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10 Pages

Lead: what to look for in 2016


Lead: what to look for in 2016

Report summary

The situation for lead is dominated by the increasingly tight availability of mine supply during the course of 2016. With no new mines outside China due to start production this year and several major smelter expansions, the competition for concentrates will be intense, drive TCs down and LME price upwards. Demand remains steady and driven by the relentless increase in global vehicle numbers. New battery technology will increase the use of lead for automotive batteries and electric vehicles will do little to abate this demand.

What's included?

This report includes 1 file(s)

  • Lead: what to look for in 2016 PDF - 371.18 KB 10 Pages, 1 Tables, 8 Figures

Description

This Metals Insight report highlights the key issues surrounding this topic, and draws out the implications for those involved.

For industry participants and advisors who want to look at the trends, risks and issues surrounding this topic, this report gives you an expert point of view to help inform your decision making.

Our analysts are based in the markets they analyse and work with high-quality proprietary data to provide consistent and reliable insight.

We provide unique in-depth analysis of the metals supply industry so you can make confident strategic decisions.

  • Executive summary
    • Steady demand stands up to world economic storms
    • Lead retains resilience
    • The push-pull influence of new battery technologies
    • More new technology offers batteries with reduced lead and cleaner refining
    • Potential prohibition and devolving the problem
    • A concentrate deficit is forecast to take precedent in 2016
    • 2016 will be a pivotal year in shaping the medium-long-term future of the lead market
    • High-silver lead concentrate will be in high demand in 2016
    • The increased use of SKS technology will blur the lines between primary and secondary production

In this report there are 9 tables or charts, including:

  • Executive summary
    • Asia continues to have highest growth
    • All regions move into positive growth for 2016
    • Lead remained the most resilient base metal throughout 2015
    • Price spread volatility was a feature throughout last year
    • Hybrids and EVs show limited market penetration for years ahead
    • 2016 will see it s first concentrate market deficit since 2008
    • Heavy investment will be required from this year onwards to meet the requirement for lead concentrate
    • Production capability of medium-high silver grade lead concentrate treating smelters higher than mine production forecast in ROW
    • It is forecast that 61% of Chinese smelter production will come from SKS technology
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