Industry Scorecard for the Global Mining Industry

Industry Scorecard Mining—Scope Overview

Executive Insights—The Next Big Trends Emerging in the Mining Industry

Executive Insights—The Next Big Trends Emerging in the Mining Industry (continued)

Supply and Demand—Executive Insights

Environmental Regulations—Executive Insights

New Technologies and Alternatives—Executive Insights

Country and Economy—Executive Insights

Integrated Industry—Executive Insights

Mega Trends to Micro Booms

Our Unique Macro-to-micro Approach

Key Definitions

Key Definitions (continued)

Company Definitions

Top 10 Things a CEO Should Know

Top 10 Things a CEO Should Know (continued)

Mining Classifications

Global Mining Resources

Nonferrous Exploration

The Mining Value Chain

Equating Challenges and Opportunities in the Mining Industry

Key Questions That Will Be Addressed

Increasing Demand for Metals in China

China’s Position in the Mining World

Striving to Satisfy the Demand through Global Investments

Increasing Competition—Rise of Domestic Chinese Mining Companies

Changing Tides to Meet Mining Perspectives in China

Changing Appetite from Base Metals to Precious Metals

Expanding the Supply Footprint—China’s New Mining Fields

Coal Mine Closures—Encouraging Productive Techniques

Mongolia—China’s Next Extended Resource Supply

Findings, Inferences, Recommendations, and Attractiveness (FIRA)

Key Questions That Will Be Addressed

Emerging Markets Possess a Majority of the Commodity Reserves

Expanding the Mining Footprint

Infrastructure Investment Requirements in Emerging Markets

Emerging Mining Hotspots—LATAM and Africa Take the Lead

Mining in LATAM

Mining in Brazil

Mining in Peru

Chile—Building Blocks to a Consistent Copper Supply

Mining in Africa—Brimming with Potential

Precious Metals in Africa

South Africa—A Mining Cluster Strategy Approach

Mining in ASEAN

Mining in Russia—Focus on Infrastructure Upgrades

Findings, Inferences, Recommendations, and Attractiveness (FIRA)

Findings, Inferences, Recommendations, and Attractiveness (FIRA) (continued)

Key Questions That Will Be Addressed

Increasing the Digital Footprint in the Mining Industry

Increasing the Digital Footprint in the Mining Industry (continued)

IT—Enabler for the Next Competitive Edge in the Industry

Introducing Mining Factories—Integration of the OT and IT

Integration Opportunities

Mining Factory Opportunities–Utilizing Data to Add Value

Mining Factory Opportunities (continued)

Mobility—Incentives of the Mining Factory

Mine Digitization

Big Data Implementation and Mine Digitization Solutions in the Mining Industry

Findings, Inferences, Recommendations, and Attractiveness (FIRA)

Findings, Inferences, Recommendations, and Attractiveness (FIRA) (continued)

Key Questions That Will Be Addressed

Declining Ore Grades

Focus on Environmental Management

Doing More with Less Water

Energy Implications in Mining

Mining Regulations

Focal Points of Green Mining—Blueprint to Reduce the Environmental Impact in the Mining Industry

Minimizing the Energy Footprint

New Operating Models

Utilizing Alternative Energy Sources—A Growing Trend

Minimizing the Water Footprint

Technology Developments and the Green Mine Concept

Green Solutions in the Mining Value Chain

Green Solutions in the Mining Value Chain (continued)

Biomining—A Low Capital, Green Option

Implementing the Green Mine Concept

Findings, Inferences, Recommendations, and Attractiveness (FIRA)

Findings, Inferences, Recommendations, and Attractiveness (FIRA) (continued)

Key Questions That Will Be Addressed

Decreasing Productivity Requires Technology to Boost Efficiency

Automation—Key Tool in the Future of Mining

Automated Innovations Throughout the Value Chain

Operational Efficiency Development Through Advanced Technology

Autonomous Hauling Systems and Optimized Operations

Incremental Gains through Process Change Innovations

Mine of the Future—Rio Tinto’s Initiative

IMine—Taking Mining Underground

Adoption and Implementation Challenges

The Future of Automated Solutions in the Mining Industry

Findings, Inferences, Recommendations, and Attractiveness (FIRA)

