Asia Mining Key Analysis

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Mining Reforms To Aid Exploration Drive

Recent changes to Mongolia's Minerals Law will encourage more mining exploration in the resource-rich country. Despite disruption to the underground development of the Oyu Tolgoi mine, our core view...

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Mining M&A: Asia & Gold Shine

Mining M&A will continue to pick up over the coming quarters with the bulk of deal flows concentrating in Asia and gold. Despite China's push to secure resource investment globally, mining M&...

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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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