November 2017 Analysis

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.