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The South African Mining Sector - Market Opportunity and Entry Strategies, Analyses and Forecasts to 2015
iCD Research, January 2011, Pages: 212
Synopsis
- Top level overview of the South African mining industry
- A breakdown of the South African mining industry by segments such as coal, metallic minerals and non metallic minerals
- Details of top companies active across South African mining industry
- Emerging trends and opportunities in the South African mining industry in the last 12 months
Summary
This report offers insights into market opportunities and entry strategies adopted to gain market share in the South African mining industry. In particular, it offers in-depth analysis of the following:
- Market opportunity and attractiveness: Detailed analysis of current market size and growth expectations during 2010–15. It highlights key drivers to help understand growth dynamics. It also benchmarks the sector against key global markets and provides detailed understanding of emerging opportunities in specific areas.
- Procurement dynamics: Trend analysis of exports and imports, along with their implications and impact on the South African mining industry.
- Industry structure: Five forces analysis to understand various power centers in the industry and how they are likely to develop in the medium term.
- Competitive landscape: Analysis of key companies in the public and private sectors of the South African mining industry.
- Market entry strategy: Analysis of possible ways to enter the market along with an understanding of how existing operators have achieved this, including key contracts, alliances, and strategic initiatives.
- Business environment and country risk: a range of drivers at country level, assessing business environment and country risk. It covers historical and forecast values for a range of indicators, evaluating business confidence, economic performance, infrastructure quality and availability, labor force, demographics, and political and social risk.
Scope
- Analysis of Mining industry production from 2004 through 2009 and forecasts till 2015
- Analysis of market size and production trend analysis by coal, metallic and non-metallic segments
- Mining Equipment market size and forecast
- End use market dynamics
- Benchmarking with key global markets
- Market opportunities
- Mining import and export dynamics
- Industry dynamics: Five forces analysis of coal, metallic minerals, non- metallic minerals and mining equipment
- Market entry strategy
- Competitive landscape and strategic insights
- Business environment and country risk
Reasons to Buy
- Gain insight into the South African mining industry with current, historic and forecast production of coal, metallic minerals and non-metallic minerals
- Get insight on market opportunity and attractiveness
- Get insight on industry import and export dynamics
- Gain insight on industry structure
- Gain insight into the regulations governing the South African mining industry and the potential market entry strategies with an expert analysis of the competitive structure
- Identify top companies of the South African mining industry along with profiles on those companies
Key Highlights
The total value of mineral production in South Africa in 2009 was US$XX billion, a 24.3% decrease on figures from 2008. Due to the global economic crisis in 2008–09, the price of metals and minerals declined during this period. In the forecast period, with the gradual recovery of the world economy, the revival of industrial production and consumer demand, and rising commodity prices, the South African mining industry is expected to expand. The South African mining industry is forecast to produce XX million tons of minerals by 2015, growing at a CAGR of 5.4% during 2010–15.
Platinum group metals (PGMs), which include platinum, palladium and rhodium, dominate the country’s mining industry, with production valued at US$7 billion, or 25% of the total mineral production. This is followed by coal with 24%, gold with 21% and iron ore with 12% shares. Despite the downturn in the PGMs market in 2009, demand is expected to increase rapidly in 2011, due to stricter auto emission legislation, rising consumer demand for jewelry in Asia and a new exchange-traded fund in the US.
