Commodity Market Report

Global copper long-term outlook Q1 2020

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30 March 2020

Global copper long-term outlook Q1 2020

Report summary

Copper producers are focusing their attention on the here and now, faced with low copper prices and the challenges created by the coronavirus pandemic. Over the medium-term, with a demand recovery constrained and supply from new projects hitting the market, prices will remain subdued. Nevertheless, the market still requires additional capacity to close the supply gap that is set to emerge over the long-term.

Table of contents

  • Coronavirus shocks
  • Demand outlook
  • Supply outlook
  • Market balance and price outlook
    • Market and demand changes
    • Mine projects
    • Base Case
    • Probable
    • Possible
    • Smelter/refinery projects
    • Mine Disruptions
    • Beyond Covid-19: Supply Chain diversification in the long run
  • Overview
  • China
  • Europe
  • North America
  • Latin America
  • Japan, South Korea, and Taiwan
  • ASEAN and India
  • Russia & the Caspian
  • Rest of world
    • China scrap policy
    • Global Scrap outlook
    • Africa
    • Asia (excluding China)
    • China
    • Europe
    • Latin America and the Caribbean
    • Middle East
    • North America
    • Oceania
    • Russia and the Caspian
    • Summary
    • Africa
    • Asia (excluding China)
    • China
    • Smelters recently in production
    • Europe
    • Latin America & Caribbean
    • Middle East
    • North America
    • Oceania
    • Russia and the Caspian
    • Summary
    • Africa
    • Asia (excluding China)
    • China
    • Europe
    • Latin America & Caribbean
    • Middle East
    • North America
    • Oceania
    • Russia and the Caspian

Tables and charts

This report includes 44 images and tables including:

  • Global market demand for mine output
  • Global metal balances & LME copper price (2020$)
  • LME copper prices
  • Manufacturing PMI has fallen substantially in major copper consuming regions in 2020
  • Regional refined copper consumption 2000-2040
  • Total copper consumption by property 2000-2040
  • Regional refined copper consumption - kt
  • China copper consumption breakdown
  • Impact on wire rod trade between India, UAS and the four ASEAN countries
  • Total copper consumption by industry sector 2000-2040
  • Total copper semis production 2000-2040
  • Regional copper mine production - kt Cu
  • Monthly total exchange stocks and prices
  • Copper end-use and first-use sectors shifting away from China
  • New standards for renewable copper material
  • New standards for renewable brass material
  • Global copper scrap consumption, 2000-2030 kt Cu
  • Africa copper mine production - kt Cu
  • Asia (excl. China) copper mine production - kt Cu
  • Europe copper mine production - kt Cu
  • Latin America and the Caribbean copper mine production - kt Cu
  • North America copper mine production - kt Cu
  • Oceania copper mine production - kt Cu
  • Russia and the Caspian copper mine production - kt Cu
  • Copper smelter production capability (kt Cu)
  • Africa copper smelter production - kt Cu
  • Asia (excl. China) copper smelter production - kt Cu
  • China copper smelter production - kt Cu
  • Europe copper smelter production capability - kt Cu
  • Latin America and the Caribbean copper smelter production - kt Cu
  • Middle East copper smelter production capability - kt Cu
  • North America copper smelter production capability - kt Cu
  • Oceania copper smelter production capability - kt Cu
  • Russia and the Caspian copper smelter production capability - kt Cu
  • Regional copper refinery production capability - kt Cu
  • Africa copper refinery production capability - kt Cu
  • Asia (excl. China) copper refinery production capability - kt Cu
  • China copper refinery production capability - kt Cu
  • Europe copper refinery production capability - kt Cu
  • Latin America and the Caribbean copper refinery production capability - kt Cu
  • Middle East copper refinery production capability - kt Cu
  • North America copper refinery production capability - kt Cu
  • Oceania copper refinery production capability - kt Cu
  • Russia and the Caspian copper refinery production capability - kt Cu

What's included

This report contains:

  • Document

    Copper document tables LTO Q1 2020.xls

    XLS 6.44 MB

  • Document

    Demand main changes copper LTO Q1 2020.xls

    XLS 159.50 KB

  • Document

    Demand analysis copper LTO Q1 2020.xls

    XLS 1.12 MB

  • Document

    Supply main changes copper LTO Q1 2020.xls

    XLS 109.50 KB

  • Document

    Coronavirus Copper Mine Disruptions.xlsx

    XLSX 3.70 MB

  • Document

    Production rankings copper LTO Q1 2020.xls

    XLS 75.00 KB

  • Document

    Equity Production copper LTO Q1 2020.xlsx

    XLSX 3.27 MB

  • Document

    Mine analysis copper LTO Q1 2020.xls

    XLS 2.13 MB

  • Document

    Smelter analysis copper LTO Q1 2020.xls

    XLS 1.56 MB

  • Document

    Refinery analysis copper LTO Q1 2020.xls

    XLS 1.29 MB

  • Document

    Market balance and prices copper LTO Q1 2020.xls

    XLS 480.50 KB

  • Document

    Copper_Tables_LTO_Q1_2020.pdf

    PDF 2.22 MB

  • Document

    Global copper long-term outlook Q1 2020

    PDF 2.23 MB

  • Document

    Appendix - methodology notes.pdf

    PDF 240.69 KB

  • Document

    Appendix - principal uses of copper.pdf

    PDF 264.53 KB

  • Document

    Appendix - China copper end-use methodology.pdf

    PDF 376.09 KB

  • Document

    Appendix - secondary copper definitions and history.pdf

    PDF 253.83 KB

  • Document

    LTO Slidepack_Copper_Q1_2020.pdf

    PDF 1.09 MB

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