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Expert Call: Mining Equipment - The Battle In Pumps

发布日期: 2026-07-22研究机构: Jefferies报告页数: 9原文语言: English证据页码: 1

研报英文原文证据摘录

Expert Call: Mining Equipment - The Battle In Pumps

EUROPE | Capital Goods EquityJulyResearch22, 2026

Expert Call: Mining Equipment - The Battle In

Pumps

Please join us for a Fireside chat with Tamer Eid (former President, .

APAC Mining, at FLSmidth; ex-Weir and Outotec/Metso) on Wednesday,

9 September, at 3pm BST / 10am EDT to discuss the battle for market

share in mining pumps. Drawing on 20+ years' industry experience, Tamer

will examine market share trends, aftermarket competition, technology

differentiation, consolidation prospects, as well as the outlook for the

broader mining capex cycle.

Background

The mining equipment sector has entered a new phase of growth, supported by rising copper

demand, ongoing investment in critical minerals, and aging installed equipment fleets. Within

this backdrop, pumps remain one of the most important categories in mineral processing,

generating attractive recurring aftermarket revenues and representing a key battleground

between suppliers.

Once the dust has settled on 2Q / 1H results, please join us for a fireside chat with Tamer

Eid, former President, APAC Mining, at FLSmidth and a senior executive with prior leadership

experience at Weir and Outotec/Metso. Drawing on more than two decades of experience

across mining equipment, services, and aftermarket operations, Tamer will discuss end-

market demand trends, competitive positioning within the global pump market, technology

developments, and the outlook for mining capital expenditure.

Relevant stocks: Weir Group, Metso, FLSmidth, Epiroc, Sandvik

Discussion Topics

Competitive dynamics in mining pumps, including market share trends, technology•

differentiation, and aftermarket strategies.

Why FLSmidth and Metso are now in a position to really push for growth, and what are•

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