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BHP Group Limited Interim / Quarterly Report 2013

Oct 16, 2012

14787_rns_2012-10-16_60466ba0-58fa-429c-82e9-ab64daedafd4.pdf

Interim / Quarterly Report

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NEWS RELEASE

Release Time

IMMEDIATE

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Date

17 October 2012

Number

26/12

BHP BILLITON EXPLORATION AND DEVELOPMENT REPORT FOR THE QUARTER ENDED 30 SEPTEMBER 2012

This report covers the Group’s exploration and development activities for the September 2012 quarter. Unless otherwise stated, BHP Billiton’s interest in the projects referred to in this report is 100 per cent and references to project schedules are based on calendar years.

Development

BHP Billiton remains committed to its proven strategy which is to invest in large, long life, low cost, expandable, upstream assets, diversified by commodity, geography and market, throughout the economic cycle. In that regard, the Group has 19 high quality, low risk, largely brownfield projects currently in execution that are expected to deliver strong financial returns for our shareholders. The majority of these projects are scheduled to achieve first production before the end of the 2015 financial year which will support strong growth in our major, high margin businesses. With capital and exploration expenditure of US$22.0 billion forecast for the Group in the 2013 financial year, we are fully committed and no major project approvals are anticipated over this timeframe.

In response to the more challenging external environment, during the September 2012 quarter BHP Billiton decided not to proceed with the 2.5 million tonnes per annum (100 per cent basis) expansion of Peak Downs that is associated with the Caval Ridge mine development (Australia). Importantly, the 5.5 million tonnes per annum (100 per cent basis) Caval Ridge mine remains on schedule to deliver first production in the 2014 calendar year while the valuable Peak Downs expansion option remains embedded within the portfolio.

The Bass Strait Kipper gas field (Australia) offshore production facilities were completed in the September 2012 quarter and are ready to commence production pending resolution of the mercury content. The Bass Strait Kipper project will not be reported in future Exploration and Development Reports.

BHP Billiton’s Onshore US drilling and development expenditure totalled US$1.0 billion in the September 2012 quarter. Our guidance for Onshore US drilling and development expenditure for the 2013 financial year remains unchanged at US$4.0 billion. Over 80 per cent of this expenditure will be focused on the liquids rich Eagle Ford shale and Permian Basin.

Project and
ownership
Share of
approved
capex(US$m)
Initial
production
target date
Production capacity
(100%)
Quarterly
progress
Petroleumprojects
Macedon
(Australia)
71.43%
Operator
Gas
1,050
CY13
200 million cubic feet gas
per day.
On schedule and budget. The overall
project is 80% complete.
Bass Strait Kipper
(Australia)
32.5% - 50%
Non operator
Gas/Gas Liquids
900
CY12(a)
10,000 bpd condensate
and processing capacity
of 80 million cubic feet
gas per day.
The offshore production facilities are
100% complete.
Bass Strait Turrum
(Australia)
50%
Non operator
Gas/Gas Liquids
1,350
CY13
11,000 bpd condensate
and processing capacity
of 200 million cubic feet
gas per day.
On revised schedule and budget. The
overall project is 81% complete.
North West Shelf North
Rankin B Gas
Compression
(Australia)
16.67%
Non operator
LNG
850
CY13
2,500 million cubic feet
gas per day.
On budget. Steady state production
remains on track for CY13. The overall
project is 96% complete.
North West Shelf
Greater Western
Flank-A
(Australia)
16.67%
Non operator
LNG
400
CY16
To maintain LNG plant
throughput from the North
West Shelf operations.
On schedule and budget. The overall
project is 26% complete.
Mineralsprojects
Escondida Organic
Growth Project 1
(Chile)
57.5%
Copper
2,207
H1 CY15
Replaces the Los
Colorados concentrator
with a new 152,000 tpd
plant.
On schedule and budget. The overall
project is 17% complete.
Escondida Oxide Leach
Area Project
(Chile)
57.5%
Copper
414
H1 CY14
New dynamic leaching
pad and mineral handling
system. Maintains oxide
leaching capacity.
On schedule and budget. The overall
project is 20% complete.
EKATI Misery Open Pit
Project
(Canada)
80%
Diamonds
323
CY15
Project consists of a
pushback of the existing
Misery open pit which
was mined from 2001 to
2005.
On schedule and budget. The overall
project is 30% complete.

BHP Billiton Exploration and Development Report for the quarter ended 30 September 2012

