Hi Wes,
From Liebherr’s AR.
“With large investments to aid increased production capacity, and a continuing focus on decarbonisation goals, Liebherr expects further growth in 2024 for its mining product segment.”
Reference
https://www.liebherr.com/en/int/annual-report/development-and-outlook/development-and-outlook.html
I'd imagine the greater the numberof haul trucks that a mining company orders, the more economical it would befor the customer. This is just as an example, so I could be way off, but couldit look something like this on a per truck and percentage basis? What are your and other's thoughts?
One haul truck = US$5 million.
10 haul trucks in a fleet =US$4,750,000 per truck - 5% less.
50 haul trucks in a fleet =US$4,500,000 per truck - 10% less.
100 haul trucks in a fleet =US$4,250,000 per truck - 15% less.
150 haul trucks in a fleet =US$4,000,000 per truck - 20% less.
200 haul trucks in a fleet =US$3,750,000 per truck - 25% less.
250 haul trucks in a fleet =US$3,500,000 per truck - 30% less.
300 haul trucks in a fleet =US$3,250,000 per truck - 35% less.
350 haul trucks in a fleet =US$3,000,000 per truck - 40% less.
400 haul trucks in a fleet =US$2,500,000 per truck - 50% less.
Now what might the Liebherr/ Fortescue split look like?
I'm thinking a 70 Liebherr / 30 Fortescue split. As you will see, this hypothetical case example can add upexponentially.
10 haul trucks in a fleet =US$4,750,000 per truck x 10 trucks = US$47,500,000 @ 70 Liebherr / 30 Fortescue= US$33,250,000 (L) US$14,250,000 (F)
50 haul trucks in a fleet =US$4,500,000 per truck x 50 trucks = US$225,000,000 @ 70 Liebherr / 30Fortescue = US$157,500,000 (L) US$67,500,000 (F)
100 haul trucks in a fleet =US$4,250,000 per truck x 100 trucks = US$425,000,000 @ 70 Liebherr / 30Fortescue = US$297,500,000 (L) US$127,500,000 (F)
150 haul trucks in a fleet =US$4,000,000 per truck x 150 trucks = US$600,000,000 @ 70 Liebherr / 30Fortescue = US$420,000,000 (L) US$180,000,000 (F)
200 haul trucks in a fleet =US$3,750,000 per truck x 200 trucks = US$750,000,000 @ 70 Liebherr / 30Fortescue = US$525,000,000 (L) US$225,000,000 (F)
250 haul trucks in a fleet =US$3,500,000 per truck x 250 trucks = US$875,000,000 @ 70 Liebherr / 30Fortescue = US$612,500,000 (L) US$262,500,000 (F)
300 haul trucks in a fleet =US$3,250,000 per truck x 300 trucks = US$975,000,000 @ 70 Liebherr / 30Fortescue = US$682,500,000 (L) US$292,500,000 (F)
350 haul trucks in a fleet =US$3,000,000 per truck x 350 trucks = US$1,050,000,000 @ 70 Liebherr / 30Fortescue = US$735,000,000 (L) US$315,000,000 (F)
400 haul trucks in a fleet = US$2,750,000per truck x 400 trucks = US$1,100,000,000 @ 70 Liebherr / 30 Fortescue =US$770,000,000 (L) US$330,000,000 (F)
Am I way off with my analysis?
Tony
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