India's coal sector will benefit from the government's efforts to privatise the industry, although we do not expect reforms to have a tangible effect on production for a number of years due to the long-term time frame needed for implementation and ongoing delays in the policy process. We believe Indian coal production growth will accelerate towards the end of our 2018-2027 forecast period once...
Global bauxite production growth will accelerate over the coming years, as new projects come online in Australia, India's production ramps up, and Indonesia re-enters the market following the end of the mineral ore export ban. Additionally, Guinea will prove a bauxite production bright spot, supported by a strong project pipeline.
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.
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