Commodity market report
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29 Pages

Global zinc short-term outlook July 2016


Global zinc short-term outlook July 2016

Report summary

The tightening of the concentrate market has inspired investors to build long positions in zinc pushing the price to its highest level for 12 months, and at one point some 42% higher than the end of 2015

What's included?

This report includes 2 file(s)

  • Global zinc short-term outlook July 2016 PDF - 622.08 KB 29 Pages, 14 Tables, 11 Figures
  • Data Tables Zinc STO July 2016.xls XLS - 290.00 KB

Description

As global demand weakens and commodity prices fall, we're seeing a challenging environment in the metals and mining industry. Mining companies are increasingly coming under pressure to reduce operating costs, causing many to shift their strategic planning, delay new investments and look to long-term future growth.

This Zinc Short Term Outlook report provides a detailed breakdown of global supply and demand balances in this market, as well as price forecasts.

Mining companies, investment banks and investors can use this report to understand the future direction of the ferrous and base metals market. It will also help you assess the impact of key industry issues and events on market balances and pricing.

From acquisitions to investments, Wood Mackenzie helps you plan, forecast and benchmark in the metals markets. Our proprietary database and analyst expertise combines robust production, consumption and pricing data with detailed analysis to identify market opportunities.

We give you a holistic view of the ferrous and base metals markets so you have the confidence to make strategic decisions.

  • Executive summary
  • Supply-demand balances
    • Market Developments
  • Demand
    • Global
    • USA
    • China
  • Supply
    • Concentrate market
    • July mine production news
    • Smelter production news

In this report there are 25 tables or charts, including:

  • Executive summary
    • Zinc key forecasts
  • Supply-demand balances
    • Investor interest drives zinc price higher
    • Money managers positions as a % of open interest in May
    • Money managers positions as a % of open interest in July
    • Exchange stocks drift lower
    • Chinese imports of concentrate fall to their lowest level since April 2013
    • Price forecasts and global quarterly supply and demand balance
  • Demand
    • Global manufacturing PMI ticks higher
    • Galvanized sheet shipments set to soften in H2?
    • Chinese housing starts, sales and completions are peaking
    • Galvanized sheet and metallic coated sheet production
    • Key indicators of zinc consumption
  • Supply
    • Treatment charges $/t of concentrate
    • Chinese sources of concentrate
    • Concentrate Balances
    • Index of monthly Chinese mine production
    • Zinc mine capability, market adjustment and production (kt Zn)
    • Chinese indexed monthly production
    • Zinc smelter capability, market adjustment and production (kt Zn)
    • Global zinc consumption - (kt Zn)
    • Global zinc mine production (kt Zn)
    • Global zinc smelter production (kt Zn)
    • Zinc stocks, prices and premiums
    • Chinese trade data (kt)
    • Global slab zinc supply/demand balance (kt)
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