Commodities Analysis

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Industry Trend Analysis - Quick View: North Korea Coal Ban Is A Temporary Boost To Global Prices - MAR 2017

Should the ban be implemented, it would be a material net positive for seaborne coking coal prices. China imported 22.5mn tonnes of coal from North Korea in 2016, representing 12.3% of the country's total imports. The need to source this coal from elsewhere will boost demand for imports from other major coking coal suppliers, including Australia, Canada, Russia and Mongolia.

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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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Industry Trend Analysis - Foreign Players To Lead Upcoming Mining Boom - MAY 2016

The removal of UN sanctions on Iran and the country's re-entry into the global banking system will boost foreign investment inflows into the mining industry. Government incentives for foreign investment and low input costs will further support investor confidence, although possibilities of worsening international relations and low global mineral prices will place a drag on growth.

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