A growing number of miners in Indonesia will be forced to put the brakes on investment as the economic slowdown in China continues to drag on mineral prices. Crucially, the looming export ban on raw minerals would have a decisive impact on the fortunes of Indonesia's mining industry.

BMI Industry View 7

SWOT 11

Industry Forecast 13

Bauxite: Mining Regulations To Impede Growth 13

      Table: Indonesia - Bauxite Production Forecast 15

Coal: Policy Changes Breed Uncertainty 15

Infrastructure Developments A Boon 16

Export Ban Rolled Back 18

. ..But Further Policy Changes In Sight 18

      Table: Indonesia - Largest Coal Projects 19

      Table: Indonesia - Coal Production Forecast 20

Copper: Growth Ahead, But Risks Lurk 20

Declining Ore Grades The Biggest Threat 22

      Table: Indonesia - Largest Copper Projects 23

      Table: Indonesia - Copper Production Forecast 23

Nickel: Expansion Plans In The Pipeline 24

      Table: Indonesia - Largest Nickel Projects 26

      Table: Indonesia - Nickel Production Forecast 28

Tin: Modest Growth Ahead 28

      Table: Indonesia - Tin Production Forecast 31

Industry Risk Reward Ratings 32

      Table: Asia Mining Risk/Reward Ratings 33

Market Overview 39

      Table: Indonesia - Mining Industry Value & Production Forecasts 40

Regulatory Development 41

Recent Developments 41

Policy Moderation On The Cards 41

New Mining Law of 2009 42

Tax Regime 43

Corruption To Remain Key Concern 43

      Table: Asia - Mining Regulatory Scorecard 44

      Table: Political Overview 44

Commodities Forecast 46

Commodity Strategy 46

Steel: Locked In Secular Downtrend 48

Aluminium: US$1,800/tonne To Provide Strong Support 48

Copper: Bearish View In Place Despite Some Recovery 49

Nickel: Despite Recent Gains, Downside Risks Dominate 51

Zinc: Channelling Support 53

      Table: Select Commodities - Performance & BMI forecasts 54

      Table: BMI Commodities Strategy 55

Commodities Forecast 56

      Table: BMI Steel Forecast 56

      Table: Steel Data And Forecasts, 2009-2017 64

Competitive Landscape 65

Key Players 66

      Table: Financial Data For Key Mining Firms Listed In Indonesia 66

Company Profile 67

PT Antam 67

      Table: PT Antam - Key Financial Data 71

PT Bumi Resources 72

      Table: Bumi Resources - Key Financial Data 76

PT Indo Tambangraya Megah Tbk (ITMG) 77

      Table: ITMG - Key Financial Data 81

PT Timah 82

      Table: PT Timah - Key Financial Data 85

Global Industry Overview 86

Global Overview 86

Downturn To Continue Into 2014 86

      1. China Slowdown To Drive Mining Moderation 86

      2. Frontier Mining Increasingly Challenging 87

      3. Mining Services Firms Facing Tough Outlook 89

But Opportunities Still Exist 91

      1. Asian Outward Investment Continues 91

      2. Private Equity Entering The Mix 93

      3. Global Thermal Coal Demand Still Growing 94

Regional Overview 96

Methodology 103

Industry Forecast Methodology 103

Sources 104

Risk/Reward Rating Methodology 105

      Table: Mining Risk/Reward Ratings Indicators 106

      Table: Weighting Of Indicators 107

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