BHP CEO: We Are Optimistic About the Outlook for China

The video discusses BHP's optimistic outlook on China's economic growth, driven by policy shifts and increased mobility. It highlights BHP's strong business performance, particularly in iron ore, and its focus on operational excellence. The forecast for commodity demand shows growth in China and India, offsetting slower growth in the US and Europe. BHP's strategy emphasizes future-facing commodities like copper and nickel, aligning with global mega themes such as population growth and energy transition. The company is divesting from certain coal assets to concentrate on high-quality coal for steelmaking.

What are the recent policy shifts in China that may impact BHP's outlook?

How does BHP plan to navigate the high inflation environment?

What commodities does BHP expect to see growth in due to the outlook for China and India?

What is BHP's strategy regarding its portfolio in relation to future-facing commodities?

How does BHP view the role of high-quality coal in a decarbonizing world?