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POSSIBLE REGULATORYDEVELOPMENTS IN BRAZIL
HOW THEY MAYAFFECT THE INDUSTRY
Carlos Vilhena
2
Mining Around the World
ouro cobre ferro níquel chumbo zinco Gemasdiamante
outros
3
Brazil in the Global Context
PIB > US$ 800 bilhões
Área > 3milhões Km²
Pop > 140 milhões
Russia
EUA
BRASIL
China
Canadá
Austrália
Alemanha
Espanha
Italia
Coréia do Sul
França
ReinoUnido
México
India
Japão
Indonésia
Paquistão
Nigéria
Bangladesh
4
ExporterGlobal Player
Exporter Autosuficient Importer ExternalDependency
Nickel
Magnesium
Kaolin
Cassiterite
Vermiculite
Chromium
Gold
CalcareousRocks
Ind Diamond
Titanium
Copper
Tungsten
Talc
Phosphate
Diatomite
Zinc
Brazilian Mineral Production
Niobium(1st)
Iron (2nd)
Manganese(2nd)
Tantalite (2nd)
Graphite (3rd)
Bauxite (2nd)
OrnamentalRocks (4th)
MetallurgicalCoal
Potash
Sulphur
Rare Earths
Estrategic
5
Evolution of the Production(in billions of US$)
6
Job Generation
First Transformation
Total
Extraction
sUPPLIERSs
MULTIPYINGMULTIPYINGEFFECTEFFECT
1:131:13Fonte MMEFonte MME
Job generation
2 million direct jobs in the Country (160,000 in the extractive industry)2009 data
7
Balance of Trade
in US$ million
Exports
Imports
Balance
in 2006US$ 46 billion
Mining Sector = 14%
in 2007US$ 40 billion
Mining Sector = 25%
in 2008US$ 24 billion
Mining Sector = 53%
Saldo Brasil em 2009US$ 25 bilhões
Setor Mineral = 50%
2010 Previsão
25.000
6.500
18.500
Forecast 2010 = US$ 16 billion
Mining sector = US$ 25 (Exp.) – US$ 6,5 (Imp.) = US$ 18,5billion
8
Balance of Trade (product basis)
2009 P* 2008 P* ∆ 08/09 %
Exportações Brasile iras 152.994 197.942 (22,71)
Exportações Mineral Bens Primários 18.096 11,8 22.841 11,5 (20,77)
Minério de Ferro 13.247 73 16.537 72 (19,89)
Ouro (em barras) 1.384 8 1.032 5 34,11
Nióbio (ferronióbio) 1.060 6 1.647 7 (35,64)
Cobre 803 4 1.196 5 (32,86)
Silício 347 2 509 2 (31,83)
Caulim 253 1 353 2 (28,33)
Minério de Manganês 186 1 616 3 (69,81)
Bauxita 158 1 293 1 (46,11)
Es tanho 13 0,1 103 0,5 (87,38)
Chumbo 9 0,0 19 0,1 (52,63)
Zinco - - 85 0 (100,00)
Outros 636 4 451 2 41,02
Importações Bras ile iras 127.647 - 173.196 - (26,30)
Importações Mineral Bens Primários 5.497 4,3 9.729 5,6 (43,50)
Carvão mineral 2.181 40 3.691 38 (40,91)
Cloreto de Potáss io 2.060 37 3.828 39 (46,19)
Cobre 624 11 1.029 11 (39,36)
Zinco 71 1 162 2 (56,06)
Outros 561 10 1.019 10 (44,95)
Saldo Brasil 25.347 24.746 2,43
Saldo do Setor Minera l 12.599 49,7 13.113 53,0 (3,92)
* Participação no total de Exportação/Importação
Balança Comercial do Setor Mineral
9
Investments in the Mining Sector 2010 a 2014
10
Investments in the Mining Sector 2010 a 2014
11
Investments in the Mining Sector per State (x 1000)
2010 to 2014 - US$ 54 billion
PA – US$ 23.680 (38,2%)Aluminum, Bauxite, Manganese, Copper, Iron, Níckel, Gold
MA – US$ 195Alumina
MG – US$ 24.298 (39,2%)
Bauxite, Alumina, Iron, Phosphate, GoldLogístics
RJ – US$ 1.000
Logístics
BA – US$ 6.010
Iron, Bauxite, Gold e Vanadium
GO – US$ 920
Phosphate, Níckel, Gold
MT– US$ 286
Iron, Gold
RN – US$ 710
Iron
TO – US$ 192
Phosphate and Gold
AL – US$ 450
Copper
CE – US$ 540
Iron, Phosphate. Urânium
SC – US$ 700
Copper e PhosphateRS – US$ 44
Coal
ES - US$ 2.986
Iron e Logistics
12
Investiments in Exploration
Total: US$ 7,3 bilhões
13
• Stronger State Regulating Powers
• Guarantee of Supply
• Democratic Access to mineral properties
• Sustainable development
• Optimum exploitation
• Value addition in the Country
• Attraction of investment
• Increase of research, development and innovation
Source – MME Jan 2010
Government Proposal - Objectives
14
Government Proposal - Measures
• New Administrative Framework
- National Council
- Mining Agency
• New Law and Regulations
- Access
- Granting
- Time for exploration and mining
- Relinquishment / speculation / investment obligations
- Contracts for mining
- Special Areas and Strategic Minerals
• Royalties
15
• Clear definition of the role of the State
• Clear Rules
• Objective criteria
• Security of Tenure
New Regulations - How it should be
16
• Freedom to operate
• Environment requirements
• Government take
• Surface / Land
• Communities
New Regulations - How it should be
17
SÃO PAULO
R. Hungria, 1.100
São Paulo - SP
01455-000 Brasil
T (55-11) 3247-8400 / F 3247-8600
RIO DE JANEIRO
Av.Nilo Peçanha, 11
Rio de Janeiro - RJ
20020-100 BrasilT (55-21) 2506-1600 / F 2506-1660
BRASÍLIA
SAFS Quadra 2, Bloco B, 3°andar
Ed. Via OfficeBrasília - DF
70070-600 Brasil
T (55-61) 3312-9400 / F 3312-9444
[email protected]@pn.com.br
Obrigado.