With China's economy on course for a rude slowdown over the coming years, Australia's mining sector is set to suffer the painful spillover effects of a sharp investment slowdown. Already, the mining sector is feeling the crunch of plummeting commodity prices as a string of miners scale back their ambitions and slam the brakes on investment.

BMI Industry View 7

SWOT 10

Industry Forecast 12

Bauxite: Weipa To Drive Growth, But Risks Lurk 12

      Table: Australia - Select Bauxite Projects 15

      Table: Australia - Bauxite Production Forecast 15

Coal: Golden Years Are Over 15

      Table: Australia - Select Coking Coal Projects 17

      Table: Australia - Select Thermal Coal Projects 22

      Table: Australia - Coal Production Forecast 23

Copper: Cooling Prospects 23

      Table: Australia - Largest Copper Projects 25

      Table: Australia - Copper Production Forecast 27

Gold: Global Share To Decline 28

      Table: Australia - Largest Gold Mining Projects 31

      Table: Australia - Gold Production Forecast 31

Iron Ore: Majors Steeled For Expansion 32

      Table: Australia - Select Iron Ore Projects 34

      Table: Australia - Iron Ore Production Forecast 37

Lead: Century Mine To Drag On Growth 37

      Table: Australia - Key Lead Projects 37

      Table: Australia - Lead Production Forecast 39

Nickel: Healthy Growth In Place 39

      Table: Australia - Largest Nickel Projects 40

      Table: Australia - Nickel Production Forecast 42

Tin: Outlook Brightening 42

      Table: Australia - Tin Production Forecast 45

Zinc: Growth To Collapse As Century Mine Ends 45

      Table: Australia - Largest Zinc Projects 47

      Table: Australia - Zinc Production Forecast 48

Industry Risk Reward Ratings 49

      Table: Asia Mining Risk/Reward Ratings 50

Market Overview 56

      Table: Australia - Mining Industry Value & Production Forecasts 58

Regulatory Development 59

      Table: Australia - Mineral Taxes 60

      Table: Australia - Key Legislative Changes 61

      Table: Asia - Mining Regulatory Scorecard 63

      Table: Australia - Political Overview 64

Commodities Forecast 65

Commodity Strategy 65

      Iron Ore: Prices To Head Lower In 2014 66

      Steel: Reprieve Unlikely To Last 67

      Aluminium: Weakness Resuming 67

      Copper: Continued Weakening 69

      Lead: Modest Secular Uptrend To Remain Intact 69

      Nickel: Can't Catch A Break 70

      Tin: Outperformance To Continue 71

      Zinc: Likely To Hold Up 72

      Table: Select Commodities - Performance & BMI Forecasts 73

      Table: BMI Commodities Strategy 74

Competitive Landscape 75

      Table: Australian Miners Corporate Bond Issuance (2012) 76

      Table: Financial Data For Key Mining Firms Listed In Australia 77

Company Profile 79

BHP Billiton - Q1 2014 79

      Table: BHP Billiton - Key Financial Data 84

Glencore Xstrata - Q1 2014 85

      Table: Glencore Xstrata - Key Financial Data 89

MMG Limited - Q1 2014 90

      Table: MMG Limited - Key Financial Data 95

Rio Tinto - Q1 2014 96

      Company Overview 98

      Company Strategy 99

      Table: Rio Tinto - Key Financial Data 101

Global Industry Overview 102

Global Overview 102

      Downturn To Continue Into 2014 102

      1. China Slowdown To Drive Mining Moderation 102

      2. Frontier Mining Increasingly Challenging 103

      3. Mining Services Firms Facing Tough Outlook 105

      But Opportunities Still Exist 107

      1. Asian Outward Investment Continues 107

      2. Private Equity Entering The Mix 109

      3. Global Thermal Coal Demand Still Growing 110

      Regional Overview 112

Methodology 119

Industry Forecast Methodology 119

Sources 120

Risk/Reward Rating Methodology 121

      Table: Mining Risk/Reward Ratings Indicators 122

      Table: Weighting Of Indicators 123

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