Botswana Mining Report Q4 2016

Date: September 3, 2016
Pages: 56
US$ 1,295.00
Report type: Strategic Report
Delivery: E-mail Delivery (PDF)
ID: B73065151FBEN

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Includes 3 FREE quarterly updates

BMI View: Botswana's mining industry has considerable potential, with sizeable mineral deposits complemented by a stable political climate and supportive regulatory environment.

Latest Updates & Forecasts
  • In April 2016, UK-owned diamond exploring company Botswana Diamonds begun drilling at the PL260 and PL21 licences in the Orapa mining province. The company secured exploration rights for the area in 2015 as part of a 50:50 joint venture (JV) with Russian miner, Alrosa. In the same month, the company announced its interim results for the six-month period ending December 31, 2015, reporting a net loss of USD388,000. Botswana Diamonds chairman John Teeling attributed the loss to the current depression in global diamond prices and a lack of investor interest in exploration companies.
  • BMI's short-term outlook for Botswana's mining sector remains bearish, though we see production recovering from 2017 as global diamond prices stabilise.
  • We have raised our coal price forecasts due to a more aggressive contraction in global mine production than we anticipated, predominately in China. We now forecast Newcastle coal to average USD53.0/tonne in 2016 (previously USD51.0/tonne) and USD57.0/tonne in 2017 tonne (previously USD52.0/tonne) (see: 'Thermal Coal: Upward Revision On Supply Curbs', June 23 2016).
  • In March 2016, the CEO of state-owned Botswana Oil Company, Willie Mokgatlhe, said that the company was exploring opportunities for coal beneficiation. The move would see the government start to leverage the country's considerable coal reserves by converting them into liquid energy products.
  • Although Sub-Saharan Africa (SSA)'s coal production growth will remain positive, low coal prices will reduce the sector's overall investment attractiveness, limiting new projects coming online. In 2016, SSA will produce 270mn tonnes (mnt) of coal, accounting for 3.7% of global coal production. We expect SSA's share to increase marginally to 3.8% by 2020 on the back of a number of new projects coming online.
BMI Industry View
  Table: Botswana Mining Industry Value Forecast (2015-2020)
Industry Forecast
Diamond: Investment To Grow, Despite Low Prices
  Table: Mining Industry Forecasts (Botswana 2012-2020)
  Table: Botswana - Main Diamond Projects
Coal: Government Recognising Industry's Potential
  Table: Coal Production (Botswana 2012-2020)
  Table: Botswana - Coal Deposits
Industry Risk/Reward Index
Botswana Risk/Reward Index
Africa - Risk/Reward Index
Key Takeaways
Latest Revisions
  Table: Africa - Mining Risk/Reward Indices
Regulatory Development
Commodities Forecast
Commodities Outlook
  Table: BMI Commodities Price Forecasts
Competitive Landscape
International & Domestic Key Players
  Table: Africa - Largest Mining companies
Company Profile
Anglo American
  Table: Select Commodities - Price Forecasts
  Table: Anglo American - Key Projects
  Table: Anglo American - Financial Data
Norilsk Nickel
  Table: Select Commodities - Price Forecasts
  Table: Norilsk Nickel - Key Projects
  Table: Norilsk Nickel - Key Financial Data
Regional Overview
Sub-Saharan Africa Overview
  Table: SSA - Government Involvement In Mining Sector
Industry Forecast Methodology
Risk/Reward Index Methodology
  Table: Weighting Of Indicators
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