2014年全球矿业展望

摘要

Global economic is expected to revive substantially in 2014 with the relief of disassociation or incompatibility of real and virtual economy by analyzing the United States ,China's economic situation and economic policy .Shale gas ,graphite and rare earth etc .new theories and technologies break through is important for the surging exploration of new energy and materials related minerals . Environmental and social constraints become the top risk for mining companies with mining projects frequently cancelled or deferred .Crude steel and copper etc .supply and demand of bulk minerals become more balanced ,but the deficit of new energy and materials related minerals enlarged ,such as shale gas ,wind power etc ..With the recovery of global mining capital market ,mining companies will get better operating results .Major mineral resources rich countries make modification of mining law and policy adjustment in 2014 ,certain risks still there in the international mining market .New consumers of mineral commodities are waiting to emerge , such as the Indian Ocean Rim Economic Circle .%通过分析美国、中国的经济状况和经济政策，预测2014年全球经济有望实现实质性恢复增长，实体经济与虚拟经济不协调或相背离的现象将有所缓解。页岩气、石墨、稀土等新能源新材料矿产勘查热将继续升温，新理论新技术亟待突破。环境和社会对矿业发展的约束更为突出，矿业项目开发频频受阻。粗钢、铜等大宗矿产供需更趋平衡，页岩气、风力发电等新能源新材料矿产需求增长。矿业资本市场伴随全球经济向好，矿业公司经营状况将有所改善。重要矿产资源国于2014年修改矿法和调整矿业政策，国际矿业市场存在一定风险。新的矿产品消费大国呼之欲出，环印度洋经济圈备受关注。