Global lead short-term outlook October 2018
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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
Table of contents
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Executive summary
- Lead key forecasts
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Supply-demand balances
- Refined lead premia and scrap prices
- Price forecasts and global quarterly supply/demand balances (kt)
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Demand
- Europe
- China
- India
- Japan
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Supply
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Raw materials market
- Concentrate market TCs
- Mine production news
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Raw materials market
Tables and charts
This report includes the following images and tables:
- High price variance throughout the month, but lead ends October joint bottom of the pack
- Lead price mostly tracks the dollar rate but briefly breaks free on surplus worries
- Steady outflow from LME warehouses partially countered by inward deliveries
- Brief backwardation during price spike before contango re-established
- Total stocks hit decade low but re-warranting jumps up live stocks by 20 kt
- LME lead stocks in historical context
- SHFE lead stocks in historical context
- Executive summary: Table 1
- Supply-demand balances: Table 1
- Korean Customs data shows Japan scrap imports fall sharply
- Iranian lead exports to India sharply down after currency collapse in April
- Supply-demand balances: Table 2
- 11 more item(s)...
What's included
This report contains:
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