Global Industry Overview - Mining Mid-Year Update: Key Themes For 2016 - SEPT 2016
Americas September 2016 / Global / Industry
We have reviewed our key themes for 2016, which we outlined at the end of 2014 (see 'Global Mining: The Five Key Themes', December 17, 2015). Thus far, most themes are playing out or else still in...
Industry Trend Analysis - Steep Cuts In 2016 Before Hints Of Relief - JUNE 2016
Americas June 2016 / United States / Industry
US coal miners will continue to rein in output and lay off workers to withstand the weak coal price environment over the next few quarters. The Powder River Basin and Illinois Basin will remain relatively resilient than the Appalachian Basin, due to lower operating costs.
READ FULL ARTICLE
Industry Trend Analysis - Regulations, Labour Challenges To Pose Downside Risk - JUNE 2016
Americas June 2016 / Colombia / Industry
Colombia's coal production will continue to face headwinds from an increasingly stringent regulatory environment and growing labour unrest risks. Based on weak Q116 data, we highlight a downside...
Industry Trend Analysis - Peabody Bankruptcy To Add Pressure To Struggling US Coal - MAY 2016
Americas May 2016 / United States / Industry
Peabody Energy's bankruptcy highlights the extent of the industry's rout, giving way to further consolidation. The announcement comes on the back of industry-wide challenges, namely high debt levels, low energy prices and increasingly stringent environmental regulations.
READ FULL ARTICLE
Industry Trend Analysis - Brazil, Peru & Colombia: Low-Cost Mining Sectors To Outperform - MAR 2016
Americas March 2016 / Latin America / Industry
Brazil, Peru and Colombia will emerge as regional mining industry growth bright spots in terms of both growth rate and absolute value, supported by low production costs and major project pipelines...
Industry Trend Analysis - Coal Production Growth To Accelerate Through 2020 - MAR 2016
Americas March 2016 / Colombia / Industry
Colombia's coal sector will experience slower production growth than previously expected over the coming quarters, owing to logistics disruptions and persistently low coal prices. Despite this...
Industry Trend Analysis - Nationalised Sector To Deter Foreign Investment - FEB 2016
Americas February 2016 / Venezuela / Industry
Venezuela's state-run mining sector will continue operating below production capacity due to outdated technology, labour issues and a lack of investment.
Industry Trend Analysis - New Projects To Target Export Market - JAN 2016
Americas January 2016 / Canada / Industry
Canada's coal production will experience modest growth, supported by a strong export market and vast reserves. While persistently weak prices will subdue coal output growth over the short term...
Industry Trend Analysis - Growth To Endure, Despite Significant Headwinds - NOV 2015
Americas October 2015 / Chile / Industry
Illinois' coal production will be supported by strong, albeit declining domestic demand and the states' advantageous high coal sulphur content. Despite this, weak prices and increasingly stringent...
Industry Trend Analysis - Set For Solid Growth - NOV 2015
Americas October 2015 / Colombia / Industry
Colombian coal production growth will be supported by low production costs and a favourable regulatory environment. Despite this, operational challenges and weak prices will present challeng...