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Industry Trend Analysis - Nickel: Indonesian Recovery To Sustain Global Production Growth - JAN 2018

Global nickel production growth will come out of negative territory for the first time since 2014, driven by Indonesia's export ban moderation. Indonesia and Australia will lead nickel production growth rates from 2017-2021. However output in the number one global producer, the Philippines, will remain muted in the coming months as a result of environmental shutdowns of mines over 2017.

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Industry Trend Analysis - Nickel Miners: Challenges And Opportunities Ahead - DEC 2017

Nickel miners will witness subdued output growth in the coming years as operational difficulties come to the fore and low prices reduce profit margins. Major nickel miners with a high degree of diversification will continue to improve balance sheets as they benefit from higher prices of other metals, while those that are more exposed to nickel stand to lose out. Cost-reduction and efficiency...

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Industry Trend Analysis - Lead: Global Production To Gradually Pick Up - NOV 2017

Global lead mine production growth will slowly accelerate over 2017 driven by a rise in prices in relation to 2016. However, during our forecast period from 2017-2021 production rates will only gradually increase due to a subdued price recovery and a weak global project pipeline. Australia and Peru will be the relative growth bright spots from 2017-2021, supported by stronger project pipelines...

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Industry Trend Analysis - Copper, Aluminium, Lithium To Benefit From Transition To Low Carbon Economy - SEPT 2017

The metals and mining industry will play a key role in the global transition to a lower carbon future, as low carbon systems have a more metal intensive composition than that of traditional fossil fuel-based high carbon systems. Copper, aluminium, lithium and cobalt demand will be supported by the transition, while policymakers and the mining industry will face the new challenge of balancing...

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Industry Trend Analysis - Projects By Geography: Asia & Africa To Remain Bright Spots - JULY 2017

Asia and Africa will emerge as capex hotspots as miners prioritise these regions for the limited greenfield projects in which they will invest over the coming years. Within Asia, Australia will lead as strong ore reserves sustainability, advanced technology and infrastructure, supportive government regulation and minimal political and economic risks make the country an attractive investment...

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