Global Coal - Mining Analysis

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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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