The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: John Purtell - Macquarie Research - Analyst
: Just had a few questions. Look, just the first one, Page 70 -- sorry, Slide 37, excuse me, of your presentation shows plant reliability. Surprised that
Kooragang Island held up and Yarwun's come off so much. Appreciate there's some plant turnarounds there for Yarwun, but I would have expected
a bigger impact on Kooragang Island given what's happened with China. So just trying to understand what's happened there in the half.
Question: John Purtell - Macquarie Research - Analyst
: And that was sort of part of the next question around. You obviously have called out the China impacts here in the first half. What's your expectation
around the second half? The market does appear to be recalibrating, but just trying to get a sense of what sort of degree of improvement you
might be expecting.
Question: John Purtell - Macquarie Research - Analyst
: Okay. Got you. And look, just the last one, re North America and EMEA. Margins have been hit significantly in those regions despite sort of volume
has actually been better in the first half than the sequential second. So I appreciate currency has got its role to play there, and you've made some
comments just before in North America. But just trying to understand what's sort of happened there and your outlook for the second half.
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MAY 13, 2021 / 12:30AM, ORI.AX - Half Year 2021 Orica Ltd Earnings Presentation
Question: Brook Campbell-Crawford - JPMorgan Chase & Co, Research Division - Analyst
: Just one for me. On Slide 19, you called out the $56 mil from volumes and $26 million from manufacturing, so $82 million in total. Can you just
provide a breakdown between how much of that is relating to Australian thermal coal issues versus COVID and social unrest?
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MAY 13, 2021 / 12:30AM, ORI.AX - Half Year 2021 Orica Ltd Earnings Presentation
Question: Brook Campbell-Crawford - JPMorgan Chase & Co, Research Division - Analyst
: Great. $24 million, $25 million of the $82 million.
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