Australia Mining Q4 2020

Australia Mining Q4 2020

Key View:


Key View
Australia Mining Covid-19 Impact
SWOT
Mining SWOT
Industry Forecast
Bauxite: Rio To Drive Growth
Coal: Temporary Price Rebound A Boon
Copper: Rising Prices, Project Pipeline To Drive Growth
Gold: Steady Growth Ahead
Iron Ore: Race To Modernise And Cut Costs Underway
Lead: Dugald River To Drive Growth
Zinc: Key Mine Restarts To Drive Production Higher
Nickel: Growing Battery Trend To Improve Investment Outlook
Tin: Growth Underpinned By Projects Coming Online
Industry Risk/Reward Index
Australia Risk/Reward Index
Asia Mining Risk/Reward Index
Regulatory Development
Market Strategy
Monthly Commodities Strategy: Lacklustre Prices For Now, More Positive Outlook In 2021
Competitive Landscape
Global Company Strategy
BHP Billiton
Glencore: Challenges Remain From Reduced Output
Rio Tinto: Some Weakness Due To Lower H1 Aluminium And Copper Prices, But Worst Is Over
MMG Limited: Covid-19 To Squeeze Performance Amidst Constrictive Debt Levels
Regional Overview
Asia Mining Key Themes
Mining Methodology

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