Mongolia Mining Report Q4 2016

Publisher Name :
Date: 07-Sep-2016
No. of pages: 65

BMI View: Mongolia's mining sector growth will accelerate on the back of foreign mining investment, a

robust infrastructure framework and the country's strategic close proximity to major export markets such as

China. Projects such as Rio Tinto's Oyu Tolgoi mine will significantly increase the country's mining output

over the coming years.

Latest Developments & Trends

? In May 2016, Rio Tinto and its subsidiary Turquoise Hill announced the final and formal approval for

the expansion of the Oyu Tolgoi copper-gold mining project, which will cost a total of USD5.3bn-

400mn more than initially expected. In December 2015, Rio Tinto announced the company's procurement

of a combined USD4.4 billion from 20 lenders to fund the expansion of Oyu Tolgoi.

? On May 18 2015, an agreement was reached between Turquoise Hill and Mongolia's government to go

ahead with the USD5.3bn underground expansion. The end of the deadlock between the Mongolian

government and Turquoise Hill Resources over the Oyu Tolgoi mine in Mongolia's South Gobi region

further supports our view of rapid long-term growth in Mongolia's gold and copper output. An

increasingly favourable investment climate will allow overseas miners to take advantage of the country's

considerable gold and copper reserves. The Oyu Tolgoi mine will be the sector's key growth driver and

account for around one-third of Mongolia's economy once the mine reaches full production capacity in

2021.

Mongolia Mining Report Q4 2016

Table of Contents

BMI Industry View 7
Table: Mongolia Mining Industry Value 7
Latest Developments & Trends 7
SWOT 8
Industry Forecast 10
Mongolia - Coal: MPP Victory To Underpin Growth 10
Latest Developments 10
Table: Mongolia Coal Production Forecast 10
Table: Mongolia - Select Coal Projects 11
Structural Trends 13
Mongolia - Copper: Slowing Growth Until Oyu Tolgoi Expansion 17
Latest Developments 17
Table: Copper Production Forecast (Mongolia 2012-2020) 17
Table: Mongolia - Select Copper Mine Projects 17
Structural Trends 18
Gold: Strong Growth Ahead 21
Latest Developments 21
Table: Gold Production Forecast (Mongolia 2012-2020) 21
Table: Mongolia - Select Gold Projects 22
Structural Trends 22
Industry Risk Reward Ratings 25
Mining Risk/Reward Index 25
Rewards 25
Industry Rewards 25
Country Rewards 25
Risks 25
Industry Risks 25
Country Risks 26
Asia Risk/Reward Index 26
Key Takeaways 26
Latest Revisions 27
Table: Asia - Mining Risk/Reward Index 28
Regulatory Development 29
Mining Reforms To Lift Exploration 29
Trade & Investment Risk Analysis 30
Commodities Forecast 34
Commodities Outlook 34
Table: BMI Commodities Price Forecasts 34
Competitive Landscape 36
MPP's Victory To Attract More Foreign Investment 36
Table: Mongolia - Financial Data Of Key Listed Companies 37
Company Profile 38
Centerra Gold 38
Table: Centerra Gold - Key Financial Data 41
Turquoise Hill Resources 42
Table: Turquoise Hill - Key Financial Data 44
Global Company Strategy - Rio Tinto 45
Table: Select Commodities - Price Forecasts 47
Company Analysis 47
Table: Select Companies - Key Data 51
Table: Rio Tinto - Key Projects 54
Table: Rio Tinto - Key Financial Data 55
Regional Overview 56
Asia Overview 56
Slowing Iron Ore Production 56
Indian Coal Consumption To Outperform 57
China & India To Lead In Outbound Investment 58
Indonesian Ban Moderation Ahead 59
Chinese Coal & Steel Sectors To Consolidate Slowly 61
Methodology 62
Industry Forecast Methodology 62
Sources 63
Risk/Reward Index Methodology 64
Table: Weighting Of Indicators 65

