Mining Key Analysis

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South Africa Mining Unrest Crib Sheet

We expect labour unrest to continue to plague South Africa's mining sector over coming years, intensified by weaker precious metal prices. Indecisive government action and greater inter-union rivalry...

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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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Gold Miners Looking Less Golden

We believe that recent released earnings of major gold miners in the Americas reflect current financial struggles and indicate continued weakness in 2014. Our forecast for falling gold prices over...

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Russia Coal: Asia Export Drive

With coal being the second-largest cargo handled in Russian ports, the outlook in the country's coal industry will continue to have profound implications on port development plans in the shipping...

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Four Questions About The Mining Ban

We answer four pertinent questions we believe many would have in mind following the introduction of the mining ban by the Indonesian government on January 12. We believe that adverse macro...

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Key Mining Themes: Europe

We forecast limited opportunities in Europe's mining sector due to high levels of public opposition and increasingly stringent environmental regulation within the sector. Bright spots will be in coal...

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Weekly Mining & Projects Roundup

We expect the Bloomberg World Mining Index to remain locked in a secular downtrend over the coming months. Despite the recent growth bounce in China, we continue to believe that the hangover effects...

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