INVESTMENT

OPPORTUNITIES FOR
MINING SUPPLIERS IN
CHILE

Maria Jose Riquelme

Project Manager

Pablo Carcamo
Senior Researcher
Objective
To identify opportunities for mining suppliers along the value
chain of the big mining companies in Chile.

Interviews with 15 Supply, Plant and Operation managers.

38 interviews with big foreign suppliers with presence in Chile.
Research and analysis of economic data with respect to the
opportunities identified.
Chile: 2025 portfolio could reach USD$51 billon; 37 projects; 11
under execution.

USD 20.000
USD 4.962 60%
USD 18.000

USD 16.000

USD 14.000

USD 12.000 USD 2.428

USD 10.000

USD 8.000
USD 4.935 Subterrnea
USD 6.000 USD 12.441
Rajo
USD 9.191
USD 4.000
USD 5.395
USD 2.000 USD 4.224 USD 3.869
USD 467
USD 0 USD 112
Future purchases
Total purchases 2014 USD18 billion

Big Suppliers 2014 USD6.3 billion

Estimated total amounts Estimated big

Year (billion USD) suppliers
(billion USD)

2021 20.7 7.2

2027 18.3 6.4
Peru: 2035, USD$47.4 billon distributed among 46 projects. 6
under execution. 52% in the southern area of Peru

USD 12.000

USD 10.000

USD 4.475
USD 8.000

USD 2.645
USD 2.400
USD 9.713

USD 9.562

USD 9.432

USD 2.244
USD 6.000

USD 1.599

USD 1.009

USD 1.200
USD 763

USD 239
USD 706

USD 350
USD 4.000

USD 456
USD 490

USD 71
USD 0
USD 2.000

USD 0
Chile + Peru
USD$95.4
billion 2035

N Chile + S
Peru
USD$54 billon
Opportunity 1 (Peru+Chile)
Maintenance and repair hub of high-selling components in
Antofagasta

Size of the market towards 2025: USD$3.97 billion

Mine: shovels, off-road trucks and support equipment (dozers, wheeldozers)

USD$2.17 billion

Plant: SAG and ball mills, flotation cells, thickeners and crushers

USD$1.8 billion

Drivers: reduced maintenance & repair times

Shovel: USD$45,3 million for 1 hour
400-ton truck: each load = USD$133.000.
 Opportunity 2 (Chile)
New business in underground mining (USD$12.3 billion 2025)

i) Optimization of the mines loading systems (automation)

Current market Potential markets Total

Equipment
(units) (units) (units)
Jumbo drillers 251 163 414
LHD Loaders 268 148 416
UM Trucks 79 0 79
Opportunity 2 (Chile)
New businesses in underground mining

ii) Higher demand in equipment and fans

Current market Potential market Total

Equipment
(units) (units) (units)
Fans 63 227 290
Jumbo drillers 251 163 414
LHD loaders 268 148 416
 Opportunity 3 (Chile)
New solutions: monitoring, control and ICTs

Drivers:
q Productivity
q Safety

McKinsey&Co (Nov 2015): global potential impact of automation, control

& monitoring can reach USD $350 billion.

Chile: USD 99.2 billion

Opportunity 4
Mine closure and sustainability (2052-2057 USD9.4 billion)

USD Projected
Process % of the total cost
(billions)
Tailings 37% 1.6
Concentrator plant 13% 0.9
Smelting and refining 12% 0.5
Mine closure 19% 3.3
INVESTMENT OPPORTUNITIES
FOR
MINING SUPPLIERS IN CHILE