China Analysis

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Industry Trend Analysis - 19th National Party Congress: Implications For Mining & Metals - NOV 2017

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.

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Industry Trend Analysis - China To Stir Coal Market Again In 2017 - FEB 2017

The Chinese government's aim to balance environmental protection with cheap and stable coal supply to households and steel mills will generate significant volatility in the global coal market in 2017. The country will shift to cleaner sources of coal through heightened consolidation of 'dirty' mines while increasing production from 'cleaner' mines in order to remain on track to attaining self-s...

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Industry Trend Analysis - Minimal Consolidation In Oversupplied Metal Sectors - SEPT 2016

Chinese metal and mineral production growth will depend more on prices and fundamental factors than announced government reform targets over the coming years. Overall, we expect mineral and metal production growth in China to slow over the coming years compared to the last five years. Domestic environment-driven consolidation efforts by the government will remain more effective than consolidati...

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