Industry Trend Analysis - Mining Regulatory Update To Boost Long-Term Prospects - SEPT 2017
Americas September 2017 / Brazil / Industry
Brazil's increased mining royalties and new mining agency will raise costs for miners in the near-term, while overall clearer and more consistent regulations will boost investor sentiment and...
Industry Trend Analysis - Competitive Iron Ore Projects To Offset Weak Prices, Domestic Turmoil - JULY 2017
Americas June 2017 / Brazil / Industry
Brazil's mining industry value will overcome weak iron ore prices and a poor domestic economic and political backdrop to edge higher over the coming years, driven by low-cost iron ore production...
Industry Trend Analysis - Three Key Challenges For Brazil's Mining Sector - JULY 2016
Americas July 2016 / Brazil / Industry
The three key challenges facing Brazil's otherwise improving mining industry will be weaker-than-expected mineral prices, the domestic economic crisis and political backlash from the November 2015...
Industry Trend Analysis - Price Stabilisation, Prime Asset Sales To Attract Investors - JUNE 2016
Americas June 2016 / Brazil / Industry
Brazil's mining sector will garner increasing investment, merger and acquisition as mineral prices will begin to stabilise and major producers look to sell core assets in a bid to reduce debt loads...
Industry Trend Analysis - Samarco Disaster To Fuel Regulatory Developments - MAR 2016
Americas March 2016 / Brazil / Industry
Brazil's mining sector will see increasing regulation surrounding tailings dams over the next few years due to the deadly Samarco dam burst. Parent firms Vale and BHP Billiton will absorb billions...
Industry Trend Analysis - Low-Cost Producers To Overcome Weak Prices - FEB 2016
Americas February 2016 / Brazil / Industry
Brazil's iron ore output will experience solid growth, supported by low production costs and a strong project pipeline over the coming years. The country's key producer, Vale, will drive production...
Industry Trend Analysis - Dam Breach To Hurt BHP & Vale - DEC 2015
Americas November 2015 / Brazil / Industry
Samarco's dam burst in Brazil will not significantly impact the country's iron ore production growth over 2016-2019. However, Vale and BHP Billiton will lose investor confidence due to high clean-up costs, expensive fines and social backlash over the damage.
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Industry Trend Analysis - Iron Ore To Be Sector's Growth Bright Spot - OCT 2015
Americas October 2015 / Brazil / Industry
Brazil's iron ore industry will remain the country's mining growth bright spot, as output will be supported by the sector's strong project pipeline, low production costs and high-grade ore deposits...
Industry Trend Analysis - Iron Ore: Production To Increase Despite Weaker Prices - JAN 2015
Americas January 2015 / Brazil / Industry
Iron ore will remain the dominant produced and exported mineral in Brazil over the coming years. The industry's level of development and quality of the deposits will both enable and encourage...
Industry Trend Analysis - Vale: Multi-Year Strategy To Face Headwinds - AUG 2014
Americas July 2014 / Brazil / Finance
We expect Vale will face pressures on its financial performance in the coming years owing to our below-consensus outlooks towards both Chinese economic growth and iron ore prices, and its still...