Commodity market report
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38 Pages

Global lead long-term outlook Q2 2015


Global lead long-term outlook Q2 2015

Report summary

The refined market is forecast to move into deficit this year after a largely balanced market last year, with a higher level of deficit in the proceeding two years. Combined with continuing scrap tightness forcing up raw material costs, the commodity price will peak during 2017 before subsiding again as the market moves back into surplus from 2018 onwards. Medium-term global growth will be 3.2% p.a. as many economies continue the process of economic recovery.


What's included?

This report includes 12 file(s)

  • Global lead long-term outlook Q2 2015 PDF - 809.95 KB 38 Pages, 27 Tables, 15 Figures
  • Lead Tables LTO Q2 2015.pdf PDF - 1.51 MB
  • Slide pack lead LTO Q2 2015.pdf PDF - 786.26 KB
  • Demand main changes lead LTO Q2 2015.xls XLS - 160.50 KB
  • Demand analysis lead LTO Q2 2015.xls XLS - 519.00 KB
  • Supply main changes lead LTO Q2 2015.xls XLS - 559.00 KB
  • Production rankings lead LTO Q2 2015.xls XLS - 226.50 KB
  • Equity Production lead LTO Q2 2015.xls XLS - 4.52 MB
  • Mine analysis lead LTO Q2 2015.xls XLS - 2.68 MB
  • Smelter analysis lead LTO Q2 2015.xls XLS - 1.28 MB
  • Refinery analysis lead LTO Q2 2015.xls XLS - 1.31 MB
  • Market balance and prices lead LTO Q2 2015.xls XLS - 330.50 KB

Description

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.

From acquisitions to investments, Wood Mackenzie helps you plan, forecast and benchmark in the metals markets. Our proprietary database and analyst expertise combines robust production, consumption and pricing data with detailed analysis to identify market opportunities.

We give you a holistic view of the ferrous and base metals markets so you have the confidence to make strategic decisions.

  • Executive summary
  • Supply-demand balances
    • Refined market moves to deficit
    • Long-term outlook
  • Demand
    • Overview
    • Review and forecast by region
      • Asia
      • China
      • India
      • Japan
      • Europe
      • North America
      • US
      • Mexico
      • Latin America
    • Principal Uses of Lead
      • Batteries
      • Non-Battery
  • Supply
    • Mine Production
      • Africa
      • Asia
      • Europe
      • Latin America
      • Middle East
      • North America
      • Oceania
      • Russian and the Caspian
        • Global lead mine production capability and mine projects
        • Smelter and refinery production
          • Africa
          • Asia
          • Europe
          • Latin America
          • Middle East
          • North America
          • Oceania
          • Russia and the Caspian

In this report there are 42 tables or charts, including:

  • Executive summary
  • Supply-demand balances
    • Global refined lead balance and price
    • Primary v secondary output
    • Global price and stocks
  • Demand
    • Global lead consumption
    • Chinese lead demand in auto and ebike batteries (excluding trade)
    • Ebikes still lead demand in medium term
    • Vehicle and industrial batteries dominate longer term
    • Auto sector shows strongest growth but inverters will remain key
    • Indian lead demand by sector
    • Vehicles to overtake industrial sector
    • Asian lead consumption
    • Demand dominated by industrial batteries
    • Auto replacement declining due to imports
    • European lead consumption
    • Replacement sector stable, industrial and OE sectors provide medium-term growth
    • US end use by sector
    • SLI replacement to offset weaker sectors
    • North American lead consumption
    • Latin American lead consumption
  • Supply
    • African lead mine capability
    • Asian lead mine capability
    • European lead mine capability
    • Latin American lead mine capability
    • Middle East lead mine capability
    • North American lead mine capability
    • Oceania lead mine capability
    • Russia and the Caspian lead mine capability
    • Global lead mine production capability change
    • Global mine production capability and market adjustment
    • Analysis of the lead-zinc mine production ratio
    • Changes to possible projects listing
    • Requirement for and sources of new mine production
    • Global refined lead production capability
    • African refined lead production
    • New Chinese refined capacity (forecast production, kt Pb)
    • Asian refined lead production
    • European refined lead production
    • Latin American refined lead production
    • Middle East refined lead production
    • North American refined lead production
    • Oceania refined lead production
    • Russia and the Caspian refined lead production
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