Table of Contents
Executive Summary — 5 SWOT
Analysis — 7 Brazil Political SWOT — 7
Brazil Economic SWOT — 8 Brazil Business Environment
SWOT — 8 Global Metals Market
Overview — 9 Table: World’s Top 10 Steel Producing
Countries, 2007 And 2008 — 11 Aluminium
Outlook — 12 Table: Aluminium
Forecasts — 12 Table: Global Primary Smelter Aluminium
Production, 2008-2010 (‘000 tonnes) — 13 Metals
Price Outlook — 15 Table: Stock Levels At London Metal
Exchange Warehouses, 2001-2009 (tonnes) — 18 Global Mining
Outlook — 18 Table: Biggest Chinese Acquisitions In
Australia Since 2005 — 20 Table: Global Mining – Top
Five Companies By Market Capitalisation (US$mn) — 22
Table: Global Mining – Key Players’ Future Investment Plans
(selected projects) — 23 Industry Forecast
Scenario — 25 Table: Brazil’s Metals Industry,
2006-2013 — 27 Macroeconomic
Forecasts — 27 Table: Brazil – Economic Activity,
2004-2013 — 28 Competitive Landscape And Company
Profiles — 29 Steel — 29 Table: Output
Of Brazilian Steel Producers, 2006 And 2007 (’000
tonnes) — 30 Aluminium — 32 Table:
Brazilian Aluminium Smelters — 32
ArcelorMittal — 36 Gerdau SA — 37
Vale — 38 Alcoa — 41 Companhia
Siderúrgica Nacional (CSN) — 42
Usiminas — 43 Global Assumptions — 44
Table: Global Assumptions, 2007-2013 — 44 Table: Developed
States GDP Growth, 2008-2010 — 46 Table: Emerging Markets
GDP Growth, 2008-2010 — 47 BMI Forecast
Modelling — 48 How We Generate Our Industry
Forecasts — 48 Cross Checks — 48
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