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BHP Group Limited Management Reports 2009

Jul 21, 2009

14787_rns_2009-07-21_abdf3fad-6a57-4d17-881a-c9ba0cbe28cf.pdf

Management Reports

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NEWS RELEASE

Release Time IMMEDIATE

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Date 22 July 2009

Number 13/09

BHP BILLITON PRODUCTION REPORT FOR THE YEAR ENDED 30 JUNE 2009

  • Annual production was solid despite weak and volatile demand conditions and weather related interruptions.

  • Quarterly production increased for 12 major commodities including metallurgical coal, petroleum, copper and energy coal. Operations are well positioned to respond to demand recovery when it occurs.

  • Annual production records were achieved for petroleum, copper cathode and iron ore.

  • Annual production records at Western Australia Iron Ore, North West Shelf and Saraji (all Australia), Alumar refinery (Brazil), Cerrejon Coal (Colombia) and Zamzama (Pakistan).

  • A quarterly production record was set for petroleum, and at Hunter Valley Energy Coal (Australia).

  • Iron ore production was impacted by Rapid Growth Project (RGP) 4 tie-in activities and safety initiatives.

The 2009 financial year proved to be very challenging, with significant demand contraction exacerbated by dramatic movements in inventory levels. In the context of this environment, BHP Billiton achieved a solid operational performance, despite making production adjustments across a range of commodities, including metallurgical coal, nickel and manganese.

In the short term we believe underlying demand trends are still being masked by de-stock and stocking activities across the value chain. China inventory build is essentially complete, while we are now seeing evidence that restocking has commenced in North America, Europe and Japan. However, commodity prices will be influenced by supply responses due to latent capacity currently existing in the industry.

BHP Billiton remains well positioned in a modest demand environment, with high margin businesses and a strong balance sheet that allows us to invest for the future and return funds to shareholders.

Petroleum

JUNE JUNE JUNE YTD 2009
JUNE Q09
JUNE Q09
2009 2009 vs vs vs
YTD QTR JUNE YTD 2008 JUNE Q08 MAR Q09
Crude Oil, Condensate and Natural Gas Liquids (‘000 bbl) 76,376 21,363 12% 5% 19%
Natural Gas (bcf) 364.86 97.17 -1% 2% 18%
Total Petroleum Products (million boe) 137.19 37.56 6% 4% 19%

Total Petroleum Production – Strong annual production growth due to delivery of new projects and ongoing focus on driving base performance. First production was achieved for five projects – Neptune, Shenzi and Atlantis North (all USA), North West Shelf Train 5 and Angel (both Australia).

Crude Oil, Condensate, and Natural Gas Liquids – Production was higher than all comparative periods due to significant growth in high margin crude production. Crude, condensate and natural gas liquids production were 12 per cent higher than the year ended June 2008. The continued ramp up and start up of new projects, such as Shenzi, Neptune and Atlantis, contributed to an increase in production. This was achieved despite the impact of hurricane related interruptions, and the need to install water injection for reservoir support at Atlantis.

Production increased by 19 per cent versus the March 2009 quarter due to the start up of Shenzi and infill drilling program at Bass Strait (Australia).

On 22 June 2009, the Griffin Joint Venture (Australia) announced that production will cease in October 2009 as the facility reaches the end of its useful life.

Natural Gas – Production was in line with the quarter and year ended June 2008. Lower Bass Strait production was mainly due to the ethane pipeline incident in December 2008. This was partly offset by the contribution from North West Shelf Train 5 and Angel.

Production was higher than the March 2009 quarter due to the expected higher seasonal demand in Australia and recovery from the Bass Strait ethane pipeline incident.

Aluminium

JUNE JUNE JUNE YTD 2009
JUNE Q09
JUNE Q09
2009 2009 vs vs vs
YTD QTR JUNE YTD 2008 JUNE Q08 MAR Q09
Alumina (‘000 tonnes) 4,396 1,108 -3% -4% 5%
Aluminium (‘000 tonnes) 1,233 310 -5% 2% 2%

Alumina – Production improved following the calciner outages at Worsley (Australia) in the March 2009 quarter.

Aluminium – Production was lower than the year ended June 2008 due to the mandatory reduction of power consumption in Southern Africa, which began in January 2008. Hillside (South Africa) continued to deliver production at or above design capacity.

BHP Billiton Production Report for the Year Ended 30 June 2009

2

Base Metals

JUNE JUNE JUNE YTD 2009
JUNE Q09
JUNE Q09
2009 2009 vs vs vs
YTD QTR JUNE YTD 2008 JUNE Q08 MAR Q09
Copper (‘000 tonnes) 1,207.1 307.2 -12% -21% 9%
Lead (tonnes) 230,051 58,542 -9% 10% 24%
Zinc (tonnes) 163,215 44,187 13% 2% 12%
Silver (‘000 ounces) 41,341 10,796 -5% 17% 24%
Uranium Oxide Concentrate (Uranium) (tonnes) 4,007 1,154 -3% 12% 31%

Copper – Production for the year and quarter ended June 2009 was impacted by lower ore grade and reduced output from milling operations at Escondida (Chile). Partially offsetting this was the continued ramp up of Spence and Escondida Sulphide Leach (both Chile) and improved ore milled and smelter performance at Olympic Dam (Australia).

Production was stronger than the March 2009 quarter due to higher grade at Escondida and improved performance from Cerro Colorado (Chile) and Antamina (Peru).

During the September 2009 quarter, Escondida’s Laguna Seca SAG mill will be shut down for 45 days to replace the stator coils. We expect a more reliable mill operation after this maintenance.

