Industry Trend Analysis - Weekly Mining & Projects Roundup - FEB 2015


Weak results from US firms Caterpillar and Peabody Energy affirm our bearish outlooks towards both global mining capital expenditure and US thermal coal production and consumption.

  • Our downgraded forecast for Zambia's copper production is supported by the reaffirmation of the country's mining tax by newly-elected President Edward Lungu.

  • China's slowing demand for aluminium affirms our view that domestic bauxite production growth will weaken over the coming years.

  • Prices To Rebounce
    Select Commodity Prices (% chg y-o-y)

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