Australia's mining sector is set to suffer the painful spillover effects of a sharp investment slowdown due to the cooling of China's economy over the coming years. Australia has been among the biggest beneficiaries from the China-led commodities boom over the past decade, attracting huge amounts of investment into the minerals space.

BMI Industry View 7

SWOT 10

Industry Forecast 12

Bauxite: Weipa Leads Growth 12

      Table: Australia - Select Bauxite Projects 14

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

Coal: Little Respite From Carbon Tax Repeal 15

      Table: Australia: Select Coal Projects 20

      Table: Coal Production Forecast (Australia 2010-2018) 20

Copper: Cooling Growth, But Optimism Remains 20

      Table: Australia - Largest Copper Projects 22

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

Gold: Golden Years Are Over 24

      Table: Australia - Largest Gold Mining Projects 26

      Table: Gold Production Forecast (Australia 2010-2018) 26

Iron Ore: Majors Pedal To The Metal 26

      Table: Australia Iron Ore Production Forecast 31

Lead: Growth To Remain Supported 32

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

Nickel: Modest Expansion As Price Rally Fades 34

      Table: Australia - Select Nickel Projects 36

      Table: Nickel Production Forecast (Australia 2010-2018) 37

Tin: Output Recovery In Sight 38

      Table: Australia - Tin Mining Projects 39

      Table: Tin Production Forecast (Australia 2010-2018) 40

Zinc: Century Mine Closure To Hit Growth 40

      Table: Zinc Production Forecast (Australia 2010-2018) 43

Industry Risk Reward Ratings 44

Risk/Reward Ratings 44

Rewards 44

Industry Rewards 44

Country Rewards 44

Risks 45

Industry Risks 45

Country Risks 45

      Table: Australia - Mining Industry Value & Minerals Production Forecasts 46

Risk/Reward Ratings 46

Australia Leads, Frontier Markets To Remain Laggards 46

An Improving Regulatory Landscape 47

Largest Quarterly Change In Laos 48

      Table: Asia - Mining Risk/Reward Index 49

Regulatory Development 50

      Table: Australia - Mineral Taxes 51

      Table: Australia - Political Overview 53

Commodities Forecast 55

Commodity Strategy 55

Ferrous Metals: 55

Steel: Prices To Remain Subdued 57

Non-Ferrous Metals: 58

Aluminium: Price Strength To Continue In Q314 58

Copper: Further Decline By Year's End 59

Lead: Constructive Price Outlook 60

Nickel: Moderation To Continue 61

Tin: Upside Ahead 62

Zinc: Consolidation Before Multi-Year Gains 64

      Table: Select Commodities - Performance & BMI Forecasts 65

Competitive Landscape 67

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

Company Profile 69

BHP Billiton - Q4 2014 69

Latest Financial Results 71

      Table: BHP Billiton - Supply Chain Analysis 72

      Table: BHP Billiton - Key Financial Data 73

Glencore Xstrata 75

Company Overview 76

Latest Financial Results 77

Company Strategy 77

      Table: Glencore Xstrata - Supply Chain Analysis 79

      Table: Glencore Xstrata - Key Financial Data 80

MMG Limited - Q4 2014 81

      Table: MMG Ltd - Supply Chain Analysis 84

      Table: MMG Limited - Key Financial Data 85

Rio Tinto 86

Company Overview 88

Company Strategy 89

Latest Financial Results 90

      Table: Rio Tinto - Key Financial Data 92

Regional Overview 93

Asia Overview 93

Global Industry Overview 99

Capex Cutbacks To Yield Rewards 99

M&A Activity To Pick Up 100

High Grade Opportunities In Iron Ore 101

Shifting Centre Of Growth For Platinum 102

Chinese & Indian Outbound Mineral Investment To Gather Pace 103

Shake-Up For Global Rare Earths Industry 104

Methodology 106

Industry Forecast Methodology 106

Sources 107

Risk/Reward Rating Methodology 108

      Table: Weighting Of Indicators 109

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