At 30 June 2009 the Group had 234,871 tonnes of outstanding copper sales that were revalued at a weighted average price of US$4,946 per tonne. The final price of these sales will be determined in the 2010 financial year. In addition, 327,941 tonnes of copper sales from the 2008 financial year were subject to a finalisation adjustment in 2009. The finalisation adjustment and provisional pricing impact as at 30 June 2009 will decrease earnings[(a)] by US$936 million for the period.

Lead/Silver – Production for the year ended June 2009 was impacted by lower grade and wet weather interruptions during the March 2009 quarter at Cannington (Australia).

Production was higher than the comparative quarters due to improved mill throughput at Cannington.

Zinc – Production was higher than all comparative periods due to better grade and an increased proportion of zinc containing ores at Antamina (Peru).

Uranium – Production increased compared to the June 2008 and March 2009 quarters reflecting record ore milled and improved recoveries at Olympic Dam.

Diamonds & Specialty Products

JUNE JUNE JUNE YTD 2009
JUNE Q09
JUNE Q09
2009 2009 vs vs vs
YTD QTR JUNE YTD 2008 JUNE Q08 MAR Q09
Diamonds (‘000 carats) 3,221 903 -4% 5% -5%

Diamonds – Production continues to be influenced by variability of ore sources due to the mix of open pit and underground mining. The Koala Underground (Canada) mine which was commissioned in December 2007 has been fully ramped up.

BHP Billiton Production Report for the Year Ended 30 June 2009

3

Stainless Steel Materials

JUNE JUNE JUNE YTD 2009
JUNE Q09
JUNE Q09
2009 2009 vs vs vs
YTD QTR JUNE YTD 2008 JUNE Q08 MAR Q09
Nickel (‘000 tonnes) (b) 173.1 48.6 3% 14% 2%

Nickel – Production was higher than the June 2008 quarter which had been impacted by the industrial stoppage at Cerro Matoso (Colombia) and the start of the Kalgoorlie Nickel Smelter (Australia) furnace rebuild in the June 2008 quarter.

Iron Ore

JUNE JUNE JUNE YTD 2009
JUNE Q09
JUNE Q09
2009 2009 vs vs vs
YTD QTR JUNE YTD 2008 JUNE Q08 MAR Q09
Iron Ore (‘000 tonnes) 114,415 27,048 2% -10% -4%

Iron Ore – Production for the June 2009 quarter was impacted by tie-in activities for RGP 4 and safety initiatives at the Western Australia Iron Ore operations. As RGP 4 is nearing completion, existing operations will continue to be impacted by the tie-in activities.

Production volumes at Samarco (Brazil) increased during the June 2009 quarter following the restart of the second pellet plant during the March 2009 quarter. The third pellet plant restarted in early July 2009 however the continued operation of all three pellet plants will be subject to ongoing assessment to align with demand for the product.

For the year ended June 2009, 68 per cent of Western Australia Iron Ore shipments on a wet metric tonne basis were based on annually agreed pricing.

Manganese

JUNE JUNE JUNE YTD 2009
JUNE Q09
JUNE Q09
2009 2009 vs vs vs
YTD QTR JUNE YTD 2008 JUNE Q08 MAR Q09
Manganese Ore (‘000 tonnes) 4,475 500 -32% -73% -32%
Manganese Alloy (‘000 tonnes) 513 25 -34% -87% -76%

Manganese Ore – The decrease in production reflects the previously announced production adjustments in response to weak demand. While production decreased in the June 2009 quarter relative to the prior quarter, sales increased modestly and stockpiles were drawn down to meet demand. As stockpiles reach optimal levels, production will be progressively ramped up.

Manganese Alloy – Production was in line with previously announced production cuts. The demand outlook varies between products, with overall conditions remaining subdued. Samancor Manganese will therefore continue to produce at reduced levels and use stockpiles to meet demand.

BHP Billiton Production Report for the Year Ended 30 June 2009

4

Metallurgical Coal

JUNE JUNE JUNE YTD 2009
JUNE Q09
JUNE Q09
2009 2009 vs vs vs
YTD QTR JUNE YTD 2008 JUNE Q08 MAR Q09
Metallurgical Coal (‘000 tonnes) 36,416 9,460 3% 4% 25%

Metallurgical Coal – Despite softer market conditions, production was slightly above the June 2008 year end, when production was affected by severe flooding.

Production for the June 2009 quarter improved significantly over the March 2009 quarter due to stronger demand conditions, particularly from Asia. Our operations are well positioned to respond to increases in demand.

Energy Coal

JUNE JUNE JUNE YTD 2009
JUNE Q09
JUNE Q09
2009 2009 vs vs vs
YTD QTR JUNE YTD 2008 JUNE Q08 MAR Q09
Energy Coal (‘000 tonnes) (c) 68,206 17,712 -2% -5% 16%

Energy Coal – Production was slightly lower than the June 2008 quarter due to the planned closure of underground mining operations at Douglas Middelburg (South Africa) which occurred in November 2008.

Production for the June 2009 quarter recovered following the wet weather interruptions at Hunter Valley Energy Coal and Douglas Middelburg and planned maintenance in the March 2009 quarter.

  • (a) Earnings before interest and tax.

  • (b) Including Yabulu which is expected to be sold effective 31 July 2009.

  • (c) Excluding Optimum operation which was sold effective 1 July 2007.

Throughout this report, unless otherwise stated, production volumes refer to BHP Billiton share and exclude suspended and sold operations.

