BHP Considers Divesting Brazilian Assets Attained From Oz Minerals: Report
BHP Considers Divesting Brazilian Assets Attained From Oz Minerals: Report
BHP Group (NYSE:BHP) is considering a sale of the Brazilian copper and gold assets acquired through last year's $6.3 billion takeover of Oz Minerals.
BHP集團（紐交所：BHP）正在考慮出售去年斥資63億美元收購Oz Minerals公司後獲得的巴西銅礦和黃金資產。
What Happened: The assets reportedly up for sale include an untapped gold deposit and four small high-grade copper mines located in the state of Pará.
事件經過：據報道，出售的資產包括未開採的黃金礦牀和位於巴拉州的四個小型高品位銅礦。
The most notable of these assets is the Pedra Branca project, which stands out as the sole operational mine, Bloomberg reported.
這些資產中最值得一提的是Pedra Branca項目，該項目作爲唯一的運營礦井而脫穎而出，彭博社報道說。
Before the acquisition of Oz Minerals, BHP's presence in Brazil was primarily tied to Samarco Mineracao SA, an independent iron ore venture with Vale (NYSE:VALE). However, Samarco has remained entangled in legal action following a 2015 dam collapse.
在收購Oz Minerals之前，BHP在巴西的存在主要與Vale（紐交所：VALE）的獨立鐵礦石創業公司Samarco Mineracao SA有關。然而，2015年發生大壩潰壩事故後，Samarco仍然捲入了法律糾紛中。
Last year, BHP explicitly stated its commitment to retaining its stake in Samarco, primarily focusing on restoring production to pre-disaster levels by 2028. Samarco's iron ore pellets are vital for producing low-carbon steel, aligning with BHP's sustainability goals.
去年，BHP明確表示承諾保留其在Samarco的股份，主要關注將2028年之前生產恢復到災難前的水平。Samarco的鐵礦石球團對於生產低碳鋼材至關重要，與BHP的可持續發展目標一致。
Why It Matters: Situated in the Carajás mineral district, Pedra Branca's reserves are estimated at five million tons, grading at 2.1% copper and 0.5 grams per tonne of gold, translating to 104,000 tons of contained copper and 89,000 ounces of contained gold.
意義何在：Pedra Branca的儲量位於卡拉賈斯礦區，估計爲5百萬噸，品位爲2.1％銅和每噸0.5克的黃金，相當於1.04萬噸的銅含量和8.9萬盎司的黃金含量。
In the third quarter of 2023, the first full production quarter after the acquisition, the mine produced 1,200 tons of copper and 800 ounces of gold. However, operations were temporarily suspended in August due to a geotechnical event.
在收購後的第三季度，也就是全面生產的第一個季度，該礦山生產了1,200噸銅和800盎司黃金。但由於地質事件，運營在8月暫停。
BHP's potential divestiture of these assets is part of a broader strategic review to optimize its portfolio following an unsuccessful $49 billion bid for Anglo American.
BHP潛在出售這些資產是爲了優化其組合的更廣泛戰略評估，此前曾有490億美元的收購Anglo American（LON：AAL）的不成功競標。
The report indicates the company has engaged Banco Santander SA to advise on the potential sale by anonymous sources who asked not to be identified.
該報告指出，匿名消息人士表示公司已聘請桑坦德銀行（Banco Santander SA）就潛在銷售提供建議。
BHP is scheduled to report next earnings on Aug. 25, 2024.
BHP計劃於2024年8月25日發佈下一季度業績。
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