Mongolia Mining Report Q1 2016

Date: December 2, 2015
Pages: 60
US$ 1,295.00
Report type: Strategic Report
Delivery: Download
ID: M75B4288374EN

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Includes 3 FREE quarterly updates

BMI View: Mongolia's mining sector growth will be accelerate on the back of foreign mining investment, a robust infrastructure framework and the country's strategic close proximity to major export markets such as China. Projects such as Rio Tinto's Oyu Tolgoi mine will significantly increase the country's mining output over the coming years.

Latest Developments & Trends
  • The agreement between the Mongolian government and Rio Tinto with regard to the Oyu Tolgoi mining project is a positive development for the Mongolian mining sector on a number of levels. In May 2015, the newly formed Mongolian super coalition agreed to proceed with the nearly USD5bn second phase underground development of the Oyu Tolgoi copper-gold mine, with an agreement being finalised between Rio Tinto and the cabinet. For the past few years, it has been our core view remains that the expansion of Oyu Tolgoi will eventually take place.
  • Despite calls for greater resource nationalism over the past quarters, we believe the Mongolian government will tone down its anti-foreign investment stance against miners. The government's policy priorities will shift away from the populist tones outlined during the 2013 election campaign, back to a more market-friendly platform. However, anti-foreign investor sentiment amongst the public remains a major issue, and is the key reason why the government took a more pronounced hard-line stance towards key foreign investors in the country, notably global mining major Rio Tinto. The split in the super coalition is a signal that political will power to push through deals is waning. We are not optimistic on the prospects for progress on the Tavan Tolgoi projects as the government is unlikely to want to tackle the issue with an election around the corner.
BMI Industry View
  Table: Mongolia Mining Industry Value
Latest Developments & Trends
Industry Forecast
Mongolia - Coal: Ready To Tap Into Chinese Demand
Latest Developments
  Table: Mongolia Coal Production Forecast
  Table: Mongolia - Select Coal Projects
Structural Trends
Gold: OT Break-through Positive For Growth
Latest Developments
  Table: Mongolia - Gold Production Forecast
  Table: Mongolia - Select Gold Projects
Structural Trends
Mongolia - Copper: Good News For Growth Prospects
Latest Developments
  Table: Mongolia - Copper Mine Production Forecast
  Table: Mongolia - Select Copper Mine Projects
Structural Trends
Industry Risk Reward Ratings
Mining Risk/Reward Index
Industry Rewards
Country Rewards
Industry Risks
Country Risks
Asia - Risk/Reward Index
  Table: Asia - Mining Risk/Reward Index
Regulatory Development
Mining Reforms To Lift Exploration
Trade & Investment Risk Analysis
Commodities Forecast
Commodities Outlook
  Table: BMI Commodities Price Forecasts
Competitive Landscape
Improving Environment To Attract More Foreign Investment
  Table: Mongolia - Financial Data Of Key Listed Companies
Company Profile
Centerra Gold
  Table: Centerra Gold - Supply Chain Analysis
Latest Results
  Table: Centerra Gold - Key Financial Data
Turquoise Hill Resources
Latest Results
  Table: Turquoise Hill - Suppliers
  Table: Turquoise Hill - Key Financial Data
Rio Tinto - Q1 2016
Company Overview
Company Strategy
  Table: Rio Tinto - Key Projects
Latest Financial Results
  Table: Rio Tinto - Key Financial Data
Regional Overview
Asia Mining: The Four Key Themes
Key Themes
Australia To Dominate Iron Ore Sector
Indian Coal Consumption To Remain Solid
Weak Chinese Demand To Keep Prices Low
Indonesian Ban Moderation Increasingly Likely
Industry Forecast Methodology
Risk/Reward Index Methodology
  Table: Weighting Of Indicators
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