BHP Billiton Production Report for the Year Ended 30 June 2009

5

Further information on BHP Billiton can be found on our Internet site: www.bhpbilliton.com.

Australia

Samantha Evans, Media Relations Tel: +61 3 9609 2898 Mobile: +61 400 693 915 email: [email protected]

Peter Ogden, Media Relations Tel: +61 3 9609 2812 Mobile: +61 428 599 190 email: [email protected]

Kelly Quirke, Media Relations Tel: +61 3 9609 2896 Mobile: +61 429 966 312 email: [email protected]

Leng Lau, Investor Relations Tel: +61 3 9609 4202 Mobile: +61 403 533 706 email: [email protected]

South Africa

United Kingdom

Andre Liebenberg, Investor Relations Tel: +44 20 7802 4131 Mobile: +44 7920 236 974 email: [email protected]

Illtud Harri, Media Relations Tel: +44 20 7802 4195 Mobile: +44 7920 237 246 email: [email protected]

United States

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

Ruban Yogarajah, Media Relations Tel: US +1 713 966 2907 or UK +44 20 7802 4033 Mobile: UK +44 7827 082 022 email: [email protected]

Bronwyn Wilkinson, Investor and Media Relations Tel: +44 20 7802 4015 Mobile: +44 7500 785 892 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

BHP Billiton Plc Registration number 3196209 Registered in England and Wales Registered Office: Neathouse Place London SW1V 1BH United Kingdom Tel +44 20 7802 4000 Fax +44 20 7802 4111

A member of the BHP Billiton group which is headquartered in Australia

BHP Billiton Production Report for the Year Ended 30 June 2009

6

BHP BILLITON PRODUCTION SUMMARY - CONTINUING OPERATIONS

QUARTER ENDED
JUNE
MAR
JUNE
2008
2009
2009
YEAR TO DATE
JUNE
JUNE
2009
2008
% CHANGE
JUN YTD 09
JUN Q09
JUN Q09
vs
vs
vs
JUN YTD 08
JUN Q08
MAR Q09
PETROLEUM 17,588
15,613
18,523
95.37
82.19
97.17
2,743
2,361
2,840
36.23
31.67
37.56
1,149
1,051
1,108
305
304
310
390.7
282.8
307.2
53,176
47,235
58,542
43,454
39,397
44,187
38,006
41,747
46,993
9,236
8,730
10,796
1,027
883
1,154
590
337
166
864
951
903
42.6
47.5
48.6
29,924
28,188
27,048
1,851
733
500
190
104
25
9,132
7,596
9,460
18,720
15,222
17,712
66,328
57,444
364.86
368.02
10,048
10,724
137.19
129.50
4,396
4,554
1,233
1,298
1,207.1
1,375.5
230,051
253,126
163,215
144,490
176,281
161,548
41,341
43,487
4,007
4,144
1,522
2,542
3,221
3,349
173.1
167.9
114,415
112,260
4,475
6,575
513
775
36,416
35,193
68,206
69,565
15%
5%
19%
-1%
2%
18%
-6%
4%
20%
6%
4%
19%
-3%
-4%
5%
-5%
2%
2%
-12%
-21%
9%
-9%
10%
24%
13%
2%
12%
9%
24%
13%
-5%
17%
24%
-3%
12%
31%
-40%
-72%
-51%
-4%
5%
-5%
3%
14%
2%
2%
-10%
-4%
-32%
-73%
-32%
-34%
-87%
-76%
3%
4%
25%
-2%
-5%
16%
Crude oil & condensate
('000 bbl)
Natural gas
(bcf)
Natural gas liquid
('000 bbl)
Total Petroleum Products
(million boe)
ALUMINIUM
Alumina
('000 tonnes)
Aluminium
('000 tonnes)
BASE METALS
Copper
('000 tonnes)
Lead
(tonnes)
Zinc
(tonnes)
Gold
(ounces)
Silver
('000 ounces)
Uranium oxide concentrate
(tonnes)
Molybdenum
(tonnes)
DIAMONDS AND SPECIALTY PRODUCTS
Diamonds
('000 carats)
STAINLESS STEEL MATERIALS
Nickel (a)
('000 tonnes)
IRON ORE
Iron ore
('000 tonnes)
MANGANESE
Manganese ore
('000 tonnes)
Manganese alloy
('000 tonnes)
METALLURGICAL COAL
Metallurgical coal
('000 tonnes)
ENERGY COAL
Energy coal (b)
('000 tonnes)

(a) Including Yabulu which is expected to be sold effective 31 July 2009.

(b) Excluding Optimum which was disposed effective 1 July 2007.

Throughout this report figures in italics indicate that this figure has been adjusted since it was previously reported.

