(MENAFNEditorial)
Mongolia's mining sector is set for robust growth as projects including the Oyu Tolgoi (OT) mine will significantly increase the country's mining output over the coming years.
Mining Sector Outlook: We believe Mongolia's mining sector will experience significant growth as the development of the massive Oyu Tolgoi (OT) mine will drastically increase the country's gold and copper production over the coming years. The country's mining sector will outperform other areas of the economy leading to an increasing concentration of labour and wealth in this industry. We believe the OT project is one of Mongolia's largest economic undertakings and will account for one-third of the economy once OT becomes fully operational in 2021.
Political Outlook: Despite calls for resource nationalism over the past quarters we believe the Mongolian government will tone down its anti-foreign investment stance against miners. The government's policy priorities will shift away from the populist tones outlined during the 2013 election campaign back to a more market-friendly platform. However anti-foreign investor sentiment amongst the public remains a major issue and is the key reason why the government took a more pronounced hardline stance towards key foreign investors in the country notably global mining major Rio Tinto. We expect the underground expansion of OT will eventually pushed through as both the Mongolian government and Rio Tinto (which owns 50.8% of Turquoise Hill) have too much to lose from a prolonged suspension of the project ( see 'OT Underground Expansion Just Steps Away' September 30).
Full Report Details at
- http://www.fastmr.com/prod/1004008_mongolia_mining_report_q3.aspx?afid=101
Report Table of Contents:
BMI Industry View
SWOT
Industry Forecast
Coal: Tavan Tolgoi To Drive Production
Table: Mongolia - Select Coal Projects
Table: Coal Production (Mongolia 2010-2018)
Copper: Robust Growth In Sight
Table: Mongolia - Largest Copper Projects
Table: Copper Mine Production Forecast (Mongolia 2010-2018)
Gold: OT A Game Changer
Table: Mongolia - Select Gold Projects
Table: Gold Mine Production Forecast (Mongolia 2010-2018)
Industry Risk Reward Ratings
Risk/Reward Ratings
Australia Leads Frontier Markets To Remain Laggards
An Improving Regulatory Landscape
Largest Quarterly Change In Laos
Table: Asia - Mining Risk/Reward Index
Mongolia - Mining Risk/Reward Index
Rewards
Industry Rewards
Country Rewards
Risks
Industry Risks
Country Risks
Regulatory Development
Current Royalty Regime
Mine Closure Procedures
Corruption To Remain Key Concern
Table: Mongolia Political Overview
Commodities Forecast
Commodity Strategy
Ferrous Metals:
Steel: Prices To Remain Subdued
Non-Ferrous Metals:
Aluminium: Price Strength To Continue In Q314
Copper: Further Decline By Year's End
Lead: Constructive Price Outlook
Nickel: Moderation To Continue
Tin: Upside Ahead
Zinc: Consolidation Before Multi-Year Gains
Table: Select Commodities - Performance & BMI Forecasts
Competitive Landscape
Table: Mongolia - Financial Data Of Key Listed Companies
Company Profile
Centerra Gold
Table: Centerra Gold - Supply Chain Analysis
Table: Centerra Gold - Key Financial Data
Turquoise Hill Resources
Table: Turquoise Hill - Suppliers
Table: Turquoise Hill - Key Financial Data
Regional Overview
Asia Overview
Global Industry Overview
Capex Cutbacks To Yield Rewards
M&A Activity To Pick Up
High Grade Opportunities In Iron Ore
Shifting Centre Of Growth For Platinum
Chinese & Indian Outbound Mineral Investment To Gather Pace
Shake-Up For Global Rare Earths Industry
Methodology
Industry Forecast Methodology
Sources
Risk/Reward Rating Methodology
Table: Weighting Of Indicators
About Fast Market Research
Fast Market Research is a leading distributor of market research and business information. Representing the world's top research publishers and analysts we provide quick and easy access to the best competitive intelligence available. Our unbiased expert staff is always available to help you find the right research to fit your requirements and your budget.
For more information about these or related research reports please visit our website at http://www.fastmr.com or call us at 1.800.844.8156 (1.413.485.7001 Int'l)
Legal Disclaimer:
MENAFN provides the information “as is” without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the provider above.