Iron Ore - Mining Analysis

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Industry Trend Analysis - Major Iron Ore Mining Equities To Outperform Prices - MAY 2017

Equities of major iron ore miners will outperform iron ore prices, which will remain on an average yearly downtrend over our forecast period to 2021. In spite of low prices, iron ore majors will be bolstered by their low cash costs and increasing operational efficiencies, which will lead to sustained output from their mines adding to the global supply glut over the coming years.

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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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