List of Tables

Table: Mongolia Mining Industry Value
Table: Mongolia Coal Production Forecast
Table: Mongolia - Select Coal Projects
Table: Copper Production Forecast (Mongolia 2012-2020)
Table: Mongolia - Select Copper Mine Projects
Table: Gold Production Forecast (Mongolia 2012-2020)
Table: Mongolia - Select Gold Projects
Table: Asia - Mining Risk/Reward Index
Table: BMI Commodities Price Forecasts
Table: Mongolia - Financial Data Of Key Listed Companies
Table: Centerra Gold - Key Financial Data
Table: Turquoise Hill - Key Financial Data
Table: Select Commodities - Price Forecasts
Table: Select Companies - Key Data
Table: Rio Tinto - Key Projects
Table: Rio Tinto - Key Financial Data
Table: Weighting Of Indicators
  • Mongolia Mining Report Q1 2017
    Published: 30-Nov-2016        Price: US 1295 Onwards        Pages: 66
    BMI View: Mongolia's mining sector growth will accelerate on the back of improving commodity prices, foreign mining investment, a robust infrastructure framework and the country's strategic close proximity to major export markets such as China. Projects such as Rio Tinto's Oyu Tolgoi mine will significantly increase the country's mining output over the coming years. Latest Developments & Trends ? In May 2016, Rio Tinto and its subsidiary Turquoise Hill announced the......
  • Mozambique Mining Report Q1 2017
    Published: 30-Nov-2016        Price: US 1295 Onwards        Pages: 53
    BMI View: Mozambique's mining revenue will remain heavily dependent on the country's coal sector, leaving the sector exposed to continued global coal price weakness. Despite this, coal production growth will continue to exceed gold output growth. Furthermore, both sectors will continue to attract interest from overseas investors. Latest Developments & Structural Trends ? Thermal coal prices will weaken over 2017 due to both stronger coal mine production and weaker......
  • Cameroon Mining Report Q1 2017
    Published: 30-Nov-2016        Price: US 1295 Onwards        Pages: 35
    BMI View: With a relative abundance of high grade mineral resources, Cameroon boasts attractive mining potential. Foreign investment has picked up over the past five years, but the collapse in metals prices slowed the progress of a number of big iron ore and bauxite projects. These projects will come online in the coming years, and Cameroon will play an increasingly important role in African iron ore production over the medium term. Government support to the sector and a ......
  • Democratic Republic of the Congo Mining Report Q1 2017
    Published: 30-Nov-2016        Price: US 1295 Onwards        Pages: 66
    BMI View: The DRC's mining sector will be supported by the country's vast high-grade mineral reserves and strong mining project pipeline. Despite this, low mineral prices, mineral policy uncertainty and unrest in the east will limit investment growth. Latest Developments & Structural Trends ? We have revised down our gold price forecasts for 2017-2018 following the election of Donald Trump as US President. We now forecast an average of USD1,300/oz in 2017 compared t......
  • Chile Mining Report Q1 2017
    Published: 23-Nov-2016        Price: US 1295 Onwards        Pages: 63
    BMI View: Chile's mining sector value will continue to contract through 2017, on the back of subdued copper prices and elevated operating costs. Nonetheless, country will remain the top global copper producer by a wide margin over our forecast period to 2020. Latest Updates & Structural Trends ? Chile's mining industry value will continue a multi-year decline through 2017 on the back of subdued copper prices. We forecast the country's mining industry value to contra......
  • India Mining Report Q1 2017
    Published: 23-Nov-2016        Price: US 1295 Onwards        Pages: 79
    BMI View: India's mining sector will experience solid growth, primarily boosted by the country's positive reforms and vast mineral reserves. Despite this, the sector will continue to face challenges due to the country's inadequate operating environment, mining royalties and low metals prices, which will prevent India from reaching its full growth potential. Latest Developments & Structural Trends ? We forecast India's coal output to grow from 753mn tonnes (mnt) in 2......
  • Global Uranium Mining Sales Market Report 2016
    Published: 23-Nov-2016        Price: US 4000 Onwards        Pages: 103
