Leyendo en SA sobre Warrior Met Coal:
veo este grafico:
Le pregunto a Sky que lo compare con los proyectos que Whitehaven adquirio de BHP y termino pidiendo que lo meta en un grafico:
To compare the newly acquired Daunia and Blackwater mines of Whitehaven Coal with the data presented in the graph, we need to focus on the key metrics of Coke Strength after Reaction (CSR) and Coal Volatile Matter (VM%).
Daunia Mine
- Coal Type: Hard Coking Coal (HCC) and Pulverized Coal Injection (PCI).
- Expected Production: Around 4.9 Mt/y of saleable coal.
- Quality: Typically, HCC like that from Daunia would have a high CSR, likely in the range of 65% to 70%, and a volatile matter content that places it in the high volatile (HV) category, approximately 30-35%.
Blackwater Mine
- Coal Type: Hard Coking Coal (HCC) and Semi-Soft Coking Coal (SSCC).
- Expected Production: Approximately 12.4 Mt/y.
- Quality: The HCC from Blackwater would have a high CSR, probably also in the 60-70% range, with volatile matter content placing it in the HV category. The SSCC would have a lower CSR, around 30-50%, and similar volatile matter content.
Comparison with Graph
The graph categorizes coals based on CSR (%) and Coal Volatile Matter (%), with different types of coal and their respective quality targets:
High-Quality Hard Coking Coal (HCC):
- Position: Top right quadrant, high CSR (>60%) and volatile matter (25-35%).
- Daunia and Blackwater HCC: Both mines produce HCC with likely high CSR values and volatile matter around 30-35%, which would position them similarly to Warrior Mine 7 and Warrior Mine 4 in the high-quality HCC segment.
Semi-Soft Coking Coal (SSCC):
- Position: Lower CSR, varying volatile matter.
- Blackwater SSCC: Would fall in the lower CSR range of around 30-50%, with similar volatile matter content, placing it in the semi-soft coking coal section, overlapping with the lower regions of the graph where semi-soft coking coals are represented.
Specific Placement
- Daunia Mine: Positioned in the upper right of the graph, in the high CSR, high volatile matter (HCC) segment.
- Blackwater Mine: Straddling the high CSR, high volatile matter (HCC) segment, and the lower CSR, semi-soft coking coal (SSCC) area.
These placements highlight Whitehaven’s acquisition of valuable metallurgical coal assets that fit well into the high-quality coking coal market, enhancing their product offerings and competitive positioning.
Sources:
Al final esta empezando a valer la pena esto. Puedo compartir mi “promp” por privado a quien este interesado.
Te deseo mucha suerte.