Mining Quarterly Review – Q2 2026

GlobalData’s “Mining Quarterly Review – Q2 2026” provides a comprehensive coverage on the global mining industry. It provides commodity trends covering macroeconomic trends, price trends, production, capital expenditure of leading miners, development projects momentum, development projects by commodity, country, company and stage. The report also includes a demand drivers section providing information on factors that are affecting the global mining industry. It further provides updates on emissions, safety in mining, regulatory, developments in mining for Q2 2026, European Union’s industrial production, US’ industrial production, China’s industrial production growth rate, China’s Manufacturing PMI .

The mining industry moves quickly. Prices, production and demand can shift within a single quarter. As a result, you need a clear and current view of what is changing and why.

This GlobalData report provides comprehensive coverage of the global mining industry. It covers commodity trends, including macroeconomic and price trends, production and capital expenditure of leading miners. In addition, it tracks development project momentum by commodity, country, company and stage.

The report also looks at the forces behind the numbers. For example, it includes a demand drivers section. Moreover, it provides updates on emissions, safety in mining and regulation. It also covers industrial production in the European Union, the US and China, along with China’s Manufacturing PMI. Therefore, you can use the report to see how wider conditions may affect mining performance.

Report value proposition: what this report helps you do

• Track quarterly change. The report helps you understand shifts in the global mining industry and what drives them.
• Follow key commodities. You can review historical and forecast trends across nine commodities.
• Compare producers. Production by company can help you see who is growing and who is slowing.
• Spot project momentum. You can identify major development projects by region.
• Follow the money. Capital expenditure trends of leading miners may help support planning and investment views.

Commodity trends: coal, iron ore, copper, gold, nickel, lead, zinc, uranium and lithium

The report covers prices, production by country, production by company, project updates, capital expenditure and demand drivers for each key commodity. For example, most coal producers registered declines in H1 2026 due to weaker thermal coal demand. However, PT Bumi Resources posted 7.2% growth during the quarter.

Most major iron ore producers recorded year-on-year growth, supported by mine ramp-ups and operational improvements. In copper, Glencore recorded the strongest production growth in H1 2026, due to higher grades at KCC and Mutanda. In contrast, several large producers recorded declines due to operational challenges and lower planned volumes.

Mining development projects, capital expenditure and demand drivers

The report reviews development projects by commodity, country, company and stage. In addition, it covers capital expenditure by leading miners. As a result, you can see where momentum may be building. The demand drivers section also explains the factors influencing key commodities.

Scope

The report contains an overview of the key commodities in the mining industry, including coal, iron ore, copper, gold, nickel, lead, zinc, uranium, and lithium. It provides detailed information on prices, production by country, production by company, development project updates, capital expenditure, and demand drivers.

Who should read this mining industry report?

This report is designed for you if you work in one of these roles:

• Mining company executives who set strategy and capital plans
• Strategy and competitive intelligence teams who track peer performance
• Equipment and service suppliers who follow project and spending trends
• Commodity traders and analysts who monitor prices and production
• Investors and financial analysts who assess miners and projects
• Procurement and supply chain teams who plan around commodity trends
• Consultants and advisors who support mining clients

How companies use this report

Different teams can apply the findings in different ways. For example:

• Glencore, CMOC or Anglo American may use it to compare copper production trends with peers.
• Vale, Fortescue or Rio Tinto can review iron ore output and see how operational factors are affecting producers.
• Coal India, China Shenhua or PT Bumi Resources may study coal demand trends and production performance.
• Newmont, Barrick Gold or Agnico Eagle can use the gold coverage, price trends and demand drivers to support planning.
• Suppliers and investors may use the project and capital expenditure insight to identify where activity is concentrated.

In addition, risk and sustainability teams can use the emissions, safety and regulation updates to support their work.

Key Highlights

In Q1 2026, most coal producers registered declines due to weaker thermal coal demand, while companies such as PT Bumi Resources, Core Natural Resources, Peabody, and Coal India posted growth.

Most major iron ore producers recorded year-on-year growth, supported by mine ramp-ups and operational improvements.

Mineral Resources, NMDC, Fortescue, Rio Tinto, and ArcelorMittal reported higher output, whereas Mitsui, Vale, and BHP posted modest declines.

Glencore recorded the strongest copper production growth in Q1 2026 due to higher grades at KCC and Mutanda, followed by Rio Tinto, which was supported by the ramp-up at the Oyu Tolgoi mine.

In contrast, Freeport, Zijin, and BHP recorded declines due to operational challenges and lower planned volumes.

Reasons to Buy

• To gain an understanding of the quarterly changes in the global mining industry and relevant driving factors
• To understand historical and forecast trends in key commodities
• To identify key players in the global mining industry
• To identify the momentum of major development projects by region
• To identify the trend in capital expenditure spent by leading miners
• To understand the factors influencing demand drivers of key commodities

Benchmark against global mining leaders

The report covers major producers including Rio Tinto, BHP, Vale, Glencore, Freeport-McMoRan, Codelco, Grupo Mexico, Newmont, Barrick Gold and Agnico Eagle. It also covers coal producers such as Coal India, China Shenhua and China National Coal Group. As a result, you can compare your own output, spending, and project pipeline with global leaders. Moreover, this view may help you spot gaps and shifts in competitive position.

Why trust GlobalData for mining market intelligence?

• Built on GlobalData’s proprietary mining data
• Trusted by Fortune 500 companies and leading governments
• Backed by analysts with decades of mining sector expertise

Stay ahead of the next quarter’s shifts

Mining conditions change fast. Therefore, current insight can help you act at the right moment. Review the report today to see how it may support your strategy, investment, and planning decisions.