【SMM Steel】토요타, 자동차 생산에 저탄소 강재 채택

The Queensland Government has allowed the Environmental Impact Statement for the Isaac Downs Extension project to proceed to public consultation, with submissions open from 19 August to 29 September 2026. Proposed by Stanmore ID Extension Pty Ltd, the project involves the development of an open-cut coal mine southwest of the existing Isaac Downs Mine （IDM）, with planned run-of-mine coal production of 2–4.5 Mtpa over a 15-year mine life. The project would be integrated into the Isaac Plains Complex (IPC) and use existing infrastructure, including the coal handling and preparation plant, train-loading facility, rail loop, internal haul roads and water and power connections. However, it remains in the environmental assessment stage. The proponent must respond to public submissions before an EIS assessment report is completed, while Commonwealth approval is also required.

Australian rail freight operator Aurizon has secured a long-term coal haulage contract for BHP Mitsubishi Alliance’s operations in Central Queensland. The contract will take effect in July 2028 and replace the existing agreement signed in 2015. It allows for annual haulage of up to 37 Mt and could run for as long as 12 years, subject to agreed performance and extension arrangements. The contract covers the Goonyella Riverside, Broadmeadow, Peak Downs, Saraji and Caval Ridge metallurgical coal mines. The 37 Mt figure represents the maximum rail haulage capacity under the contract, rather than mine production, incremental output or a guaranteed transport volume.

Yancoal Australia reported attributable saleable coal production of 19.8 Mt for the first half of 2026, up 5% year on year and representing a first-half production record. Attributable coal sales increased 20% to 19.8 Mt, including a 22% increase in thermal coal sales to 16.8 Mt and a 9% increase in metallurgical coal sales to 3.1 Mt. The company’s average realised thermal coal price increased 4% to A$143/t, while its metallurgical coal price rose 4% to A$216/t. The overall realised coal price increased 3% to A$154/t. Higher volumes and prices lifted revenue by 13% to A$3.024 billion and operating EBITDA by 29% to A$767 million. Profit after tax nevertheless declined 90% to A$17 million due to A$272 million of non-operating items, most of which the company described as non-cash accounting items. Yancoal maintained its 2026 attributable saleable production guidance of 36.5–40.5 Mt and expects output to be in the upper half of the range. Higher diesel prices are expected to push cash operating costs into the upper half of the A$90–98/t guidance range.