Table_of_Contents
1 Introduction
1.1 About this Report
1.2 Definitions
1.3 Methodology
1.3.1 Secondary research
1.3.2 Primary research
1.3.3 Conventions
1.4 About ICD Mining Intelligence Center
2 Executive Summary
3 Market Attractiveness and Emerging Opportunities
3.1 Mining Industry Market Size and Forecast
3.1.1 Mining industry production to reach 537.2 million tons by 2015
3.1.2 Mining production valued US$28 billion in 2009, growing at a CAGR of 7.5% during 2004–09
3.1.3 PGMs continued to be top valued mineral in 2009
3.1.4 Gradual recovery of world economy, and increase in industrial production and consumer demand will drive growth
3.2 Market Share and Production Trend Analysis by Category
3.2.1 Metallic mineral production will continue to increase over the forecast period
3.2.2 Value of coal production fell to US$6.8 billion in 2009
3.2.3 Demand for PGMs and precious metals will drive growth of metallic minerals
3.2.4 Diamond and fluorspar will drive growth of non-metallic segment
3.3 Benchmarking with Key Global Markets
3.3.1 South Africa is one of the largest producers of gold and platinum
3.3.2 Growth rate of domestic production of key minerals lower than global average
3.4 End-Use Market Dynamics
3.4.1 Steady growth of construction, manufacturing and power sectors will continue until 2015
3.4.2 Iron and steel subcategory will be driven by boom in construction industry
3.4.3 Power and synthetic fuels sectors will drive growth of coal mining industry
3.4.4 Increased gold prices due to investment demand will encourage gold mining activities
3.4.5 Jewelry Growth in automotive sector will drive the demand for iron and steel
3.4.6 Demand for PGMs will increase across key end markets following gradual economic recovery
3.5 Market Opportunities: Key Trends and Drivers
3.5.1 Mining exploration and technology are two key emerging areas for investment
3.5.2 BEE empowers new mining entrepreneurs in South Africa
3.5.3 Major investments planned to improve quality of resources
4 Mining Import and Export Market Dynamics
4.1 Import Dynamics
4.2 Export Dynamics
4.2.1 South Africa coal exports to surge, driven by increased demand for energy and rising coal prices
4.2.2 South Africa is a net exporter of major metallic minerals such as iron ore, gold and PGMs
4.2.3 Diamonds will witness a decline in exports in 2011
5 Industry Dynamics: Five Forces Analysis
5.1 Five Forces Analysis: Coal
5.1.1 Bargaining power of supplier: medium to high
5.1.2 Bargaining power of buyer: medium to high
5.1.3 Barrier to entry: medium to high
5.1.4 Intensity of rivalry: high
5.1.5 Threat of substitution: low
5.2 Five Forces Analysis: Metallic Minerals
5.2.1 Bargaining power of supplier: medium to high
5.2.2 Bargaining power of buyer: medium
5.2.3 Barrier to entry: medium
5.2.4 Intensity of rivalry: low to medium
5.2.5 Threat of substitution: low to medium
5.3 Five Forces Analysis: Non Metallic Minerals
5.3.1 Bargaining power of supplier: high
5.3.2 Bargaining power of buyer: medium
5.3.3 Barrier to entry: medium to high
5.3.4 Intensity of rivalry: low
5.3.5 Threat of substitution: low to high
5.4 Five Forces Analysis: Mining Equipment
5.4.1 Bargaining power of supplier: low to medium
5.4.2 Bargaining power of buyer: medium to high
5.4.3 Barrier to entry: medium to high
5.4.4 Intensity of rivalry: high
5.4.5 Threat of substitution: low to medium
6 Market Entry Strategy
6.1 Market Regulation
6.1.1 Government policies encourage foreign investment
6.1.2 Royalty act to add to administrative burden of industry
6.2 Market Entry Route
6.2.1 Foreign companies prefer to work with BEE compliant companies
6.2.2 Foreign participation primarily occurs through establishment of subsidiaries and joint ventures
6.3 Key Challenges
6.3.1 Declining number of artisans is a key challenge
6.3.2 Illegal mining reduces profits of gold mining companies
6.3.3 Technical constraints and declining grades are key issues
7 Competitive Landscape and Strategic Insights
7.1 Competitive Landscape: Overview
7.1.1 Mining industry is dominated by leading companies
7.1.2 Mining equipment market consists of over 160 companies
