Australia Infrastructure Views

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Valemax Strategy Further Imperilled

We expect further complications for Vale's strategy of increasing its Chinese iron ore market share after China's Transport Ministry reaffirmed a long-standing ban on Valemax ships berthing at...

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Komatsu's Revenue Outlook Too Ambitious

BMI View: Despite posting a lacklustre performance for FY2012/13 (April-March), Komatsu Ltd remains upbeat about the year ahead and forecast annual profit to rise 46% over the next year to reach US$1...

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Poor Infrastructure Adds To Mining Woes

BMI View: Infrastructure deficits in India will continue to constrict growth in the mining sector while posing constraints to mineral imports over the coming years. Despite considerable efforts by...

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