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China Mining Report Q2 2015

China Mining Report Q2 2015

BMI View: Chinese mining consolidation will continue over the coming quarters due to weak globalminerals prices and government supporting consolidation.
0We expect China's mining sector to become increasingly consolidated in the coming quarters for thefollowing reasons.

First, weak mineral prices will price-out high-cost producers. We believe weak mineral prices willcontinue to pressure Chinese high-cost producing miners over the coming quarters. While state-ownedfirms are generally more insulated from the weakness in commodity prices, the economic slowdown inChina will diminish the financial resources of these firms, forcing them to cut-back capital expendituresover the coming quarters.


BMI Industry View
Overseas Mining To Continue, Despite Economic Slowdown
SWOT
SWOT
Industry Forecast
Bauxite: Growth To Cool, Dependency To Rise
Cooling Economy To Limit Growth
Imports: Short-Term Decline, Long-Term Growth
Risks To Production Outlook
Table: Bauxite Production Forecast (China 2013-2019)
Coal: Growth To Blow Off Steam
Coal Ban To Hurt Domestic Miners
Consolidation To Continue
Weak Margins To Subdue Growth
Table: China - Select Coal Mining Projects
Energy Production To Remain Coal Dominated
Table: Coal Production Forecasts (China 2012-2019)
Copper: Domestic Shortfall To Sustain Overseas Push
Table: China - Select Copper Projects
Table: Copper Production Forecast (China 2011-2019)
Gold: Five Precious Themes
Table: China - Overseas Gold Mining Deals
Table: Gold Production Forecast (China 2011-2019)
Iron Ore: Further Consolidation Ahead
Price Weakness To Hurt Miners
Strict Regulations To Increase Imports
Table: Iron Ore Production Forecast (China 2012-2019)
Nickel: Modest Domestic Growth, But Imports To See Further Upside
Further Consolidation
Table: China - Select Nickel Projects
Risks To Outlook
Table: Nickel Production Forecast (China 2011-2019)
Tin: Yunnan Tin To Drive Growth
Risks To Outlook
Table: Tin Production Forecast (China 2011-2019)
Lead: Growth To Stagnate
Table: China - Select Lead Mining Projects
Risks To Outlook
Table: China: Lead Production Forecast (China 2012-2019)
Zinc: Mining Under Pressure
Table: Zinc Production Forecast (China 2011-2019)
Industry Risk Reward Ratings
China - Risk Reward Index
Rewards
Industry Rewards
Country Rewards
Risks
Industry Risks
Country Risks
Table: Mining Industry Forecasts (China 2011-2019)
Asia Risk Reward Index
Australia Stays On Top While India & Myanmar Gain
Shifting Scores Reflect Changing Sector Dynamics
Table: Asia - Mining Risk/Reward Index
Regulatory Development
Trade And Investment Risk Analysis
Commodities Forecast
Commodity Strategy
Ferrous Metals
Non-Ferrous Metals
Aluminium: Abating Tightness To Cap Prices
Copper: Continued Weakness Ahead
Lead: Prices To Firm As Year Progresses
Nickel: Prices Will Only Rise Gradually
Tin: Waiting On A Deficit
Zinc: Modest Price Growth On Tighter Supply But Looser Demand
Table: Select Commodities - Performance & BMI Forecasts
Competitive Landscape
Majors Firms
Table: China - Key Financial Data For Select Listed Mining Companies
Company Profile
Aluminum Corporation of China (Chalco)
Company Overview
Latest Financial Results
Table: Supply Chain Analysis
Table: Chalco - Key Financial Data
Jiangxi Copper
Table: Supply Chain Analysis
Table: Jiangxi Copper - Key Financial Data
Shandong Gold
Table: Supply Chain Analysis
Table: Shandong Gold - Key Financial Data
China Shenhua Energy
Table: Shenhua Energy - Supply Chain Analysis
Table: Shenhua Energy - Key Financial Data
Regional Overview
Continued Domination Of Iron Ore Production
Indian Coal Consumption To Outperform
China & India To Lead In Outbound Investment
Indonesian Ban To Continue
Global Industry Overview
Global Overview
2. Stronger US Dollar To Persist
3. Iron Ore Market To Consolidate
5. Standouts In 2015
Methodology
Industry Forecast Methodology
Sources
Risk/Reward Index Methodology
Table: Weighting Of Indicators

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