Mongolia Mining Report Q3 2015

Date: June 3, 2015
Pages: 76
Price:
US$ 1,295.00
Publisher: BMI RESEARCH
Report type: Strategic Report
Delivery: Download
ID: M4953083FBEEN
Leaflet:

Download PDF Leaflet

Includes 3 FREE quarterly updates

BMI View: Mongolia's mining sector is well placed for continued expansion over the next few years as foreign investors continue to leverage the country's significant mineral reserves, robust infrastructure framework and proximity to major export markets such as China. Projects such as the Oyu Tolgoi mine will significantly increase the country's mining output over the coming years.

Mining Sector Outlook: The recent 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.
BMI Industry View
SWOT
Industry Forecast
Mongolia - Coal: Ready To Tap Into Chinese Demand
  Table: Mongolia - Select Coal Projects
  Table: Coal Production (Mongolia 2006-2019)
Gold: OT Break-through Positive For Growth
  Table: Mongolia - Select Gold Projects
  Table: Gold Production Forecast (Mongolia 2011-2019)
Mongolia - Copper: Good News For Growth Prospects
  Table: Mongolia - Select Copper Mine Projects
  Table: Copper Mine Production Forecast (Mongolia 2012-2019)
Industry Risk Reward Ratings
Mongolia - Q315
Rewards
Industry Rewards
Country Rewards
Risks
Industry Risks
Country Risks
Asia Risk/Reward Index
  Table: Asia - Mining Risk/Reward Index
Regulatory Development
Mining Reforms To Lift Exploration
Current Royalty Regime
Mine Closure Procedures
Corruption To Remain Key Concern
Commodities Forecast
Commodity Strategy
Ferrous Metals
Iron Ore: Price To Remain Under Pressure In 2015-2016
Steel: Subdued Prices Until 2017
Non-Ferrous Metals
Copper: Subdued Outlook, Despite Recent Rally
Lead: Prices Weakness To Continue
Nickel: Subdued Prices Due To Weak Demand Growth
Mongolia Mining Report Q3 2015
Tin: Supply Deficits To Underpin Rally In Tin Prices
Zinc: Positive Multi-Year Outlook, But Increasing Risks In Months Ahead
  Table: Select Commodities - Performance & BMI 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
Regional Overview
Continued Domination Of Iron Ore Production
Indian Coal Consumption To Outperform
  Table: Less Reliance On Coal
Indonesian Ban To Continue
Global Industry Overview
Global Overview
2. US DOLLAR STRENGTH TO CONTINUE
3. PRICE WEAKNESS TO SPUR IRON ORE CONSOLIDATION
4. ASIAN POWERHOUSES TO CHANGE INVESTMENT PATTERNS
5. THE OUTPERFORMERS OF 2015
Methodology
Industry Forecast Methodology
Sources
Risk/Reward Index Methodology
  Table: Weighting Of Indicators
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