Metals Analysis

Pages

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.

READ FULL ARTICLE

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...

READ FULL ARTICLE

Pages