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India Mining Report Q4 2015

India Mining Report Q4 2015

BMI View: India's inadequate operating environment will continue to hamper growth in the mining sector.

Despite positive regulatory reforms, it is unlikely that the domestic coal deficit will be reduced anytimesoon. India's new mining bill will generally improve mineral production by reopening previously closedmines and improve the operational certainty of miners. However, in an environment of lower prices, theadditional costs that come along with the bill will dampen its impact on production.

While growing domestic demand for commodities will incentivise state-owned miners to expandproduction, we believe that India's poor operating environment will continue to restrict growth in the miningsector. A spate of bureaucratic and regulatory hurdles will remain major challenges for miners to grapplewith over the coming quarters. For instance, the difficulties in land acquisition and the securing ofenvironmental clearances have led to a series of mining projects being delayed over the past year. VedantaResources was forced to put its bauxite mining project in Odisha on hold due to fierce protests by the localcommunity. A bright spot, however is Prime Minister Modi's passage of the Coal Mines (SpecialProvisions) Bill in March 2015 and reforms made to Coal India, which has helped to boost coal production.


BMI Industry View
SWOT
Industry Forecast
Bauxite: Ordinance To Boost Production
Table: Bauxite Production Forecast (India 2011-2019)
Coal: Despite Reforms, Domestic Difficulties To Hamper Growth
Table: Coal Production Forecast (India 2011-2019)
Iron Ore: Subdued Growth Ahead
Table: India - New 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
Table: Asia - Mining Risk/Reward Index
Regulatory Development
Trade & Investment Risk Analysis
Commodities Forecast
Global - Metals: Lower Costs And Weak Demand To Anchor Prices
Metal Price Weakness: Chinese Equity Slump & US Dollar Strength
US Dollar Strength To Anchor Weak Metal Prices
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
Global Company Strategy - Vedanta Resources - Q3 2015
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
Slowing Demand From China
Indonesian Ban To Remain In Place
Global Industry Overview
Global Mining: 2015 Key Themes Revisited
Table: Key Mining Themes For 2015
Theme: Mining Capital Expenditure Will Continue To Decline
Theme: US Dollar Strength
Iron Ore Consolidation & Majors Share To Increase
Asian Investment In Africa To Continue
2015's Standouts
Methodology
Industry Forecast Methodology
Sources
Risk/Reward Index Methodology
Table: Weighting Of Indicators

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