7.1.3 Revenues of companies in metallic segment increased for four years in succession before declining in 2009
7.1.4 After peaking at US$8.0 billion in 2008, consolidated operating profit of key metallic companies fell in 2009
7.1.5 Consolidated net profit of key metallic companies declined significantly in 2009
7.2 Key Public Sector Companies
7.2.1 Exxaro: overview
7.2.2 Exxaro: recent announcements and strategic initiatives
7.2.3 Exxaro: products and services
7.2.4 Exxaro: mineral resources and reserves
7.2.5 Exxaro: alliances
7.2.6 Exxaro: recent contract wins
7.2.7 Exxaro: financial analysis
7.2.8 Kumba Iron Ore Ltd.: overview
7.2.9 Kumba Iron Ore Ltd.: recent announcements and strategic initiatives
7.2.10 Kumba Iron Ore Ltd.: products and services
7.2.11 Kumba Iron Ore Ltd.: iron ore reserves
7.2.12 Kumba Iron Ore Ltd.: alliances
7.2.13 Kumba Iron Ore Ltd.: recent contract wins
7.2.14 Kumba Iron Ore Ltd.: financial analysis
7.2.15 Anglo Platinum Ltd.: overview
7.2.16 Anglo Platinum Ltd.: recent announcements and strategic initiatives
7.2.17 Anglo Platinum Ltd.: products and services
7.2.18 Anglo Platinum Ltd.: reserves and resources
7.2.19 Anglo Platinum Ltd.: alliances
7.2.20 Anglo Platinum Ltd.: recent contract wins
7.2.21 Anglo Platinum Ltd.: financial analysis
7.2.22 Impala Platinum Holdings Ltd.: overview
7.2.23 Impala Platinum Holdings Ltd.: recent announcements and strategic initiatives
7.2.24 Impala Platinum Holdings Ltd.: products and services
7.2.25 Impala Platinum Holdings Ltd.: resources
7.2.26 Impala Platinum Holdings Ltd.: alliances
7.2.27 Impala Platinum Holdings Ltd.: recent contract wins
7.2.28 Impala Platinum Holdings Ltd.: financial analysis
7.2.29 AngloGold Ashanti: overview
7.2.30 AngloGold Ashanti: recent announcements and strategic initiatives
7.2.31 AngloGold Ashanti: products and services
7.2.32 AngloGold Ashanti: reserves
7.2.33 AngloGold Ashanti: alliances
7.2.34 AngloGold Ashanti: recent contract wins
7.2.35 AngloGold Ashanti: financial analysis
7.2.36 Gold Fields Ltd.: overview
7.2.37 Gold Fields Ltd.: recent announcements and strategic initiatives
7.2.38 Gold Fields Ltd.: products and services
7.2.39 Gold Fields Ltd.: mining reserves
7.2.40 Gold Fields Ltd.: alliances
7.2.41 Gold Fields Ltd.: recent contract wins
7.2.42 Gold Fields Ltd.: financial analysis
7.2.43 Lonmin Plc: overview
7.2.44 Lonmin Plc: recent announcements and strategic initiatives
7.2.45 Lonmin Plc: products and services
7.2.46 Lonmin Plc: resources and reserves
7.2.47 Lonmin Plc: alliances
7.2.48 Lonmin Plc: recent contract wins
7.2.49 Lonmin Plc: financial analysis
7.2.50 African Rainbow Minerals: overview
7.2.51 African Rainbow Minerals: recent announcements and strategic initiatives
7.2.52 African Rainbow Minerals: products and services
7.2.53 African Rainbow Minerals: reserves and resources
7.2.54 African Rainbow Minerals: alliances
7.2.55 African Rainbow Minerals: recent contract wins
7.2.56 African Rainbow Minerals: financial analysis
7.2.57 Harmony Gold Mining Co. Ltd.: overview
7.2.58 Harmony Gold Mining Co. Ltd.: recent announcements and strategic initiatives
7.2.59 Harmony Gold Mining Co. Ltd.: products and services
7.2.60 Harmony Gold Mining Co. Ltd.: reserves
7.2.61 Harmony Gold Mining Company Ltd.: alliances
7.2.62 Harmony Gold Mining Co. Ltd.: recent contract wins
7.2.63 Harmony Gold Mining Co. Ltd.: financial analysis
7.3 Key Private Sector Companies
7.3.1 De Beers Consolidated Mines Ltd.: overview
7.3.2 De Beers Consolidated Mines Ltd.: recent announcements and strategic initiatives
7.3.3 De Beers Consolidated Mines Ltd.: products and services
7.3.4 De Beers Consolidated Mines Ltd.: reserves
7.3.5 De Beers Consolidated Mines Ltd.: alliances
7.3.6 De Beers Consolidated Mines Ltd.: recent contract wins
7.3.7 De Beers Consolidated Mines Ltd.: financial analysis
7.4 Key Mining Equipment Companies
7.4.1 Bell Equipment Ltd.: overview
7.4.2 Bell Equipment Ltd.: recent announcements and strategic initiatives
7.4.3 Bell Equipment Ltd.: products and services
7.4.4 Bell Equipment Ltd.: alliances
7.4.5 Bell Equipment Ltd.: recent contract wins
