Insight

Metals and Mining Research: Coronavirus impact

16 July 2020

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16 July 2020

Metals and Mining Research: Coronavirus impact

Report summary

Over the last two months Wood Mackenzie’s Metals Research team has provided weekly coverage on the impact the coronavirus has had on commodity value chains. While much uncertainty clearly remains around the long-term implications for the sector, for now it appears that supply disruptions are abating and we are entering a period of wait-and-see on the demand-side as the economic fallout from the virus starts to reveal itself. As such, we will now stop publishing our weekly written report, with all coronavirus-related updates captured in the monthly short-term outlooks. We will continue to update our “Assets disrupted by coronavirus” data set regularly for the foreseeable future.

Overview
Published Insights
- Global Economy
- Coronavirus impact briefing: week ending 1 May
- Coronavirus impact briefing: week ending 24th April
- Global recession imminent - 31 March 2020
- Global spread of Covid-19 derailing the world economy - 10 March 2020
- Aluminium, Alumina and Bauxite
- Where is aluminium cost support? - 16 April 2020
- Coronavirus lockdown in India hits alumina refineries - 28 March 2020
- Near term Guinean bauxite supply continuity more likely - 27 March 2020
- Aluminium smelter cuts: who will blink first? - 26 March 2020
- Coronavirus and the oil price crash: what does it mean for aluminium smelter costs - 26 March 2020
- How is the coronavirus affecting China's aluminium market? - 13 February 2020
- Coal
- US states decide if coal mining is 'essential' under coronavirus restrictions - 24 March 2020
- Coronavirus coerces Pennsylvania coal mines to idle production - 20 March 2020
- Metallurgical coal: Can prices continue to defy the global turmoil? -19 March 2020
- Copper
- Copper scrap to shrink in China in 2020 - 20 April 2020
- Copper webinar: Unpacking short-term volatility vs long-term fundamentals - 6 April 2020
- Copper supply: responding to a global pandemic and lower prices - 23 March 2020
- Coronavirus pushes China's copper demand into negative growth - 20 February 2020
- The Coronavirus and its impact on the copper market - 6 February 2020
- Iron Ore and Steel
- US 2020 steel outlook: is infrastructure the "wild card" in the deck? - 9 April 2020
- Steel and iron ore scenarios: what are the risks to our 2020 forecast?- 8 April 2020
- Iron ore: how low can it go? - 23 March 2020
- How will European steel and iron ore markets cope with coronavirus? - 23 March 2020
- Nickel
- Nickel webinar: Optimism amidst the chaos? - 7 April 2020
- Zinc and Lead
- Coronavirus - Its impact on zinc and lead - 18 February 2020