Global lead investment horizon outlook - Q3 2022
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- Medium-term forecasts
- Long-term prices
-
Risks to the forecasts
- Short term – upside
- Short term – downside
- Long term – upside
- Long term – downside
-
Overview
- Changes since last quarter
- China
-
Asia ex-China
- India
-
US
- Mexico
- Europe
-
Latin America
- Lead:zinc ratio falling from new mines
- Mine Production changes since last quarter
- Mine projects
- Base Case projects
-
Regional smelter and refinery production capability
- Refinery supply changes since last quarter
- Africa
- Asia
- Europe
- Latin America
- Middle East
- North America
- Oceania
- Russia and the Caspian
Tables and charts
This report includes 33 images and tables including:
- Table: Price forecasts and refined market balances
- Chart: Concentrate and metal supply-demand balance and price forecast
- Chart: Total stocks and long-term prices
- Chart: Regional refined lead consumption growth
- Chart: China’s proportion of total demand stabilises as its lead market matures
- Table: Regional refined lead consumption (kt Pb)
- Current mine production capability is expected to fall from 2024
- Global lead mine production capability and market adjustments
- Global refined lead production capability
- Forecast investment required in new lead mine capability
- Capital intensity of operating mines compared to Probable and Possible status projects
- Analysis of the lead:zinc mine production ratio
- Requirement for new lead mine capability
- Lead mine changes since last quarter
- African lead mine production capability
- European lead mine production capability
- Asian lead mine production capability
- Latin American lead mine production capability
- Middle Eastern lead mine production capability
- North American lead mine production capability
- Oceanian lead mine production capability
- Russia & the Caspian lead mine production capability
- Future smelter and refinery capability has been reduced with the removal of unutilised capacity
- African refined lead production
- Asian refined lead production
- Table: European refined lead production
- Table: Latin American refined lead production
- Table: Middle East refined lead production
- Table: North American refined lead production
- Table: Oceania refined lead production
- Table: Russia and the Caspian refined lead production
- Chart: High case (Scenario A) and low case (Scenario B) price evolution models
What's included
This report contains:
Other reports you may be interested in
Global copper investment horizon outlook - Q3 2023
If the market is to satisfy copper’s energy transition demand requirements, new mine projects and higher scrap generation will be needed.
$10,000Global lead investment horizon outlook - Q3 2023
Hybrid vehicle sales are supporting lead use in new energy vehicles at a time when new mine supply has yet to recover in earnest.
$10,000Global steel investment horizon outlook - Q4 2023
Steel industry to witness US$845 billion capital investments between 2022-2033.
$10,000