世界の鉱業の趨勢 2017 - mric.jogmec.go.jp

1 2017 1 Republic of South Africa (km2) 1,219 ,090 (km) 2,798 ( ) ( /km2) GDP( US$) GDP (US$) 5, : : (DMR: Departmen t of Mineral Resources ) (Council for Geoscience) 2002(The Mineral and Petroleum Resources Development Act 2002) Mineral and Petroleum Resources Royalty Act 2008 DMR ( ) National Environmental Management Act 1998, National Environmental Management Waste Act 2008 AEMFC(African Mining and Financing Corporation) Anglo American, Rio Tinto, BHP ( ) Northam Platinum Zondereinde 2016 6 2016 BEE 2016 2016 4 2017 6 MPRDA 2014 4 Zuma 1 (1)

2 1 2 GDP 8 2014 1 3 Association of Mineworkers and Construction Union, AMCU 2014 6 5 20 US$ 2017 2 2015 Sibanye Gold Amplats Rustenburg Aquarius Platinum Lonmin 2016 11 Anglo American Platinum (Amplats) Pandora Sibanye Gold 2016 12 Stillwater East Boulder 2 PGM Stillwater Mining Sibanye Northam Platinum Lonmin CEO Ben Magara Moody s 2017 9 Metals & Mining South Africa, restructuring of South African operations is credit positive for gold PGM miners 65 (2) 8 9 (ESKOM)

3 IPP 2030 ESKOM 70% IPP 30% 46% 21% 2013 11 ESKOM 10 2014 3 87 32 3 ESKOM Brian Molefe CEO 2015 6 15 120 Limpopo Medupi (800MW 6 4,800MW) Mpumalanga Kusile (800MW 6 4,800MW) Medupi 2015 8 800MW 2019 Kusile 2017 8 800MW US$ 4 2030 9,600MW 1,000 US$ Koeberg 900MW 2 1,800MW 15% 10% ESKOM 2017 11 Eskom Chief Economist Henk Langenhoven 32 1,000 66 48,000 2017 3 GDP 5 9 (3)

4 transnet transnet Market Demand Strategy, MDS 2012 2019 3,000 MDS 455 9,700 t 259 8,200 t 1,200 t 150 2 (1) 2002 MPRDA 2002 I 2010 II 2009 15 HDSAs Historically Disadvantaged South Africans 2014 26 2014 HDSAs 20 HDSAs HDSAs 2014 26 once empowered always empowered 26 2015 9 Zwane 2016 4 III 26 once empowered always empowered III 2017 6 15 Zwane III BEE 26% 30 12 30 30% 30%

5 50 BEE 8 BEE 1% BEE 70 80 100 50 25 2017 4 / 50 25 60 30 75 38 88 44 5 100 50 MPRDA 2018 2 Zuma Ramaphosa 2017 12 Democratic Alliance DA Zwane Thulani Ngubane Nelson Mandela Zondwa Mandela South African Miners Association Zwane 2017 2 Zuma 2017 (3)

6 MPRDA MPRDA 2002 2008 2012 12 MPRDA 2014 4 Zuma Ramatlhodi Zuma Mmusi Maimane Zuma 20 Free carried interest MPRDA 2017 5 controlling interest 20 60 NENA NWA 20 2017 10 Zuma (4)

7 200 5 201 5 85 335,000 2012 8 Lonmin Marikana 46 COSATU NUM National Union of Mineworkers AMCU 2013 5 Kgalema Motlanthe Pravin Gordhan Mildred Oliphant Susan Shabangu 2013 7 Motlanthe AMCU AMCU 2014 1 23 AMCU 3 Anglo American Platinum(Amplats) Impala Platinum(Implats) Lonmin 7 AMCU 12,500 1,250US$ 5,500 2 Ngoako Ramatlhodi 2014 6 12 1,000 AMCU 3 2014 6 24 20 US$ 9 US$ Amplats Sibanye Gold 2017 6 Rustenburg 3 (1) 3-1.

8 2014 ( t) 2015 ( t) 2016 ( t) ( ) (%) 80, 73, 66, 6 15 10 14, 15, 14, 1 - - 14, 15, 13, 2 1 t 12 t 7 t 1 ( World Metal Statistics Yearbook 2017) (2) 3-2. 2014 ( t) 2015 ( t) 2016 ( t) ( ) (%) 13 15 12 ( World Metal Statistics Yearbook 2017) (3) 3-3. 2014 ( t) 2015 ( t) 2016 ( t) ( ) (%) 18 22 9 ( World Metal Statistics Yearbook 2017) (4) 3-4. 2014 ( t) 2015 ( t) 2016 ( t) ( ) 2017 7 64, 65, 64, ( World Metal Statistics Yearbook 2017, World Metal Statistics May 2017, International Trade Centre) (5) 3-5.

9 2014 ( t) 2015 ( t) 2016 ( t) ( ) DR 1, 1, 1, UAE ( World Metal Statistics Yearbook 2017, World Metal Statistics May 2017, International Trade Centre) 4 4-1. ( ) 2016 Amandelbult Section Anglo American Platinum Ltd (100) Pt( oz) 457 Bafokeng-Rasimone Royal Bafokeng Platinum(67), Anglo American Platinum Ltd(33) Pt( oz) 196 Beeshoek Assore Ltd(50), African Rainbow Minerals Ltd(50) Fe( t) 3,110 Black Chrome Grand Slam Invts (Pty) Ltd(100) Cr 254 Black Mountain and Lisheen Vedanta( Sesa Sterlite Ltd)(74), Exxaro Resources Ltd(26 ) Zn( t) Pb 29 34 Blue Ridge ( ) Sibanye Gold Ltd(50), Imbani Platinum Pty Ltd(50) - Bokoni Atlatsa Resources Corp(51), Anglo American Platinum Ltd(49) Pt( oz) 159 BooysendalNorth Northam Platinum Ltd(100) Pt( oz) 98 Boshoek Glencore( )

10 , Merafe Resources Ltd( ) - 2017 8 Buffelsfontein Heaven-Sent Capital Mgmt Group(100) - Cooke Uranium Sibanye Gold Ltd(74), Black Economic Empowerment(26) Au( oz) 182 Crocodile River( ) Eastern Platinum Ltd(100) - Dilokong Sinosteel Corp(60), Government of South Africa(40) - Dominion Oakbay Resources & Energy Ltd.(100) - Dwarsrivier Assore Ltd(100) - Eland Glencore Plc(74), Ngazana Consortium (26) - Elandsfontein Metmin (Pty) Limited(100) - Everest ( ) Northam Platinum Ltd(100) - Fairbreeze Tronox Ltd(74), Exxaro Resources Ltd (26) Foskor Mining Division Foskor (Pty) Ltd(100) - Helena Glencore Plc( ), Merafe Resources Ltd( ) - Hernic Hernic Ferrochrome(Pty)Ltd(100) - Hillendale KZN Sands(100) - Horizon Glencore Plc( ), ( ) - Hotazel South32 Ltd( ), Anglo American Plc ( ), Ntsimbintle Mining(9), NCAB (7) ,HMM Education Trust(5), Iziko(5) Mn( t) 2,852 Impala Platinum Impala Platinum Holdings Ltd(96), Employee Stock Ownership Plan(4) Pt( oz) Pd ( oz) Rh ( oz) Ni( )