South32 CEO on Coronavirus, China, Business Strategy

The transcript discusses the impact of the coronavirus on the global economy, particularly focusing on demand and commodity prices. It highlights China's market dynamics and potential fiscal stimulus. The company outlines its strategy for managing its portfolio and balance sheet, addressing climate change concerns, and exiting low-return businesses. New development projects, especially in base metals, are also introduced.

What implications does the coronavirus have for demand destruction?

How has the financial year been for the business in terms of prices?

What is the current demand situation for commodities being shipped to China?

What are the expectations regarding fiscal stimulus from the government?

What challenges does the company face in the current global macro environment?

How is the company transitioning its portfolio in response to market conditions?

What is the company's stance on climate change and its impact on coal business?