矿业的季度检讨 - 2024年第3季

在4 月和5 月短暂回升后，铁矿石价格继续下跌，反映出中国住房需求疲软和钢铁产量下降，9 月价格触及每吨94 美元的低点。十月的短期復苏是由围绕中国经济刺激计划的乐观情绪所推动的。然而，市场对这些措施反应缓慢，价格再次下跌。

全球最大的铁矿石生产商，包括淡水河谷和必和必拓，预计市场状况改善和主要矿山业绩改善，正在提高产量。 2024年第三季前五大企业铁矿产量为2.933亿吨，较去年同期成长2.3%。

第一量子矿业、英美资源集团、自由港麦克莫兰、力拓和嘉能可等主要矿业公司2024年第三季铜产量较去年同期大幅下降。矿山关闭、矿石品位低和运营课题等因素导致了这一下降。

本报告审视和分析了世界采矿业，涵盖价格、国家产量、公司产量、开发项目更新、资本投资、需求驱动因素、排放和采矿安全，我们提供详细信息，包括最新信息。

目录

• 摘要
• 宏观经济趋势
• 产品趋势
• 有关开发专案的最新信息
• 资本投资
• 需求驱动因素
• 排放
• 采矿安全

附录

GlobalData's "Mining Quarterly Review - Q3 2024" provides a comprehensive coverage on the global mining industry. It provides commodity trends covering price trends, production, capital expenditure of leading miners, development projects momentum, development projects by commodity, country, company and stage. The report also includes a demand drivers section providing information on factors that are affecting the global mining industry. It further provides updates on emissions, safety in mining, regulatory, developments in mining for Q3 2024, European Union's industrial production, US' industrial production, China's industrial production growth rate, China's Manufacturing PMI .

Iron ore prices, after a brief recovery in April and May, continued to decline, reaching a low of $94/t in September due to weak Chinese housing demand and declining steel production. A short-lived rally in October was fueled by optimism surrounding Chinese stimulus measures. However, the market's tepid response to these measures led to renewed price declines.

The world's largest iron ore producers, including Vale and BHP, are increasing production volumes anticipating improved market conditions and enhanced performances at key operating mines. Iron ore output from the top five increased by 2.3% year-on-year to a collective 293.3Mt in Q3 2024.

Copper production from major mining companies such as First Quantum Minerals, Anglo American, Freeport-McMoRan, Rio Tinto, and Glencore declined significantly in Q3 2024 compared to the same period in 2023. Factors such as mine closures, lower ore grades, and operational challenges contributed to this decrease.

Scope

• The report contains an overview of the key commodities in the mining industry including coal, copper, iron ore, gold, nickel, lead, zinc, uranium and lithium. It provides detailed information on prices, production by country, production by company, development projects update, capital expenditure, demand drivers, emissions, safety in mining and regulatory updates in mining.

Reasons to Buy

• To gain an understanding of the quarterly changes in the global mining industry, relevant driving factors
• To understand historical and forecast trends on key commodities
• To identify key players in the global mining industry
• To identify major development projects momentum by region
• To identify the trend in capital expenditure spent by leading miners
• To understand the factors influencing demand drivers of key commodities

Table of Contents

Table of Contents

• Overview
• Macroeconomic trends
• Commodity trends
• Development projects update
• Capital expenditure
• Demand drivers
• Emissions
• Safety in Mining

Appendix