China Mining Report Q4 2011

Page 1

Find Industry reports, Company profiles and Market Statistics

ReportLinker

>> Get this Report Now by email!

China Mining Report Q4 2011 Published on August 2011

Report Summary China's mining industry value looks set to post strong average annual growth of 9.1% in real terms from 2011 to 2015 to reach US$606bn at the end of the period. This comes as industry-wide energy efficiency and consolidation measures continue in 2011 as part of the 12th Five-Year Plan (2011-2015), further improving efficiency and boosting productivity across the industry. Growth over the forecast period will be led by bauxite, copper, tin and gold production. We expect the industry to become even more consolidated as the government implements the Five-Year Plan. We also expect increasing tax burdens on the Chinese mining industry as part of the plan. Significant progress has been made in the crackdown on illegal mining, with the government pledging to do more to improve safety. There is an increasing emphasis on the negative environmental impact of mining activities, with the imposition of an environmental tax on certain industries and the introduction of a 'green standard' for the rare earths sector to curb emissions. The government suspended new prospecting and mining licences for the coal and rare earths sectors to prevent over-mining. Additionally, the Institute of Geological Environmental Monitoring plans to build 10 state-level geological environment monitoring demonstration zones in the north-east, north-west, north and Yangtze River regions by the end of the 12th Five Year Plan. Key domestic players include Zijin Mining, Zhaojin Mining, Shandong Gold, Jiangxi Copper, Datong Coal and Jinchuan Nonferrous Metals, as well as the state-owned entities Aluminium Corp of China (Chinalco) and China Shenhua Energy. Foreign companies with operations in China include Canadian junior gold explorers Eldorado Gold and Continental Minerals, Australian mining giants Rio Tinto and BHP Billiton, and Brazilian diversified miner Vale.

Table of Content Executive Summary SWOT Analysis

... 5 .... 6

China Political SWOT

.... 6

China Economic SWOT

.. 7

China Business Environment SWOT Global Mining Outlook

.... 8

...... 9

Political Risks Weigh On Sector

... 9

Table: Recent Government Involvement In Mining Table: Latest Coal Developments Table: Other Mining Developments Industry Trends And Developments

. 10

...... 11 ... 12 ... 13

Strong Production Growth Over Forecast Period Further Consolidation: Steel And Coal Table: Key Expansion Plans

.. 13 ..... 14

15

Table: China Mining Industry Value, 2007-2015 Industry Forecast

Nickel: Reliance On Imports To Remain Table: Main Nickel Projects

China Mining Report Q4 2011 (From Issuu)

.... 16

..... 17 . 17 18

Page 1/5


Find Industry reports, Company profiles and Market Statistics

ReportLinker

>> Get this Report Now by email! Table: Chinese Nickel Projects Overseas

. 18

Table: Nickel Production, 2008-2015

19

Tin: Yunnan To Drive Output Growth

.... 20

Table: Key Tin Projects

21

Table: Tin Production, 2008-2015

..... 21

Gold: Outlook For Gold Prices Poses Upside Risk To Production Forecasts Table: Gold Production, 2008-2015

.. 25

Iron Ore: Upward Revision To Forecast

26

Table: Iron Ore Production, 2007-2015

... 30

Copper: Upward Revision For 2011, Healthy Growth Ahead Table: Key Expansion Plans

... 32

Bauxite: Sustained Healthy Growth Over Forecast Period Table: Bauxite Production, 2007-2015

. 33

..... 34

Coal: Domestic Pollution Controls To Increase Imports Table: New Coal Projects

.... 35

.... 36

Table: Coal Production, 2008-2015

.. 36

Regulatory Development

. 37

Business Environment

... 39

Asia Mining Business Environment Ratings

..... 39

Table: Asia Business Environment Ratings

...... 39

Domestic Politics

42 ... 42

Long-Term Political Outlook Economic Outlook

...... 45 .... 50

China - Economic Activity Competitive Landscape

... 52 .. 53

Fragmented And Inefficient

. 53

Poor Safety Record But Situation Improving Major Companies

... 53

.. 53

Table: Key Domestic Players Company Monitor

... 31

31

Table: Copper Mine Production, 2008-2015

Political Outlook

. 22

...... 54 ..... 55

Jiangxi Copper

...... 55

Shandong Gold

...... 57

China Shenhua Energy

. 59

Aluminium Corporation of China (Chinalco) Global Assumptions, Q4 2011

.. 61

...... 63

Table: Global Assumptions, 2009-2015

.... 64

Table: Global And Regional Real GDP Growth, 2010-2013 (% change y-o-y) Table: Developed Market Exchange Rates, 2010-2013 (average) Table: Emerging Market Exchange Rates, 2010-2013 (average) Developed States

