Quarterly Activities Report - 2Q 2025
Stock | Yancoal Australia Ltd (YAL.ASX) |
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Release Time | 17 Jul 2025, 6:48 p.m. |
Price Sensitive | Yes |
Yancoal Australia Ltd Quarterly Activities Report - 2Q 2025
- 17.0Mt ROM coal production (100% basis)
- 12.3Mt Saleable coal production (100% basis)
- 9.4Mt Attributable saleable coal production
Yancoal Australia Ltd reported its Q2 2025 production results, with 17.0Mt ROM coal production (up 12% from Q1 2025) and 12.3Mt saleable coal production (down 1% from Q1 2025) on a 100% basis. Attributable saleable coal production was 9.4Mt, down 1% from the prior quarter. The company's cash balance at the end of the quarter was $1.8 billion after paying a final dividend and completing a tax payment. Some sales were deferred to Q3 2025 due to temporary port closures, but Yancoal expects to recover the delayed shipments. The company's safety performance continued to improve, with the 12-month rolling TRIFR reducing to 6.32. Yancoal provided guidance for FY2025, including 35-39Mt attributable saleable production, $89-97/tonne cash operating costs, and $750-900 million attributable capital expenditure. The company noted that coal prices faced a soft pricing environment during the quarter due to strong supply and subdued demand, but expects further supply-side reductions from higher-cost producers, which could contribute to a potential recovery in coal price indices.
35-39Mt attributable saleable production, $89-97/tonne cash operating costs, $750-900 million attributable capital expenditure (FY2025)
Yancoal expects further supply-side reductions from higher-cost producers, which could contribute to a potential recovery in coal price indices.