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Lead has been a star performer. But this year we are at a transition point, going from four years of deficits to five maybe six years of surpluses.
Farid Ahmed, Principal Analyst Lead Markets
Quick read: Three key things you need to know about the lead market
- The refined lead market is at a point of transition in 2019, moving from the supply tightness of the past four years into significant surpluses in the coming years.
- After a period of contraction in mine supply, primary feed is set to grow, which will ease the tightness of recent years.
- Global refined lead consumption will contract this year for the first time since the global financial crisis of 2008/2009.
Purchase the full 40-page report for in-depth analysis of each of these factors, including charts and data sets. Scroll down for a full table of contents.
Report summary
Table of contents
- Key points
- Demand – what's changed?
- Supply - what's changed?
-
Mine Production
- Africa
- Asia
- Asian lead mine capability
- Europe
- Latin America
- Middle East
- North America
- Oceania
- Oceania lead mine capability
- Russia and the Caspian
- Changes to projects listing
-
Smelter and refinery Production
- Africa
- Asia
- Asian refined lead production
- Europe
- Latin America
- Middle East
- North America
- Oceania
- Russia and the Caspian
- Overview
-
Review and forecast by region
- Asia
- China
- India
- Japan
- Europe
- North America
- US
- Mexico
- Latin America
- Other regions
-
Principal Uses of Lead
- Batteries
- Non-Battery
- The market tightness of recent years will transition to significant surpluses in the medium term
- Long-term outlook
Tables and charts
This report includes 44 images and tables including:
- Global refined lead production capability
- Lead key forecasts
- Regional demand changes from previous long-term outlook
- Global lead consumption
- Global refined lead supply-demand balance and price
- Global primary versus secondary refined lead output
- Global refined lead stocks and price
- African lead mine capability
- European lead mine capability
- Latin American lead mine capability
- Middle Eastern lead mine capability
- North American lead mine capability
- Russia and the Caspian lead mine capability
- Global lead mine production capability and mine projects
- Global lead mine production capability and market adjustments
- Analysis of the lead-zinc mine production ratio
- African 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
- Chinese lead demand in auto and ebike batteries (excluding trade)
- Automotive demand now clearly ahead of ebikes
- Industrial use continues to grow; autos dominate
- Auto and industrial sectors show strong growth, 2-wheelers stay significant with 3-wheelers weaker
- Even spread of demand across sectors
- Automotive to overtake industrial sector
- Asian lead consumption
- Industrial dominates with more auto imports
- Auto replacement further declines due to imports
- European lead consumption
- Auto OE and replace plus stationary in growth, motive power sector in decline
- US end use by sector
- Stationary, auto replacement offset weaker sectors
- North American lead consumption
- Latin American lead consumption
- Middle East lead consumption
- Oceania lead consumption
What's included
This report contains:
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