BHP BILLITON QUARTERLY PRODUCTION REPORT - JUNE 2009

Page 1

BHP BILLITON ATTRIBUTABLE PRODUCTION

BHP BILLITON ATTRIBUTABLE PRODUCTION
BHP Billiton
Interest
QUARTER ENDED YEAR TO DATE
JUNE
SEPT
DEC
MAR
JUNE
2008
2008
2008
2009
2009
JUNE
JUNE
2009
2008
PETROLEUM 17,588
16,180
16,012
15,613
18,523
95.37
95.27
90.23
82.19
97.17
2,743
2,740
2,107
2,361
2,840
36.23
34.80
33.16
31.67
37.56
66,328
57,444
364.86
368.02
10,048
10,724
Production
Crude oil & condensate ('000 bbl)
Natural gas (bcf)
NGL ('000 bbl) (a)
Total Petroleum Products (million boe)
137.19
129.50
ALUMINIUM 768
733
756
688
747
240
241
242
226
226
141
124
141
137
135
1,149
1,098
1,139
1,051
1,108
2,924
3,035
935
983
537
536
ALUMINA
Production ('000 tonnes)
Worsley
86%
Suriname
45%
Alumar
36%
Total
4,396
4,554
ALUMINIUM
Production ('000 tonnes)
Hillside
100%
Bayside
100%
Alumar
40%
Mozal
47%
Total
170
175
176
174
177
29
25
25
24
25
45
45
44
44
44
61
64
65
62
64
305
309
310
304
310
702
695
99
168
177
178
255
257
1,233
1,298
BASE METALS (b) 178.2
116.8
102.7
86.6
111.5
30.8
28.4
28.6
25.7
26.3
12.0
14.2
14.7
4.4
-
221.0
159.4
146.0
116.7
137.8
40.3
35.6
42.1
45.0
49.4
27.3
21.8
26.3
26.5
27.5
43.0
35.7
44.5
47.7
44.8
1.6
1.6
1.7
1.5
1.4
57.5
54.8
47.6
45.4
46.3
169.7
149.5
162.2
166.1
169.4
417.6
679.5
109.0
111.7
33.3
26.8
COPPER
Payable metal in concentrate ('000 tonnes)
Escondida
57.5%
Antamina
33.8%
Pinto Valley (c)
100%
Total
Cathode ('000 tonnes)
Escondida
57.5%
Cerro Colorado
100%
Spence
100%
Pinto Valley (c)
100%
Olympic Dam
100%
Total
559.9
818.0
172.1
131.6
102.1
106.4
172.7
142.7
6.2
6.9
194.1
169.9
647.2
557.5
LEAD
Payable metal in concentrate (tonnes)
Cannington
100%
Antamina
33.8%
Total
52,601
57,768
65,622
46,259
57,145
575
484
400
976
1,397
53,176
58,252
66,022
47,235
58,542
226,794
251,548
3,257
1,578
230,051
253,126
ZINC
Payable metal in concentrate (tonnes)
Cannington
100%
Antamina
33.8%
Total
17,244
14,449
14,199
12,943
13,258
26,210
27,312
23,671
26,454
30,929
43,454
41,761
37,870
39,397
44,187
54,849
60,969
108,366
83,521
163,215
144,490

Refer footnotes on page 4.

BHP BILLITON QUARTERLY PRODUCTION REPORT - JUNE 2009

Page 2

BHP BILLITON ATTRIBUTABLE PRODUCTION
BHP Billiton
Interest
QUARTER ENDED YEAR TO DATE
JUNE
SEPT
DEC
MAR
JUNE
2008
2008
2008
2009
2009
JUNE
JUNE
2009
2008
BASE METALS (continued) 17,501
14,391
17,840
17,496
17,595
20,505
27,360
27,950
23,331
29,398
-
-
-
920
-
38,006
41,751
45,790
41,747
46,993
67,322
79,731
108,039
80,517
920
1,300
GOLD
Payable metal in concentrate (ounces)
Escondida
57.5%
Olympic Dam (refined gold)
100%
Pinto Valley (c)
100%
Total
176,281
161,548
SILVER
Payable metal in concentrate ('000 ounces)
Escondida
57.5%
Antamina
33.8%
Cannington
100%
Olympic Dam (refined silver)
100%
Pinto Valley (c)
100%
Total
821
668
738
673
686
994
932
915
1,003
1,240
7,181
8,391
9,565
6,802
8,609
179
244
234
200
259
61
65
63
52
2
9,236
10,300
11,515
8,730
10,796
2,765
3,604
4,090
3,505
33,367
35,485
937
780
182
113
41,341
43,487
URANIUM OXIDE CONCENTRATE
Payable metal in concentrate (tonnes)
Olympic Dam
100%
Total
1,027
1,110
860
883
1,154
1,027
1,110
860
883
1,154
4,007
4,144
4,007
4,144
MOLYBDENUM
Payable metal in concentrate (tonnes)
Antamina
33.8%
Pinto Valley (c)
100%
Total
590
514
365
318
166
-
94
46
19
-
590
608
411
337
166
1,363
2,542
159
-
1,522
2,542
DIAMONDS AND SPECIALTY PRODUCTS 864
773
594
951
903
3,221
3,349
DIAMONDS
Production ('000 carats)
Ekati™
80%
STAINLESS STEEL MATERIALS 10.1
10.7
13.0
13.1
13.7
10.3
9.1
9.5
7.5
7.8
22.2
7.0
27.7
26.9
27.1
42.6
26.8
50.2
47.5
48.6
50.5
41.8
33.9
28.0
88.7
98.1
NICKEL
Production ('000 tonnes)
CMSA
99.9%
Yabulu
100.0%
Nickel West
100%
Total
173.1
167.9

Refer footnotes on page 4.

