Gold - Mining Analysis

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Global Industry Overview - Key Themes For Mining In 2018 - JAN 2018

As improving mineral prices prompt a cautious return to growth strategies for major miners, we highlight advanced technology in operations and technology-associated minerals, such as copper, lithium and cobalt, to be the focus of spending. Nonetheless, regulatory uncertainty, particularly in China, will create risks to this otherwise positive outlook.

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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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