美股异动 Peabody(BTU.US)盘前上涨7% 终止收购英美资源焦煤业务

Core Viewpoint - Peabody Energy's stock price increased by 7% following the termination of a $3.8 billion acquisition deal with Anglo American due to a fire at the Ambre Energy North Mine in Australia [1] Group 1: Company Actions and Statements - Peabody Energy announced the termination of the acquisition deal due to significant adverse changes caused by the fire [1] - CEO Jim Grech stated that the two companies could not reach an amended agreement to address the impact of the fire on the acquisition [1] - The fire has resulted in a major and long-term loss for Peabody, affecting the largest mine involved in the acquisition [1] Group 2: Production and Operational Impact - The mine was originally expected to achieve a saleable production of 5.3 million tons by 2025, but Peabody has not established a timeline for resuming operations at the expected production levels [1] - Peabody indicated in May that the fire constituted a significant adverse change, justifying the termination of the deal [1] - There is currently no clear timeline for the resumption of operations, while Anglo American disputes that the mine and equipment were significantly affected [1] Group 3: Implications for Anglo American - The failure of the acquisition deal represents a significant setback for Anglo American, which had agreed to divest coal assets to streamline its operations and focus on copper and iron ore [1]