India Mining Report Q2 2015

India Mining Report Q2 2015

BMI View: India's poor operating environment will continue to impede growth in the mining sector. Adomestic shortfall in coal production is unlikely to fade away anytime soon. India's new ordinance will helpbolster iron ore production growth, however, an environment of low ore prices coupled with higherroyalties will dampen the rebound in iron ore production.

While growing domestic demand for commodities will encourage state-owned miners to expand production,we believe India's poor operating environment will continue to restrict growth in the mining sector. A spateof bureaucratic and regulatory hurdles will remain major challenges for miners to grapple with over thecoming quarters. For instance, the difficulties in securing environmental clearances and land acquisitionhave led to a series of mining projects being delayed over the past year. Vedanta Resources' bauxitemining project in Odisha was forced to put on hold due to fierce protests by the local community. A brightspot, however, is that the Bharatiya Janata Party (BJP) will implement positive reforms to revive economicgrowth over the medium term. The party's track record of pro-business dealings could bring about animproving operating climate in the mining sector.


BMI Industry View
SWOT
Industry Forecast
Bauxite: Slowdown On The Horizon
Table: Bauxite Production Forecast (India 2011-2019)
Coal: Domestic Difficulties To Hamper Growth
Table: Coal Production Forecast (India 2012-2019)
Iron Ore: Subdued Outlook In Sight
Table: India - Select Iron Ore Projects
Table: Iron Ore Production Forecast (India 2011-2019)
Zinc: HZL To Lift Growth
Table: India - Select Zinc Mining Projects
Table: Zinc Production Forecast (India 2011-2019)
Industry Risk Reward Ratings
India - Risk/Reward Index
Rewards
Industry Rewards
Country Rewards
Risks
Industry Risks
Country Risks
Table: India - Mining Industry Value & Production Forecasts
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
Table: India - Select Listed Mining Companies
Company Profile
Coal India Ltd (CIL)
Table: Coal India Ltd - Key Financial Data
Hindustan Copper
Table: Hindustan Copper-Supply Chain Analysis
Table: Hindustan Copper - Key Financial Data
NMDC
Table: NMDC- Supply Chain Analysis
Table: NMDC - Key Financial Data
Vedanta Resources
Latest Financial Results
Company Strategy
Table: Vedanta Resources - Supply Chain Analysis
Company Details
Table: Vedanta Resources - 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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