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中国矿业报告(2019-2023年)
In 2018, the performance of the coal sector in China improved, which was attributed to a number of factors, such as favourable domestic economic conditions, the ongoing supply-side reform and coal industry consolidation. In addition, there was high market demand from the steel sector, increased power consumption and a recovery in thermal power generation. These market conditions stimulated growth in coal prices, which although hiked to USD 120 per tonne on international markets in July 2018, remained at healthy levels. The stronger performance of China’s coal sector in 2018 was also a result of improved balance between supply and demand, supported by implementation of the government’s regulatory measures on coal pricing and import volumes throughout 2018. The production efficiency and profitability in the sector increased. The revenue of the major coal mining enterprises rose by 5.5% y/y to RMB 2.3tn, according to China National Coal Association, while their profit increased by 5.2% y/y to RMB 288.8bn. The number of coal mining enterprises rose to 4,505, up from 4,435 in 2017, while the number of coal mines was cut to 3,373, down from 3,907 in 2017. The average annual production capacity expanded to about 920,000 tonnes.
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中国煤炭行业报告(2019-2023年)
The coal mining industry in China has been undergoing an intense consolidation process, which has resulted in a decreasing number of small inefficient businesses and a growing number of large coal enterprises. Due to their extensive scale of operations and big market shares, SOEs are the sector’s main revenue generators. In 2018, the country’s top ten coal producers generated over 34.6% of the total revenue of coal mining, up from the 27.1% share in 2017. The government’s industry reforms envisage further consolidation of the mining sector, which is likely to intensify the M&A activity. In order to boost their profits along the value chain, coal producers are expected to further expand their presence into segments such as syngas, olefins and liquid fuels, as well as coal-to-oil conversion. They will also work on diversifying their business scope with renewable energy development, power generation and transportation.
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哥伦比亚矿业报告(2019-2020年)
The mining sector in Colombia is very diverse, including a variety of extraction methods (open pit, alluvium, underground, melting) and scales of operation (traditional, small, medium, and large mining), as well as a myriad of exploited minerals. Around 30 different minerals are extracted in the country, the most important being coal, gold, nickel, iron ore, emeralds, silver, platinum, limestone cement, and salt. Despite recent efforts by ANM and the national government, illegal mining, especially of gold, continues to be a problem. Furthermore, Colombians are still sceptical about the positives that the mining industry can have for their lives and for the economy as a whole, with mayors, judges, and the general public, often rejecting the development of new projects.