Commodity Market Report
Global zinc long-term outlook Q1 2020
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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 zinc price has fallen sharply as measures to control the spread of the coronavirus trigger a rapid decline in zinc consumption and increased likelihood of a global recession. This has necessitated a dramatic change to our base case assumptions for zinc demand. The Global Zinc Metal Market Long-term Outlook provides the latest update of detailed supply and demand analysis and price forecasts for the zinc market out to 2040, including; • Revisions to our global zinc consumption forecasts • Impact of coronavirus on demand and the likely trajectory of the recovery • New price forecasts and price scenarios • The coronavirus/low price/high TC supply correction • Mine supply developments over the forecast period • The first "In focus" looks at how the impact of this global pandemic will accelerate the migration of manufacturing away from China
Table of contents
- Demand outlook
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Supply outlook
- Mine production
- Refined supply
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Market Balance and Price Outlook
- Near term price forecast
- Long-term zinc price thresholds
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Changes since Q4 2019
- Demand
- Smelter Supply
- Beyond coronavirus: Supply Chain diversification in the long run
- Risks to forecast: n ear- to medium-term
- Risk to forecast: long-term
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Regional mine production capability
- Project allowance
- Africa
- Asia (ex-China)
- China
- Europe
- Latin America
- Middle East
- North America
- 10 more item(s)...
Tables and charts
This report includes the following images and tables:
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Coronavirus is forecast to result in a sharp drop in global zinc consumptionGlobal slab zinc consumption by regionGlobal economic growth is becoming less zinc intensive
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Summary of zinc mine production capability changesWorld mine capability forecasts by region and global market adjustmentMine productionRequirement for new mine productionSmelter productionRequirement and sources of future smelter productionComponents of the Mine Disruption and Project allowancesForecast stocks and pricesPrice forecasts and refined market balances
- 13 more item(s)...
What's included
This report contains:
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