BHP BILLITON QUARTERLY PRODUCTION REPORT - JUNE 2009

Page 3

BHP BILLITON ATTRIBUTABLE PRODUCTION

BHP BILLITON ATTRIBUTABLE PRODUCTION
BHP Billiton
Interest
QUARTER ENDED YEAR TO DATE
JUNE
SEPT
DEC
MAR
JUNE
2008
2008
2008
2009
2009
JUNE
JUNE
2009
2008
IRON ORE 7,013
7,210
7,006
6,440
5,781
251
232
346
558
280
8,626
9,209
8,716
9,181
8,407
10,623
8,961
10,026
9,370
9,461
1,054
1,461
1,040
1,070
1,342
2,357
2,751
2,221
1,569
1,777
29,924
29,824
29,355
28,188
27,048
26,437
30,329
1,416
941
35,513
27,130
37,818
40,277
4,913
5,119
8,318
8,464
Production ('000 tonnes) (d)
Mt Newman Joint Venture
85%
Goldsworthy Joint Venture
85%
Area C Joint Venture
85%
Yandi Joint Venture
85%
Jimblebar
85%
Samarco
50%
Total
114,415
112,260
882
929
755
351
156
969
901
657
382
344
1,851
1,830
1,412
733
500
2,191
3,040
2,284
3,535
MANGANESE
MANGANESE ORES
Saleable production ('000 tonnes)
South Africa (e)
60%
Australia (e)
60%
Total
4,475
6,575
MANGANESE ALLOYS
Saleable production ('000 tonnes)
South Africa (e) (f)
60%
Australia (e)
60%
Total
124
133
112
51
5
66
70
69
53
20
190
203
181
104
25
301
513
212
262
513
775
METALLURGICAL COAL 6,508
6,384
6,781
5,165
6,378
1,306
1,633
1,771
549
1,482
1,318
1,193
1,598
1,882
1,600
9,132
9,210
10,150
7,596
9,460
24,708
22,795
5,435
5,133
6,273
7,265
Production ('000 tonnes) (g)
BMA
50%
BHP Mitsui Coal (h)
80%
Illawarra
100%
Total
36,416
35,193
ENERGY COAL 10,960
9,009
8,031
6,929
7,732
4,834
4,005
3,017
2,907
4,207
2,934
2,975
2,993
2,768
3,039
2,625
2,807
2,435
2,618
2,734
21,353
18,796
16,476
15,222
17,712
31,701
45,072
14,136
13,652
11,775
11,776
10,594
10,368
Production ('000 tonnes)
South Africa
100%
USA
100%
Australia
100%
Colombia
33%
Total
68,206
80,868

(a) LPG and Ethane are reported as Natural Gas Liquid (NGL). Product-specific conversions are made and NGL is reported in barrels of oil equivalent (boe).

(b) Metal production is reported on the basis of payable metal.

(c) The Pinto Valley operations were restarted during the December 2007 quarter. During February 2009 the operations were placed on care and maintenance.

(d) Iron ore production is reported on a wet tonnes basis.

(e) Shown on 100% basis. BHP Billiton interest in saleable production is 60%.

(f) Production includes Medium Carbon Ferro Manganese.

(g) Metallurgical coal production is reported on the basis of saleable product. Production figures include some thermal coal.

(h) Shown on 100% basis. BHP Billiton interest in saleable production is 80%.

BHP BILLITON QUARTERLY PRODUCTION REPORT - JUNE 2009

Page 4

PRODUCTION AND SHIPMENT REPORT

PRODUCTION AND SHIPMENT REPORT
QUARTER ENDED YEAR TO DATE
JUNE
SEPT
DEC
MAR
JUNE
2008
2008
2008
2009
2009
JUNE
JUNE
2009
2008
PETROLEUM 13,443
12,843
8,877
9,090
9,477
7,523
699
930
10,333
7,406
3,023
548
2,169
3,935
7,462
4,483
3,122
3,640
7,356
6,722
367
324
66,328
57,444
108.20
123.93
123.40
108.49
26.54
30.27
5.68
3.73
0.77
0.14
7.52
8.05
34.27
45.21
58.48
48.20
364.86
368.02
6,358
7,755
1,619
1,498
258
426
1,813
1,045
10,048
10,724
137.19
129.50

(a) North West Shelf LNG Train 5 was commissioned during the September 2008 quarter. North West Shelf Angel was commissioned during the December 2008 quarter.

(b) The Stybarrow operation was commissioned during the December 2007 quarter.

(c) Other Australia includes Griffin and Minerva. Griffin will cease production in October 2009.

(d) The Atlantis operation was commissioned during the December 2007 quarter. Atlantis North achieved first production on 5 June 2009.

(e) The Genghis Khan operation was commissioned during the December 2007 quarter and is reported in Shenzi. The Shenzi operation was commissioned during the March 2009 quarter.

(f) Other Americas includes Neptune, Mad Dog, West Cameron 76, Mustang, Genesis and Starlifter. The Neptune operation was commissioned during the September 2008 quarter.

(g) Total barrels of oil equivalent (boe) conversions are based on 6000scf of natural gas equals 1 boe.

BHP BILLITON QUARTERLY PRODUCTION REPORT - JUNE 2009

Page 5

PRODUCTION AND SHIPMENT REPORT

PRODUCTION AND SHIPMENT REPORT
QUARTER ENDED YEAR TO DATE
JUNE
SEPT
DEC
MAR
JUNE
2008
2008
2008
2009
2009
JUNE
JUNE
2009
2008
ALUMINIUM 2,924
3,035
935
983
537
536
4,396
4,554
2,958
2,981
932
1,016
523
531
4,413
4,528
ALUMINIUM
Production
Hillside, South Africa
Bayside, South Africa
Alumar, Brazil
Mozal, Mozambique
Total
Sales
Hillside, South Africa
Bayside, South Africa
Alumar, Brazil
Mozal, Mozambique
Total
Tolling Agreement (a)
170
175
176
174
177
29
25
25
24
25
45
45
44
44
44
61
64
65
62
64
305
309
310
304
310
183
160
185
173
189
29
24
24
26
22
47
37
50
48
47
73
36
105
41
88
332
257
364
288
346
34
31
27
40
31
366
288
391
328
377
702
695
99
168
177
178
255
257
1,233
1,298
707
687
96
177
182
181
270
258
1,255
1,303
129
130
1,384
1,433

(a) Equity Alumina is converted into Aluminium under a third party tolling agreement. These tonnages are allocated to equity sales.

