Table of Contents
Executive Summary — 5 New State Mining Company
Created — 6 New Company Profile — 6
Global Overview — 6 Industry
Forecast — 7 SWOT Analysis — 8
Mozambique Political SWOT — 8 Mozambique Economic
SWOT — 9 Mozambique Business Environment
SWOT — 10 Special Focus: Outlook For Global
Mining — 11 Table: Biggest Chinese Acquisitions In
Australia Since 2005 — 13 Table: Global Mining – Top
Five Companies By Market Capitalisation (US$mn) — 15
Table: Global Mining – Key Players’ Future Investment Plans
(selected projects) — 16 Industry Trends And
Developments — 18 Overview — 18 Table:
Mines In Mozambique — 19 Regulatory Structure And
Developments — 20 New State Mining Company
Created — 21 Key Projects — 22 Iron
Ore — 22 Bauxite And Alumina — 23
Gold — 23 Nickel — 23
Titanium — 24 Uranium — 24
Minerals — 25 Coal — 25 Business
Environment — 27 Regional Mining Overview –
Africa — 27 Table: Africa Mining Business Environment
Ranking — 27 Limits To Potential
Returns — 28 Risks To Realisation Of
Returns — 29 Political Overview — 30
Table: Mozambique Political Overview — 31 Foreign
Policy — 33 Industry Forecast
Scenario — 35 Metals Price
Outlook — 35 Aluminium Outlook — 35
Table: BMI Aluminium Forecast — 35 Copper
Outlook — 37 Table: BMI Copper
Forecast — 37 Table: Stock Levels At London Metals
Exchange Warehouses (tonnes) — 42 Global Industry
Overview — 42 Regional Analysis — 43
Mozambique’s Mining Industry Forecast — 45 Table:
Mozambique Mining Industry Forecast — 46 Competitive
Landscape — 47 Table: Mozambique Mining – Key
Players — 47 Company Monitor — 48 BHP
Billiton — 48 Central African Mining and
Exploration — 50 Kenmare
Resources — 51 Vale — 52
Appendices — 54 Appendix A: Global
Assumptions — 54 Global — 54 Table:
Global Assumptions, 2007-2013 — 55 Economic
Activity — 55 Table: Global And Regional Real GDP Growth,
2006-2012 (% change y-o-y) — 56 Table: Developed
States’ Real GDP Growth, 2008-2010 — 57 Table:
Emerging Markets’ Real GDP Growth, 2008-2010 — 58
Monetary Policy — 58 Table: Developed Market Exchange
Rates, 2006-2010 (average) — 59 Table: Emerging Market
Exchange Rates, 2006-2010 (average) — 59
Commodities — 60 Appendix B: Business Environment
Ratings — 61 Ratings Overview — 61
Table: Mining Business Environment Indicators — 62 Table:
Weighting Of Components — 63
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