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9 Pages

South32 consolidates Illawarra with acquisition of Peabody's Metropolitan


South32 consolidates Illawarra with acquisition of Peabody's Metropolitan

Report summary

South32 has agreed to acquire Peabody Energy's Metropolitan coking coal mine in New South Wales and the associated 16.67% interest in Port Kembla Coal Terminal (PKCT) for US$200 million in cash. This is South32's first deal to buy an operating mine since it was spun out of BHP Billiton in 2015.

What's included?

This report includes 2 file(s)

  • South32 consolidates Illawarra with acquisition of Peabody's Metropolitan PDF - 437.79 KB 9 Pages, 6 Tables, 7 Figures
  • Data and charts.xls XLS - 376.00 KB

Description

This Coal Insight report highlights the key issues surrounding this topic, and draws out the implications for those involved.

Participants, suppliers and advisors can use it to look at the trends, risks and issues within the coal industry and gain an alternative point of view when making decisions.

Wood Mackenzie is the only coal industry service provider that offers a market outlook integrated with other sector analyses, including macroeconomics, coal supply, steel markets and gas and power markets.

Our coal analysts are based in the markets they analyse. They work with objective, proprietary data to help you maximise your current and future decision making. From market dynamics to trade patterns, we give you confidence in your strategic planning.

  • Overview
  • Deal summary
  • Location map
    • Coal assets
  • Deal analysis
  • Upside and risks
  • Strategic rationale
    • South32
    • Peabody Energy

In this report there are 13 tables or charts, including:

  • Overview
    • Key facts
  • Deal summary
  • Location map
    • South 32 Illawarra coal mines and Peabody's Metropolitan coal mine
    • Key assets
    • Marketable reserves
    • Production
    • Cash costs trend (A$/tonne)
    • 2016
    • 2020
  • Deal analysis
    • Summary valuation
    • South32 consolidates Illawarra with acquisition of Peabody's Metropolitan: Table 5
    • Deal-implied long-term HCC prices (real 2016 terms) vs. Argus HCC monthly average pricing
    • Economic assumptions
  • Upside and risks
    • Valuation sensitivity - Price (US$M)
  • Strategic rationale
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