BHP BILLITON QUARTERLY PRODUCTION REPORT - JUNE 2009

Page 6

PRODUCTION AND SHIPMENT REPORT
QUARTER ENDED YEAR TO DATE
JUNE SEPT DEC MAR JUNE JUNE JUNE
2008 2008 2008 2009 2009 2009 2008
BASE METALS
BHP Billiton attributable production and sales unless otherwise stated. Metals production is payable metal unless otherwise stated.
Escondida, Chile
Material mined (100%) ('000 tonnes) 103,253 99,375 100,544 97,357 102,558 399,834 377,133
Sulphide ore milled (100%) ('000 tonnes) 24,491 20,416 22,516 21,381 19,898 84,211 90,703
Average copper grade (%) 1.55% 1.32% 1.04% 0.93% 1.22% 1.12% 1.61%
Production ex Mill (100%) ('000 tonnes) 312.7 208.6 186.3 156.4 199.6 750.9 1,219.7
Production
Payable copper ('000 tonnes) 178.2 116.8 102.7 86.6 111.5 417.6 679.5
Payable gold concentrate (fine ounces) 17,501 14,391 17,840 17,496 17,595 67,322 79,731
Copper cathode (EW) ('000 tonnes) 40.3 35.6 42.1 45.0 49.4 172.1 131.6
Payable silver concentrate ('000 ounces) 821 668 738 673 686 2,765 3,604
Sales
Payable copper ('000 tonnes) 178.4 118.2 93.8 93.0 114.2 419.2 674.9
Payable gold concentrate (fine ounces) 17,477 14,521 16,377 19,050 17,816 67,764 79,782
Copper cathode (EW) ('000 tonnes) 41.6 31.2 41.8 45.6 48.4 167.0 129.4
Payable silver concentrate ('000 ounces) 820 666 678 732 685 2,761 3,586
Cerro Colorado, Chile
Material mined ('000 tonnes) 17,107 16,526 18,598 17,927 17,289 70,340 68,769
Ore milled ('000 tonnes) 4,599 4,594 4,379 4,405 3,598 16,976 17,724
Average copper grade (%) 0.85% 0.86% 0.86% 0.86% 0.89% 0.86% 0.88%
Production
Copper cathode (EW) ('000 tonnes) 27.3 21.8 26.3 26.5 27.5 102.1 106.4
Sales
Copper cathode (EW) ('000 tonnes) 29.8 22.9 26.2 26.5 30.5 106.1 106.3

BHP BILLITON QUARTERLY PRODUCTION REPORT - JUNE 2009

Page 7

PRODUCTION AND SHIPMENT REPORT

QUARTER ENDED QUARTER ENDED YEAR TO DATE
JUNE SEPT DEC MAR JUNE JUNE JUNE
2008 2008 2008 2009 2009 2009 2008
BASE METALS
BHP Billiton attributable production and sales unless otherwise stated. Metals production is payable metal unless otherwise stated.
Spence, Chile
Material mined ('000 tonnes) 20,065 18,738 20,562 19,505 20,049 78,854 77,141
Ore milled ('000 tonnes) 4,255 4,490 4,154 4,300 4,921 17,865 16,638
Average copper grade (%) 1.85% 2.18% 1.66% 1.51% 1.36% 1.67% 1.63%
Production
Copper cathode (EW) ('000 tonnes) 43.0 35.7 44.5 47.7 44.8 172.7 142.7
Sales
Copper cathode (EW) ('000 tonnes) 51.3 34.6 43.3 45.1 45.2 168.2 144.7
Antamina, Peru
Material mined (100%) ('000 tonnes) 29,336 30,026 28,111 27,060 29,381 114,578 120,865
Sulphide ore milled (100%) ('000 tonnes) 7,729 8,133 8,058 7,853 8,437 32,481 29,546
Average head grades
- Copper (%) 1.38% 1.15% 1.25% 1.22% 1.19% 1.20% 1.30%
- Zinc (%) 1.46% 1.54% 1.33% 1.57% 1.73% 1.54% 1.22%
Production
Payable copper ('000 tonnes) 30.8 28.4 28.6 25.7 26.3 109.0 111.7
Payable zinc (tonnes) 26,210 27,312 23,671 26,454 30,929 108,366 83,521
Payable silver ('000 ounces) 994 932 915 1,003 1,240 4,090 3,505
Payable lead (tonnes) 575 484 400 976 1,397 3,257 1,578
Payable molybdenum (tonnes) 590 514 365 318 166 1,363 2,542
Sales
Payable copper ('000 tonnes) 33.5 26.7 29.4 28.7 24.2 109.0 115.0
Payable zinc (tonnes) 29,385 26,402 27,024 24,457 29,110 106,993 83,779
Payable silver ('000 ounces) 940 719 844 754 987 3,304 3,088
Payable lead (tonnes) 461 387 518 207 724 1,836 1,196
Payable molybdenum (tonnes) 837 482 398 382 171 1,433 2,635
Cannington, Australia
Material mined ('000 tonnes) 821 724 863 824 793 3,204 3,151
Ore milled ('000 tonnes) 658 824 817 628 746 3,015 2,800
Average head grades
- Silver (g/t) 397 384 438 398 427 412 460
- Lead (%) 9.2% 8.3% 9.5% 8.8% 9.0% 8.9% 10.3%
- Zinc (%) 3.8% 3.0% 3.1% 3.3% 3.0% 3.1% 3.4%
Production
Payable silver ('000 ounces) 7,181 8,391 9,565 6,802 8,609 33,367 35,485
Payable lead (tonnes) 52,601 57,768 65,622 46,259 57,145 226,794 251,548
Payable zinc (tonnes) 17,244 14,449 14,199 12,943 13,258 54,849 60,969
Sales
Payable silver ('000 ounces) 8,918 9,507 9,958 5,490 9,841 34,796 34,636
Payable lead (tonnes) 62,997 64,980 67,467 36,945 64,544 233,936 240,637
Payable zinc (tonnes) 17,710 16,949 10,990 11,195 15,649 54,783 56,173

