The ongoing development of the Oyu Tolgoi (OT) copper and gold mine is set to transform the economic landscape of Mongolia over the coming years.
We believe Mongolia is on the cusp of a mining boom. The development of the massive Oyu Tolgoi (OT) mine is set to transform the economic landscape of the country due to the impressive growth in copper and gold production over the coming years.

BMI Industry View 7

SWOT 9

Industry Forecast 10

Coal: Tavan Tolgoi To Drive Production 10

      Table: Mongolia - Select Coal Projects 11

      Table: Coal Production (Mongolia 2010-2018) 13

Copper: Robust Growth In Sight 13

      Table: Mongolia - Largest Copper Projects 16

      Table: Copper Mine Production Forecast (Mongolia 2010-2018) 16

Gold: OT A Game Changer 16

      Table: Mongolia - Select Gold Projects 19

      Table: Gold Mine Production Forecast (Mongolia 2010-2018) 20

Industry Risk Reward Ratings 21

Risk/Reward Ratings 21

Australia Leads, Frontier Markets To Remain Laggards 21

An Improving Regulatory Landscape 22

Largest Quarterly Change In Laos 23

      Table: Asia - Mining Risk/Reward Index 24

Mongolia - Mining Risk/Reward Index 25

Rewards 25

Industry Rewards 25

Country Rewards 25

Risks 26

Industry Risks 26

Country Risks 26

Regulatory Development 28

Current Royalty Regime 31

Mine Closure Procedures 31

Corruption To Remain Key Concern 31

      Table: Mongolia Political Overview 31

Commodities Forecast 33

Commodity Strategy 33

Ferrous Metals: 33

Steel: Prices To Remain Subdued 35

Non-Ferrous Metals: 36

Aluminium: Price Strength To Continue In Q314 36

Copper: Further Decline By Year's End 37

Lead: Constructive Price Outlook 38

Nickel: Moderation To Continue 39

Tin: Upside Ahead 40

Zinc: Consolidation Before Multi-Year Gains 42

      Table: Select Commodities - Performance & BMI Forecasts 43

Competitive Landscape 45

      Table: Mongolia - Financial Data Of Key Listed Companies 46

Company Profile 47

Centerra Gold 47

      Table: Centerra Gold - Supply Chain Analysis 49

      Table: Centerra Gold - Key Financial Data 49

Turquoise Hill Resources 51

      Table: Turquoise Hill - Suppliers 53

      Table: Turquoise Hill - Key Financial Data 53

Regional Overview 54

Asia Overview 54

Global Industry Overview 60

Capex Cutbacks To Yield Rewards 60

M&A Activity To Pick Up 61

High Grade Opportunities In Iron Ore 62

Shifting Centre Of Growth For Platinum 63

Chinese & Indian Outbound Mineral Investment To Gather Pace 64

Shake-Up For Global Rare Earths Industry 65

Methodology 67

Industry Forecast Methodology 67

Sources 68

Risk/Reward Rating Methodology 69

      Table: Weighting Of Indicators 71

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