2012年全球矿业展望

Global mining outlook in 2012

全球经济将处于深度调整之中,下行风险加大。伴随全球经济格局的变化,全球矿业格局将发生变化,页岩气等非传统矿产资源前景看好。重要矿产资源国勘查开发投资需求增加,受到多种因素影响一些重要矿业项目推进缓慢,铜等部分矿产品将出现供应短缺。矿业并购仍将活跃,矿山资产争夺日趋激烈。资源民族主义成为全球矿业面临的最大挑战,提高税费成为主要手段。

The global economy will be in depth adjustment and downside risks increasing in next year. With the global economic changes in the pattern, the global mining pattern is also changing. Non-traditional energy and minerals, such as shale gas, will play an important role in future supply of raw material and energy. More spending is needed for exploration and development in mineral-rich countries. Some major mining projects influenced by many negative factors. Copper and some other minerals will be in shortage in the next year. M＆A will be active and struggling for mine assets also intense. Resources nationalization has become the biggest challenge facing the global mining, reflected in the rising of rates of taxes.