采矿业的风险和机遇（英文版）_12页_2mb

报告摘要

KPMG 2019 Mining Industry Outlook Summary

Core Content

KPMG's 2019 survey of mining executives provides a comprehensive overview of the risks and opportunities facing the global mining industry. The report highlights the increasing complexity and volatility of the sector, driven by economic, political, and environmental factors. It also underscores the industry's shift towards innovation, technology adoption, and strategic partnerships to navigate these challenges and drive growth.

Main Risks and Opportunities

Top 10 Risks in Mining

Commodity prices
Permitting
Capital access
Community relations and social license to operate
Access to talent
Economic uncertainty
Political risk
Regulatory and compliance risks
Environmental risks
Access to reserves

Key Changes in Risk Landscape

Access to talent has moved into the top 10, up from 11 in the previous year, due to remote operations and competition with other sectors.
Control of capital costs has dropped from risk number 5 to 12, likely due to reduced capital spending in recent years.
Ore grade decline and increased operational costs are pushing companies to focus on reserve replacement and invest in innovative technologies.

Regional Risk Highlights

Canada: Commodity prices and liquidity are the top risks, alongside permitting.
Brazil: Political change/uncertainty ranks 7th, with new regulations under President Bolsonaro expected to reduce government intervention and increase access to exploration areas.
South Africa: Regulatory changes and social license to operate risks are prominent, with a new mining charter requiring minimum BEE shareholding.
Australia: Social license to operate, productivity, and access to talent are the top priorities, with macroeconomic instability and regulatory compliance challenges still present.

Growth Outlook

Confidence in growth remains high, with 66% of executives expressing confidence or very confidence in their organization's growth prospects over the next 12 months.
Executives are more optimistic about their own company's growth than the industry as a whole.
The mining industry is moving towards innovative alliances and partnerships, including with customers, suppliers, and even competitors.

Strategies for Growth

Organic Growth: Focused on improving operational efficiency and productivity.
Innovation and Technological Transformation:
- 29% of respondents plan to use innovation and tech for growth.
- 37% expect major disruption from these factors in the next three years.
- 73% see technological disruption as an opportunity rather than a threat.
- Key investments include data and analytics tools (53%), autonomous vehicles (30%), and robotic process automation (29%).
Mergers and Acquisitions (M&As):
- M&A activity is on the rise, with examples like Barrick Gold's $6.5 billion merger with Randgold and Newmont's $10 billion acquisition of Goldcorp.
- Companies are expected to sell non-core assets, indicating a trend towards consolidation.
Joint Ventures and Partnerships:
- Emphasized as a key strategy to secure resources and drive innovation, such as self-steering ships for material transport.

Talent and Workforce Management

Access to key talent is now ranked 10th, up from 11th.
Managing an evolving workforce is the top capability needed, with a focus on digital and emerging technologies.
Mining organizations are adopting cloud-based HR systems, data analysis of performance, and real-time digital learning to attract and retain talent.
Less traditional roles such as data scientists and geopolitical specialists are becoming increasingly important.

Innovation in Practice

Rio Tinto has implemented autonomous haulage systems (AHS), using AV trucks to haul 25% of ore and waste in the Pilbara region, reducing injuries and improving efficiency.
The report highlights digital transformation as a major opportunity, with the potential to save up to $190 billion for the mining industry.
Emerging technologies such as drones, remote rock-breaking arms, and underground sensors are being explored to enhance operations.

Conclusion

The mining industry is at a pivotal moment, facing significant risks but also substantial opportunities through innovation and strategic collaboration. Companies that effectively manage these risks and embrace technological change are likely to gain a competitive edge and drive sustainable growth.

Key Contacts

Trevor Hart - Global Head of Mining, KPMG Australia
T: +61 8 9263 7110
E: chart@kpmg.com.au
Caron Sugars - Partner, KPMG Australia
T: +61 8 9263 4850
E: ccobargsugar@kpmg.com.au
Ricardo Marques - Partner, KPMG Brazil
T: +55 31 2128 5570
E: rmmarques@kpmg.com.br
Heather Cheeseman - Partner, KPMG Canada
T: +1 416 777 3314
E: hcheeseman@kpmg.ca
Coenie Basson - Partner, KPMG South Africa
T: +27 83 302 3005
E: coenie.basson@kpmg.co.za