Commodity market report
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40 Pages

Global lead long-term outlook Q2 2016

Global lead long-term outlook Q2 2016

Report summary

From a balanced market in 2015, undersupply of primary material and enduring tightness in secondary feed will start to bite later in 2016, pushing the supply-demand balance into deficit for this year, followed by a larger deficit in 2017. This catalyst for rising prices will trigger increased mine production which will return the market balance to a small surplus by 2018. Medium-term global growth is steady at 3.1% pa, with Asian vehicle demand being the most significant driver for this increased demand, as global economies continue the process of recovery and stability appears to have been largely re-established in China.

What's included?

This report includes 12 file(s)

  • Global lead long-term outlook Q2 2016 PDF - 845.73 KB 40 Pages, 28 Tables, 14 Figures
  • Slide pack lead LTO Q2 2016.pdf PDF - 706.30 KB
  • Lead Tables LTO Q2 2016.pdf PDF - 1.63 MB
  • Demand analysis lead LTO Q2 2016.xls XLS - 502.00 KB
  • Demand main changes lead LTO Q2 2016.xls XLS - 148.50 KB
  • Supply main changes lead LTO Q2 2016.xls XLS - 550.50 KB
  • Production rankings lead LTO Q2 2016.xls XLS - 222.50 KB
  • Equity Production lead LTO Q2 2016.xls XLS - 4.48 MB
  • Mine analysis lead LTO Q2 2016.xls XLS - 2.65 MB
  • Smelter analysis lead LTO Q2 2016.xls XLS - 1.27 MB
  • Refinery analysis lead LTO Q2 2016.xls XLS - 1.28 MB
  • Market balance and prices lead LTO Q2 2016.xls XLS - 377.00 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.

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
    • Market moves into deficit in coming years after flat balance in 2015
      • Global refined lead balance and price
      • Primary v secondary output
    • Long-term outlook
      • Global price and stocks
  • Demand
    • Overview
      • Global lead consumption
    • Review and forecast by region
      • Asia
      • China
        • Chinese lead demand in auto and ebike batteries (excluding trade)
      • India
        • Auto sector shows strongest growth, 2 wheelers and industrial remain significant
      • Japan
        • Asian lead consumption
      • Europe
        • European lead consumption
      • North America
      • US
        • Replacement sector stable, industrial and OE sectors provide medium-term growth
      • Mexico
        • North American lead consumption
      • Latin America
        • Latin American lead consumption
        • 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

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

  • Executive summary
  • Supply-demand balances
    • Supply-demand balances: Image 1
    • Supply-demand balances: Image 2
    • Supply-demand balances: Image 3
  • Demand
    • Demand: Table 1
    • Demand: Image 1
    • Demand: Image 2
    • Demand: Image 3
    • Demand: Image 4
    • Demand: Image 5
    • Demand: Image 6
    • Demand: Table 2
    • Demand: Image 7
    • Demand: Image 8
    • Demand: Table 3
    • Demand: Image 9
    • US end use by sector
    • SLI replacement to offset weaker sectors
    • Demand: Table 4
    • Demand: Table 5
  • 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
    • Supply: Table 7
    • 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
    • Supply: Table 12
    • Supply: Table 13
    • Supply: Table 14
    • Supply: Table 15
    • Supply: Table 16
    • Supply: Table 17
    • Supply: Table 18
    • Supply: Table 19
    • Supply: Table 20
    • Supply: Table 21
    • Supply: Table 22
    • Supply: Table 23
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