Commodity Market Report
Global lead strategic planning outlook - Q1 2022
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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 Russian war on Ukraine will have lasting impact on the global economic situation, filtering through to lead markets in an, as yet, unpredictable way, compounding the effects of the coronavirus pandemic that continues to influence markets and will shape the industry for years to come. Recnetly, supply has been more severely impacted than demand and mine production still struggles to regain momentum. Demand, on the other hand, has recovered strongly and already exceeded pre-pandemic consumption last year, with further growth in 2022. The key driver for this has been replacement automotive demand, but other sectors are also recovering, although auto OEM will struggle with semiconductor shortages into next year at least. Secondary supply growth will exceed primary as the glut of scrap continues to be consumed for recycling. Steady but unspectacular demand growth and building output from secondary will tip the market into a period of sustained refined metal surpluses.
Table of contents
- Medium-term forecasts
- Long-term prices
-
Risks to the forecasts
- Short term – upside
- Short term – downside
- Long term – upside
- Long term – downside
- Overview
- Changes since last quarter
- China
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Asia ex-China
- India
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North America
- US
- Mexico
- Europe
- Latin America
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Rest of World
- Lead:zinc ratio falling from new mines
- Mine projects
- Strategic planning outlook - Long term supply considerations
- Geopolitical landscape
- Environmental challenges
- Mining and mineral processing technology
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Regional smelter and refinery production capability
- Africa
- Asia
- Europe
- Latin America
- Middle East
- North America
- Oceania
- Russia and the Caspian
Tables and charts
This report includes the following images and tables:
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Table: Price forecasts and refined market balancesChart: Concentrate and metal supply-demand balance and price forecastChart: Concentrate and refined lead stocks
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Chart: Medium-term regional demand growthChart: Total stocks and long-term pricesChart: Regional refined lead consumption growthChart: China, India plus rest of Asia are the main growth drivers for refined leadChart: China’s proportion of total demand stabilises as its lead market maturesTable: Regional refined lead consumption (kt Pb)Table: Regional consumption changes since last quarterTable: Global lead mine production capability and market adjustmentsChart: Current mine production capability is expected to fall from 2024
- 13 more item(s)...
What's included
This report contains:
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