The market value of the top 50 global mining enterprises is approaching us $1.4 trillion! 8 Chinese enterprises on the list! According to mining Com website statistics, in the fourth quarter of 2021, the market value of the world's top 50 mining companies increased by US $86.3 billion, recovering the lost land in the third quarter, making the investors of these companies make a lot of profits, and 2021 will become another profitable year.
After reaching the peak in the middle of the year, the market value of 50 companies approached us $1.4 trillion at the end of 2021, an increase of about US $100 billion over the beginning of the year, twice the market value during the worst period of the epidemic in March / April 2020.
8 Chinese enterprises on the list
10 mining enterprises with the best performance in the world (namely northern rare earth, Tianqi lithium, Yanzhou coal, Kazakhstan atomic energy company, Vedanta, Saudi mining, Israel chemical, Cleveland cliffs, Meisheng and Freeport McMoRan)
According to mining According to the information released by com, the overall performance of China's mining enterprises in 2021 is quite good. Among the 10 mining enterprises with the best performance in the world, Chinese enterprises occupy the top three. Among them, the growth of northern rare earth, Tianqi lithium and Yanzhou coal industry reached 255.8%, 180.5% and 138.3% respectively.
Meanwhile, in the fourth quarter of this year, eight Chinese enterprises ranked among the top 50 mining enterprises with the highest market value in the world, namely Zijin Mining (market value of US $40.2 billion, up 10.2%, ranking 12th), northern rare earth (market value of US $26.2 billion, up 255.8%, ranking 17th), Tianqi lithium (market value of US $24.8 billion, up 180.5%, ranking 18th) Shaanxi coal industry (market value US $18.5 billion, up 33.9%, ranking No. 22), Yanzhou Coal Industry (market value US $18 billion, up 138.3%, ranking No. 23), Shandong gold (market value US $13.2 billion, down 16.5%, ranking No. 32), Jiangxi copper (market value US $12.2 billion, up 13.8%, ranking No. 35) and Luoyang molybdenum (market value US $11.4 billion, down 19.2%, ranking No. 39).
Mining. Com pointed out that although Tianqi lithium fell out of the top 50 with a market value of less than US $5 billion by the end of 2019, the company has now ranked among the top 20, surpassing sqm with a market value of US $25 billion.
Falling iron ore prices and green transformation affect investors' ideas
The three iron ore giants, BHP Billiton, Rio Tinto and vale, pulled down the index last year and lost $56 billion in market value in the whole year, mainly due to the decline in iron ore prices.
Last year, BHP Billiton's market value was close to $200 billion, which was even higher than that of oil giant Royal Dutch Shell, making it the most valuable stock in the UK.
This shows that the transformation of green energy has affected investors' concept of mining. Later, BHP Billiton's market value decreased by $50 billion (Rio Tinto has also lost $43 billion since its peak). Although the battery metal sideline is developed by acquiring nickel assets, iron ore is still its main business.
The weakness of iron ore also made Kumba iron ore company in South Africa the top 50 mining enterprises with the worst performance in 2021, and its stock price fell by 30%. Fortichu metal group, which ranks fourth in the world, fell four places and its annual market value fell by US $13 billion.
With the decline of iron ore prices, CSN minera ?? o issued shares in the first quarter, becoming the largest listing financing since Glencore's listing in 2011. Although the company has fallen out of the top 50, it rose 87% last year. Cleveland cliffs returned to the top 50 after years of experience.
Electric vehicles are developing rapidly, and the lithium market has become hot
Electric vehicles are developing rapidly. Lithium prices continue to rise in 2021, and the total market value of the three major international lithium miners exceeds US $66 billion.
The market value of Yabao, the world's largest lithium miner, has increased by 59% since the beginning of 2021, exceeding US $10 billion. Last September, the company announced the purchase of a lithium processing enterprise from China in order to expand its downstream business.
Although Rio Tinto's jadar project in Serbia has a bad start, the value of the Anglo Australian giant's lithium business will gradually appear in the next few years, as will sibanye's acquisition of the battery business in Nevada.
Although Ganfeng lithium, the largest producer of lithium chemicals, began to invest upstream, it was not included because mining was only a small part of its business. Copper mining giant Codelco is also promoting the lithium project, but Chile's mining rights may become scarce or stop completely.
It is estimated that Pilbara minerals will also enter the top 50 in the near future, and its share price continues to reach a new high. In order to meet the import demand of spodumene, the company's lithium mine output of pilgangoora has increased. According to the current market value, Pilbara mining company ranks 54th.
Coal market shock enterprises may collectively withdraw from the ranks of 50
Although it is not involved in iron ore but just a trading company, Glencore has grasped the trend, and the market value of the company reached US $25 billion by the end of 2021. Glencore has not abandoned coal mining like its peers. The sky high price of coal makes the company's coal, natural gas and crude oil business profitable.
In 2021, coal mining enterprises witnessed the shock of commodity market. Although there has been some improvement in the coal industry at the end of 2021 not long ago, coal mining enterprises (and the coal business of diversified companies) will collectively withdraw from the ranks of 50 in the future.
The market value of the remaining three coal mining enterprises (excluding power facilities enterprises, such as Shenhua Energy, which has its own mines) rose.
Uranium mining enterprises have entered the top 50 for the first time in many years
Thanks to the biggest increase in 10 years since the Fukushima nuclear crisis, uranium mining enterprises have entered the top 50 for the first time in many years.
In addition to Almaty, Kazatomprom has been listed elsewhere. Despite the turmoil, the company has not been greatly affected so far, and its market value has doubled.
The market value of its biggest competitor, Cameco, lagged behind AngloGold Ashanti, which ranked 50th, and missed the list. With the recovery of uranium prices in Kazakhstan, the top 50 companies may have a good performance.
*Note: due to the lack of data, the list excludes unlisted enterprises and state-owned enterprises in various countries; Considering the depth of industry participation, the list excludes smelting enterprises or commodity traders with minority interests in mining assets such as Mitsui and Qingshan group; Since power, ports and railways account for a large proportion of revenue, companies such as Alcoa and China Shenhua are excluded from the list in terms of operational or strategic participation and shareholding scale; Many steel companies own and operate iron ore and other metal mines, but taken together, the list excludes steel companies
