Commodity Market Report
Global lead short-term outlook June 2019
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
The lead price finally showed some life and also highlighted the market sensitivity to both technical and fundamental factors. This was evidenced by a two-month price high, a two-year record backwardation and stocks falling further from historical lows. Smelter disruption now threatens to take over from mine production as the dominant supply-side constrain outside China, as potential bottlenecks become dependent on where the displaced primary feed is processed - China or the Rest of World?
Table of contents
- China
- US
- India
- Raw materials market
- Mine production news
Tables and charts
This report includes the following images and tables:
- Ebike production maintains output levels, benefitting from drop in car purchases
- Global quarterly refined lead consumption (kt)
- Value of arbitrage to Chinese smelters was substantially lower in June
- Concentrate market TCs
- Lead mine capability, market adjustment and production (kt Pb)
- Global refined lead consumption (kt Pb)
- Global lead mine production (Lead in Concentrate)
- Global refined lead production (kt Pb)
- Global primary and secondary refined lead production (kt Pb)
- Lead stocks, prices and premia
- Global lead supply and demand (kt)
What's included
This report contains:
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