Table of Contents
Executive Summary — 5 SWOT
Analysis — 7 Botswana Political
SWOT — 7 Botswana Economic SWOT — 8
Botswana Business Environment SWOT — 9 Special Focus:
Outlook For Global Mining — 10 Table: Biggest Chinese
Acquisitions In Australia Since 2005 — 12 Table: Global
Mining – Top Five Companies By Market Capitalisation
(US$mn) — 14 Table: Global Mining – Key
Players’ Future Investment Plans (selected
projects) — 15 Industry Trends And
Developments — 17 Overview — 17 Table:
Mines In Botswana — 19 Regulatory
Structure — 19 Recent
Developments — 20 Key Projects — 21
Metals — 21 Gold — 21
Copper-Nickel — 21 Lead And Zinc — 23
Uranium — 24 Minerals — 24
Coal — 24 Diamonds — 25 Business
Environment — 27 Regional Mining Overview –
Africa — 27 Table: Africa Mining Business Environment
Ranking — 27 Limits Of Potential
Returns — 28 Risks To Realisation Of
Returns — 28 Legal Framework — 29
Table: BMI’s Legal Framework Ratings — 30 Property
Rights — 31 Labour Force — 33 Foreign
Investment Policy — 34 Table: Middle East And
Africa’s Annual Foreign Direct Investment Inflows,
2004-2006 — 35 Table: Botswana’s Annual FDI Inflows,
2001-2006 — 36 Table: BMI’s Trade
Ratings — 37 Operational Risk — 39
Political Environment — 41 Economic
Activity — 43 Table: Botswana - Economic
Activity — 46 Industry Forecast
Scenario — 47 Metals Price
Outlook — 47 Table: Stock Levels At London Metals Exchange
Warehouses (tonnes) — 50 Copper — 50
Table: BMI Copper Forecast — 50
Aluminium — 52 Table: BMI Aluminium
Forecast — 52 Global Industry
Overview — 54 Regional Analysis — 54
Botswana’s Mining Industry Forecasts — 57 Table:
Botswana Mining Industry Forecast — 58 Competitive
Landscape — 59 Table: Key Players In Botswana’s
Mining Industry — 59 Company
Monitor — 61 De Beers Botswana Mining (Debswana
Mining) — 61 Tati Nickel Mining
Co — 63 African Diamonds — 64 African
Copper — 65 Appendices — 66 Appendix A
– Global Assumptions — 66
Global — 66 Table: Global Assumptions,
2007-2013 — 67 Economic Activity — 67
Table: Global And Regional Real GDP Growth, 2006-2012 (% change
y-o-y) — 68 Table: Developed States’ Real GDP
Growth, 2008-2010 — 69 Table: Emerging Markets’ Real
GDP Growth, 2008-2010 — 70 Monetary
Policy — 70 Table: Developed Market Exchange Rates,
2006-2010 (average) — 71 Table: Emerging Market Exchange
Rates, 2006-2010 (average) — 71
Commodities — 72 Appendix B: Business Environment
Methodology — 73 Ratings Overview — 73
Table: Mining Business Environment Indicators — 74 Table:
Weighting Of Components — 75
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