pct QoQ

Mining giant BHP Billiton Ltd has announced its production results for April to June 2012 quarter for metallurgical coal

April - June 2012 quarter - 8.109 million tonne up by 11% QoQ
YTD - 33.230 million tonnes up by 2% YoY

BHPB said “A modest increase in metallurgical coal production was achieved in the 2012 financial year despite numerous operating challenges. Record annual production at Illawarra Coal (Australia) followed successful commissioning of the West Cliff Coal Preparation Plant upgrade project. A longwall move at the Appin mine is expected to have a minor impact on production in the September 2012 quarter.”

BHPB release added “Queensland Coal (Australia) production remained constrained during the June 2012 quarter largely as a result of industrial action. This disruption to production and sales has led to significant margin compression for our leading Queensland Coal business. BHP Billiton also announced the indefinite closure of the Norwich Park mine (Australia) during the June 2012 quarter following a review of the mine’s profitability.”

Source - SRI
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BHPB lifts force majeure at Queensland coal mines

World’s biggest coking coal exporter BHP Billiton Ltd lifted a force majeure on its Queensland, Australia, coal operation as it recovers from work halts.

HPB said “In July 2012, force majeure was lifted across all BMA sites. In addition, BMA and the unions reached a framework agreement that should guide the finalisation of the BMA Enterprise Agreement. Further work is underway to finalise local mine site details.”

The mines, part of the BHP Billiton Mitsubishi Alliance, issued the declaration April 2 after battling seasonal flooding and rolling strikes.

Source - SRI
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Rio Tinto ramps up driverless train plan

Rio Tinto has awarded a AUD 317 million contract to build its driverless high tech train that will haul iron ore to port to Ansaldo STS Australia.

The rail technology company will develop and deliver the automated train management system for Rio Tinto heavy-haul iron ore rail network in the Pilbara.

The contract is the latest in a series of heavy haul rail projects Rio Tinto has awarded to Ansaldo under a five-year framework agreement.

The project, which forms part of Rio Tinto's mine of the future plan, was launched in 2008 and includes 150 driverless trucks and autonomous drills.

Trains on the world's first fully-automated, heavy-haul rail network, which will cost $481.86 million to implement, are due begin rollout in WA in 2014.

Source - The West Australia
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BHP Billiton Mitsubishi Alliance lost a million tonnes of coal

THE bitter war between BHP Billiton Mitsubishi Alliance and mining unions have cost BMA almost a million tonnes of coal.

In BHP's production report released, figures from BMA coal mines in Central Queensland take a clear whack in line with industrial action ramping up at the start of the year.

Although the rain was another hurdle to jump, the report makes plain it was largely industrial action holding back production at the metallurgical or metal making coal mines.

The report described disruptions to production and sales, leading to a bruised profit margin.

BHP also used the report to announce it had lifted the "force majeure" across the Central Queensland mines, touching on the preliminary deal it did with the three unions earlier this month.

During the three months to the end of 2011, BMA mined five million tonnes of coal, but that fell to just 4.2.million for the next three months a tumble of 800,000 tonnes.

For the following quarter which ended on June 30, it fell another 100,000 tonnes to 4.1.million.

During the June quarter in 2011, BMA was hitting producing almost 4.9.million tonnes of coal.

Source - www.coffscoastadvocate.com.au

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Downsizing deals - Rio Tinto signals job cuts at Clermont coal mine in Queensland

The Australian reported that mining giant Rio Tinto is preparing to sack people from one of its newest and most modern mines in Queensland, as the coal industry faces an unhappy coincidence of rising domestic costs and lower global prices.

A statement from Rio Tinto said the company would have to make some redundancies as part of a review of the operations of its Clermont Mine in central Queensland, which employs 770 people and was opened only two years ago.

It said "Rio Tinto is looking at ways to reduce costs at Clermont Mine, to improve its competitiveness in an environment of significantly lower thermal coal prices. A review is under way and although the details are to be worked out, it will unfortunately mean redundancies will be required. We do not take this decision lightly and are committed to keeping our employees informed, and providing support to those affected.”

Queensland Resources Council chief Mr Michael Roche said many coalminers considering new mines in both the Bowen Basin in central Queensland and the Surat Basin in southwest Queensland were currently facing a "perfect storm", where falling coal prices coincided with rising costs.

He said “There's no doubt that the proponents of these projects will be reviewing the medium and long term outlook for thermal coal prices as they come to a final view about whether or not to proceed with those projects. There is also a softening of the demand situation and some of the knock-on consequences in Queensland is that many are operating at best break even, while some are in a loss situation, on current prices. But there is still generally an upbeat view about demand for good-quality thermal coal from places like Australia underpinned by demand out of places such as India.”

World thermal coal prices have dropped in the past year from $115 a tonne to just over $83 a tonne, largely because of increased coal exports from the US. At the same time, the growth in demand from China has not been as great as anticipated, and miners are facing domestic cost pressures from new taxes, and rising fuel and equipment bills.

Source - The Australian
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