澳大利亚煤炭出口行业的变化The Changing Face of Australian Export Coal Industry

澳大利亚煤炭出口行业的变化力拓(里约热内卢Tinto)、淡水河谷(Vale)和英美资源集团(Anglo American)剥离煤炭资产，正在创造一个新的行业这使得Yancoal、嘉能可(Glencore)和Whitehaven Coal加强了它们的出口地位随着初级企业抓住机会，迅速成为煤炭生产商。也许的最重要的是私人股本公司收购生产矿山和项目，美国和印尼公司。力拓剥离煤炭及联合猎人谷煤炭资产强化兖煤以及嘉能可在澳大利亚热煤出口方面的地位力拓剥离黑尔溪给嘉能可加强嘉能可在炼焦煤市场3里约热内卢力拓剥离Kestrel为澳大利亚私募股权投资公司打开了大门印尼投资新南威尔士州煤炭生产商Whitehaven从温彻斯特南部撤资4亿英镑煤炭:昆士兰的一个大型项目，有冶金用煤的潜力5里约热内卢力拓剥离Mt愉悦项目给印尼萨利姆集团一个主要澳洲先进动力煤项目淡水河谷从艾萨克平原的撤资给了初级勘探家斯坦摩尔一个开采煤炭的机会迅速成为煤炭生产商英美资源集团将Foxleigh剥离给Tarus基金，从而获得了Realm的资源成为博文盆地PCI煤生产商的机会英美资源集团剥离达特布鲁克和德雷顿煤炭资产提供项目澳大利亚太平洋煤炭公司和马拉巴尔煤炭公司的机会淡水河谷剥离Integra矿业综合业务，使嘉能可得以保全集卡地下矿山及上销露天开采矿山，CHPP及铁路装车为澳大利亚布卢姆菲尔德煤矿提供设备西农将Curragh煤矿出售给美国Coronado煤炭集团Coronado在澳大利亚的煤炭出口行业11 .英美资源集团将Callide剥离给Batchfire资源得到了新加坡的Avra商品公司嘉能可剥离Tahmoor矿使GFG联盟成为澳大利亚的只有完全整合的钢铁生产商Caledon煤炭公司自愿管理为新公司提供了机会邦蒂矿业成为煤炭生产商必和必拓的分拆形成了南32 - Illawarra冶金煤公司15古吉拉特邦国家电力公司将卧龙岗煤矿出售给金达尔钢铁电力有限公司保留最初被必和必拓剥离的印度业务所有权

The Changing Face of Australian Export Coal Industry  The divestment of coal assets by Rio Tinto, Vale and Anglo American is creating a new industry dynamic enabling Yancoal, Glencore and Whitehaven Coal to strengthen their export positions and with junior companies seizing opportunities to rapidly become coal producers. Perhaps of the greatest significance is the acquisition of producing mines and projects by private Equity firms, USA and Indonesian companies.  1 Rio Tinto divestment of Coal & Allied Hunter Valley Coal Assets strengthens Yancoal  and Glencore position in Australian Thermal Coal Exports 2 Rio Tinto divestment of Hail Creek to Glencore strengthens Glencore in  Metallurgical Coal Market 3 Rio Tinto divestment of Kestrel opened door for Australian Private Equity and  Indonesian Investment 4 Rio Tinto divestment of Winchester South gives NSW coal producer Whitehaven  Coal a large Queensland Project with Metallurgical Coal Potential 5 Rio Tinto divestment of Mt Pleasant Project gives Indonesia Salim Group a major  well advanced Australian Thermal Coal Project 6 Vale divestment of Isaac Plains gave junior explorer Stanmore Coal opportunity to  rapidly become coal producer 7 Anglo American divestment of Foxleigh to Tarus Funds gave Realm Resources  opportunity to become PCI coal producer in Bowen Basin 8 Anglo American divestment of Dartbrook and Drayton coal assets provides project  opportunities for Australian Pacific Coal and Malabar Coal 9 Vale divestment of Integra Mining Operations Complex enabled Glencore to secure  Integra Underground Mine and on sell the Open cut Mine, CHPP and Rail Loading  Facility to Australian coal producer Bloomfield Collieries 10 Wesfarmers sale of Curragh coal mine to US Coronado Coal Group establishes  Coronado in Australian Export Coal Industry 11 Anglo American divestment of Callide to Batchfire Resources was supported by  Singapore based Avra Commodities 12 Glencore divestment of Tahmoor Mine enabled GFG Alliance to become Australia’s  only fully integrated steel producer 13 Caledon Coal Voluntary Administration provided opportunity for junior company  Bounty Mining to become coal producer 14 BHP Billiton Demerger formed South 32 – Illawarra Metallurgical Coal NSW  15 Divestment by Gujarat NRE of Wollongong Coal to Jindal Steel and Power Limited  retains the operations in Indian Ownership having been originally divested by BHP