铁矿石生产 - 公司2025财年第二季度铁矿石产量同比增长1%至6620万吨 主要得益于西澳大利亚铁矿石(WAIO)供应链表现强劲 但部分被恶劣天气抵消 [1] - 2025财年上半年铁矿石总产量为1309亿吨 同比增长1% [1] - 2025财年铁矿石产量指引维持在255-2655亿吨不变 WAIO产量预计在250-260亿吨区间上半部分 [2] - WAIO上半年铁矿石产量增长1%至128亿吨 主要由于中央皮尔巴拉枢纽(南翼和C矿区)创纪录产量 但部分被铁路技术项目(RTP1)和12月恶劣天气抵消 [3] - Samarco上半年铁矿石产量增长9%至280万吨 主要由于4号球团厂提前复产 [4] 铜生产 - 公司2025财年第二季度铜产量同比增长17%至5107万吨 上半年总产量为987万吨 同比增长10% [5] - Escondida上半年铜产量增长22%至644万吨 主要由于开采高品位矿石和增加选矿厂进料品位 但部分被Full SaL项目整合期间计划性阴极铜产量下降抵消 [6] - Pampa Norte上半年铜产量下降9% 其中Spence产量下降1% Cerro Colorado于2023年12月进入临时维护 2024财年上半年贡献11万吨 [7] - 南澳大利亚铜矿上半年产量下降2%至145万吨 主要由于第二季度初暴风雨导致两周停电 [8] - Antamina上半年铜产量下降7%至67万吨 主要由于矿石品位略有下降和计划性选矿厂处理量降低 [8] - 公司预计2025财年铜产量在1845-2045万吨之间 [9] 煤炭生产 - 2025财年第二季度能源煤产量下降4%至370万吨 炼焦煤产量下降23%至440万吨 [10] - 2025财年上半年炼焦煤产量下降21%至890万吨 其中350万吨来自2024年4月2日剥离的Blackwater和Daunia矿 剔除后产量同比增长14% [11] - 2025财年上半年能源煤产量下降1%至740万吨 [11] - 2025财年炼焦煤产量预计在165-190万吨区间上半部分 能源煤产量预计在13-15万吨区间上半部分 [12] 价格表现 - 2025财年上半年铁矿石平均实现价格同比下降22%至8111美元/吨 [13] - 铜价同比上涨9%至399美元/磅 [13] - 动力煤价格同比上涨1%至12442美元/吨 [13] - 炼焦煤价格同比下降23%至20637美元/吨 [13] 同行表现 - 力拓2024年第四季度铁矿石产量同比下降1%至865亿吨 全年产量下降1%至328亿吨 主要由于Paraburdoo矿枯竭和高于平均降雨量 [14] - 力拓2024年铁矿石发运量下降1%至3286亿吨 预计2025年皮尔巴拉铁矿石发运量在323-338亿吨之间 [15] - 淡水河谷预计2024年铁矿石产量为328亿吨 较2023年增长2% [15] - 淡水河谷2024年前九个月铁矿石产量为2424亿吨 预计第四季度产量为856亿吨 较2023年同期下降4% [16] 股价表现 - 公司股价过去一年下跌167% 超过行业115%的跌幅 [17]

First Potash Academy cohort outside BHP's Discovery Lodge. Photo: Front Row (L-R): Phillip Tysoe (Superintendent Training Pathways), Lyndon Roberts, Hunter Erikson, Kevin Ackerman (CTC Instructor) 2nd Row (L-R): Sierra Tokarski, Dylan Laliberte, Sarah Wilson, Mickey Tolofson, Mackenzie Jonasson, Loretta Nosbush, Tyler CaronBack Row (L-R): Tina Loyns (Maintenance Supervisor), Ashley Manitopyes, Vivian Tobias, Alison Solmes (Maintenance Supervisor), Erica Gerwing, Allison Pasitney HUMBOLDT, Saskatchewan, ...

