WICET creates opportunity for Glencore's Wandoan
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
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Executive Summary
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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?
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WICET Overview
Tables and charts
This report includes the following images and tables:
- WICET Stage 1 capacity entitlement (before and after administration of Bandanna Energy and Cockatoo Coal)
- 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
- WICET creates opportunity for Glencore's Wandoan: Image 1
What's included
This report contains:
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