Industry Trend Analysis - Colombia Coal To Power Through Operational Disruptions - DEC 2017
Americas November 2017 / Colombia / Industry
We have lowered Colombia's coal production growth forecasts in 2017 and 2018 due to operational challenges and highlight additional downside risks from the weak outlook for global thermal coal...
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 - Judicial Uncertainty Darkening Gold Outlook - JUNE 2017
Americas June 2017 / Colombia / Industry
A number of recent Constitutional Court rulings against the Colombian mining industry will hamper gold project development and pose significant downside risks to the country's gold production...
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 - Cleaning Up Gold Mining To Drive Growth - FEB 2016
Americas February 2016 / Colombia / Industry
Colombia's gold production will be supported by both a solid project pipeline and the government's proactive stance to shut down or formalise unlicensed gold miners.
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...