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BHP Lifts Jansen Stage-One Cost to $8.4 Billion as Copper Guidance Rises

Investors marked the stock lower, weighing a higher potash budget against upgraded copper expectations.

Overview

  • BHP set a new Stage 1 budget of US$8.4 billion for the Jansen potash project, up from US$5.7 billion approved in 2021.
  • The company said most of the increase reflects additional construction hours and material quantities identified in a comprehensive review.
  • Jansen remains on track to start production in mid‑2027, according to CEO Mike Henry.
  • West Australian Iron Ore achieved record first‑half output of nearly 68 million tonnes, up 5% on the prior comparable period.
  • BHP raised current‑year production guidance for Group copper, Escondida and Antamina, while shares fell about 1.3% in early trade to $48.12.