Commodities Analysis

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Industry Trend Analysis - Export Weakness To Persist - NOV 2016

Seaborne thermal coal supply growth will remain weak over the coming years on the back of historically low prices and more stringent environmental regulations in the largest coal producing countries. Bright spots include Columbia and Russia, which will increase their share of exports due to low production costs and government support, respectively.

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Global Industry Overview - Rocky Road Ahead, Pockets Of Resilience - MAY 2014

The relentless pursuit of production growth by mining firms over the past decade is behind us as China enters a new era of less commodity-intensive growth. Lower mineral prices will continue to encourage consolidation in the mining space with the disposal of marginal projects and culling of the junior mining herd. The cutbacks in capital expenditure should continue over 2014-2016 before miners...

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