South East Asia Mining Report

Providing expert analysis, independent forecasts and competitive intelligence on the mining.

Report includes: BMI Industry View, Industry SWOT Analysis, Industry Forecasts, BMI's Petrochemicals Risk Reward Index, Economic Forecasts, Company Profiles and Global, Regional and Country Industry Overviews.

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South East Asia Mining Report
Product Price
$1,295.00

BMI View: Despite the rich deposits of untapped minerals on offer, we believe South East Asia's mining sector will struggle to fulfil its potential over the next few years. China's economic slowdown will remove a crucial outlet for raw material exports in the region and, more importantly, will impact the profitability of mining ventures, with high start up costs likely to deter new investment. While states such as Myanmar have made strides to relax the regulatory environment to encourage increased private sector investment, substantial obstacles remain across many parts of the region, including high levels of corruption and limited infrastructure. As such, many parts of the region continue to be perceived as frontier markets as far as mining activity is concerned.

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SE Asia - Mining Sector Industry Values
2014e 2015e 2016f 2017f 2018f 2019f 2020f
e/f = estimate/forecast. Source: National sources, BMI
Laos Mining Industry Value, USDbn 0.80 0.80 0.80 0.80 0.90 1.00 1.10
Laos Mining Industry Value, USDbn, % y-o-y -6.31 -5.16 -0.51 7.49 12.40 11.89 7.50
South Korea Mining Industry Value, USDbn 1.28 1.27 1.27 1.26 1.25 1.25 1.24
South Korea Mining Industry Value, USDbn, % y-o-y -1.10 -0.50 -0.50 -0.50 -0.50 -0.50 -0.50
Thailand Mining Industry Value, USDbn 10.29 8.61 7.68 7.17 7.12 7.07 7.04
Thailand Mining Industry Value, USDbn, % y-o-y -15.75 -16.35 -10.74 -6.64 -0.77 -0.71 -0.41
Cambodia Mining Industry Value, USDbn 0.16 0.19 0.22 0.25 0.28 0.31 0.34
Cambodia Mining Industry Value, USDbn, % y-o-y 20.00 18.00 16.00 15.00 10.00 10.00 10.00
Vietnam Mining Industry Value, USDbn 16.90 15.50 15.00 15.20 16.50 17.80 19.20
Vietnam Mining Industry Value, USDbn, % y-o-y -5.71 -8.40 -3.15 1.70 8.14 7.94 7.88
Myanmar Mining Industry Value, USDbn 5.63 6.52 7.70 9.50 11.97 14.99 17.55
Myanmar Mining Industry Value, USDbn, % y-o-y 18.62 15.94 18.06 23.36 26.00 25.26 17.08

Latest Updates And Developments:

  • Australian miner PanAust Ltd has continued to post robust production figures at its Phu Kham mine in Laos, with 1,071 tonnes (t) of copper ore mined during Q1 2016 and 24,039 ounces of (oz) gold.

  • In April 2016, Australia's Eumeralla Resources announced the receipt of a mining permit to tin and tungsten in Cambodia before September 2016. The firm has allocated USD450,000 to be used to finalise the formal grant process with a view to beginning exploration in the country.

  • In March 2016, Thailand's National Legislative Assembly passed an amendment to the country's mining legislation. The decision which will allow the junta to continue to gain further control over mining operations in the country.

  • In January 2016, Vietnam's prime minister Nguyen Tan Dung appeared to renege on previous promises to expand the country's coal-fired energy sector. It seems likely that the government will bow to international pressure to reduce carbon emissions and to prioritise the growth of renewables and other products over thermal coal in the country's energy mix.

