Kloppers' caution on BHP balance

Discussing his best and worst moments, Marius Kloppers is firm that BHP Billiton's mission is to remain a diversified company. But the US shale opportunity could be so large that it threatens this equilibrium.

Marius Kloppers’ most turbulent day, Wednesday February 20, was almost over. The BHP Billiton chief’s retirement and lower profit announcements were behind him. It was a time to join his successor Andrew Mackenzie to ‘relax’ and yarn with your correspondent about the past and the future, albeit briefly. And as we yarned I became aware of a surprising challenge Kloppers was handing to Mackenzie.

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