Key Questions That Will Be Addressed

Upstream Transitions—A Viable Option for Miners

Vertical Integration Evolution

Collaborating to Compete

Control through Integration and Partnerships

ArcelorMittal—Moving Upstream to Secure Steel Input Products

Securing Supplies in China through Integration

Growing Number in Off-take Agreements

New Mining Models—Merging Mining and Trade

New Mining Models—Merging Mining and Trade (continued)

Merging Boundaries—Industrial Alliance between Mining and Power

Findings, Inferences, Recommendations, and Attractiveness (FIRA)

Key Questions That Will Be Addressed

Rare Earth Elements—Essential Commodities in the Energy and High-tech Industries

China’s Dominant Role in the Market

An Imbalanced Perspective—Supply Deficits and Double-digit Growth Patterns

Vying for New Global Supplies

The Next Rare Earth Elements Sweet Spots

Global Developments to Increase Supplies

North America—Investing to Sustain REO Production Game Plan

United States—Making a Modernization Approach to Enhance REO Supplies

Japan—Sustainability through Diversity

Africa’s Calling—The Next Hub for Rare Earth Exploration

Major REO Mining Projects

Findings, Inferences, Recommendations, and Attractiveness (FIRA)

Findings, Inferences, Recommendations, and Attractiveness (FIRA) (continued)

Key Questions That Will Be Addressed

Heading Offshore—A New Source of Supplies

Locating SMS Deposits

Regulations—Key to Development and Implementation of Deep Water Mining

Deep Sea Mine Strategies

Solwara 1

Taking the Next Step

Findings, Inferences, Recommendations, and Attractiveness (FIRA)

Findings, Inferences, Recommendations, and Attractiveness (FIRA) (continued)

Key Questions That Will Be Addressed

CAPEX vs. OPEX Perspectives

Infrastructure Constraints

Addressing Cost Implications through Supply Chain Optimization

Addressing Cost Implications through Supply Chain Optimization (continued)

A Complete and Integrated Value Chain from Mine to Customer

Infrastructure Re-innovation—Making the Most Out of Existing Facilities

Australia’s Advanced Mining Solutions

Findings, Inferences, Recommendations, and Attractiveness (FIRA)

Findings, Inferences, Recommendations, and Attractiveness (FIRA) (continued)

Key Questions That Will Be Addressed

Commodity Price Volatility Creates an Unpredictable Environment

Attributes of Market Volatility in the Mining Industry

New Directions—Emergence of Substitutes

Competitive Base Metals—Aluminum in the Lead

Aluminum and Steel—Taking an Environmental Perspective

Iron Ore—A Continued Growth Scenario

Precious Metals—Gold Transitions from the West to the East

Rare Earth Alternatives

Findings, Inferences, Recommendations, and Attractiveness (FIRA)

Our Research Methodology

CEO 360°—7 Perspectives

Technology Perspective and Its Importance in the Mining Industry

Technology Perspective and Its Importance in the Mining Industry (continued)

Global Perspective and Its Importance in the Mining Industry

Economic Perspective and Its Importance in the Mining Industry

Customer Perspective and Its Importance in the Mining Industry

Competitive Perspective and Its Importance in the Mining Industry

Best-practice Perspective and Its Importance to the Mining Industry

Industry Perspective and Its Importance in the Mining Industry

Legal Disclaimer

Market Engineering Methodology

Partial List of Companies Interviewed

Learn More—Next Steps

List of Major Commodities and Top 10 Reserve Holding Countries

Emerging Mining Projects

Emerging Mining Projects (continued)

Emerging Mining Projects (continued)

Mining Equipment Energy Consumption

Introducing the Rare Earth Metals

Rare Earth Deposits

Rare Earth Deposits (continued)

Rare Earth Production and Potential Mining Sites

Solwara 1—Leading the Way to Initial Developments

The Solwara Timeline

Brazil—Logistics Investments

Partnerships and Infrastructure Developments

Copper Prices

Aluminum Prices

Iron Ore Prices