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市場調查報告書

鉛金屬的全球市場分析 (以季度為基礎)

Global Lead Metals Report Q4 2016

出版商 BMI Research 商品編碼 356517
出版日期 內容資訊 英文 74 Pages
商品交期: 最快1-2個工作天內
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鉛金屬的全球市場分析 (以季度為基礎) Global Lead Metals Report Q4 2016
出版日期: 2016年10月05日 內容資訊: 英文 74 Pages
簡介

本報告提供全球鉛金屬市場最新趨勢相關分析,目前市場上主要趨勢、結構的變化,及近來的供給量、需求量、貿易量、交易價格趨勢,主要企業的業績和目前策略發展情形等相關調查。

BMI產業分析

  • 近幾年的市場趨勢與結構的趨勢

價格趨勢的預測

  • 供不應求價格維持貢獻
    • 短期性的未來展望 (3∼6個月)
    • 長期性的未來展望

全球市場的供給、需求、貿易趨勢

  • 鉛的供不應求持續到2019年

礦石的供給情形:鉛礦石頭

  • 澳洲、秘魯主導全球鉛礦石市場

競爭環境

企業簡介

  • Glencore

附錄

  • 資料表

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目錄
Product Code: 2397-5121

BMI View: Lead prices will gradually edge higher as the global lead market will shift into deficit by 2018 as production growth will slow over the coming years.

Latest Developments And Structural Trends

Price Forecast

We have revised up our lead price forecast for 2016 due to both positive investment sentiment and a tightening of the market. We expect lead prices to average USD1,800/tonne in 2016, up from our previous forecast of USD,1750/tonne. Meanwhile, we have slightly downgraded our forecast out to 2020, as we expect a less-significant recovery in prices, going forward.

Market Balance

The global primary lead market will shift into deficit by 2018 on the back of persistent supply cuts. Mined lead production will be hit by a global slowdown in mining capital expenditure, which will have a knock-on effect on refined lead supply growth. We forecast consumption to exceed production by 11 thousand tonnes (kt) in 2018, following a surplus of 27kt and 3kt in 2015 and 2016, respectively. As a result, the global stocks-to-use ratio will peak in 2016 at 6.3% and edge lower in subsequent years, reaching 5.6% by 2020.

Table of Contents

BMI Industry View

  • Table: BMI Lead Price Forecast
  • Table: Global Lead Forecasts
  • Latest Developments And Structural Trends

Price Forecast

  • Global - Lead: Shift Into Deficit To Support Prices
    • Table: BMI Lead Price Forecast
  • Short-Term Outlook (three-to-six months)
  • Long-Term Outlook

Global Trends In Supply, Demand & Trade

  • Lead: Tightening Market To Support Price Recovery
    • Table: Lead Market Forecast
    • Table: Lead Production Forecast
    • Table: Lead Consumption Forecast

Mine Supply: Lead

  • Global - Lead: Growth To Slow, But Peru A Relative Bright Spot
    • Table: Lead Mine Production Forecast
    • Table: Select Countries - Key Lead Mine Projects

Competitive Landscape

  • Global - Competitive Landscape To Be Dominated By Majors
    • Table: Select Lead Producers By Market Capitalisation

Company Profile

  • Global Company Strategy - Glencore
    • Table: Selected Commodities - Price Forecasts
  • Company Analysis
    • Table: Glencore - Key Projects
    • Table: Glencore - Key Financial Data
  • Vedanta Resources - Q4 2016
    • Table: Select Commodities - Price Forecasts
  • Latest Financial Results
  • Company Strategy
    • Table: Vedanta Resources - Key Financial Data
  • Global Company Strategy - MMG Limited - Q4 2016
    • Table: Select Commodities - Price Forecasts
    • Table: MMG Limited - Key Financial Data
  • Company Profile
  • Company Profile - Teck Resources - Q4 2016
    • Table: Teck Resources - Key Financial Data

Appendix

  • Data Appendix
    • Table: Lead Market Forecast
    • Table: Lead Production Forecast
    • Table: Lead Consumption Forecast

Methodology

  • Cross Checks
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