UPDATE: Glencore Open To Mining Iron Ore, Not Just Marketing
25 August 2011 - 11:34PM
Dow Jones News
Glencore International PLC (GLEN.LN) will continue to grow its
presence in iron ore, a key steelmaking raw ingredient, via
marketing opportunities and equity investments, the company's Chief
Executive Ivan Glasenberg said Thursday.
"There's no reason why we shouldn't be a miner," Glasenberg told
reporters in a media call. "We have always said we wish to grow the
iron ore business since it" became a spot tradeable business, he
added.
When asked whether Glencore would consider entering an agreement
with Anglo-Swiss miner Xstrata PLC (XTA.LN) to market any iron ore
produced by Xstrata, Glasenberg said "we have a close relation but
there is no reason to say they are the miner and we are the
marketer....If opportunities present themselves, we will become the
miners."
Glencore owns a 34.5% stake in Xstrata and has commercial
agreements to market Xstrata's nickel and zinc output but such
commercial agreements haven't prevented Glencore from investing in
its own operations, Glasenberg noted.
Xstrata exported its first iron ore concentrate in June from its
Australian Ernest Henry mine. It also invested this year in iron
ore development projects in Mauritania and the Republic of
Congo.
Glasenberg said the company would be open to purchasing iron ore
assets when the opportunities present themselves and would continue
to seek more commercial agreements with iron ore producers.
It already has several commercial agreements, including one in
Australia, another in Sierra Leone and a third in the U.S.
Glencore Wednesday agreed to purchase 48% of Australian iron ore
miner Mount Gibson Iron Ltd.'s (MGX.AU) output from its planned
Extension Hill mine and in January secured an offtake agreement
from London Mining PLC's (LOND.OS) Sierra Leone mine for 9.5
million tons of iron ore over a five-year period.
Glencore and U.S.-based mining company Wings Enterprises Inc.
have also agreed to jointly develop an abandoned magnetite mine in
Missouri to produce rare earths and iron ore. Glencore will have
exclusive rights to market the ore.
Iron ore marketing volumes decreased by 1.2 million tons to 2.9
million tons in the first half compared to with the first half of
last year mainly due to reduced availability of spot cargoes from
Brazil and Australia.
-By Alex MacDonald, Dow Jones Newswires; +44 (0)20 7842 9328;
alex.macdonald@dowjones.com (David Fickling in Sydney contributed
to this article.)
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