BMI Industry View
7
Table: SE Asia - Mining Sector Industry Values
7
SWOT
9
Industry Forecast
11
Cambodia - Cambodia: Expansion Stunted By Ongoing Challenges
11
Table: Cambodia - Select Minerals Production ('000 metric tonnes)
11
Laos: Production To Peak By 2020
15
Table: Laos - Copper & Gold Mine Production Forecasts
15
Myanmar: Weak Price Environment To Delay Development
19
Table: Myanmar - Mining Production Forecasts
19
Table: Myanmar - Select Mining Projects
21
South Korea: Uranium Mining Being Explored
24
Thailand: Growth Splutters Despite New Legislation
27
Table: Thailand - Mining Production Forecasts
27
Vietnam: Mounting Challenges To Mining Sector Expansion
32
Table: Table: Vietnam - Mining Production Forecasts
32
Table: Table: Vietnam - Mining Production Forecasts
33
Gold Miners To Benefit
38
Industry Risk Reward Ratings
40
Laos Risk/Reward Index
40
Rewards
40
Industry Rewards
40
Country Rewards
40
Risks
40
Industry Risks
40
Country Risks
41
Myanmar Risk/Reward Index
42
Rewards
42
Industry Rewards
42
Country Rewards
42
Risks
43
Industry Risks
43
Country Risks
43
South Korea Risk/Reward Index
44
Rewards
44
Industry Rewards
44
Country Rewards
44
Risks
44
Industry Risks
44
Country Risks
44
Thailand Risk/Reward Index
45
Rewards
45
Industry Rewards
45
Country Rewards
45
Risks
46
Industry Risks
46
Country Risks
47
Vietnam Risk/Reward Index
48
Rewards
48
Industry Rewards
48
Country Rewards
48
Risks
49
Industry Risks
49
Country Risks
49
Asia Risk/Reward Index
50
Key Takeaways
50
Latest Revisions
51
Table: Asia - Mining Risk/Reward Index
52
Regulatory Development
53
Commodities Forecast
55
Commodities Outlook
55
Table: BMI Commodities Price Forecasts
55
Competitive Landscape
56
Key Players
56
Table: Largest Mining Companies In South East Asia - Key Financial Data
57
Company Profile
62
Banpu Public Company Ltd
62
Table: Banpu - Key Financial Data
64
Lanna Resources Public Company
65
Table: Lanna Resources - Key Financial Data
67
Regional Overview
68
Asia Overview
68
Slowing Iron Ore Production
68
Indian Coal Consumption To Outperform
69
China & India To Lead In Outbound Investment
70
Indonesian Ban Moderation Ahead
71
Chinese Coal & Steel Sectors To Consolidate Slowly
73
Methodology
74
Industry Forecast Methodology
74
Sources
75
Risk/Reward Index Methodology
76
Table: Weighting Of Indicators
77

The South East Asia Mining Report has been researched at source and features BMI Research's mining and commodity forecasts for metals, minerals and gems, covering all major indicators including reserves, production, exports and values. The report also analyses trends and prospects, national and multinational companies and changes in the regulatory environment.

BMI's South East Asia Mining Report provides industry strategists, service companies, company analysts and consultants, government departments, trade associations and regulatory bodies with BMI's independent forecasts and competitive intelligence on the mining industry in Thailand, South Korea, Myanmar, Vietnam.

Key Benefits

  • Use BMI's independent industry forecasts on Thailand, South Korea, Myanmar, Vietnam to test other views - a key input for successful budgeting and planning in this mining market.
  • Target business opportunities and risks in Thailand, South Korea, Myanmar, Vietnam's mining sector through our reviews of latest mining industry trends, regulatory changes and major deals, projects and investments in Thailand, South Korea, Myanmar, Vietnam.
  • Assess the activities, strategy and market position of your competitors, partners and clients via our Company Profiles (inc. KPIs and latest activity), Key Projects Tables and Competitive Landscape Tables.

Coverage

BMI Industry View

Summary of BMI’s key forecasts and industry analysis, covering mining reserves, supply, demand and prices, plus analysis of landmark company developments and key changes in the regulatory environment.

Industry SWOT analysis

Analysis of the major Strengths, Weaknesses, Opportunities and Threats within the mining sector and within the broader political, economic and business environment.

BMI Industry Forecasts

Historic data series (2009-2013) and forecasts to end-2019 for key industry and economic indicators, supported by explicit assumptions, plus analysis of key risks to the main forecasts. Indicators include:

  • Mining industry: Industry size (USDmn), real growth (%), % of GDP, employment (‘000), workforce as % of total workforce, average wage (USD).
  • Output: Production volumes (‘000 tonnes, carats etc.) for all major metals, minerals, ores and gems mined in each state, including bauxite, copper, gold, coal, lead, silver, tin, titanium, uranium, zinc etc.
  • Exports: Value of exports (USDmn) for all major metals, minerals, ores and gems mined in each state.
  • Commodity markets: Global demand, supply, stocks and benchmark prices (USD) for aluminium, copper, lead, nickel, tin, zinc, gold and steel.

BMI’s Mining Risk Reward Index

BMI’s Risk Reward Indices provide investors (mining companies and support service providers) looking for opportunities in the region with a clear country-comparative assessment of a market’s risks and potential rewards. Each of the country markets are scored using a sophisticated model that includes more than 40 industry, economic and demographic data points to provide indices of highest to lowest appeal to investors, with each position explained.

Competitive Landscape Tables & Analysis

Comparative company analyses and tables detailing USD sales, % share of total sales, number of employees, year established, market cap/NAV, ownership structure, production and % market share.

Key Projects

Details and analysis of all current and planned developments (new ventures, capacity expansion and other investments) across the sector broken down by metal/ore.

Company Profiles*

Examines the competitive positioning and short- to medium-term business strategies of key industry players. Strategy is examined within the context of BMI’s industry forecasts, our macroeconomic views and our understanding of the wider competitive landscape. The latest financial and operating statistics and key company developments are also incorporated within the company profiles, enabling a full evaluation of recent company performance and future growth prospects.

Sources

The Mining reports are based on an extensive network of primary sources, such as multilateral organisations (UN, WB, IMF), national chambers of commerce and industry, national statistical offices, government ministries and central banks, and multinational companies.

*Company profiles are not available for every country. Those reports instead contain information on the current activities of prominent companies operating in the market.