7.4.6 Bell Equipment Ltd.: financial analysis
7.4.7 Manhattan Corp.: overview
7.4.8 Manhattan Corp.: recent announcements and strategic initiatives
7.4.9 Manhattan Corp.: products and services
7.4.10 Manhattan Corp.: alliances
7.4.11 Manhattan Corp.: recent contract wins
7.4.12 Manhattan Corp.: financial analysis
8 Business Environment and Country Risk
8.1 Business Confidence
8.1.1 Business confidence indicator
8.1.2 Market capitalization trend - Johannesburg stock exchange, South Africa
8.1.3 FDI inflows by sector
8.1.4 Deployment of credit by sector
8.2 Economic Performance
8.2.1 GDP at constant prices (US dollars)
8.2.2 GDP per capita at constant prices (US dollars)
8.2.3 GDP at current prices (US dollars)
8.2.4 GDP per capita at current prices (US dollars)
8.2.5 GDP split by key segments
8.2.6 Agriculture net output at current prices (South African rand)
8.2.7 Agriculture net output at current prices (US dollars)
8.2.8 Agriculture net output at current prices as percentage of GDP
8.2.9 Manufacturing net output at current prices (South African rand)
8.2.10 Manufacturing net output at current prices (US dollars)
8.2.11 Manufacturing net output at current prices as percentage of GDP
8.2.12 Mining, manufacturing and utilities net output at current prices (South African rand)
8.2.13 Mining, manufacturing and utilities at current prices (US dollars)
8.2.14 Mining, manufacturing and utilities at current prices, as percentage of GDP
8.2.15 Construction net output at current prices (South African rand)
8.2.16 Construction net output at current prices, (US dollars)
8.2.17 Construction net output at current prices as a percentage of GDP
8.2.18 Crude steel production
8.2.19 Crude oil consumption
8.2.20 Inflation rate
8.2.21 Fiscal balance as a percentage of GDP
8.2.22 Current account balance as a percentage of GDP
8.2.23 Exports as a percentage of GDP
8.2.24 Imports as a percentage of GDP
8.2.25 Exports growth
8.2.26 Imports growth
8.2.27 External debt as a percentage of GDP
8.2.28 Annual average exchange rate US$–ZAR
8.2.29 End of the period exchange rate US$–ZAR
8.2.30 Debt service ratio
8.3 Infrastructure Quality and Availability
8.3.1 Railways and roadways
8.3.2 Passenger vehicle production volume
8.3.3 Commercial vehicle production volume
8.3.4 Automotive components exports trend
8.3.5 Automotive components imports trend
8.3.6 Passenger car penetration
8.3.7 Total installed capacity for electricity generation
8.3.8 Installed capacity for the generation of conventional thermal electricity
8.3.9 Electricity production
8.3.10 Installed capacity for the generation of hydro–electricity
8.3.11 Installed capacity for renewable electricity generation
8.3.12 Electricity consumption
8.3.13 Electricity exports
8.3.14 Electricity imports
8.3.15 Healthcare expenditure
8.3.16 Healthcare expenditure as percentage of GDP
8.3.17 Healthcare expenditure per capita
8.3.18 Total internet subscribers
8.3.19 Broadband internet subscribers
8.3.20 Personal computer penetration rate
8.3.21 Mobile phone penetration rate
8.3.22 R&D expenditure as a percentage of GDP
8.4 Labor Force
8.4.1 Labor force
8.4.2 Unemployment rate
8.5 Demographics
8.5.1 Annual disposable income
8.5.2 Annual per capita disposable income
8.5.3 Annual consumer expenditure on food
8.5.4 Annual per capita consumer expenditure on food
8.5.5 Total population
8.5.6 Urban and rural population
8.5.7 Female percentage of population
8.5.8 Male percentage of population
8.5.9 Mean age of population
8.5.10 Median age of population
8.5.11 Population density
8.5.12 Age distribution of the total population
8.5.13 Age distribution of the male population
8.5.14 Age distribution of the female population
8.5.15 Number of households
8.6 Political and Social Risk
8.6.1 Political stability
8.6.2 Terrorism index
8.6.3 Transparency index
9 Appendix
9.1 Contact Us
9.2 About ICD Research
9.3 Disclaimer
List_of_Tables
Table 1: South African Mineral Production and Reserve Rankings, 2009
Table 2: South African Mining Industry Major BEE Deals
Table 3: South African Mining Investment by Key Players in 2008 and 2009
