金鉱採掘市場分析（2021年～2026年）：埋蔵量、生産量、操業中、開発中、探鉱資産、需要促進要因、主要企業、予測など

世界の金鉱山生産量は2020年に3.4%減少した後、2021年のCOVID後の操業回復に連動して2.4%回復し、1億1,710万オンス（Moz）となりました。金価格は、ロシアとウクライナの緊張とその後のロシアの侵攻を考慮し、金の安全資産としての役割から、1月31日から2月24日の間に1,796ドル/オンスから1,926ドル/オンスに急上昇し、戦争が続く限りさらに上昇すると予想されています。戦争がいつまで続くかは不明ですが、中期的には金利や実質金利の上昇、米ドルの改善などが圧力となり、金価格は小幅に下落することが予想されます。一方で、宝飾セクターや中央銀行からの需要増が予想され、インフレ率の高さが下支えとなります。

当レポートは、世界の金鉱採掘市場を調査し、国別の金生産量、企業別の生産量、国別の埋蔵量、世界の金価格に関する過去と予測データを提供しています。また、世界の金産業に影響を及ぼしている要因に関する情報を提供する需要促進セクションも含まれています。さらに、主要な金生産者のプロファイル、地域ごとの主要な操業中、開発中のプロジェクトに関する情報も掲載しています。

目次

目次

第1章 エグゼクティブサマリー

第2章 埋蔵量、生産量、価格

• 国別の金準備
• オーストラリア
• ロシア
• 南アフリカ
• 米国
• 金の生産
• 生産：企業別
• 生産：国別
• 中国
• ロシア
• 金価格

第3章 金資産

• 操業中鉱山
• アジア太平洋地域
• 欧州
• 元ソビエト連合
• 中東とアフリカ
• 北米
• オセアニア
• 中南米
• 開発中プロジェクト
• アジア太平洋地域
• 欧州
• 元ソビエト連合
• 中東とアフリカ
• 北米
• オセアニア
• 中南米
• 探査中プロジェクト
• アジア太平洋地域
• 欧州
• 元ソビエト連合
• 中東とアフリカ
• 北米
• オセアニア
• 中南米

第4章 需要

• 世界の金需要の回復：COVID19後
• 金で裏付けられたETFフローからの需要

第5章 主要な金生産者

• Newmont Corp.
• Barrick Gold Corp.
• Polyus Gold
• AngloGold Ashanti Ltd
• Gold Fields Limited
• Kinross Gold Corp.
• Newcrest Mining Ltd

第6章 付録

• 略語
• 調査手法
• カバレッジ
• 2次調査
• 開発の可能性

List of Tables

List of Tables

• Table 1: Gold reserves by country (thousand tonnes), January 2022
• Table 2: Active mines in Australia by total ore reserves (million tonnes), 2022
• Table 3: Active mines in Russia by total ore reserves (million tonnes), 2022
• Table 4: Active mines in South Africa by total ore reserves (million tonnes), 2022
• Table 5: Active mines in the US by total ore reserves (million tonnes), 2022
• Table 6: Historical and forecast gold mine production (million ounces), 2006-2026
• Table 7: Production by company (2020 - 2021) and production guidance (2022)
• Table 8: Gold mine production by country (million ounces), 2006-2026
• Table 9: Gold mine production in China (million ounces), 2006-2026
• Table 10: Gold mine production in Russia (million ounces), 2006-2026
• Table 11: World gold prices, quarterly ($/oz), 2014-2021
• Table 12: Active Mines in APAC, 2022
• Table 13: Active Mines in Europe, 2022
• Table 14: Active Mines in Former Soviet Union, 2022
• Table 15: Active Mines in Middle East and Africa, 2022
• Table 16: Active Mines in North America, 2022
• Table 17: Active Mines in Oceania, 2022
• Table 18: Active Mines in South and Central America, 2022
• Table 19: Development Projects in APAC, 2022
• Table 20: Development Projects in Europe, 2022
• Table 21: Development Projects in Former Soviet Union, 2022
• Table 22: Development Projects in Middle East and Africa, 2022
• Table 23: Development Projects in North America, 2022
• Table 24: Development Projects in Oceania, 2022
• Table 25: Development Projects in South and Central America, 2022
• Table 26: Exploration Projects in APAC, 2022
• Table 27: Exploration Projects in Europe, 2022
• Table 28: Exploration Projects in Former Soviet Union, 2022
• Table 29: Exploration Projects in Middle East and Africa, 2022
• Table 30: Exploration Projects in North America, 2022
• Table 31: Exploration Projects in Oceania, 2022
• Table 32: Exploration Projects in South and Central America, 2022
• Table 33: Historical and forecast gold mine consumption (million ounces), 2006-2026
• Table 34: Gold demand by end use (million ounces), 2010-2021
• Table 35: Newmont Corp., Major Projects, 2022
• Table 36: Barrick Gold Corp., Major Projects, 2022
• Table 37: Polyus Gold International Ltd, Major Projects, 2022
• Table 38: AngloGold Ashanti Ltd, Major Projects, 2022
• Table 39: Gold Fields Limited, Major Projects, 2022
• Table 40: Kinross Gold Corp., Major Projects, 2022
• Table 41: Newcrest Mining Ltd, Major Projects, 2022