2

Project and
ownership
Share of
approved
capex(US$m)
Initial
production
target date
Production capacity
(100%)
Quarterly
progress
WAIO Jimblebar Mine
Expansion
(Australia)
96%
Iron Ore
3,300(b)
Q1 CY14
Increases mining and
processing capacity to
35 million tpa with
incremental
debottlenecking
opportunities to
55 million tpa.
On schedule and budget. The overall
project is 52% complete.
WAIO Port Hedland
Inner Harbour
Expansion
(Australia)
85%
Iron Ore
1,900(b)
H2 CY12
Increases total inner
harbour capacity to
220 million tpa with
debottlenecking
opportunities to
240 million tpa.
On schedule and budget. The overall
project is 69% complete.
WAIO Port Blending
and Rail Yard Facilities
(Australia)
85%
Iron Ore
1,400(b)
H2 CY14
Optimises resource and
enhances efficiency
across the WAIO supply
chain.
On schedule and budget. The overall
project is 32% complete.
WAIO Orebody 24
(Australia)
85%
Iron Ore
698
H2 CY12
Maintains iron ore
production output from
the Newman Joint
Venture operations.
On schedule and budget. The overall
project is 45% complete.
Samarco Fourth Pellet
Plant
(Brazil)
50%
Iron Ore
1,750
H1 CY14
Increases iron ore pellet
production capacity by
8.3 million tpa to
30.5 million tpa.
On schedule and budget. The overall
project is 59% complete.
Daunia
(Australia)
50%
Metallurgical Coal
800
CY13
Greenfield mine
development with
capacity to produce
4.5 million tpa of export
metallurgical coal.
On schedule and budget. The overall
project is 68% complete.
Broadmeadow Life
Extension
(Australia)
50%
Metallurgical Coal
450
CY13
Increases productive
capacity by 0.4 million tpa
and extends life of the
mine by 21 years.
On schedule and budget. The overall
project is 83% complete.
Hay Point Stage Three
Expansion
(Australia)
50%
Metallurgical Coal
1,250(b)
CY14
Increases port capacity
from 44 million tpa to
55 million tpa and
reduces storm
vulnerability.
On schedule and budget. The overall
project is 50% complete.
Caval Ridge
(Australia)
50%
Metallurgical Coal
1,870(b)
CY14
Greenfield mine
development to produce
an initial 5.5 million tpa of
export metallurgical
coal(c).
On schedule and budget. The overall
project is 48% complete.
Appin Area 9
(Australia)
100%
Metallurgical Coal
845
CY16
Maintains Illawarra Coal’s
production capacity with a
replacement mining
domain and capacity to
produce 3.5 million tpa of
metallurgical coal.

On schedule and budget. The overall
project is 25% complete.

BHP Billiton Exploration and Development Report for the quarter ended 30 September 2012

3

Project and
ownership
Share of
approved
capex(US$m)
Initial
production
target date
Production capacity
(100%)
Quarterly
progress
Cerrejon P40 Project
(Colombia)
33.3%
Energy Coal
437
CY13
Increases saleable
thermal coal production
by 8 million tpa to
approximately
40 million tpa.
On schedule and budget. The overall
project is 47% complete.
Newcastle Third Port
Project Stage 3
(Australia)
35.5%
EnergyCoal
367
CY14
Increases total coal
terminal capacity from
53 million tpa to
66 million tpa.
On schedule and budget. The overall
project is 52% complete.

Minerals exploration

Greenfield minerals exploration is currently focused on advancing copper targets within Chile and Peru. Minerals exploration expenditure for the September 2012 quarter was US$199 million, of which US$144 million was expensed.

Petroleum exploration

Exploration and appraisal wells drilled during the quarter or in the process of drilling as at 30 September 2012.

Well
Location
BHP Billiton equity
Status
Atlantis East
Gulf of Mexico
DC 211
44%
(BP operator)
Drilling ahead
Gunflint-3
Gulf of Mexico
MC948
11.2%
(Noble operator)
Temporarily abandoned
Under evaluation
Ness Deep
Gulf of Mexico
GC507
50%
(Operator)
Drilling ahead

Petroleum exploration expenditure for the September 2012 quarter was US$173 million, of which US$80 million was expensed. Petroleum exploration expenditure of approximately US$775 million is anticipated in the 2013 financial year with the majority of activity to occur in the Gulf of Mexico.

This report, together with the Production Report, represents the Interim Management Statement for the purposes of the UK Listing Authority’s Disclosure and Transparency Rules. There have been no significant changes in the financial position of the Group in the quarter ended 30 September 2012.

  • (a) The Bass Strait Kipper gas field offshore production facilities were completed in the September 2012 quarter and are ready to commence production pending resolution of the mercury content. The project to remove this mercury is being managed on a stand-alone basis.

  • (b) Excludes announced pre-commitment funding.

  • (c) The 2.5 million tonnes per annum (100 per cent basis) expansion of Peak Downs is no longer included in the project scope.

BHP Billiton Exploration and Development Report for the quarter ended 30 September 2012

4

Further information on BHP Billiton can be found at: www.bhpbilliton.com

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Investor Relations

Australia

Australia

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Andrew Gunn

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Tel: +61 3 9609 3575 Mobile: +61 439 558 454 email: [email protected]

United Kingdom and South Africa

Eleanor Nichols Tel: +61 3 9609 2360 Mobile: +61 407 064 748 email: [email protected]

Tara Dines Tel: +44 20 7802 7113 Mobile: +44 7825 342 232 Email: [email protected]

United Kingdom

Americas

Ruban Yogarajah Tel: +44 20 7802 4033 Mobile: +44 7827 082 022 email: [email protected]

Brendan Harris

Tel: +44 20 7802 4131 Mobile: +44 7990 527 726 email: [email protected]

Americas

Matt Chism

Jaryl Strong Tel: +1 713 499 5548 Mobile: +1 281 222 6627 email: [email protected]

Tel: +1 71 359 96158 Mobile: +1 281 782 2238 email: [email protected]

BHP Billiton Limited ABN 49 004 028 077 Registered in Australia Registered Office: 180 Lonsdale Street Melbourne Victoria 3000 Australia Tel +61 1300 55 4757 Fax +61 3 9609 3015 Members of the BHP Billiton Group which is headquartered in Australia

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BHP Billiton Exploration and Development Report for the quarter ended 30 September 2012

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