THE GLOBAL MINING INDUSTRY

IN THIS XERFI GLOBAL REPORT :

MARKET ANALYSIS IN THE LIGHT OF THE COVID-19 CRISIS

In addition to a comprehensive view of the sector's environment and demand (macroeconomic factors, changes brought about by digital transformation and ecological transition, etc.), the study provides our exclusive analysis of the past evolution of the global mining industry and its prospects. In particular, it outlines the impact of the health crisis and the lessons to be learned from the current situation.

COMPANIES' BUSINESS STRATEGIES

Geographical expansion, mining assets portfolio reorganisation but also reduction of the environmental footprint and offer digitalisation: the report details the growth levers prioritised by the world leaders in the mining industry, after analysing their main strengths and weaknesses.

EXPLANATION OF THE CHANGES IN THE COMPETITIVE LANDSCAPE

This report also provides an individualised and aggregated financial analysis of the operators' financial performance. In particular, it deciphers the evolution of sales and operating profit rate for the analysed companies.

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

FUNDAMENTALS OF THE MINING INDUSTRY

3. THE MARKET AND LEADERS' ACTIVITY

SECTORAL ENVIRONMENT

• Overview

• Political factors

• Economic factors

• Social factors

• Technological factors

THE GLOBAL MARKET FOR MINERALS

• Demand

• Supply

• Prices

• External trade

ACTIVITY AND LEADERS' PERFORMANCES

• Leaders' cumulative revenue

• Leaders' aggregate operating profit rate

• Segmentation of leaders' activity

• Individualised activity and performances

4. COMPETITION AND LEADERS' STRATEGIES

COMPETITIVE ENVIRONMENT

• Porter's Five Forces (Overview)

• Competitive intensity

• Bargaining power of suppliers and subcontractors

• Bargaining power of customers

• Government's influence

• Threat of new entrants

• Threat of substitutes

LEADERS' STRATEGIES

• Overview

• Expansion of mining operations

• Reorganisation of the product portfolio

• Improving the environmental footprint

• Integration of digital solutions

5. SOURCES

6. ANNEXES

7. 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

8. LEADERS' PROFILES

• GLENCORE

• BHP

• JIANGXI COPPER

• RIO TINTO

• VALE

• CHINA SHENHUA

• ANGLO AMERICA

• ZIJIN MINING

• NORNICKEL

• FREEPORT-MCMORAN

GLENCORE

BHP

JIANGXI COPPER

RIO TINTO

VALE

CHINA SHENHUA

ANGLO AMERICA

ZIJIN MINING

NORNICKEL

FREEPORT-MCMORAN