2019年全球矿业形势分析及展望

全球宏观经济不稳定性不确定性增加给矿业市场带来直接影响。2019年全球矿业市场价格表现低于预期,勘查投入的复苏程度低于预期,矿业并购低于预期,全球矿业正处于结构深度调整时期。一些新情况新问题值得关注：关键矿产影响地缘政治格局,各国加速调整矿产资源政策,关键矿产勘查市场出现短期分化迹象,全球矿业技术创新渗透到服务贸易领域之中,矿业公司将可再生能源业务纳入运营范围。展望2020年,全球矿业市场缺乏快速复苏和高速发展的基础,矿产资源政策调整仍将是各国产业政策调整的重点,关键矿产会呈现复杂化差异化多样化博弈的格局,全球“低碳化”的努力将持续推进矿业市场结构调整。

Global mining market in 2019:overview and outlook

The increase in global macroeconomic instability and uncertainty has a direct impact on the mining market. In 2019, the global mining market is in a period of deep structural adjustment. there are three lower than expected that the price of the mineral commodities, the recovery degree of exploration budget, and the global mining M&A. Some new situations are worth paying attention to.the critical minerals affect the geopolitical pattern; Countries accelerate the adjustment of mineral resources policies; The critical mineral commodities market shows signs of short-term differentiation; Global mining technology innovation permeates into the field of service trade; Mining companies pay more attention to coordinated development. Looking ahead, the global mining market lacks the basis for rapid recovery and rapid development. Mineral resources policy adjustment will continue to be the focus of industrial policy adjustment; Strategic mineral resources will present complex, differentiated and diversified game patterns; Global "low carbon" will continue to promote the restructuring of the mining market.