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BHP Group Limited Interim / Quarterly Report 2012

Jul 17, 2012

14787_rns_2012-07-17_a95e1b94-933d-48ab-a212-a5e9190f50ce.pdf

Interim / Quarterly Report

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NEWS RELEASE

Release Time IMMEDIATE

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Date 18 July 2012

Number

16/12

BHP BILLITON EXPLORATION AND DEVELOPMENT REPORT FOR THE YEAR ENDED 30 JUNE 2012

This report covers the Group’s exploration and development activities for the June 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’s proven strategy to invest in large, long life, low cost, expandable, upstream assets, diversified by commodity, geography and market ensures we are well positioned to maintain strong momentum and returns in our major businesses, despite significant volatility in the external environment.

In the 2012 financial year, six major projects delivered first production while a total investment commitment of US$7.5 billion (BHP Billiton share) enabled another eight major projects to move into execution. In addition, US$2.7 billion (BHP Billiton share) of pre-commitment funding was approved to further progress a series of development options.

The six projects to deliver first production included: Western Australia Iron Ore (WAIO) Rapid Growth Project 5 (iron ore); Antamina Expansion and Escondida Ore Access (both copper); Worsley Efficiency & Growth (alumina); North West Shelf CWLH Life Extension (oil); and the RX1 Project (energy coal). The Antamina Expansion, Escondida Ore Access and RX1 projects will not be reported in future Exploration and Development Reports.

The eight projects that moved into execution span the ferrous, non-ferrous and energy product groups and included: WAIO Orebody 24 (iron ore); Caval Ridge and Appin Area 9 (both metallurgical coal); Escondida Organic Growth Project 1 and Escondida Oxide Leach Area Project (both copper); North West Shelf Greater Western Flank-A (LNG); Cerrejon P40 Project and the Newcastle Third Port Project Stage 3 (both energy coal).

During the June 2012 quarter, BHP Billiton announced approval of the Illawarra Coal Appin Area 9 project and precommitment funding of US$708 million (BHP Billiton share) for the Mad Dog Phase 2 project in the deepwater Gulf of Mexico (oil and gas).

BHP Billiton’s Onshore US drilling and development expenditure totalled US$3.3 billion in the 2012 financial year.

Project and
ownership
Share of
approved
capex(US$m)
Initial
production
target date
Production capacity
(100%)
Quarterly
progress
Petroleumprojects
Macedon
(Australia)
71.43%
Gas
1,050
CY13
200 million cubic feet gas
per day.
On schedule and budget. The overall
project is 71% complete.
Bass Strait Kipper
(Australia)
32.5% - 50%
Gas/Gas Liquids
900
CY12(a)
10,000 bpd condensate
and processing capacity
of 80 million cubic feet
gasper day.
On revised schedule and budget. The
overall project is 97% complete.
Bass Strait Turrum
(Australia)
50%
Gas/Gas Liquids
1,350
CY13
11,000 bpd condensate
and processing capacity
of 200 million cubic feet
gasper day.
On revised schedule and budget. The
overall project is 79% complete.
North West Shelf North
Rankin B Gas
Compression
(Australia)
16.67%
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 94% complete.
North West Shelf
Greater Western
Flank-A
(Australia)
16.67%
LNG
400
CY16
To maintain LNG plant
throughput from the North
West Shelf operations.
On schedule and budget. The overall
project is 15% complete.
Mineralsprojects
Antamina Expansion
(Peru)
33.75%
Copper
435
Q1 CY12
Increases ore processing
capacity to 130,000 tpd.
First production was achieved in Q1
CY12. The overall project is 92%
complete.
Escondida Ore Access
(Chile)
57.5%
Copper
319
Q2 CY12
The relocation of the
in-pit crushing and
conveyor infrastructure
provides access to higher
grade ore.
First production was achieved in Q2
CY12. The overall project is 95%
complete.
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 13% 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 8% 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 26% complete.

