Indonesia Mining Report Q4 2015

Date: October 21, 2015
Pages: 80
US$ 1,295.00
Report type: Strategic Report
Delivery: Download

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Includes 3 FREE quarterly updates

BMI View: Indonesia's ban moderation will become increasingly likely as the country's slowing GDP growth will force the government to moderate over the coming quarters.

Latest Developments & Structural Trends

With the boom years in commodity prices behind us, we believe more miners in Indonesia will be forced to put the brakes on investment over the coming quarters. In January 2014, the government implemented the ban on unprocessed minerals, in order to stimulate smelter construction and increase mineral export value. The government has maintained its ban on ore exports given the steady pipeline of nickel smelters coming online which will help soak up mine production capacity. For bauxite, we believe a potential moderation is still on the cards as GDP growth continues to slow (see 'Bauxite Ban Moderation Becoming More Likely' Jun 26 2015).The support of the courts in upholding the Mining Law passed in 2009 and the support of newly elected President Joko Widodo and the parliament lends further credence to our view that the ban on ore exports will stay put in the short run. The passing of government regulation 77 in October 2014 that gives foreign players higher foreign ownership for their upstream operations with domestic downstream processing capabilities also indicates that the government is sticking to their guns to encourage the development of the downstream sector.
BMI Industry View
  Table: Indonesia - Mining Industry Value Forecast (2014-2019)
Latest Developments & Structural Trends
Industry Forecast
Bauxite: Growth To Recover Gradually
Latest Developments
  Table: Bauxite Production Forecast (Indonesia 2011-2019)
Structural Trends
Coal: Slow Growth In Years To Come
Latest developments
  Table: Coal Production Forecast (Indonesia 2011-2019)
Structural Trends
Production Fall In 2015
  Table: Indonesia - Select Coal Projects
Copper: Growth Cooling Down
Latest Developments
  Table: Copper Production Forecast (Indonesia 2014-2019)
Structural Developments
Grasberg To Drive Output Growth
  Table: Indonesia - Major Copper Projects
Nickel: Production Making A Recovery
Latest Developments
  Table: Nickel Production Forecast (Indonesia 2011-2019)
Structural Trends
Ban Moderation Unlikely
Modest Price Growth
  Table: Indonesia - Largest Nickel Projects
Smelters Being Built
Tin: Refined Export Control Will Limit Growth
Latest Developments
  Table: Tin Production Forecast (Indonesia 2011-2019)
Structural Trends
Failure To Maintain Export Quota
Industry Risk Reward Ratings
Indonesia - Risk/Reward Index
Industry Rewards
Country Rewards
Industry Risks
Country Risks
  Table: Indonesia - Mining Industry Value & Mineral Production Forecasts
Asia Risk/Reward Index
  Table: Asia - Mining Risk/Reward Index
Regulatory Development
Key Developments
Ban Moderation On The Horizon
  Table: Indonesia - Export Restrictions On Select Commodities
The New 2009 Mining Law
Commodities Forecast
Commodities Outlook
  Table: BMI Commodities Price Forecasts
Competitive Landscape
Key Players
  Table: Financial Data For Key Mining Firms Listed In Indonesia
Company Profile
PT Antam
  Table: PT Antam - Key Financial Data
PT Bumi Resources
  Table: Bumi Resources - Key Financial Data
PT Indo Tambangraya Megah Tbk (ITMG)
  Table: ITMG - Key Financial Data
PT Timah
  Table: PT Timah - Key Financial Data
Global Company Strategy - Freeport-McMoRan - Q4 2015
Company Strategy
Latest Results
  Table: Freeport McMoRan Supply Chain Analysis
Financial Data
  Table: Freeport-McMoRan - Key Financial Data
Address Details
Regional Overview
Asia Mining: The Four Key Themes
Continued Domination Of Iron Ore Production
Indian Coal Consumption To Outperform
Slowing Demand From China
Indonesian Ban To Remain In Place
Global Industry Overview
Global Mining: 2015 Key Themes Revisited
  Table: Key Mining Themes For 2015
Theme: Mining Capital Expenditure Will Continue To Decline
Theme: US Dollar Strength
Iron Ore Consolidation & Majors Share To Increase
Asian Investment In Africa To Continue
Industry Forecast Methodology
Risk/Reward Index Methodology
  Table: Weighting Of Indicators
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