BHP share price slips on UK court's Brazilian dam disaster ruling

The English High Court found BHP liable for the Brazilian dam collapse. Now what?

| More on:
A gavel on the table at court as hands gesticulate behind it.

Image source: Getty Images

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

Key points

  • The BHP share price dropped 1.6% today following an English High Court ruling holding BHP liable for the 2015 Fundao dam collapse.
  • The court's decision is part of a five-month trial, with more damages assessments expected, while BHP continues to appeal and emphasise its extensive remediation efforts.
  • The court rejected the argument that BHP is liable under Brazilian corporate law.

The BHP Group Ltd (ASX: BHP) share price is sliding today.

Shares in the S&P/ASX 200 Index (ASX: XJO) mining giant closed on Friday trading for $42.75. In morning trade on Monday, shares are changing hands for $42.05 apiece, down 1.6%.

For some context, the ASX 200 is down 0.4% at this same time.

This underperformance follows the English High Court's decision on Friday (after market close Aussie time) that BHP is liable under Brazilian law for the 2015 Fundao dam collapse.

"The risk of collapse of the dam was foreseeable," the judge noted in handing down the decision.

The class action suit has been undertaken by more than 600,000 claimants seeking damages in relation to the dam failure.

Friday's decision, which looks to be hampering the BHP share price today, follows a five-month first stage trial.

The ASX 200 miner noted that any assessment of damages in the decision will be determined in upcoming second and third stage trials. These are expected to complete in 2028 or 2029.

Here's what's happening.

BHP share price slips amid court ruling

As you likely recall, the Fundao Dam in Brazil was owned and operated by Samarco, a 50/50 joint venture between BHP Brazil and Vale.

In November 2015, disaster struck when the tailings dam collapsed. The resulting flood and mudslides caused the deaths of 19 people and vast environmental damage.

And, much less importantly, it also saw the BHP share price come under pressure at the time.

Over the weekend, BHP reiterated the extensive remediation and recompensation efforts it has already taken over the dam failure.

"The Fundao dam failure at Samarco was a tragedy that should never have happened," management said.

According to BHP:

BHP has supported extensive remediation and compensation efforts in Brazil since 2015. In October 2024, BHP Billiton Brasil Ltda, Vale S.A. and Samarco Mineracao S.A. entered into a US$32 billion comprehensive agreement with Brazil public authorities and public defenders for a full and final settlement of key claims in Brazil in relation to the dam failure (Brazil Agreement).

More than 610,000 people have already been compensated in Brazil, including approximately 240,000 claimants from the UK group action who have provided releases for related claims. The English High Court decision upholds the validity of these releases which should reduce the size and value of the claims in the UK group action.

The English High Court found that BHP is liable on the basis that the miner is a 'polluter' under Brazilian environmental law, and thus at fault under the Brazilian civil code. The court rejected the argument that BHP is liable under Brazilian corporate law.

BHP stressed that it will appeal the decision.

The miner also confirmed that the expected cash outflows relating to Samarco remain largely aligned with the US$2.2 billion for FY 2026 and US$500 million for FY 2027 it previously flagged. BHP has spent around US$1 billion so far in FY 2026.

With today's intraday retrace factored in, the BHP share price remains up 5.2% in 2025.

Motley Fool contributor Bernd Struben has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

More on Resources Shares

Machinery at a mine site.
Blue Chip Shares

BHP signs US$2 billion deal: Here's the key takeaway

Let’s take a look at what was announced.

Read more »

A smiling miner wearing a high vis vest and yellow hardhat does the thumbs up in front of an open pit copper mine.
Share Market News

BHP shares take centre stage as Citi tips record-breaking copper price to storm even higher

Bullish outlook.

Read more »

Engineer at an underground mine and talking to a miner.
Opinions

Best ASX mining stock to buy right now: Fortescue or South32?

Here’s my pick between the two mining majors.

Read more »

Coal miner holding a giant coal rock in his hand making a circle with his hand, symbolising a rising share price.
Resources Shares

This soaring ASX mining stock backed by billionaire Gina Rinehart just unveiled "exceptional" news

Building momentum.

Read more »

Five happy miners standing next to each other representing ASX coal mining shares which some brokers say could pay big dividends this year
Broker Notes

7 ASX mining shares to buy for Christmas amid upgrades from Macquarie

Macquarie has boosted its outlook for these seven ASX mining stocks. Let’s see why.

Read more »

man in hardhat looking confused
Resources Shares

Up 308% in 2025, this high-flying ASX mining stock is sinking on Monday. But why?

Rough day for investors.

Read more »

asx silver shares represented by silver bull statue next to silver bear statue
Share Fallers

Up 118% in 2025, why is this All Ords ASX silver share crashing on Monday?

Investors are punishing this outperforming ASX silver share today. But why?

Read more »

A smiling man wearing a collared blue shirt and black jacket holds a piece of black rock containing rare earths.
Resources Shares

Up 69% since July, guess which All Ords ASX rare earths share is leaping higher today on major leadership news

Investors are piling into the ASX rare earths share on Monday. Let’s see why.

Read more »