India's coal sector will benefit from the government's efforts to privatise the industry, although we do not expect reforms to have a tangible effect on production for a number of years due to the long-term time frame needed for implementation and ongoing delays in the policy process. We believe Indian coal production growth will accelerate towards the end of our 2018-2027 forecast period once...
China's 19th National Party Congress reaffirms our previous expectations for the mining and metals industry of the country for the upcoming years. In line with our core views, SOEs will remain the backbone of the industry, supply-side reforms will deepen with greater capacity cuts, and heightened environmental protection will boost prospects for copper, lithium and cobalt.
Mongolia's strong mining sector growth will remain undeterred by the recent ouster of Prime Minister Jargaltulga Erdenebat, as improving commodity prices and existing projects underpin our positive outlook. Nevertheless, downside risks to production forecasts persist, mostly attributed to the high levels of country risk in Mongolia that could temper new investor appetite.
A member of our Client Services team will be in touch soon to arrange a convenient time for a free demonstration of the service. If your enquiry is urgent, please email our team here.
Thanks, BMI Research