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JP Morgan sees more job cuts in Australian iron ore minors

AAP reported that although Australia's iron ore miners have been boosted by higher prices in recent days, but analysts predict further job losses in the industry in the year ahead.
Shares in Australian iron ore producers are further on last Friday as the price of iron ore traded around a three month high of USD 64.77 per tonne, more than 35 per cent above the 10 year low of USD 47 hit in February.
But JP Morgan analyst Mr Tom Kennedy says the mining industry is bracing for more job losses over the next 12 months, as private resources firms plan to slash capital expenditure. He wrote "We expect further job shedding in the resources sector as we descend the capex cliff. Recently announced spending plans are indicative of a further 12 per cent fall in mining employment in the next 12 months, equivalent to 0.2 per cent of the labor force."
Mr Kennedy added that resources investment had fallen by two per cent of overall economic growth in the past 18 months, and based on mining firms' investment intentions, a similar sized decline is likely over the next year.
Around AUD 80 billion in mining projects have been cancelled since the final quarter of 2014, and labor intensity of the production phase of the mining boom is significantly less than in the preceding investment phase. More than 50,000 jobs have been shed across the iron ore and coal sectors since 2012.

Source: Steel guru

Jun 10, 2015 10:57
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