Industry Trend Analysis - Coal Output To Head Higher On Solid 2017 Prices - OCT 2017
Americas September 2017 / Colombia / Industry
Colombia's coal sector will experience steady production growth over the coming years, supported by elevated near-term prices, competitive exports and vast reserves.
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 - 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 - 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...
Industry Trend Analysis - Coal: Growth Ahead, Yet Risks Linger - MAR 2015
Americas March 2015 / Colombia / Industry
The Colombian government will seek a continued balance between mining sector expansion on one hand, and local social and environmental concerns on the other, ultimately leading to consistent coal...
Industry Trend Analysis - Colombia: Latest Data Confirms Positive Outlook - SEPT 2014
Americas September 2014 / Colombia / Industry
We expect continued basing for the Bloomberg World Mining Index over the coming months as a slowdown in Chinese economic growth comes back into focus. The Index's break above resistance at the 250...
Industry Trend Analysis - Coal Production & Export Risks Ahead Of May Election - FEB 2014
Americas February 2014 / Colombia / Industry
We believe that the Colombian government's ban on Drummond's coal shipments signals a toughened regulatory environment for coal miners ahead of presidential elections in May 2014. While we maintain...
Industry Trend Analysis - Recent Strike Leads To BMI Production Downgrade - DEC 2013
Americas November 2013 / Colombia / Industry
We are revising down our 2013 production forecast for Colombian coal production after a labour strike against Drummond lasted for approximately seven weeks. The strike, which ended in mid-September...