More Chinese miners will come under duress from the economic slowdown in China over the coming years. Falling mineral prices and Beijing's gradual embrace of free market economics will threaten the survival of many small and private mining operations.

BMI Industry View 7

SWOT 11

Industry Forecast 12

Bauxite: Seaborne Reliance Not Going Away 12

Growth To Slow, But Production Won't Collapse 13

Seaborne Reliance To Persist 13

Risk To Outlook 14

      Table: Bauxite Production Forecast (China 2010-2018) 15

Coal: Energy Concerns To Support Growth 15

Efficiency Gains With Consolidation Push 18

      Table: China - Select Coal Mining Projects 19

Taming Pollution 19

      Table: Coal Production Forecasts (China 2010-2018) 20

Copper: Digging To Continue On Domestic Shortfall 21

      Table: China - Select Copper Projects 22

      Table: Copper Production Forecast (China 2010-2018) 23

Gold: More Golden Deals Abroad 23

      Table: China - Largest Gold Projects 25

      Table: Gold Production Forecast (China 2010-2018) 29

Iron Ore: Consolidation Looms 29

      Table: China - Select Iron Ore Projects 31

      Table: Iron Ore Production Forecast (China 2010-2018) 36

Lead: Autos Sector To Lend Support 37

      Table: China - Select Lead Mining Projects 38

      Table: Lead Production Forecast (China 2010-2018) 39

Nickel: Growth To Cool As China Rebalances 39

      Table: China - Select Nickel Projects 41

      Table: Nickel Production Forecast (China 2010-2018) 41

Tin: Yunnan Tin Dictates, But Risks Lurk 41

Risks To Outlook 43

      Table: Tin Production Forecast (China 2010-2018) 44

Zinc: Mining Under Pressure 44

      Table: Zinc Production Forecast (China 2010-2018) 47

Industry Risk Reward Ratings 48

Risk/Reward Ratings 48

Australia Leads, Frontier Markets To Remain Laggards 48

An Improving Regulatory Landscape 49

Largest Quarterly Change In Laos 50

      Table: Asia - Mining Risk/Reward Index 51

Risk/Reward Ratings 52

Rewards 52

Industry Rewards 52

Country Rewards 52

Risks 53

Industry Risks 53

Country Risks 53

      Table: Mining Industry Forecasts (China 2012-2018) 54

Regulatory Development 55

      Table: Political Overview 58

Competitive Landscape 59

      Table: China - Key Financial Data For Select Listed Mining Companies 60

Company Profile 61

Aluminum Corporation of China (Chalco) 61

Company Overview 62

Latest Financial Results 62

      Table: Supply Chain Analysis 64

      Table: Chalco - Key Financial Data 65

China Shenhua Energy 66

      Table: Supply Chain Analysis 68

      Table: Shenhua Energy - Key Financial Data 69

Jiangxi Copper 70

      Table: Supply Chain Analysis 72

      Table: Jiangxi Copper - Key Financial Data 73

Shandong Gold 74

      Table: Supply Chain Analysis 76

      Table: Shandong Gold - Key Financial Data 77

Regional Overview 78

Asia Overview 78

Global Industry Overview 84

Capex Cutbacks To Yield Rewards 84

M&A Activity To Pick Up 85

High Grade Opportunities In Iron Ore 86

Shifting Centre Of Growth For Platinum 87

Chinese & Indian Outbound Mineral Investment To Gather Pace 88

Shake-Up For Global Rare Earths Industry 89

Commodities Forecast 91

Commodity Strategy 91

Ferrous Metals: 92

Iron Ore: Bounce Won't Last, Weakness In 2015 92

Steel: Long Road To Price Recovery 93

Non-Ferrous Metals: 94

Aluminium: Elevated Prices In Coming Weeks 94

Copper: Strength To Turn To Weakness By Q414 95

Lead: Price Bounce Underway 96

Nickel: Prices To Cool In Coming Months 97

Tin: Market Tightness To Drive Prices Higher 98

Zinc: Prices To Moderate By Q414 99

      Table: Select Commodities - Performance & BMI Forecasts 101

Methodology 102

Industry Forecast Methodology 102

Sources 103

Risk/Reward Rating Methodology 104

      Table: Weighting Of Indicators 106

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