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What’s changed since our last report?
Further weakness in key market sectors have forced us to cut forecast consumption compared with our Q1 data.
The recovery in concentrate output will increase supply in the medium term, pushing the refined market into significant surpluses as demand growth falters. This will negatively impact the refined lead price.
We have adjusted downwards our medium- and long-term price forecasts.
Why buy this report?
Get answers to your questions on lead market dynamics, including:
- Which country will overtake China as a leader in lead demand
- Why concentrate stock levels won't react as quickly to the large refined surpluses
- Which sectors and countries are underperforming
- Is existing smelting capacity sufficient to treat additional primary supply?
You'll get access to our complete data set, with tables and charts such as this one, tracking both historical and forecast supply and demand trends for lead.
Report summary
Tables and charts
This report includes 60 tables and charts, including:
- Principal Changes Graphs
- IP Changes
- Consumption Changes
- Mine Changes
- Mine Notes
- Refinery Changes
- Refinery Notes
- Ownership
- China Balance
Purchase the report for the full list.
Table of contents
- Key points
- Demand – what's changed?
- Supply - what's changed?
Tables and charts
No table or charts specified
What's included
This report contains:
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