BHP Billiton Exploration and Development Report for the year ended 30 June 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 34% 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 59% 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 22% 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 20% 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 43% 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 56% 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 74% 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 45% complete.
Caval Ridge
(Australia)
50%
Metallurgical Coal
2,100(b)
CY14
Greenfield mine
development and
expansion of the Peak
Downs Mine with capacity
to produce 8.0 million tpa
of export metallurgical
coal.

On schedule and budget. The overall
project is 37% complete.

BHP Billiton Exploration and Development Report for the year ended 30 June 2012

3

Project and
ownership
Share of
approved
capex(US$m)
Initial
production
target date
Production capacity
(100%)
Quarterly
progress
Appin Area 9
(Australia)
100%
Metallurgical Coal
845(c)
CY16
Maintains Illawarra Coal’s
production capacity with a
replacement mining
domain and capacity to
produce 3.5 million tpa of
metallurgical coal.

Approval announced. See News
Release dated 22 June 2012.
RX1 Project
(Australia)
100%
EnergyCoal
400
H2 CY12
Increases run-of-mine
thermal coal production
by approximately
4 million tpa.
First production was achieved in Q2
CY12, significantly ahead of schedule
and on budget. The overall project is
85% complete.
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 35% 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 43% complete.

Minerals exploration

Greenfield exploration continued on copper targets in South America, nickel and copper targets in Australia, and iron ore and potash in a number of regions globally.

Minerals exploration expenditure for the 2012 financial year was US$1.1 billion, of which US$0.9 billion was expensed.

Petroleum exploration

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

Well Location BHP Billiton equity Status
Gunflint-3 Gulf of Mexico 11.2% Drilling ahead
MC948 (Noble operator)
Ness Deep Gulf of Mexico 50% Drilling ahead
GC507 (Operator)
Julong East Brunei 22.5% Plugged and abandoned
Block CA-01 (Total operator) Hydrocarbons encountered
Jagus East Brunei 22.5% Plugged and abandoned
Block CA-01 (Total operator) Under evaluation
Tallaganda-1 Offshore Western Australia 55% Plugged and abandoned
WA-351-P (Operator) Hydrocarbons encountered
Banambu Deep Offshore Western Australia 40% Abandonment operations in
WA-389-P (Woodside operator) progress
Dryhole

BHP Billiton Exploration and Development Report for the year ended 30 June 2012

4

Petroleum exploration expenditure for the 2012 financial year was US$1.4 billion, of which US$0.7 billion was expensed. This included US$0.4 billion of exploration expenditure in our recently acquired Onshore US business. Permian Basin appraisal activities for the June 2012 quarter included the successful completion and testing of seven wells with commercial rates. Further success in the Permian Basin is expected to lead to an increase in development expenditure and an associated reduction in exploration expenditure.

  • (a) Facilities ready for first production pending resolution of mercury content.

  • (b) Excludes announced pre-commitment funding.

(c) Approximately 50 per cent of the US$845 million investment will be capitalised.

The 2012 financial year development and exploration expenditures are subject to finalisation.

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

Media Relations

Investor Relations

Australia

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Fiona Martin Tel: +61 3 9609 2211 Mobile: +61 427 777 908 email: [email protected]

United Kingdom

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

Deirdra McCracken Tel: +44 20 7802 7462 Mobile: +44 7827 253 764 Email: [email protected]

Americas

Australia

James Agar Tel: +61 3 9609 2222 Mobile: +61 467 807 064 email: [email protected]

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

United Kingdom and South Africa

Brendan Harris

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

Tara Dines

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

Americas

Scott Espenshade Tel: +1 713 599 6431 Mobile: +1 713 208 8565 email: [email protected]

Jaryl Strong Tel: +1 713 499 5548 Mobile: +1 281 222 6627 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

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Members of the BHP Billiton Group which is headquartered in Australia

BHP Billiton Exploration and Development Report for the year ended 30 June 2012

5