Mining Key Analysis

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Full Impact Of Ebola Yet To Be Felt

Weak state capacity and poor public health infrastructure will hamper efforts to contain the escalating Ebola outbreak in West Africa. Meanwhile, restrictions on the movement of goods, people and...

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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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Key Mining Themes: Americas

The Americas mining sector will remain a top global source of industrial and precious metals, as well as coal, over the coming quarters. The region possesses significant mineral reserves and remains...

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Turning Bullish Mining Equities

We have entered a bullish mining equities view into our global sector strategy table, played through the MSCI World Metals and Mining Index. Mining equities look set to head higher over the coming...

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Iron Ore: Mining Challenges To Continue

The resumption of iron ore mining activities in the Indian state of Goa will fail to lift production significantly over the coming quarters due to the forced closure of mines in Odisha. More Indian...

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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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