Mining Insights

Mining Insight brings you analysis of regional trends, regulatory changes, projects and investments plus competitive intelligence on the growth strategies of leading companies in the sector

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Key stories from this month's issue...

Industry Trend Analysis - Lithium Output Take Off In 2019 On Deal-Making, Spending Ramp Up - FEB 2018

Americas January 2018 / Latin America / Industry

Chile and Argentina's lithium sectors will attract significant investment over the coming quarters, as lithium-ion battery producers racing to secure supply keeps prices elevated. Based on project pipelines, we expect the bulk of new capacity to come online in 2019.


Industry Trend Analysis - Gold: New Projects To Drive Steady Production Growth - JAN 2018

Asia Pacific December 2017 / Global / Industry

The global gold mining industry will experience steady production growth, supported by rising prices and improving operational costs over the coming years.


Industry Trend Analysis - Zinc: Miners To Ramp Up Production In 2018 - FEB 2018

Europe January 2018 / Global / Industry

Globally, mined zinc production growth will accelerate in 2018 as rising prices encourage miners to bring idled capacity back online following years of declining production or weak growth.


Market Strategy - Weekly Commodities Strategy: Looking Ahead To 2018 - JAN 2018

Middle East & Africa December 2017 / Global / Industry

Although we are bullish on most commodity prices from a multi-year perspective, we expect that the rapid rebound of the past two years is reaching its limits. In particular, we expect industrial commodities (coal, oil and industrial metals) to experience a pause in their medium-term uptrends over 2018. We expect agricultural commodities to outperform over the next 12 months after underperforming so far in 2017, led by grains and cocoa. Crop damage from a La Ni?a weather cycle in the coming months could reinforce agricultural price outperformance, although this remains a risk rather than our core view for now (see 'La Ni?a Threats Return', October 18).