Business Monitor International


Frontier Mining: After The Super-Cycle

Published 30 April 2013

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Frontier Mining: After The Super-Cycle

Frontier mining investment will remain a key trend in the coming years, despite the recent headwinds in commodity markets. Investors will continue to be attracted by elevated commodity prices, high-grade reserves and sustained improvements in business environment throughout much of the emerging world. Whilst capital expenditure plans in some countries will be reduced or cancelled on the back of lower mineral prices, we highlight several bright spots where the mining sector is set to undergo rapid growth.

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In this report, w e highlight rapid future growth in mining sectors across Central America, West and Southern Africa and South East Asia . I nvestors will be attracted by the regions' high -grade resources that are still attractive economically despite a weaker outlook for metal prices. As well as countries that are seeing significant mining investment for the first time , we also highlight some mature markets where we see significant potential. The frontier regions of China, Canada and Scandinavia have significant deposits and good business environment s which will attract investment given elevated metal prices. Development of mining in these areas will have a transformative effect on the economies of host countries, as well as create significant demand for mine service expertise.

After assessing the major growth opportunities for frontier mining investment we highlight risks to the development of these sectors. Most notably, many frontier countries have poor infrastructure capacity, lacking in adequate roads, railways, power and water supplies. Given creaking infrastructure pre-mining development, there will need to be substantial investment in these areas if the frontier mining boom is to be unhindered. In addition, we expect the trend of resource nationalism to continue as governments seek to tap their fast growing mining sectors for additional...

‘Frontier mining investment will remain a key trend in the coming years, despite the recent headwinds in commodity markets. Investors will continue to be attracted by elevated commodity prices, high-grade reserves and sustained improvements in business environment throughout much of the emerging world. Whilst capital expenditure plans in some countries will be reduced or cancelled on the back of lower mineral prices, we highlight several bright spots where the mining sector is set to undergo rapid growth.’

Business Monitor International (BMI) has just published ‘Frontier Mining: After The Super-Cycle’, a brand new special report from our industry-leading commodities analysts which examines the prospects for mining investment in frontier markets in light of the deteriorating outlook for mineral prices.

The report cuts through the current uncertainty surrounding the mining industry and outlines the case for further frontier mining investment, given our forecast for lower mineral prices in the coming years. The report provides analysis of regions with key growth areas such as Myanmar, Mozambique and Vietnam and it also assesses real threats to frontier mining, including resource nationalism, infrastructure and commodity prices.

Use BMI’s core views on frontier mining, which are comprehensively backed up by data and forecasts, to understand the risks and opportunities to your operations and to enhance your investment decision-making. The report answers key questions, such as:

  • Which countries offer real investment opportunities and why?
  • Which markets are susceptible to resource nationalism and what are the implications to growth?
  • What impact will the slowing Chinese economy have on future investment strategies around the world?
  • How significant will South East Asia become in the mining sector over the coming years, and which markets in particular?
  • As currently only a fringe producer in the mining of most metals, which countries in Africa are actually on the verge of a resource boom?
  • Which markets are worth keeping a close eye on as potentially significant producers in the MENA region?


The special report draws on BMI’s 30 years of experience to critically evaluate the prospects for mining investment in the frontier markets over the long-term, helping you assess the role it could play in your company’s growth strategy for 2013 and beyond.

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