The refined market is forecast to a significant deficit this year from a largely balanced market last with refined production likely to be impacted by further delays and cancellations of new Chinese projects. Our medium term view is unchanged since last quarter, with supply side shortages, tougher environmental regulation and refined market deficits still expected to prevail. Global lead demand growth will remain above 4% p.a. as many economies continue the recovery from economic weakness.
This report includes 12 file(s)
Global lead long-term outlook Q1 2015 PDF - 718.97 KB 36 Pages, 27 Tables, 15 Figures
Lead Tables LTO Q1 2015.pdf PDF - 1.54 MB
Slide pack lead LTO Q1 2015.pdf PDF - 767.06 KB
Demand main changes lead LTO Q1 2015.xls XLS - 157.50 KB
Demand analysis lead LTO Q1 2015.xls XLS - 519.00 KB
Supply main changes lead LTO Q1 2015.xls XLS - 501.50 KB
Production rankings lead LTO Q1 2015.xls XLS - 226.00 KB
Equity Production lead LTO Q1 2015.xls XLS - 4.96 MB
Mine analysis lead LTO Q1 2015.xls XLS - 2.68 MB
Smelter analysis lead LTO Q1 2015.xls XLS - 1.30 MB
Refinery analysis lead LTO Q1 2015.xls XLS - 1.30 MB
Market balance and prices lead LTO Q1 2015.xls XLS - 302.50 KB
As global demand weakens and commodity prices fall, we're seeing a challenging environment in the metals and mining industry. Mining companies are increasingly coming under pressure to reduce operating costs, causing many to shift their strategic planning, delay new investments and look to long-term future growth.
This Lead Long Term Outlook report provides a detailed breakdown of global supply and demand balances in this market, as well as price forecasts.
Mining companies, investment banks and investors can use this report to understand the future direction of the ferrous and base metals market. It will also help you assess the impact of key industry issues and events on market balances and pricing.
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Commodity market report | Mar 2015
Global lead long-term outlook Q1 2015
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