Industry Analysis

Pages

Industry Trend Analysis - What Our Clients Want To Know: Commodities Of The Future Q&A - NOV 2017

In October 2017, we hosted a webinar on how demand patterns for commodities will change over the next few decades, the long-term outlook for mining projects investment as well as the commodities that will benefit from a low-carbon global future and survive the metals substitution drive. In this analysis, we respond to some of the top client questions posed during the Q&A session that...

READ FULL ARTICLE

Industry Trend Analysis - Zambia Copper To Power On - OCT 2017

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.

READ FULL ARTICLE

Company Trend Analysis - Caterpillar: Recovery To Continue At A Slower Pace - SEPT 2017

2017 will mark a turning point for Caterpillar, as the company looks on track to post its first revenue growth since 2012. Construction will remain a driving force behind the company's growth over the coming 18 months, whilst both the mining and energy industries will see a mixed performance over the same period as commodity prices remain volatile and companies hold off from expanding investmen...

READ FULL ARTICLE

Industry Trend Analysis - Regulations Shaking Up SSA Mining Landscape - AUG 2017

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...

READ FULL ARTICLE

Pages