65 . 65

.. 66

Table: Developed States' Real GDP Growth, 2010-2013 (% change y-o-y) Emerging Markets

. 64

...... 66

67

Table: Emerging Markets' Real GDP Growth Forecasts, 2010-2013 (% change y-o-y) Country Snapshot: China Demographic Data Section 1: Population

.. 69

.. 69

Table: Demographic Indicators, 2005-2030

China Mining Report Q4 2011 (From Issuu)

. 68

.... 69

Page 2/5


Find Industry reports, Company profiles and Market Statistics

ReportLinker

>> Get this Report Now by email! Table: Rural/Urban Breakdown, 2005-2030

... 70

Section 2: Education And Healthcare Table: Education, 2002-2005

..... 70 ..... 70

Table: Vital Statistics, 2005-2030

...... 70

Section 3: Labour Market And Spending Power

... 71

Table: Employment Indicators, 2001-2006

...... 71

Table: Consumer Expenditure, 2000-2012 (US$)

... 71

Table: Average Annual Manufacturing Wages, 2005-2012 Business Environment Ratings Methodology

.. 73

Table: Mining Business Environment Indicators Table: Weighting Of Components

China Mining Report Q4 2011 (From Issuu)

.. 72 .... 74

...... 75

Page 3/5


Find Industry reports, Company profiles and Market Statistics

ReportLinker

>> Get this Report Now by email! Fax Order Form To place an order via fax simply print this form, fill in the information below and fax the completed form to: ƒ ƒ

Europe, Middle East and Africa : + 33 4 37 37 15 56 Asia, Oceania and America : + 1 (805) 617 17 93

If you have any questions please visit http://www.reportlinker.com/notify/contact

Order Information Please verify that the product information is correct and select the format(s) you require. China Mining Report Q4 2011

Product Formats Please select the product formats and the quantity you require. 1 User License--USD 530.00

Quantity: _____

3 User License--USD 689.00

Quantity: _____

5 User License--USD 795.00

Quantity: _____

Annual Subscription--USD 975.00

Quantity: _____

Department License--USD 1 060.00

Quantity: _____

Corporate License--USD 3 180.00

Quantity: _____

Contact Information Please enter all the information below in BLOCK CAPITALS

Title:

Mr

Mrs

Dr

Miss

Ms

Prof

First Name:

_____________________________ Last Name: __________________________________

Email Address:

__________________________________________________________________________

Job Title:

__________________________________________________________________________

Organization:

__________________________________________________________________________

Address:

__________________________________________________________________________

City:

__________________________________________________________________________

Postal / Zip Code:

__________________________________________________________________________

Country:

__________________________________________________________________________

Phone Number:

__________________________________________________________________________

Fax Number:

__________________________________________________________________________

China Mining Report Q4 2011 (From Issuu)

Page 4/5


Find Industry reports, Company profiles and Market Statistics

ReportLinker

>> Get this Report Now by email! Payment Information Please indicate the payment method, you would like to use by selecting the appropriate box.

Payment by credit card

Card Number: ______________________________________________

Expiry Date

__________ / _________

CVV Number _____________________

Card Type (ex: Visa, Amex…) _________________________________

Payment by wire transfer

Crédit Mutuel RIB : 10278 07314 00020257701 89 BIC : CMCIFR2A IBAN : FR76 1027 8073 1400 0202 5770 189

Payment by check

UBIQUICK SAS 16 rue Grenette – 69002 LYON, FRANCE

Customer signature:

Please note that by ordering from Reportlinker you are agreeing to our Terms and Conditions at http://www.reportlinker.com/index/terms

Please fax this form to: Europe, Middle East and Africa : + 33 4 37 37 15 56

China Mining Report Q4 2011 (From Issuu)

Asia, Oceania and America : + 1 (805) 617 17 93

Page 5/5


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.