Zambia Mining Report Q1 2014

Date: December 25, 2013
Pages: 76
Price:
US$ 1,295.00
Publisher: Business Monitor International
Report type: Strategic Report
Delivery: E-mail Delivery (PDF)
ID: Z0E403C87C8EN
Leaflet:

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Zambia's mining sector is set to continue on a positive trajectory over our forecast period to 2017. Copper is the mainstay of the mining sector, and we expect solid growth in output as the country's main producers forge ahead with expansion plans. Growing coal production will contribute to mining sector growth over coming years, as strong domestic demand for the fuel incentivizes increased mine output.

Recent regulatory developments in Zambia have threatened to deter investment as the government has shown itself capable and willing to take a hard-line approach towards decisions made by foreign companies operating in the country. In Q413 Vedanta Resources announced its intention to replace more than 1,500 Zambian workers with machines at its copper unit, Konkola Copper Mines. Zambian President Michael Sata took a hard-line approach, threatening to revoke Konkola's licence to mine in the country.
BMI Industry View
Downside Risks Lurk
SWOT
Industry Forecast
Copper: New Projects & Expansions To Come Online
Risks To Outlook
  Table: Zambia: Major New Copper Projects
  Table: Zambia - Copper Production
Coal: Solid Growth Over Forecast Period
  Table: Zambia - Coal Projects
Potential Pitfalls Ahead
  Table: Zambia - Coal Production
Industry Risk Reward Ratings
Risk/Reward Ratings
Lower Gold Prices Reduce Rewards
  Table: Africa - Mining Risk/Rewards Ratings
Reduced Rewards For Copper Mining
Mixed Rankings For West Africa
Substantial Rewards In Southern Africa
Lack Of Uniformity In Regulatory Development
Political & Infrastructure Risks Lurk
Country Highlights
South Africa: Deteriorating Environment For Mining Companies
Mozambique: Mining Sector Set To Boom
Botswana: All Round Outperformer
Market Overview
Zambia To Maintain Its Global Position
  Table: Zambia - Major Mining Projects & Expansions
Power Shortages To Weigh On Mining Sector
  Table: Zambia - Mining Industry Value & Production
Regulatory Development
Regulatory Environment
  Table: Zambia - Political Overview
  Table: Africa - Regulatory Outlook
Commodities Forecast
Commodity Strategy
Iron Ore: Prices To Head Lower In 2014
Steel: Reprieve Unlikely To Last
Aluminium: Weakness Resuming
Copper: Continued Weakening
Lead: Modest Secular Uptrend To Remain Intact
Nickel: Can't Catch A Break
Tin: Outperformance To Continue
Zinc: Likely To Hold Up
  Table: Select Commodities - Performance & BMI Forecasts
  Table: BMI Commodities Strategy
Competitive Landscape
Some Diversification
Major Players To Remain Dominant
  Table: Zambia Key Players - Comparative Valuation Metrics
Company Profile
Vedanta Resources - Q1 2014
  Table: Vedanta Resources - Key Financial Data
First Quantum
Latest Financial Results
  Table: First Quantum: Key Financial Data
Regional Overview
Africa Overview

1. CHINESE INVESTMENT INFLOWS TO CONTINUE


2. LACK OF INFRASTRUCTURE A MAJOR HURDLE


3. REGULATORY ENVIRONMENT IN FLUX

  Table: Key Regulatory Developments

4. GOLD CRUNCH TO GAIN TRACTION


5. IRON ORE PRODUCTION IN WEST AFRICA TO BOOM


6. SOUTHERN AFRICA TO BECOME A KEY COAL EXPORTER

Global Industry Overview
Global Overview
Downturn To Continue Into 2014

1. CHINA SLOWDOWN TO DRIVE MINING MODERATION


2. FRONTIER MINING INCREASINGLY CHALLENGING


3. MINING SERVICES FIRMS FACING TOUGH OUTLOOK

But Opportunities Still Exist

1. ASIAN OUTWARD INVESTMENT CONTINUES


2. PRIVATE EQUITY ENTERING THE MIX


3. GLOBAL THERMAL COAL DEMAND STILL GROWING

Methodology
Industry Forecast Methodology
Sources
Risk/Reward Rating Methodology
  Table: Mining Risk/Reward Ratings Indicators
  Table: Weighting Of Indicators
Zambia Mining Report Q2 2014 US$ 1,295.00 Apr, 2014 · 80 pages
Zambia Mining Report Q3 2013 US$ 1,295.00 Jul, 2013 · 70 pages
Mining in Zambia: Business Report 2014 US$ 1,160.00 Jan, 2014 · 50 pages
Zambia Business Forecast Report Q2 2014 US$ 1,195.00 Mar, 2014 · 38 pages

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