We expect Zambian copper production to remain on a positive growth trajectory the coming years. Despite ongoing power shortages, governmental support for the mining sector and strong copper prices over 2017 will drive copper production growth in the coming months.
Regulatory changes to the mining codes of a number of Sub-Saharan countries will pose risks but also present opportunities for investors in the coming years. Various mining jurisdictions, including major producers, will be affected by an uptick in populist policy positions that call for greater local beneficiation and will lead to increased costs for miners. On the other hand, several other...
BMI View: Sub-Saharan Africa's mining sector will continue to face significant challenges in 2017. Upcoming elections in key markets will contribute to regulatory uncertainty and worsen the security environment, while a flare up in resource nationalism and continued infrastructure deficits will pose additional downside risks to miners operating in the region.
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