Commodity Market Report
Global lead short-term outlook October 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
A robust price performance from lead was largely sustained by continuing supply concerns as the lead industry hits its peak demand season. A backwardation settled over the cash to three-month spread as the market cautiously eyed developments at Port Pirie and the increasingly negative LME-SHFE arbitrage stifling concentrate trade. The has forced Chinese smelters to force TCs much higher this month.
Table of contents
- China
- India
- Russia
- Europe
- Raw materials market
- Mine production news
Tables and charts
This report includes the following images and tables:
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Global quarterly refined lead consumption (kt)Customs data suggest that all of Port Pirie's displaced local feed has been exported to ChinaThe SHFE/LME arbitrage value in concentrate trade turned negative in October
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Spot TCs would have to increase in October in order to maintain Chinese buyers' spot TC plus SHFE/LME arbitrage valueSeasonal shipments of Red Dog's concentrate became evident in China's imports in SeptemberConcentrate market TCsLead 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
- 1 more item(s)...
What's included
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