Mongolia Mining Report

 Published On: Sep, 2016 |    No of Pages: 65 |  Published By: BMI Mining | Format: PDF
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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.

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
MPPs 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
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