Mining Quarterly Review - Q2 2025
Description
Mining Quarterly Review - Q2 2025
Summary
GlobalData's Mining Quarterly Review - Q2 2025 provides a comprehensive coverage on the global mining industry. It provides commodity trends covering price trends, production, capital expenditure of leading miners, development projects momentum, development projects by commodity, country, company and stage. The report also includes a demand drivers section providing information on factors that are affecting the global mining industry. It further provides updates on regulatory, technology-related, and ESG-related, developments in mining for Q2 2025.
Global coal production in the first half of 2025 was largely stable with strong growth, driven by strategic acquisitions, improved mine performance, and resilient demand, particularly from thermal power generation. Glencore led the gains boosted by its July 2024 acquisition of Elk Valley Resources (EVR), and a strong Q2 performance at its Australian and Canadian operations. Peabody Energy also delivered a notable 9.3% growth on the back of robust US thermal coal demand. In contrast, China Shenhua Energy saw output decline 1.7%, and PT Bumi Resources posted the sharpest fall of 7.3%, with both companies citing adverse weather as a major constraint on operations and logistics.
Most of the iron ore mining companies also registered strong growth in H1 2025. Mineral Resources posted a strong growth rate, owing to the successful ramp-up of the Onslow Iron project. Meanwhile, ArcelorMittal achieved 19.8% growth, benefiting from improved operational performance in Liberia and the company’s integrated Canadian assets, underscoring its geographic diversification strategy. In contrast, Vale (-0.1%), Mitsui & Co (-1.0%), and Rio Tinto (-1.8%) experienced slight declines due to heavy rainfall in Brazil, licensing restrictions, and cyclone-related logistics constraints in Australia.
Scope
Summary
GlobalData's Mining Quarterly Review - Q2 2025 provides a comprehensive coverage on the global mining industry. It provides commodity trends covering price trends, production, capital expenditure of leading miners, development projects momentum, development projects by commodity, country, company and stage. The report also includes a demand drivers section providing information on factors that are affecting the global mining industry. It further provides updates on regulatory, technology-related, and ESG-related, developments in mining for Q2 2025.
Global coal production in the first half of 2025 was largely stable with strong growth, driven by strategic acquisitions, improved mine performance, and resilient demand, particularly from thermal power generation. Glencore led the gains boosted by its July 2024 acquisition of Elk Valley Resources (EVR), and a strong Q2 performance at its Australian and Canadian operations. Peabody Energy also delivered a notable 9.3% growth on the back of robust US thermal coal demand. In contrast, China Shenhua Energy saw output decline 1.7%, and PT Bumi Resources posted the sharpest fall of 7.3%, with both companies citing adverse weather as a major constraint on operations and logistics.
Most of the iron ore mining companies also registered strong growth in H1 2025. Mineral Resources posted a strong growth rate, owing to the successful ramp-up of the Onslow Iron project. Meanwhile, ArcelorMittal achieved 19.8% growth, benefiting from improved operational performance in Liberia and the company’s integrated Canadian assets, underscoring its geographic diversification strategy. In contrast, Vale (-0.1%), Mitsui & Co (-1.0%), and Rio Tinto (-1.8%) experienced slight declines due to heavy rainfall in Brazil, licensing restrictions, and cyclone-related logistics constraints in Australia.
Scope
- The report contains an overview of the key commodities in the mining industry including coal, copper, iron ore, gold, nickel, lead, zinc, uranium and lithium. It provides detailed information on prices, production by country, production by company, development projects update, capital expenditure, demand drivers, technology, ESG and regulatory updates in mining.
- To gain an understanding of the quarterly changes in the global mining industry, relevant driving factors
- To understand historical and forecast trends on key commodities
- To identify key players in the global mining industry
- To identify major development projects momentum by region
- To identify the trend in capital expenditure spent by leading miners
- To understand the factors influencing demand drivers of key commodities
Table of Contents
- Overview
- China's industrial production and manufacturing PMI
- Industrial Production by Country/Region
- Commodity Price Trends
- Coal production by country
- Coal production
- Iron ore production by country
- Iron ore production
- Copper production by country
- Copper production
- Gold production by country
- Gold production
- Nickel production by country
- Nickel production
- Lead production by country
- Lead production
- Zinc production by country
- Zinc production
- Uranium production by country
- Lithium production by country
- Development projects momentum
- Development projects by country and stage
- Development projects by commodity and stage
- Development projects by company and stage
- Top upcoming projects
- 2025 capex guidance for leading miners
- Demand from the Construction Industry
- Demand drivers: Crude Steel Production
- Demand drivers: Coal-Fired Power Generation
- Demand from nuclear power
- US fast track projects
- Abbreviations
Search Inside Report
Pricing
Currency Rates
Questions or Comments?
Our team has the ability to search within reports to verify it suits your needs. We can also help maximize your budget by finding sections of reports you can purchase.
