China Mining Report Q2 2016

Date: February 17, 2016
Pages: 85
US$ 1,295.00
Report type: Strategic Report
Delivery: Download
ID: C96207E8D4FEN

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Includes 3 FREE quarterly updates

BMI View: China's mining sector will face ongoing challenges from low mineral prices over the coming years. Government supported consolidation will support production growth, but, depleting reserves, falling ore grades and the relatively short life span of domestic mines will further drive outward Chinese investment.

Latest Updates & Structural Trends
  • While cooling Chinese economic growth will adversely impact mining operations, we expect the impact to vary across different mineral segments. Lead and copper mining production growth will decline less strongly than iron ore and lead, due to a more resilient price environment for these metals.
  • China's structural shortfall in domestic production combined with the government's desire for resource security will continue to spur overseas mining deals. Although China's reliance on imports will increase due to the country's depleting reserves, falling ore grades and the relatively short life span of mines, outbound investment will face more caution, as Chinese projects are increasingly faced with rising costs and project delays. As a result, Chinese firms' 2015 mining merger and acquisition activity (M&A) in Latin America slowed to USD2.1bn, a 72.8% y-o-y decrease from 2014. Chinese mining M&A activity in the Middle East and Africa also fell significantly, by 46.0% y-o-y, to USD135mn in 2015. Chinese metal investment in Sub Saharan Africa also dropped in 2015 to USD1.2bn, significantly lower than USD4.0bn in 2014 and USD8.4bn in 2013.
BMI Industry View
  Table: China Mining Industry Value
Latest Updates & Structural Trends
Industry Forecast
Bauxite: Growth To Cool, Dependency To Rise
Latest Developments
  Table: Bauxite Production Forecast (China 2012-2020)
Structural Trends
Imports: Growth In Short Term And Long Term
Risks To Production Outlook
China - Coal: Regulations To Result In Contraction
Latest Developments
  Table: Coal Production Forecasts
Structural Trends
Government To Push For Consolidation
Weak Margins To Subdue Growth
  Table: China - Select Coal Mining Projects
Energy Production To Remain Coal Dominated
China - Copper: Low Price To Provide Headwinds To Domestic Production
Latest Developments
  Table: Copper Production Forecast (China 2012-2020)
Structural Trends
  Table: China - Select Copper Projects
Gold: Five Key Themes
  Table: Gold Production Forecast (China 2012-2020)
  Table: China - Overseas Gold Mining Deals
Iron Ore: Output To Decline, Imports Remain Strong
Latest Developments
  Table: China Iron Ore Production Forecast
Structural Trends
Price Weakness To Hurt Miners
Small-Scale Miners To Come Under The Most Pressure
Strict Regulations To Increase Import Preference
Nickel: Weak Domestic Growth
Latest Developments
  Table: Nickel Production Forecast (China 2012-2020)
Structural Trends
Further Consolidation
  Table: China - Select Nickel Projects
Risks To Outlook
Tin: Yunnan Tin To Drive Growth
Latest Developments
  Table: Tin Production Forecast (China 2012-2020)
Structural Trends
Risks To Outlook
Lead: Growth To Stagnate
Latest Developments
  Table: Lead Production Forecast (China 2012-2020)
Structural Trends
  Table: China - Select Lead Mining Projects
Risks To Outlook
Zinc: Mining Under Pressure
Latest Developments
  Table: Zinc Production Forecast (China 2012-2020)
Structural Trends
Industry Risk Reward Ratings
China Risk Reward Index
Industry Rewards
Country Rewards
Industry Risks
Country Risks
Asia - Risk/Reward Index
  Table: Asia - Mining Risk/Reward Index
Regulatory Development
Trade And Investment Risk Analysis
Commodities Forecast
Commodities Outlook
  Table: BMI Commodities Price Forecasts
Competitive Landscape
Majors Firms
  Table: China - Key Financial Data For Select Listed Mining Companies
Company Profile
Jiangxi Copper
  Table: Supply Chain Analysis
  Table: Jiangxi Copper - Key Financial Data
Shandong Gold
  Table: Supply Chain Analysis
China Shenhua Energy
  Table: Shenhua Energy - Supply Chain Analysis
Aluminum Corporation of China (Chalco) - Q2 2016
Company Overview
Latest Financial Results
  Table: Chalco - Key Financial Data
Regional Overview
Asia Mining: The Four Key Themes
Key Themes
Industry Forecast Methodology
Risk/Reward Index Methodology
  Table: Weighting Of Indicators
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China Mining Report Q3 2016 US$ 1,295.00 May, 2016 · 120 pages
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China Mining Report Q1 2016 US$ 1,295.00 Nov, 2015 · 84 pages

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