Global Analysis

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Industry Trend Analysis - Lead: Global Production To Remain Stagnant - AUG 2017

Global lead mine production growth will slowly accelerate over 2017 driven by a slight rise in prices in relation to 2016. However, during our forecast period from 2017-2021 production rates will largely stagnate due to a subdued price recovery and a weak global project pipeline. Australia and Peru will be the relative growth bright spots from 2017-2021, supported by stronger project pipelines...

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Industry Trend Analysis - King Coal Will Not Let Glencore Down - JULY 2017

Glencore's strategy of prioritising coal assets at a time when major miners are exiting the market will be a boon for the miner in the coming years. Already the world's largest exporter of seaborne-traded coal, Glencore will be able to continue extending monopoly power in providing cheap energy to the developing world where coal will continue to dominate energy mixes for decades to come.

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Industry Trend Analysis - Diversified Miners: Capital & Supply Discipline To Persist Despite Better Performance - APR 2017

Major diversified miners will see improving financials and performance over the coming years as FY2016 marked the start of positive net incomes following years of losses. Nevertheless, miners will remain focused on capital and supply discipline, with debt reduction and efficiency enhancements despite improving commodity prices.

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