BHP Executive: Rio Tinto Not Likely To Sell Escondida Mine Stake
June 09 2009 - 3:09AM
Dow Jones News
Following the termination of a planned alliance between Aluminum
Corp. of China (ACH) and Rio Tinto Ltd. (RTP), Rio Tinto isn't
likely to sell its stake in Chilean copper mine Escondida, an
executive for the mine's operator said Monday.
Copper market analysts were speculating that the failure of
Chinalco-Rio Tinto deal could lead to Rio Tinto selling part of its
Escondida stake, possibly the mine's operator and controlling
shareholder, BHP Billiton Ltd. (BHP).
"I don't think Rio Tinto is interested in selling its stake,"
said Diego Hernandez, the president of BHP's Base Metals
Division.
Speaking to reporters following the release of the
sustainability reports for BHP's operations in Chile, Hernandez
added that the iron ore joint venture Rio Tinto announced with BHP
and Rio's plans to launch a $15.2 billion rights issue would likely
"allow it to solve its problems."
With regard to international copper prices, Hernandez said they
are currently moving above expectations, but there are still
concerns whether they'll hold at current levels during the third
quarter, which is usually a slower quarter in the northern
hemisphere.
After falling to around $1.40 a pound late last year from record
highs of $4/lb in the middle of 2008, copper prices this year have
rebounded to around $2/lb.
"A price of $2 (a pound) is a price that allows the industry
enough of a margin to begin to think about reinvesting (in
projects)," Hernandez said.
BHP and other miners put capital expenditures on hold late last
year when copper prices slumped.
The executive said BHP could begin to reconsider its stalled
expansion plans early next year if copper prices hold steady or
extend their gains.
In addition to Escondida, BHP owns the Cerro Colorado and Spence
copper mines in Chile.
BHP holds a 57.5% stake in Escondida, while Rio Tinto PLC (RTP)
currently holds a 30% stake. A Japanese consortium made up of
Mitsubishi Corp. (8058.TO), Mitsubishi Materials Corp. (5711.TO)
and Nippon Mining & Metals Co. (JJD-MMM) hold a total 10% stake
in Escondida, while International Finance Corp. (IFC.KW), the
private sector unit of the World Bank, has the remaining 2.5%
interest.
-By Carolina Pica, Dow Jones Newswires; 56-2-820-4244;
carolina.pica@dowjones.com