Insight
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9 Pages

WICET creates opportunity for Glencore's Wandoan

WICET creates opportunity for Glencore's Wandoan

Report summary

We have assessed projects at the Wiggins Island Coal Export Terminal (WICET) in Queensland, given the potential opportunity to secure spare port capacity at a large discount to the existing terminal handling charge.

What's included?

This report includes 2 file(s)

  • WICET creates opportunity for Glencore's Wandoan PDF - 426.12 KB 9 Pages, 1 Tables, 6 Figures
  • 201609 - WICET.xls XLS - 218.00 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.

  • Executive Summary
    • WICET Overview
      • Mines and projects forecast to supply coal to WICET Stage 1
    • High port charges are crimping shippers' margins
    • WICET capacity likely to be significantly under-utilised until 2023
    • What will it take to fill up capacity at WICET?
    • A strategic early start at Wandoan could result in an incentive price as low as US$63/tonne for Wandoan
    • Development and marketing risks for Wandoan
    • With potential M&A on the table, is an early start Glencore's best option?

In this report there are 7 tables or charts, including:

  • Executive Summary
    • WICET Stage 1 capacity entitlement (before and after administration of Bandanna Energy and Cockatoo Coal)
    • WICET creates opportunity for Glencore's Wandoan: Image 1
    • WICET operating mines 2016 operating margin vs. remaining present value (1/1/17, NPV 10%)
    • WICET stage 1 capacity and mine throughput: base case
    • Incentive price comparison for WICET stage 1 projects and Wandoan
    • WICET capacity and mine throughput: scenario of an early start at Wandoan
    • Incentive price comparison for an early start scenario for Wandoan and leading Galilee projects
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