THE GLOBAL MINING INDUSTRY

1. EXECUTIVE SUMMARY

SUMMARY AND KEY PAGES OF THE REPORT

The summary provides all the elements needed to understand the major trends in the sector and foreseeable developments, drawing on analyses of the market outlook and the strategies of the companies..

2. MARKET FUNDAMENTALS

SCOPE OF THE REPORT

OVERVIEW

SECTOR FUNDAMENTALS

3. SECTORAL ENVIRONMENT

OVERVIEW

POLITICAL FACTORS

• Public authorities

ECONOMIC FACTORS

• Global GDP

• GDP by region

SOCIO-DEMOGRAPHIC FACTORS

• Population urbanisation

TECHNOLOGICAL FACTORS

• Technology and innovation in the mining industry

4. THE GLOBAL MINERALS MARKET

OVERVIEW

• Mineral production by country

• Mining exploration expenditure

• Mineral consumption by country

PRODUCTION AND CONSUMPTION BY MINERAL

• Iron

• Copper

• Aluminium

• Nickel

• Thermal coal

• Coking coal

• Gold

• Silver

PRICES

• Changes in ore prices

INTERNATIONAL TRADE

5. ACTIVITY AND PERFORMANCE OF MARKET LEADERS

REVENUE

• Cumulative revenue of market leaders

• Changes in the revenue of market leaders

OPERATING PROFIT MARGIN

• Cumulative operating profit of the leaders

• Ranking of leaders by operating profit margin

INDIVIDUAL ACTIVITY AND PERFORMANCE

• Key performance indicators

• Positioning in gold production

• Positioning in copper production

• Positioning in iron ore production

• Changes in stock market prices

6. FORCES AT WORK

• Rankings of the 10 world leaders in the global mining industry

• Key performance indicators of the 10 leaders (revenue growth and EBIT rate)

• SWOT analysis of the 10 leaders

7. LEADERS' PROFILES

• GLENCORE

• RIO TINTO

• BHP

• VALE

• CHINA SHENHUA

• ANGLO AMERICAN

• FREEPORT MCMORAN

• NEWMONT

• COAL INDIA

• BARRICK GOLD