BHP Group Limited

- No direct mention of new fundraising through debt or equity in the provided text. - BHP focuses on unlocking value from existing assets via agreements: - $4.3 billion from silver streaming agreement related to Antamina’s future silver production. - $2 billion from WAIO inland power consumption tariff linked over 25 years. - These deals improve financial flexibility and unlock over $6 billion cash without asset ownership changes. - Potential to unlock up to $10 billion in total capital for reinvestment or shareholder returns. - Capital allocation framework emphasizes disciplined reinvestment and shareholder value maximization. - No mention of issuing new debt or equity; focus is on value unlocking from current capital base.

- Updated cost estimate for Jansen Potash asset in Canada: $8.4 billion, with first production on track for mid-2027. - Escondida: progressing environmental permit application for new concentrator; final investment decision targeted for 2027 or 2028. - Vicuna joint venture (Argentina) advancing rapidly; potential final investment decision for Stage 1 by end of 2026. - Copper South Australia: planning to grow production towards 650,000 tonnes of copper per year by late 2030s; update on growth plans expected later in 2026. - Potential unlocking of up to $10 billion in capital from asset monetizations (e.g., Antamina silver streaming agreement and WAIO power consumption tariff), to be reinvested into higher-return growth opportunities. - Brownfield and greenfield copper growth options targeting around 2.5 million tonnes of copper equivalent per year by mid-2030s, with capital-efficient development.

- Copper production growth targeted at around 3% to 4% compound annual growth through to 2035. - Brownfield-focused copper production growth of about 40% by 2035, capital-efficient and derisked via partnerships and staged development. - Iron ore volumes expected to grow to over 305 million tonnes per year by FY2028, with an option to grow to 330 million tonnes depending on market conditions. - Potash asset (Jansen, Canada) beginning production mid-2027, targeting approx. $1 billion EBITDA per year per stage with stable margins above 60%. - Escondida copper mine production guidance raised to 1 to 1.1 million tonnes for FY2027, with over 500,000 additional tonnes expected 2027-2031. - Copper South Australia poised to grow towards 650,000 tonnes of copper annually, potentially close to 1 million tonnes including byproducts by late 2030s. - Overall, the company plans to deliver strong, stable operational growth while maintaining cost leadership and capital discipline.

- Jansen Potash in Canada expected to deliver ~$1 billion EBITDA per year per stage with margins >60%. - Copper production targeted to grow ~40% by 2035, driven by capital-efficient brownfield expansions. - Escondida’s increased production guidance: 1-1.1 million tonnes for FY ’27, 500,000+ tonnes incremental over 2027-31, adding ~$5 billion EBITDA over 5 years. - Vicuna joint venture advancing; potential to be a top 5 global copper and gold producer; final investment decision for Stage 1 by end 2026. - Copper South Australia growth plans towards 650,000 tonnes copper/year or close to 1 million tonnes including byproducts by late 2030s. - Group underlying EBITDA margin improved to 58%; underlying attributable profit $6.2 billion (H1 2026). - Organic copper equivalent production growth targeted at 3-4% compound annual growth through 2035.

The provided document does not specifically mention current or expected orderbook or pending orders, as it focuses on BHP's operational and financial performance, growth plans, and capital allocation. However, key relevant points related to production expectations and growth plans include: - First production at Jansen Potash asset on track for mid-2027. - Copper production growth expected around 40% by 2035. - Escondida copper production guidance raised for financial years 2026 and 2027 (between 1 million and 1.1 million tonnes in 2027). - Incremental copper production of 400,000 tonnes announced for 2027-2031. - Potential over 500,000 tonnes additional copper production in next 5 years relative to 2024 guidance. - Vicuna joint venture may reach final investment decision on Stage 1 by end of 2026 calendar year. - Copper South Australia growth plans update expected later in 2026. No explicit orderbook or pending orders details are given.