Table 4: South African Mining Industry – Import and Export Dynamics 2008
Table 5: South African Mining Market Entry by Key Foreign Players
Table 6: South African Mining Industry Competitive Landscape
Table 7: South African Mining Competitive Landscape, Mining and Construction Equipment Industry
Table 8: Exxaro – Mineral Resources and Reserves
Table 9: Exxaro – Alliances
Table 10: Exxaro – Recent Contract Wins
Table 11: Kumba Iron Ore Ltd. – Reserves
Table 12: Kumba Iron Ore Ltd. – Alliances
Table 13: Anglo Platinum Ltd. –Ore Reserves by Reef
Table 14: Anglo Platinum Ltd. –Mineral Resources by Reef
Table 15: Anglo Platinum Ltd. – Alliances
Table 16: Impala Platinum Holdings Ltd. –Resources inclusive of reserves (in million tons)
Table 17: Impala Platinum Holdings Ltd. – Alliances
Table 18: AngloGold Ashanti –Global Reserves
Table 19: AngloGold Ashanti – Alliances
Table 20: Gold Fields Ltd. –Reserves and Resources
Table 21: Gold Fields Ltd. – Alliances
Table 22: Lonmin Plc – Resources and Reserves
Table 23: Lonmin Plc – Alliances
Table 24: African Rainbow Minerals –Reserves
Table 25: African Rainbow Minerals – Alliances
Table 26: African Rainbow Minerals – Recent Contract Wins
Table 27: Harmony Gold Mining Co. Ltd. – Gold Ore Reserves
Table 28: Harmony Gold Mining Co. Ltd. – Silver Ore Reserves
Table 29: Harmony Gold Mining Co. Ltd. – Copper Ore Reserves
Table 30: Harmony Gold Mining Co. Ltd. – Alliances
Table 31: De Beers Consolidated Mines Ltd. – Alliances
Table 32: Bell Equipment Ltd. – Alliances
List_of_Figures
Figure 1: South African Mining Industry Production and Forecast (Million Tons), 2004–15
Figure 2: South African Mining Industry Production and Forecast (US$ Billion), 2004–09
Figure 3: South Africa’s Top Minerals by Value of Production, 2009
Figure 4: Market Share of Production Volume by Type of Mineral (%), 2009 and 2015
Figure 5: South African Mining Industry Production Trend- Coal (US$ Billion), 2004–09
Figure 6: South African Mining Industry Production Volume Trend - Coal (Million Tons), 2004–15
Figure 7: South African Mining Industry Production Trend- PGMs (US$ Billion ), 2004–09
Figure 8: South African Mining Industry Production Trend- Platinum (Tons), 2004–15
Figure 9: South African Mining Industry Production Trend- Gold (US$ Billion), 2004–09
Figure 10: South African Mining Industry Production Trend- Gold (Tons), 2004–15
Figure 11: South African Mining Industry Production Trend- Iron Ore (US$ Billion), 2004–09
Figure 12: South African Mining Industry Production Trend- Iron Ore (Million Tons), 2004–15
Figure 13: South African Mining Industry Production Trend- Manganese Ore (US$ Million), 2004–09
Figure 14: South African Mining Industry Production Trend- Manganese Ore (Tons), 2004–15
Figure 15: South African Mining Industry Production Trend- Diamond (Million Carats), 2004–15
Figure 16: South African Mining Industry Production Trend- Fluorspar (Thousand Tons), 2004–15
Figure 17: South African Mineral Production as Percentage of Global Production, 2009
Figure 18: South African Mineral Reserves as Percentage of Global Reserves, 2009
Figure 19: Comparison of Domestic Growth Rate and Global growth rate (2004–09)
Figure 20: South African Power, Manufacturing and Construction sector growth, 2004–15
Figure 21: South African Construction Industry Turnover (US$ Billion) , 2004–09
Figure 22: South African Mining Industry Coal Demand by Sector- 2009
Figure 23: Global Gold Demand by Application, 2008 and 2009
Figure 24: South African Domestic Vehicle Production ( Thousands)
Figure 25: Global Platinum Demand by Application in Volume Terms - 2009
Figure 26: Global Platinum Demand by Region (volume terms) -2009
Figure 27: Global Spending in Mineral Exploration- 2009
Figure 28: South African Mineral Exploration Spend, 2004–09
Figure 29: South African BEE Companies by Mineral Type-2008
Figure 30: South African Mining Industry Dynamics – Coal (Volume), 2009–15
Figure 31: South African Mining Trends in Coal Exports, 2004–15
Figure 32: South African Mining Industry Dynamics – Iron Ore (MillionTons), 2009–15
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