BHP BILLITON QUARTERLY PRODUCTION REPORT - JUNE 2009

Page 8

PRODUCTION AND SHIPMENT REPORT

QUARTER ENDED QUARTER ENDED YEAR TO DATE
JUNE SEPT DEC MAR JUNE JUNE JUNE
2008 2008 2008 2009 2009 2009 2008
BASE METALS
BHP Billiton attributable production and sales unless otherwise stated. Metals production is payable metal unless otherwise stated.
Olympic Dam, Australia
Material mined (a) ('000 tonnes) 2,397 2,628 2,419 2,415 2,370 9,832 9,674
Ore milled ('000 tonnes) 2,570 2,518 2,456 2,301 2,608 9,883 9,586
Average copper grade (%) 2.06% 2.08% 1.80% 1.83% 1.75% 1.87% 1.91%
Average uranium grade kg/t 0.58 0.56 0.50 0.52 0.57 0.54 0.59
Production
Copper cathode (ER) ('000 tonnes) 53.1 51.9 44.6 42.7 42.6 181.8 156.8
Copper cathode (EW) ('000 tonnes) 4.4 2.9 3.0 2.7 3.7 12.3 13.1
Uranium oxide concentrate (tonnes) 1,027 1,110 860 883 1,154 4,007 4,144
Refined gold (fine ounces) 20,505 27,360 27,950 23,331 29,398 108,039 80,517
Refined silver ('000 ounces) 179 244 234 200 259 937 780
Sales
Copper cathode (ER) ('000 tonnes) 52.0 49.5 48.3 42.7 40.5 181.0 155.6
Copper cathode (EW) ('000 tonnes) 4.3 3.3 2.8 2.7 3.8 12.6 12.2
Uranium oxide concentrate (tonnes) 1,610 868 1,262 829 1,261 4,220 3,700
Refined gold (fine ounces) 19,556 26,121 26,383 24,298 35,876 112,678 81,201
Refined silver ('000 ounces) 185 232 250 79 400 961 787
(a) Material mined refers to run of mine ore mined and hoisted.
Pinto Valley, USA
Production
Copper concentrate (a) ('000 tonnes) 12.0 14.2 14.7 4.4 - 33.3 26.8
Copper cathode (EW) ('000 tonnes) 1.6 1.6 1.7 1.5 1.4 6.2 6.9
Payable silver (a) ('000 ounces) 61 65 63 52 2 182 113
Payable gold (a) (ounces) - - - 920 - 920 1,300
Payable molybdenum (tonnes) 94 46 19 - 159 -
Sales
Copper concentrate ('000 tonnes) 12.4 14.0 13.0 10.5 - 37.5 22.9
Copper cathode (EW) ('000 tonnes) 1.4 1.6 1.4 1.5 1.6 6.1 7.2
Payable silver ('000 ounces) 61 65 63 52 2 182 113
Payable gold (ounces) - - - 920 - 920 1,300
Payable molybdenum (tonnes) 15 44 100 - 159 -

(a) Production restarted during the December 2007 quarter. During February 2009 the operations were placed on care and maintenance.

BHP BILLITON QUARTERLY PRODUCTION REPORT - JUNE 2009

Page 9

PRODUCTION AND SHIPMENT REPORT

QUARTER ENDED QUARTER ENDED YEAR TO DATE
JUNE SEPT DEC MAR JUNE JUNE JUNE
2008 2008 2008 2009 2009 2009 2008
DIAMONDS AND SPECIALTY PRODUCTS
BHP Billiton attributable production and sales unless otherwise stated.
DIAMONDS
Ekati™, Canada
Ore Processed (100%) ('000 tonnes) 1,356 1,192 910 1,250 1,410 4,762 4,412
Production ('000 carats) 864 773 594 951 903 3,221 3,349

BHP BILLITON QUARTERLY PRODUCTION REPORT - JUNE 2009

Page 10

PRODUCTION AND SHIPMENT REPORT
QUARTER ENDED YEAR TO DATE
JUNE
SEPT
DEC
MAR
JUNE
2008
2008
2008
2009
2009
JUNE
JUNE
2009
2008
STAINLESS STEEL MATERIALS 50.5
41.8
51.4
41.9
Yabulu, Australia
Production
Nickel metal
Cobalt
Sales
Nickel metal
Cobalt
10.3
9.1
9.5
7.5
7.8
0.5
0.4
0.4
0.2
0.4
9.7
7.2
9.4
9.1
7.9
0.5
0.4
0.3
0.3
0.3
33.9
28.0
1.4
1.7
33.6
27.8
1.3
1.8
Nickel West, Australia
Production
Nickel contained in concentrate
Nickel contained in finished matte
Nickel metal
Nickel production
Sales
Nickel contained in concentrate
Nickel contained in finished matte
Nickel metal
Nickel sales
2.8
6.4
5.4
4.5
5.0
4.9
0.6
10.8
6.1
4.1
14.5
-
11.5
16.3
18.0
22.2
7.0
27.7
26.9
27.1
3.8
6.1
5.6
4.3
5.2
7.2
-
10.2
5.9
5.5
20.7
4.7
6.6
15.1
19.0
31.7
10.8
22.4
25.3
29.7
21.3
5.3
21.6
27.6
45.8
65.2
88.7
98.1
21.2
5.3
21.6
32.3
45.4
65.5
88.2
103.1

