オーストラリア:日豪鉱物資源投資セミナー2015 -...
Transcript of オーストラリア:日豪鉱物資源投資セミナー2015 -...
オーストラリア:日豪鉱物資源投資セミナー2015
2015 年 10 月 16 日にオーストラリア大使館にて標記セミナーが、オーストラリア連邦政
府・各州政府、オーストラリア大使館及び石油天然ガス・金属鉱物資源機構(JOGMEC)
の共催で開催された。セミナーでは、各州(クイーンズランド州、ニューサウスウェー
ルズ州、西オーストラリア州など)の地質調査局の局長などから石炭に関する説明があ
った。以下に、プレゼンテーション資料の抜粋を紹介する。
(石炭開発部 村本政史)
おことわり:本レポートの内容は、必ずしも独立行政法人石油天然ガス・金属鉱物資源機構としての見解
を示すもの ではありません。正確な情報をお届けするよう最大限の努力を行ってはおりますが、本レポー
トの内容に誤りのある可能性もあります。本レポートに基づきとられた行動の帰結につき、独立行政法人
石油天然ガス・金属鉱物資源機 構及びレポート執筆者は何らの責めを負いかねます。なお、本資料の図表
類等を引用等する場合には、独立行政法人 石油天然ガス・金属鉱物資源機構資料からの引用である旨を明
示してくださいますようお願い申し上げます。
Queensland’s Exploration
and Resource Investment
Opportunities
Simon Crouch
Director, Exploration Attraction
Geological Survey of Queensland
Japan-Australia Mineral Exploration Investment Seminar, Tokyo
16 October 2015
Major Japanese companies in Queensland
Mitsubishi Corporation
Mitsui & Co Limited
Nippon Steel
Idemitsu Kosan Co. Ltd
Sumitomo Corporation Itochu Corporation
Marubeni Corporation
JFE Group
Japan Oil, Gas and Metals National Corporation (JOGMEC)
J-POWER Electric Power Development Co. Ltd
Sojitz Corporation
Chubu Electric Power Co. Inc.
Japan Oil, Gas and Metals National Corporation
Joint ventures with JOGMEC:
•Kilmain Project Area JV with Allegiance Coal Ltd
•Dingo West project JV with Cockatoo Coal Ltd
•Belview and Clifford projects JEA with Stanmore Coal
Limited
•Cloncurry JV with Minotaur Exploration Ltd
•Development of the Watershed tungsten deposit with
Vital Metals Ltd
•Development of the Mount Carbine tungsten operation
•Mount Isa East Project Area JV with GBM Resources
Ltd
Queensland Coal
Bounty Mining Limited Wongai Hard Coking Coal Project • A new investment opportunity
• Investment of $15 million in three stages
• Large resource of 77 million tonnes
• Shallowest underground development in Australia
• Close to the coast with low mining and transport costs
• Low environmental impact
*Pulverised coal injection
Project Coal type Company Website ASX-listed
Byerwen Coking/Thermal QCoal Pty Ltd www.qcoal.com.au Private
Callide Thermal Anglo American plc www.angloamerican.com.au Overseas
Carborough Downs Coking/Themal Vale Australia Pty Ltd
http://www.valeaustralia.com.au/
Overseas
Codrilla PCI* Peabody Energy Australia Pty Ltd
www.peabodyenergy.com Overseas
Dawson Coking/Thermal Anglo American plc www.angloamerican.com.au Overseas
Drake Coking/Thermal QCoal Pty Ltd www.qcoal.com.au Private
Foxleigh PCI/Thermal Anglo American plc www.angloamerican.com.au Overseas
Minyango Coking/Thermal Caledon Resources plc
www.caledon.com.au Overseas
Olive Downs Coking/PCI/Thermal Peabody Energy Australia Pty Ltd
www.peabodyenergy.com Overseas
Coal investment or supply opportunities from advanced projects in Queensland
NEW SOUTH WALES
New South Wales Wealth of Opportunity
New South Wales Coal Facts
Reserves of 15,300Mt
197MT produced in 2014-15
Totalcoal exports $15.7 Bill
The largest coal export facility in the world at Newcastle (211Mt capacity)
Major coal products:
High energy, low ash, low sulphur
export thermal coal
Low ash semi-soft coking coal
Prime low volatile hard coking coal
New World Coal Requirements
More countries moving to HELE (high efficiency, low emissions) coal technology for power generation
Combination of HELE technology and high quality coal significantly reduces carbon and other emissions.
Increasing demand for high quality coal to supply next generation coal-fired power stations.
New technologies to convert coal to liquid (IGCC) requires higher quality coal to reduce emissions up to 50%.
NSW typical thermal coal specifications:
• High energy content(>6000 kcal/kg)
• Low ash (<15%)
• Low sulphur (<0.6%)
Operator Mine Name Coalfield 14-15 Prod. Mt Reserves Mt
Peabody Wambo OC / UG Hunter 5.9 153 (Total)
Peabody Wilpinjong OC Western 11.1 198 (Total)
Anglo American Drayton South OC Hunter In Planning 772 (JORC Resource)
NSW Government Cobbora Western Approved 1477 (JORC Resource)
New Thermal Coal investment opportunities
Operator Mine Name Coalfield 14-15 Prod. Mt Reserves Mt
Rio Tinto Bengalla OC Hunter 8.4 161 (Total)
Rio Tinto Hunter Valley Operations OC
Hunter 13.5 381 (Total)
Rio Tinto Mt Thorley Warkworth OC
Hunter 11.3 390 (Total)
Idemitsu West Muswellbrrok OC Hunter Exploration 621 (JORC Resource)
Malabar Coal Spur Hill UG Hunter Exploration 626 (JORC Resource)
Rio Tinto Mt Pleasant OC Hunter Approved 612 (JORC Resource)
Whitehaven Coal Vickery OC Gunnedah Approved 537 (JORC Resource)
New Thermal Coal investment opportunities
Operator Mine Name Coalfield 14-15 Prod. Mt Reserves Mt
Peabody Metropolitan UG Southern 2.2 43 (Total)
South 32 Appin UG Southern 3.1 157 (Total)
South 32 Dendrobium UG Southern 3.8 45 (Total)
South 32 West Cliff UG Southern 2.5 6 (Total)
New Coking Coal investment opportunities