Yancoal Australia Limited
YANCOAL AUSTRALIA LTDwww.yancoal.com.au
18
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13
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8
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Search complete. 18 mentions across 13 episodes found for "Yancoal Australia Limited".
Oct 20, 2026
Edward BoydCORRESPONDENT
Fast food chain Domino's up as well, plus the investment manager Hub24, which reported its first quarter earnings results.
Edward BoydCORRESPONDENT
After being the top performers yesterday, the coal miners got crunched today, led by Stan Moore and Yan Coal.
Edward BoydCORRESPONDENT
Financial services group GQG down as well.
Edward BoydCORRESPONDENT
Ampol slipped after its trading update yesterday, and the rare earths and titanium miner IperionX off by about 3.9%.
David LeitchHOST
No, the HVO.
David LeitchHOST
The Hunter Valley decision with Glencore and Yancol, excuse me, where a 20-year extension was granted.
David LeitchHOST
It seems that this High Court decision was anticipated by the Planning Commission because they did...
David LeitchHOST
They explicitly required some downstream planning or conditions, and the condition they imposed was that you could only sell coal to a country that had signed up for the Paris Agreement or had showed signs that it was going to show up.
David LeitchHOST
But having done that and assuming that Glencore can show that, which appears to be pretty easy, then that particular ground of appeal to the High Court would not apply?
Sue HigginsonGUEST
So here's the rub and, you know, the unsolicited legal advice.
Sue HigginsonGUEST
The difficulty that we now have or that HVO and Yancol and Glencore really have is is that what the High Court has actually said when you start to then unravel this and apply the law is that you have to consider the scope three emissions and you have to then mitigate those to the fullest extent practicable.
Sue HigginsonGUEST
To consider an impact in terms of the way the law in our planning system requires that, you have to actually have before you some kind of assessment of what those impacts are.
Matt WarderHOST
Uh, but we'll have to see how the, uh, rest of the year plays out.
Matt WarderHOST
Um, and Yancoal still being punished for the Kestrel acquisition, hanging out in this, uh, $5 range.
Matt WarderHOST
But I think it saw the bottom back here, uh, in mid-September as well.
Matt WarderHOST
Um, 5,500, uh, Kcal.
Matt WarderHOST
So the, uh, that spec of coal, kind of like little bit sub Newcastle, is at 107, up from $70 last year.
Matt WarderHOST
Um, and Yancoal sells a fair amount of that, so they're obviously gonna realize much higher margins, uh, much higher revenues on those coal, on those tons relative to last year.
Matt WarderHOST
We should see an increase in, uh, velocity of revenue.
Matt WarderHOST
We should see an increase in margins as well.
Ron MizenGUEST
... of that is that there was, um, you know, that there was another, uh, mine, I believe.
Ron MizenGUEST
The, there's a Yancoal and Glencore Hunter Valley mine near Singleton, um, that the New South Wales, uh, government did impose, uh, conditions specific to scope three emissions on.
Ron MizenGUEST
Um, and the view is that that's probably not going to be affected by Wednesday's judgment.
Ron MizenGUEST
Yes-
David SpeersHOST
When you're approving a coal mine.
David SpeersHOST
Now, i-i-if that's what the highest court in the land is, is finding, what is that going to mean for future approvals? And let's not forget that the federal government needs to make a call on the recently approved expansion in New South Wales of the, um, Yancoal and Glencore Hunter Valley coal mine, uh, expansion, to let that run through till 2045.
David SpeersHOST
If the High Court is casting a climate change lens over these things now, or says that a climate change lens should be put over this when it's approved, yeah, you'd think this, this could have quite significant implications for decisions like that.
David SpeersHOST
Um, as I say, we yet to see further reaction to it, but, um, it does make life a little harder-
Michael McLarenHOST
But what does it do if other so-called community groups and others, environmentalists and the like, take this decision and say, "Well, here we go.
Michael McLarenHOST
Here's the precedent." So that recent decision in the Hunter Valley with the, uh, the operations there by Glencore and Yancoal and all these others, we're gonna appeal your decision to continue to mine because maybe you too haven't considered fully scope three emissions.
Michael McLarenHOST
Well, what are scope three emissions, you ask? Well, put simply, and this is in a very rudimentary and basic sense, scope three emissions are different to scope one and scope two in the sense that they are the emissions that can be collected or realized once a product is exported and then manipulated or used overseas.
Michael McLarenHOST
To give you an example, Hunter Valley dig up coal, probably the highest quality coal in the world, most efficient.
Michael McLarenHOST
Here's the precedent.
Michael McLarenHOST
So that recent decision in the Hunter Valley with the, uh, the operations there by Glencore and Yancoal and all these others, we're gonna appeal your decision to continue to mine because maybe you too haven't considered fully Scope 3 emissions." Well, what are Scope 3 emissions, you ask? Well, put simply, and this is in a very rudimentary and basic sense, Scope 3 emissions are different to Scope 1 and Scope 2 in the sense that they are the emissions that can be collected or realized once a product is exported and then manipulated or used overseas.
Michael McLarenHOST
So give you an example.
Michael McLarenHOST
Hunter Valley dig up coal, probably the highest quality coal in the world, most efficient.
Edward BoydHOST
Lithium stocks got crunched, led by Liontown, down 15% there.
Edward BoydHOST
Rare Earths producers Linus and HyperionX down as well, along with the insurer Suncorp and the coal mine operator Yancol, which was one of the top performers yesterday.
Edward BoydHOST
After its Hunter Valley operations, joint venture received approval to... basically remain operating for another 19 years.
Edward BoydHOST
Looking at some of the larger caps, hearing implant maker Cochlear and healthcare giant CSL both dropped.
Michael ThompsonHOST
On to story number two, which is linked to story number one, 'cause there was a bunch of, of M&A activity today.
Michael ThompsonHOST
Yancoal has acquired an 80% interest in Kestrel, Australia's sixth largest coking coal mine, for $2.7 billion.
Michael ThompsonHOST
The coal miner bought the stake from private equity manager EMR Capital and an Indonesian miner.
Michael ThompsonHOST
Yancoal's share price though fell 7% today.
Michael ThompsonHOST
Rare earths miner Lynas will buy Brazilian explorer Meteoric Resources, which is the owner of the largest rare earths resource outside China, for $968 million.
Michael ThompsonHOST
That sent Meteoric's share price up nearly 50%.
Tamsin RoseHOST
The largest coal mine expansion in New South Wales' history has officially been approved despite ongoing environmental concerns.
Tamsin RoseHOST
The Yancoal and Glencore joint-owned Hunter Valley operations in Singleton is one of the state's biggest coal mines, employing about 1,500 people.
Tamsin RoseHOST
The ruling from the Independent Planning Commission came Wednesday, allowing operations to continue until 2045.
Tamsin RoseHOST
Environmental group Lock The Gate dubbed the decision a generational failure that will exacerbate the climate crisis.
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