BHP BILLITON QUARTERLY PRODUCTION REPORT - JUNE 2009

Page 11

PRODUCTION AND SHIPMENT REPORT

PRODUCTION AND SHIPMENT REPORT
QUARTER ENDED YEAR TO DATE
JUNE
SEPT
DEC
MAR
JUNE
2008
2008
2008
2009
2009
JUNE
JUNE
2009
2008
IRON ORE 26,437
30,329
1,416
941
35,513
27,130
37,818
40,277
4,913
5,119
106,097
103,796
124,820
122,114
32,922
29,140
74,451
76,422
107,373
105,562
126,322
124,191
Samarco, Brazil
Production
Shipments
2,357
2,751
2,221
1,569
1,777
2,234
2,836
1,808
1,428
1,788
8,318
8,464
7,860
7,989

BHP BILLITON QUARTERLY PRODUCTION REPORT - JUNE 2009

Page 12

PRODUCTION AND SHIPMENT REPORT
QUARTER ENDED YEAR TO DATE
JUNE SEPT DEC MAR JUNE JUNE JUNE
2008 2008 2008 2009 2009 2009 2008
MANGANESE
BHP Billiton attributable production and sales unless otherwise stated.
('000 tonnes)
MANGANESE ORE
South Africa (a)
Saleable production 882 929 755 351 156 2,191 3,040
Sales 933 917 490 221 367 1,995 2,976
Australia (a)
Saleable production 969 901 657 382 344 2,284 3,535
Sales 1,021 872 323 442 530 2,167 3,726
MANGANESE ALLOY
South Africa (a) (b)
Saleable production 124 133 112 51 5 301 513
Sales 136 106 56 54 70 286 505
Australia (a)
Saleable production 66 70 69 53 20 212 262
Sales 61 56 57 36 32 181 237

(a) Shown on 100% basis. BHP Billiton interest in saleable production is 60%.

(b) Production includes Medium Carbon Ferro Manganese.

BHP BILLITON QUARTERLY PRODUCTION REPORT - JUNE 2009

Page 13

PRODUCTION AND SHIPMENT REPORT

PRODUCTION AND SHIPMENT REPORT
QUARTER ENDED YEAR TO DATE
JUNE
SEPT
DEC
MAR
JUNE
2008
2008
2008
2009
2009
JUNE
JUNE
2009
2008
METALLURGICAL COAL 5,382
5,632
6,685
6,037
4,390
4,094
3,505
2,896
1,984
2,026
2,762
2,110
24,708
22,795
2,978
2,862
2,457
2,271
5,435
5,133
30,143
27,928
21,303
20,418
6,345
6,802
1,473
1,832
29,121
29,052

(a) Metallurgical coal production is reported on the basis of saleable product. Production figures include some thermal coal.

(b) Shown on 100% basis. BHP Billiton interest in saleable production is 80%.

Illawarra, Australia
Production
Shipments
Coking coal
Thermal coal
Total
1,318
1,193
1,598
1,882
1,600
1,097
895
1,195
1,637
1,696
157
160
166
346
46
1,254
1,055
1,361
1,983
1,742
6,273
7,265
5,423
6,403
718
840
6,141
7,243

BHP BILLITON QUARTERLY PRODUCTION REPORT - JUNE 2009

Page 14

PRODUCTION AND SHIPMENT REPORT

PRODUCTION AND SHIPMENT REPORT
QUARTER ENDED YEAR TO DATE
JUNE
SEPT
DEC
MAR
JUNE
2008
2008
2008
2009
2009
JUNE
JUNE
2009
2008
ENERGY COAL 31,701
45,072
8,646
15,584
24,714
29,225
666
1,274
34,026
46,083

(a) Comparative periods include production from the South African Optimum operations, which was sold effective from 1 July 2007.

New Mexico, USA
Production
Navajo Coal
San Juan Coal
Total
Sales - local utility
2,286
2,064
1,923
1,950
2,426
2,548
1,941
1,094
957
1,781
4,834
4,005
3,017
2,907
4,207
3,207
3,660
3,605
3,172
3,453
8,363
7,533
5,773
6,119
14,136
13,652
13,890
12,727
Hunter Valley, Australia
Production
Sales
Export
Inland
Total
2,934
2,975
2,993
2,768
3,039
2,549
1,849
2,242
2,360
1,958
512
946
650
764
573
3,061
2,795
2,892
3,124
2,531
11,775
11,776
8,409
7,706
2,933
3,467
11,342
11,173
Cerrejon Coal, Colombia
Production
Sales - export
2,625
2,807
2,435
2,618
2,734
2,547
2,593
2,829
2,409
2,623
10,594
10,368
10,454
10,176

BHP BILLITON QUARTERLY PRODUCTION REPORT - JUNE 2009

Page 15