List of Figures

List of Figures

• Figure 1: Gold reserves by country (thousand tonnes), 2017-2022
• Figure 2: Gold reserves by country (%), January 2022
• Figure 3: World's top gold producing mines (thousand ounces), 2020
• Figure 4: Historical and forecast gold mine production (million ounces), 2006-2026
• Figure 5: Production by company (thousand ounces), 2020 - 2021
• Figure 6: Production by country (million ounces), 2020-2021
• Figure 7: Gold mine production in China (million ounces), 2006-2026
• Figure 8: Gold mine production in Russia (million ounces), 2006-2026
• Figure 9: World gold prices, quarterly ($/oz), 2014-2021
• Figure 10: Historical and forecast gold consumption (million ounces), 2006-2026
• Figure 11: Global Gold Demand by End Use (%), 2010 and 2021
• Figure 12: Gold demand by end use (million ounces), 2010-2021
• Figure 13: Gold ETF Holdings (Tonnes), 2010-2021

GlobalData's "Gold Mining Market Analysis including Reserves, Production, Operating, Developing and Exploration Assets, Demand Drivers, Key Players and Forecasts, 2021-2026" provides a comprehensive coverage on the global gold industry. It provides historical and forecast data on gold production by country, production by company, reserves by country and world gold prices. The report also includes a demand drivers section providing information on factors that are affecting the global gold industry. It further profiles major gold producers, information on the major active, planned and exploration projects by region.

Following a 3.4% decline in 2020, world gold mine production recovered by 2.4% to 117.1 million ounces (Moz) in 2021 linked to post-COVID operational recoveries. Canada remained the largest contributor to this growth, with output growing by 1.0Moz in 2021. This was followed by South Africa (up by 620.4koz), the US (543.5koz) and Mexico (385.7koz). The growth completely offset declines elsewhere including China, Australia and Papua New Guinea (PNG).

The price of gold jumped from $1,796/oz to $1,926/oz between 31 January and 24 February, due to gold's role as a safe haven, in light of the tensions between Russia and Ukraine and subsequent Russian invasion and is expected to rise further as the war continues. Yet, output from Russia does not appear to be impacted, however, it remains to be seen how the war in Ukraine and sanctions imposed on Russia by major economies such as Japan, the EU and UK will affect gold industry.

While it is uncertain how long the war will continue, in the medium term the price of gold would be expected to fall marginally, with pressure from rises in interest rates and real rates and an improving US dollar. At the same time, increased demand is expected from the jewelry sector and central banks, which will provide support, as will high inflation.

Scope

• The report contains an overview of the global gold mining industry including key demand driving factors affecting the global gold mining industry.
• It provides detailed information on reserves, reserves by country, production, production by country, production by company, major operating mines, competitive landscape, major exploration and development projects.

Reasons to Buy

• Comprehensive evaluation of the impact of COVID-19 on global gold industry
• To gain an understanding of the global gold mining industry, relevant driving factors
• To understand historical and forecast trend on global gold production
• To identify key players in the global gold mining industry
• To identify major active, exploration and development projects by region

Table of Contents

Table of Contents

1. Executive Summary

2. Reserves, Production and Prices

• 2.1 Gold Reserves by Country
• Australia
• Russia
• South Africa
• US
• 2.2 Gold Production
• Production by Company
• Production by country
• China
• Russia
• 2.3 Gold Prices

3. Gold Assets

• 3.1 Active Mines
• APAC
• Europe
• Former Soviet Union
• Middle East and Africa
• North America
• Oceania
• South and Central America
• 3.2 Development Projects
• APAC
• Europe
• Former Soviet Union
• Middle East and Africa
• North America
• Oceania
• South and Central America
• 3.3 Exploration Projects
• APAC
• Europe
• Former Soviet Union
• Middle East and Africa
• North America
• Oceania
• South and Central America

4. Demand

• 4.1 Recovery in global gold demand, post-COVID19
• 4.2 Demand from gold-backed ETF flows

5. Major Gold Producers

• 5.1 Newmont Corp.
• 5.2 Barrick Gold Corp.
• 5.3 Polyus Gold
• 5.4 AngloGold Ashanti Ltd
• 5.5 Gold Fields Limited
• 5.6 Kinross Gold Corp.
• 5.7 Newcrest Mining Ltd

6. Appendix

• 6.1 Abbreviations
• 6.2 Methodology
• 6.3 Coverage
• 6.4 Secondary Research
• 6.5 Development Likelihood