    Notes: Sales, means the sales volume of Uranium Mining Revenue, means the sales value of Uranium Mining This report studies sales (consumption) of Uranium Mining in Global market, especially in United States, China, Europe, Japan, focuses on top players in these regions/countries, with sales, price, revenue and market share for each player in these regions, covering - Kazatomprom - Cameco - ARMZ - Areva - BHP Billiton - CNNC......
  • Global Nickel Mining Sales Market Report 2016
    Published: 22-Nov-2016        Price: US 4000 Onwards        Pages: 128
    Notes: Sales, means the sales volume of Nickel Mining Revenue, means the sales value of Nickel Mining This report studies sales (consumption) of Nickel Mining in Global market, especially in USA, China, Europe, Japan, India and Southeast Asia, focuses on top players in these regions/countries, with sales, price, revenue and market share for each player in these regions, covering - BHP Billiton - Norilsk Nickel - Vale of Brazil - Jinchuan G......
  • United States Iron Ore Mining Market Report 2016
    Published: 22-Nov-2016        Price: US 3800 Onwards        Pages: 97
    Notes: Sales, means the sales volume of Iron Ore Mining Revenue, means the sales value of Iron Ore Mining This report studies sales (consumption) of Iron Ore Mining in United States market, focuses on the top players, with sales, price, revenue and market share for each player, covering - BHP Billiton - Rio Tinto - Vale - US Steel - CDII - Cliffs - AK Steel - ... Split by product types, with sales......
  • SERVICES
    Value for Money
    We believe in "optimum utilization of available budget and resources". While servicing our clients' (your) market research requirements, we keep the same approach in focus to help you get the best value for your $$s.
    Ever Growing Inventory
    Ranging from the smallest feasible / required data (datasheets, data facts, SWOT analysis, company profiles, etc) to full research reports that help you make decisions, our inventory is updated almost on a daily basis with the latest industry reports from domain experts that track more than 5000 niche sectors.
    One Stop Solution
    Need a custom research report on medical devices market? Require all available business intelligence on 3D printing industry? Exploring F&B sector of a particular country/region? RnRMarketResearch.com is your one-stop-solution to all market intelligence needs. We not only offer custom research and consulting services, we also "bundle" reports to meet your needs and help you fetch the data analysis you require for your business.
    Dedicated Client Engagement
    Not limited to only "finding" relevant reports for you, our client engagement team dedicates its efforts to understand your "business need" and accordingly maps available research data to help you move forward. Call "your" client engagement executive any time of your day and get your questions answered in order to make the correct business decision.
    Saving Time and Efforts
    Simply share your research requirement details with us and let us do all the hard work to find required intelligence for you. When you add up our "one stop solution" and "dedicated client engagement" services mentioned above, you obviously know the time and effort saving you do by working with us.
    Payment Flexibility
    Working with Fortune 500 organizations, we understand the importance of being flexible for payments. Share your payment terms with us and we will surely match up to them to ensure you get access to required business intelligence data without having to wait for the payment to be done.
    Post-Purchase Research Support
    Have questions after reading a report / datasheet bought through us? Not sure about the methodology used for data available in the research? Talk to us / Share your questions with us and if required, we will connect you with the analyst(s)/author(s) of the report(s) and ensure you get satisfactory answers for the same. Need more data / analysis / report(s) on the topic of your research/project? The RnRMarketResearch.com team is here for you 24X7 to support you with your post-purchase requirements. Subscription Offers & Packages (Get in touch with us for more details - sales@rnrmarketresearch.com / +1 888 391 5441 )
    • Ad Hoc
    • Pay - as - you - go / Bucket Subscriptions
    • Fixed Cost for #of reports
    • Customize / Personalize as per your needs