Insight
Metals and mining snapshot: long-term market themes
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Report summary
In this month’s Metals and Mining Snapshot, we highlight the key themes shaping the metal markets and some of the underlying drivers in our forecast long-term prices, including: Copper: is there a requirement for new project development? Aluminium: will the impact of Chinese environmental regulations be realised? Zinc: will the shortage of concentrate and refined metal persist? Iron ore: can falling prices squeeze out uncompetitive sources of supply? Nickel: will intense interest in EVs fuel a boost in demand?
Table of contents
- In October's Metals & Mining Snapshot slides, we highlight the most topical commodities from the recent Wood Mackenzie's long term outlooks. This month:
- Chinese total copper demand growth by key end-use sectors (2016-2035)
- Zinc metal and concentrate stock cycle (kt Zn)
- Chinese NiSO4 capacity expanding rapidly between now and 2020
Tables and charts
This report includes 3 images and tables including:
- Metals and mining snapshot: long-term market themes: Image 1
- Metals and mining snapshot: long-term market themes: Image 2
- Metals and mining snapshot: long-term market themes: Image 3
What's included
This report contains:
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