With China's economy on course for a rude slowdown over the coming years, Australia's mining sector is set to suffer the painful spillover effects of a sharp investment slowdown. We forecast Australia's mining sector value to reach USD187bn by 2018, growing at an annual average rate of 4.0% over our forecast period.

BMI Industry View 7

SWOT 10

Industry Forecast 12

Bauxite: Weipa To Drive Growth, But Risks Lurk 12

      Table: Australia - Select Bauxite Projects 14

      Table: Australia - Bauxite Production (2010-2018) 14

Coal: Dark Days Ahead For Miners 15

      Table: Australia: Select Coal Projects 19

      Table: Coal Production Forecast (Australia 2010-2018) 19

Copper: Cooling Prospects 20

      Table: Australia - Largest Copper Projects 21

      Table: Copper Production Forecast (Australia 2010-2018) 22

Gold: Golden Years Are Over 23

      Table: Australia - Largest Gold Mining Projects 24

      Table: Gold Production Forecast (Australia 2010-2018) 24

Iron Ore: Majors Steeled For Expansion 25

      Table: Australia - Select Iron Ore Projects 28

      Table: Australia - Iron Ore Production Forecast 31

Lead: Modest Expansion In Sight 32

      Table: Lead Production Forecast (Australia 2010-2018) 34

Nickel: Modest Growth Ahead 34

      Table: Australia - Select Nickel Projects 36

      Table: Nickel Production Forecast (Australia 2010-2018) 36

Tin: Outlook Brightening 37

      Table: Tin Production Forecast (Australia 2010-2018) 38

Zinc: Output To Collapse As Century Mine Ends 39

      Table: Zinc Production Forecast (Australia 2010-2018) 41

Industry Risk Reward Ratings 42

Risk/Reward Ratings 42

      Table: Asia - Mining Risk/Reward Index 46

Risk/Reward Ratings 46

Rewards 47

Industry Rewards 47

Country Rewards 47

Risks 48

Industry Risks 48

Country Risks 48

      Table: Australia - Mining Industry Value & Production Forecasts 49

Regulatory Development 50

      Table: Australia - Mineral Taxes 51

      Table: Asia - Mining Regulatory Scorecard 54

      Table: Australia - Political Overview 54

Commodities Forecast 56

Commodity Strategy 56

Iron Ore: Not Much Respite In Sight 56

Steel: Production Rationalisation Too Slow To Provide Price Upside 58

Aluminium: Further Price Rally Unlikely 59

Lead: Ripe For A H214 Boost 60

Copper: Consensus Moving Our Way 61

Nickel: Price Surge To Abate Further 62

Tin: In A Sweet Spot 63

Zinc: Bullish Short-Term Picture 64

      Table: Select Commodities - Performance & BMI Forecasts 66

Competitive Landscape 67

      Table: Financial Data For Key Mining Firms Listed In Australia 68

Company Profile 69

BHP Billiton 69

Latest Financial Results 71

      Table: BHP Billiton - Key Financial Data 73

Glencore Xstrata 74

Latest Financial Results 76

      Table: Glencore Xstrata - Key Financial Data 78

MMG Limited 79

      Table: MMG Limited - Key Financial Data 82

Rio Tinto 83

Company Overview 85

Company Strategy 86

Latest Financial Results 87

      Table: Rio Tinto - Key Financial Data 88

BHP Billiton 88

Latest Financial Results 91

      Table: BHP Billiton - Key Financial Data 93

MMG Limited 94

      Table: MMG Limited - Key Financial Data 97

Regional Overview 98

Asia - Q3 2014 98

Challenges 98

Opportunities 101

Global Industry Overview 106

Challenges 106

      Table: Mining - Select M&A Deals 110

Cause For Optimism 113

Methodology 120

Industry Forecast Methodology 120

Sources 121

Risk/Reward Rating Methodology 122

      Table: Weighting Of Indicators 124

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