Ivanhoe Electric and BHP Exploration Alliance Advance Exploration Activities in the Southwest United StatesJanuary 07, 2025 7:00 AM EST | Source: Ivanhoe ElectricA New Generation Typhoon™ Unit Dedicated to the Exploration Alliance is Conducting its First Survey in ArizonaPhoenix, Arizona--(Newsfile Corp. - January 7, 2025) - Ivanhoe Electric Inc. (NYSE American: IE) (TSX: IE) ("Ivanhoe Electric") Executive Chairman Robert Friedland and President and Chief Executive Officer Taylor Melvin are pl ...

Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today:BHP Group Limited (BHP) is a resources company. The Zacks Consensus Estimate for its current year earnings has been revised 5.9% downward over the last 60 days.Douglas Dynamics, Inc. (PLOW) is a work truck equipment manufacturer and upfitter company. The Zacks Consensus Estimate for its current year earnings has been revised 11.1% downward over the last 60 days.Helios Technologies, Inc. (HLIO) is a motion control and electronic contro ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Closes acquisition of the CentroGold Project in Brazil's prospective Gurupi Gold Belt from BHP CentroGold contains 1.7 million ounces of indicated and 0.6 million ounces of inferred JORC-compliant gold resource that is open for expansion in all directions and at depth District-scale land package comprises 47 tenements covering ~1,900 km2 and offers potential for multiple new discoveries Accretive transaction adds to GMIN's project pipeline with no upfront cost Appointment of Vincent Benoit, Managing Partne ...

Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today:ICON (ICLR) is a provider of outsourced development and services to pharmaceutical, biotechnology, medical device and government and public health organizations. The Zacks Consensus Estimate for its current year earnings has been revised 7.3% downward over the last 60 days.BHP Group Limited (BHP) is one of the world's largest diversified resource companies with operations across several continents. The Zacks Consensus Estimate for its ...

. . . Mundoro Announces New Targets for Drill Testing on BHP-Mundoro Project in Timok, Serbia October 30, 2024 6:00 AM EDT | Source: Mundoro Capital Inc. Vancouver, British Columbia--(Newsfile Corp. - October 30, 2024) - Mundoro Capital Inc. (TSXV: MUN) (OTCQB: MUNMF) (www.mundoro.com) ("Mundoro" or the "Company") is pleased to announce that its exploration campaign on the Trstenik project, in which BHP Exploration is earning an interest and providing sole funding, has advanced five prospective porphyry exp ...

文章核心观点 - 该文章是一篇新的投资分析师OBA Advisors的自我介绍 [1] - OBA Advisors公司主要提供两类服务:为在香港-大湾区做业务的海外企业家提供服务,以及为在东盟国家做业务的大湾区企业家提供服务 [1] - OBA Advisors公司是一家自营投资公司,文章作者是公司的负责人,他会就公司自身的投资进行撰写 [1] - 作者本人及其公司拥有BHP公司的长期持仓头寸 [1] 公司概况 - OBA Advisors公司是一家提供企业服务的公司,主要服务对象包括在香港-大湾区做业务的海外企业家,以及在东盟国家做业务的大湾区企业家 [1] - 该公司是一家自营投资公司,会就自身的投资进行撰写 [1] 作者披露 - 作者及其公司拥有BHP公司的长期持仓头寸 [1] - 作者是自己撰写本文,并表达了自己的观点,没有从其他方获得任何报酬 [1]

BHP Group (BHP) announced that its iron ore production rose 2% year over year to 64.6 Mt in the first quarter of fiscal 2025 (ended Sept. 30, 2024). This was attributed to an increase in production at Western Australia Iron Ore (WAIO) following the commissioning of the Port Debottlenecking Project and completion of the South Flank ramp-up. Iron ore production at Samarco increased 4% in the quarter due to the early resumption of Pelletizing Plant No. 4. BHP's iron ore production guidance for fiscal 2025 rema ...