The cooling of the Chinese economy will remove the shine off mining investment in South East Asia. Frontier regions will be the first places where miners pull back their investment as brownfield projects take precedence. Nonetheless, it is certainly not all gloomy in the mining sector. Resilient demand from the power sector will continue to support growth in coal production, while the positive development of the nuclear sector in South Korea fuels uranium mining production.

BMI Industry View 7

SWOT 10

Industry Forecast 11

Cambodia: Mining Potential To Remain In The Ground 11

      Table: Cambodia - Select Minerals Production ('000 metric tonnes) 11

Laos: Tough Digging With Fading Boom 13

      Table: Laos - Copper & Gold Mine Production Forecasts 18

Myanmar: Resource Boom To Remain Elusive 18

      Table: Myanmar - Select Mining Projects 20

      Table: Myanmar - Mining Production Forecasts 23

South Korea: Uranium Production On The Horizon 23

Thailand: Struggles Ahead, Except Coal 25

      Table: Thailand - Mining Production Forecasts 32

Vietnam: Coal Most Resilient Amidst Fading Boom 33

      Table: Table: Vietnam - Mining Production Forecasts 38

Industry Risk Reward Ratings 39

Risk/Reward Ratings 39

      Table: Asia - Mining Risk/Reward Index 43

Risk/Reward Ratings 43

      Rewards 44

      Industry Rewards 44

      Country Rewards 44

      Risks 44

      Industry Risks 44

      Country Risks 44

Risk/Reward Ratings 44

      Rewards 45

      Industry Rewards 45

      Country Rewards 45

      Risks 46

      Industry Risks 46

      Country Risks 46

      Table: Myanmar - Mining Production Forecasts 47

Risk/Reward Ratings 47

      Rewards 47

      Industry Rewards 47

      Country Rewards 47

      Risks 48

      Industry Risks 48

      Country Risks 48

Risk/Reward Ratings 48

      Rewards 48

      Industry Rewards 48

      Country Rewards 48

      Risks 49

      Industry Risks 49

      Country Risks 49

      Table: Thailand - Mining Industry Value & Production Forecasts 50

Risk/Reward Ratings 50

      Rewards 50

      Industry Rewards 50

      Country Rewards 51

      Risks 51

      Industry Risks 51

      Country Risks 52

      Table: Vietnam - Mining Industry Value & Production Forecasts 52

Regulatory Development 53

      Table: Asia - Mining Regulatory Scorecard 54

Commodities Forecast 56

Commodity Strategy 56

      Iron Ore: Chinese Stimulus Not A Game Changer 56

      Steel: Gradual Rationalisation Insufficient To Boost Prices 58

      Aluminium: Recent Rally Unlikely To Persist Into H214 59

      Copper: Bearish Forecast Appears Well Placed 60

      Lead: Picking Up Autos Sector Tailwinds 61

      Nickel: Recent Rise To Fall Back In H214 62

      Zinc: Potential Test Of Resistance In Coming Weeks 64

      Table: Select Commodities - Performance & BMI Forecasts 66

Competitive Landscape 67

Key Players 67

      Table: Select Mining Companies In South East Asia - Key Financial Data 68

Company Profile 69

Banpu Public Company Ltd 69

      Table: Banpu - Key Financial Data 71

Lanna Resources Public Company 73

      Table: Lanna Resources - Key Financial Data 75

Regional Overview 77

Asia - Q3 2014 77

      Challenges 77

      Opportunities 80

Global Industry Overview 85

Challenges 85

      Table: Mining - Select M&A Deals 89

Cause For Optimism 92

Methodology 99

Industry Forecast Methodology 99

Sources 100

Risk/Reward Rating Methodology 101

      Table: Weighting Of Indicators 103

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